Treatment Plan Coordinator

POSITION TITLE: Treatment Plan Coordinator

DEPARTMENT:  Dental  

NATURE OF POSITION: The Treatment Plan Coordinator will verify dental insurance, quote estimates on procedure costs, communicate estimates for dental treatment plans, create payment plans, process payments and schedule appointments as needed.

CLASSIFICATION:  Non-Exempt

SUPERVISION EXERCISED: Chief Dental Officer

MINIMUM QUALIFICATIONS:

• High School graduate or equivalent required 
• Experienced in customer service and clerical duties 
• Verbal and written communication skills
• Knowledge of dentistry and dental procedures recommended
• Ability to understand insurance terms, (i.e. HMO/PP, EOB, Stop Loss, etc.) and payment methodologies, and        effectively negotiate with customers when required 
• Computer proficiencies to enter, retrieve, assemble and organize data 
• Be familiar with medical terminology 
• Ability to work in a fast paced, high volume, and high stress environment 
• Must be able to sit, stand, walk, bend, and/or lift for extended periods of time 

RESPONSIBILITIES: 

• Communicates effectively with management, auditors, payers, staff, and customers  
• Communicates with patients and/or legal guardian regarding proposed treatment plan and financial costs
• Answers the phone and directs calls as appropriate  
• Create financial plans and collect monies, and document financial arrangements
• Addresses patient concerns regarding charges and services verbally and in written form in timely fashion
• Audits accuracy of charges in EPM compared to EHR  
• Collects and posts payments to patients accounts at the time of payment  
• Enters, corrects, and updates patient demographics, add insurance information, perform insurance verification, and refer to biller if re-bill is required  
• Cross-trains to cover other positions within workgroup as needed  
• Determines and posts appropriate adjustments   
• Enters messages into the EHR as appropriate  
• Keeps work-space neat and organized  
• Makes corrections to accounts as needed  
• Meets productivity standards balancing productivity and quality of accurate charge identification  
• Opens batch in EPM to post daily payments collected during the day; close batch for current  day  
• Participates in agency-sponsored staff training events (safety, OSHA, etc.)  
• Processes credit card payments  
• Protects the confidentiality of patients and their records at all time by complying with the Clinic’s (COFMC) patient confidentiality and HIPAA policies and procedures 
• Responsible for resolution of self pay account balances (i.e. negotiation of payment in full, payment plans, referrals for charity) 
• Works with patients to set up payment plans and follow up on the payment plans on a monthly basis  
• Performs other duties as assigned  
• Presents treatment options associated with the treatment, and supports clinical and technical staff

ORGANIZATION:

• Exhibits enthusiasm, a positive attitude, and professionalism in the workplace 
• Handles personal conflict and works through it at the lowest possible level (first with party/parties involved, then if necessary, with 3rd party mediation) 
• Displays a friendly manner and is easy to approach 

• Maintains a neat, clean, well-groomed, appearance and dresses in accordance with the dress code policy 
• Leaves personal problems out of the workplace 
• Treats all co-workers with dignity and respect 
• Abstains from gossip in the workplace 
• Arrives on time and works through designated hours 

• Completes tasks effectively, accurately and on time 
• Demonstrates little or no absenteeism/follows leave guidelines 
• Follows designated line of support 
• Display a willingness and flexibility to respond to unusual job-related demands 
• Manages time well 

• Recognizes and assists others in the work of the department, even though the work may be outside of regular duties 
• Shares equally in the workload of the department 
• Works cooperatively with all team members and departments 
• Works independently requesting assistance from supervisor only as needed 
• Abstains from criticizing COFMC, colleagues and supervisors 

• Demonstrates loyalty to COFMC, colleagues and supervisors 
• Demonstrates support of the mission and vision of COFMC 
• Accepts and participates in cross training 
• Takes initiative to identify skill development needs 
• Performs other duties as assigned. 

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