Treatment Coordinator - H2 Orthodontics

Treatment Coordinator

Reports to: Practice Managers

Job Summary/Responsibilities

With the support of the administrative team and Practice Managers, assist to ensure the smooth and successful appointments of all new patients.

To be responsible for contracts signed by responsible party prior to or on banding day.

To be responsible in assisting to produce performance and quality standards within the Treatment Coordinator room, delivered through customer service skills and attention to detail.

To be responsible for the maintaining all treatment coordinator records and reports, and communicating them to the Practice Manager.

Duties include:

• Sets up treatment rooms for all new patient exams
• Welcomes new patients/parents promptly with a warm smile
• Ensures new patient experience is enjoyable every single time
• Checks all new patient charts to ensure info was correctly entered upon scheduling
• Responsible for new patient paperwork to ensure it has been completed. Map in fields from the online questionnaire into chart. Ensures process is compliant with HIPPA laws.
• Completes New Patient Records for appointment
• Gives accurate and correct pricing based on treatment plan recommendations. May include expected insurance amount if insurance has been previously verified for the specific patient.
• Works numbers for new patients and sets up comfortable monthly payments that align with office guidelines
• Keeps records of all contracts, fees, referral, and other important information
• Helps to fill the schedule when needed
• Ensures accurate charting and insurance information has been entered in correctly
• New insurance information to be collected and scanned into chart by obtaining a copy of front and back of insurance card as well as half sheet filled out.
• Sign contract with patient or parent.
• Answers any questions patient might have regarding treatment
• Works with Practice Managers to ensure all contracts and documents are up to date, gathers needed information, and update as changes take place.
• Attend all staff meetings, front office meetings, and daily huddles.
• Representing the practice in a positive way inside and outside of the office.

• be self-motivated, organized, and have a positive attitude
• have excellent communication and written skills
• have excellent public relations skills
• work well with patients and team
• be experienced in delivering high-level customer service
• Committed to the position arriving on time daily
• Excellent computer skills including Microsoft Word, Excel, Teams, and Outlook