Orthodontic Treatment Lead

Overview:
Job Summary:

The Ortho Treatment Coordinator Lead is an important face and representative of our team. A Treatment Coordinator's main objectives are to schedule appointments with interested individuals interested in receiving orthodontic care , work with doctors to communicate treatment plans, help patients afford treatment, and provide exceptional customer service so patients feel supported on their smile journey.

Responsibilities:
Essential Functions and Primary Responsibilities:

• Obtain high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options

• Patient Communication and Education: Explain treatment plans and timeline to patients and families in clear, simple terms. Address concerns and answer questions.

• Financial Coordination: Present financing options and assist patients with affording care. Educate patients on insurance coverage. Ensure timely payment collection and manage outstanding balances

• Administrative Duties: Schedule appointments. Maintain detailed patient records (medical history, treatment in progress). Submit paperwork to insurance

• Technical Assistance: Operate X-ray machines and assist with clinical tasks when required (if certified)

• Contact patients/guarantors proactively regarding fees due and to confirm the appointment

• Explain, promot e , and adher e to company payment policies and procedures

• Track patient financial commitments along with any required follow up to ensure patient obligations are met

• Solicit referrals from patients post treatment while at the same time tracking satisfaction with work provided

• Performs to the highest integrity by adhering to all government regulations, company standards, and company compliance programs

• Other duties as assigned .

Qualifications:
Qualifications:

• Education /Experience:

• High School d iploma or GED is required

• A minimum of 1year orthodontic or equivalent experience is required

• Required or Specialized Skills:

• Excellent communication and interpersonal skills

• Previous sales experience. Comfortable discussing costs and payment plans with patients

• Responsive to patients (follow-up w patients, answer questions)

• Advanced : C ommunication skills, English, grammatical proficiency

• Computer Proficiency - comfortable in the Microsoft Office Suite

• Understand and able to effectively communicate techniques utilized in the Orthodontic field

• E xcellent written and oral communication skills

• Preferred Skills:

• Work experience as a Treatment Coordinator in a dental practice

• Minimum of 3+ years of customer experience

• General knowledge and understanding of orthodontic treatment plans and care

• High level knowledge of Orthodontics and associated treatment planning

• Have a detailed knowledge of dental insurances, service limits, PPO, s elf- p ay collections, and financing options

• 3 + year s experience in dental and/or orthodontic environment

• X-Ray certification and CPR certification

• Bilingual , Spanish is a plus

Physical Requirements:

The nature of work requires the ability to:

• Effectively communicate and exchange information with patients, their parents, clinicians, and staff

• Operate a computer, keyboard, and standard office equipment

• Lift/carry up to 30 lbs and be able to twist, turn, bend, and stoop

The majority of work performed is in a clinical environment which may require availability for extended hours during peak periods . Work hours may change to meet business needs.

We value teamwork, mutual respect, and cooperation. We do not practice unlawful discrimination, including harassment, or tolerate it in our workplace. What do we mean by discrimination? We mean that we do not discriminate on the basis of race, color, creed, religion, sex, national origin, age, citizenship, disability, sexual orientation or any other characteristic protected by federal, state, or local law.