TRAVELING ORTHODONTIC TREATMENT COORDINATOR 

JOB OVERVIEW 

The Treatment Coordinator is responsible for each patient's initial orthodontic exam. The TC will guide the patient through the new patient process, starting from the time of making the appointment until they arrive for their consultation. Will be responsible to ensure that the patient/parent are informed of all aspects of treatment such as insurance, cost and expectations. Most importantly, they will ensure that the patient's needs, wants and concerns are addressed prior to starting. 

RESPONSIBILITIES AND DUTIES 

● Reviewing exam schedule 2-3 days prior 

● Calling and introducing themselves to the patient/parent 2 days prior 

● Informing patient/parent (at call) of SDS discount or any promotions/info needed to ensure a start 

● Obtaining any missing patient information prior to visit (insurance, email, etc.) ● Ensure insurance is verified prior to exam 

● Contacting patient DDS prior to exam/getting Dental Clearance 

● Ensuring Exam room is presentable/keeping work area and needed instruments sanitary ● Checking email daily, keeping up with spreadsheets 

● Communicate necessary information with the team 

● Returning Phone calls/messages and emails 

● Making pending calls 

● Completing charting and scanning of documents 

● Run necessary reports such as Recall, WCB, Exams Canceled and completing pending calls or follow up calls 

● Ensure all patient information is entered in accurately 

● Quote office fees/insurance coverage accurately 

EXPECTATIONS 

● Follow company policies 

● Supporting the clinic and front when regarding patient care