ORTHO TREATMENT COORDINATOR 

Reports to: Orthodontic Director, Orthodontic Manager

Key Partnerships: Operations, Clinical, Support Center 

Department: Operations  Salary: DOE 

Classification: Non-Exempt

About this role:  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. 

Job Responsibilities: 

● 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  ● Other job duties as assigned 

BASIC QUALIFICATIONS: 

• Able to travel to assigned offices 
• Experience in computer software such as Microsoft, Excel, Google Suite and Dental Scheduling software.
• This position requires daily travel to assigned offices, you must maintain a valid non-restricted driver's license and appropriate insurance

KEY SKILLS AND ABILITIES, CHARACTERISTICS OF A GOOD FIT: 

• Compassion and high-level of service for all patients, staff and partnerships 
• Integrity, always doing the right thing 
• Customer Service experience and great customer service skills
• Strong interpersonal and communication skills 
• Well-developed analytical and problem solving abilities 
• Strong organizational skills, time management skills are a must. 
• Able to multitask and handle multiple incoming items at once.

BENEFITS: 

• 401(k)
• Health Insurance (PPO/HSA) 
• Vision Insurance 
• Internal Dental Insurance 
• Disability Insurance (STD/LTD) 
• Life Insurance 
• Paid Time Off 
• Holiday Pay
• Cell Phone Reimbursement

SCHEDULE AND LOCATION: 

Monday- Friday 

8am- 5pm

Multiple Locations : Houston and Beaumont area

CDP IS AN EQUAL OPPORTUNITY EMPLOYER

Community Dental Partners is an Equal Opportunity and Affirmative Action Employer. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

INTERNAL ID:

CDP100