Treatment Plan & Financial Coordinator

Location: 7225 US-31, Suite G, Indianapolis, IN 46227
Salary: $20-22/hr PLUS bonus options!
Status: Full Time | Classification: Non-Exempt
Schedule: Mon–Sun, 8 AM – 10 PM ET (schedule may vary based on location)
Reports to: Practice Manager
Key Partnerships: Clinical, Billing, and Operations
Department: Operations
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We're looking for a Treatment Plan & Financial Coordinator to join our dental team!**

The right candidate will help patients understand treatment plans, review insurance coverage, and assist with financing options such as CareCredit and HFD.

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Qualifications & Requirements:**

• 1 year dental office experience preferred

• Knowledge of treatment planning, insurance, and financial coordination

• Strong communication and organizational skills

• Experience with CareCredit/HFD a plus

• High school diploma or GED

• Basic dental knowledge or the ability to learn

• Ability to work with minimal supervision, self-starter, and demonstrates initiative

• Excellent work ethic and attendance record

• Dental experience is required

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Perks of the Smile Squad:**

Bonusing Options: $300 monthly attendance bonus for Full-Time, $150 for Part-Time, production bonus starting at $150 monthly, and a $3/hr shift premium for evenings/weekends
Healthy Benefits: Health, dental, and vision insurance options; disability and life insurance
Time to Unwind: Paid time off and holiday pay
Room to Grow: Career growth opportunities for professional development
Healthy Skills: Certification support for Hep B and CPR + production bonus

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About the Role:**

The Treatment Plan & Financial Coordinator is the first line of customer service for all patients and visitors entering our office. This individual is a team player and brings their best to our office to achieve the best outcomes for our patients.

This role is primarily responsible for:

• Greeting patients

• Checking patients in

• Presenting treatment plans

• Scheduling and confirming future appointments

• Handling incoming phone calls

The Treatment Plan & Financial Coordinator will assist patients with questions and needs ensuring they receive the best service possible.

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Job Responsibilities:**

• Provide a warm and inviting tone when fronting questions from new and existing patients on the telephone

• Exhibit a welcoming appearance and attitude toward all patients and guests in the lobby

• Accurate capture and entry of patient demographic and insurance info into electronic health records

• Accurate verification of dental insurance benefits prior to treatment plan creation and presentation

• Creation and presentation of the treatment plan, effectively communicating all treatment options

• Assist patients with financing options and arrangements to receive necessary treatment

• Responsible handling of financial receipts and cash in accordance with practice standards

• Ensure all proper documentation is signed and entered into the system

• Maintain rapport with multiple patients during high-demand periods

• Solve patient-related financial and clinical account questions

• Maintain the lobby, front office, and other facility areas according to practice standards

• Communicate effectively with management and co-workers regarding suggestions and improvements

• Successfully complete internal training programs

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Key Skills and Abilities:**

• Customer Service: Provide excellent patient service to meet dental needs

• Multi-Tasking: Prioritize and manage multiple tasks at once

• Communication: Clear verbal and written communication with patients, team, and providers

• Team Mindset: Work collaboratively for the benefit of the patient

• Problem Solving: Think on your feet to resolve unique patient concerns

• Continuous Improvement: Open to improving workflows and patient experience

• Adaptability: Thrive in a fast-paced and dynamic environment

• Engagement: Be supportive of leadership and live out company values

• Detail-Oriented: Follow through on tasks and document accurately

• Technology: Proficient in computer and electronic health record use

• Confidentiality: Maintain patient and employee confidentiality per HIPAA standards

• Pressure Management: Stay productive and composed under stress

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Work Environment:**

• Controlled dental office setting

• Fast-paced with high-pressure moments

• Frequent interaction with diverse patients, coworkers, and third parties

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Physical Demands:**

• Frequent: sitting, typing, writing, speaking, and using a computer

• Occasional: standing, walking, bending, lifting up to 25 lbs

• Use of: keyboard, phone, copier

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Certification & Licensure:**

• None required (we'll help you get certified in CPR and Hep B if needed)

**Same Day Dental - Southport
Monday-Sunday

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