The Treatment Plan Coordinator’s primary responsibility is to contribute to the financial success of the affiliated or managed practice by ensuring that patients are the number one priority. This includes answering questions related to treatment and fees as well as questions about treatment options, with alternatives and fees introduced. This position maintains positive relationships with patients as well as knows and understands the business aspects necessary to provide patients with the best experience possible. Treatment Plan Coordinators are responsible for ensuring that patients leave well informed.
- Make a positive first impression with patients both by phone and in person; communicate effectively with patients while following telephone protocol including dental emergencies.
- Lead by example; exercise good team work; have mutual respect for team; partner with team to create an exceptional experience for patient.
- Conduct new patient interviews; act as liaison between the patient and the staff.
- Handle patient questions and complaints; manage patient relations; build trust, investigate and educate in order to encourage patients to embrace the means to achieve optimal dental health.
- Review patient history and clarify any points of concern; maintain current and accurate patient files.
- Coordinate patient scheduling process in a way that maximizes doctor and hygiene production; coordinate incoming patient flow with clinical staff.
- Understand and follow doctor’s treatment plans to schedule follow-up appointments; monitor treatment plans and case acceptance.
- Ensure financial success of the affiliated or managed practice by working with patients and/or insurance verifications with external companies which includes:
- Inform patients of payment policy; collect payment from patients at time of service
- Contact insurance companies to verify coverage and fee schedule and complete insurance breakdown accurately and completely if patient appointment is scheduled within 24 hours of appointment time
- Assist patients with completion of insurance form
- Record all charges and payments to patient accounts; be able to complete and explain the Third Party Financing for patients
- Present fees and give estimates of treatment; educate and answer questions
- Document financial arrangements and commitments to pay
- Monitor production and collections; reconcile all credit card payments and bank deposits; make daily bank deposits
- Maintain HIPAA compliance through patient confidentiality
- Follow required safety procedures as necessary
- Complete all Continuing Education requirements timely.
Non Essential Functions:
- Open practice for business according to company procedures
- Ensure that reception and front desk areas are clean and organized
- Take radiographs and educate patients on the results
- File and track appointments due to no-shows, cancellations and late arrivals; track and call patients with incomplete treatment
- Send follow up letters to patients
- Overtime required to perform job functions as approved by Operations Leader
- Travel as needed for training and to perform job functions
- Safety procedures required including protection to minimize the risks from radiographs and blood borne pathogens
- Potential extended period standing on feet