Dental Treatment Concierge & Patient Experience Lead

Comprehensive Periodontics & Dental Implants; San Luis Obispo (CA); On-site; USD 31,684 - 45,460; Full time

Benefits offered by this job

Health and vision insurance

401(k) matching and profit sharing

Paid time off

Health Savings Account

Aflac supplemental insurance options

Continuing education support

Employee dental discount

On-the-job training and opportunities

Advancement opportunities

Job summary

Comprehensive Periodontics & Dental Implants in San Luis Obispo, Santa Maria/Orcutt, and Paso Robles, CA seeks a dedicated Dental Treatment Coordinator to guide patients through referrals, treatment planning, and financial aspects. You will liaise with doctors, offices, and the clinical team to ensure a smooth patient experience across multiple locations.

The role emphasizes patient-centered care, attention to detail, and teamwork to optimize scheduling, billing, and communications at three

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal skills and emotional intelligence.
• A professional, compassionate, and patient-centered approach.
• Confident discussing treatment recommendations, fees, and financial responsibilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Sound judgment, initiative, and follow-through.
• A positive attitude and genuine team mentality.
• Comfort using scheduling systems and electronic patient records.
• Dependable transportation to work across the three locations.

Responsibilities

• Serve as a primary point of contact for patients and referring offices.
• Communicate with patients in a warm, professional, and reassuring manner.
• Coordinate patient care from the initial referral or phone call through consultation, treatment, and follow-up.
• Present treatment plans clearly and help patients understand recommended care, fees, sequencing, and next steps.
• Answer patient questions and address concerns that may otherwise prevent or delay treatment.
• Coordinate appointments, treatment phases, and communication among patients, doctors, clinical team members, and referring offices.
• Manage the appointment schedule and scheduling templates to support efficient patient flow, appropriate clinical utilization, and practice production goals.
• Confirm that required records, referrals, radiographs, medical information, and other documentation are obtained before appointments.
• Assist patients with scheduling, payment arrangements, insurance-related questions, and applicable practice financial policies.
• Collect payments and ensure that patient accounts and appointment information are complete and accurate.
• Maintain detailed and professional documentation in the patient record.
• Support front-office operations, including answering phones, greeting patients, scheduling appointments, and responding to messages.
• Help create a calm, organized, and welcoming experience for patients undergoing periodontal and implant treatment.
• Collaborate closely with doctors, clinical team members, and other administrative staff across multiple locations.

Skills

Communication skills

Interpersonal skills

Organizational skills

Multitasking

Team mentality

Bilingual English/Spanish

Tools

Scheduling systems

Electronic patient records

Job description

Comprehensive Periodontics & Dental Implants in San Luis Obispo, Santa Maria/Orcutt, and Paso Robles, CA seeks a dedicated Dental Treatment Coordinator to guide patients through referrals, treatment planning, and financial aspects. You will liaise with doctors, offices, and the clinical team to ensure a smooth patient experience across multiple locations.

The role emphasizes patient-centered care, attention to detail, and teamwork to optimize scheduling, billing, and communications at three