Dental Treatment Coordinator

Preferred Search Group; Terrell Hills (TX); On-site; USD 50,000 - 68,000; Full time

Benefits offered by this job

401(k)

PTO & Holidays

Continuing education support

Long-term career growth

Job summary

Preferred Search Group partners with a premier private dental practice in San Antonio to identify a skilled Treatment Plan Coordinator.

You will educate patients on care options, financing, and insurance benefits while helping drive case acceptance and a positive patient experience in a fast-paced, team-driven environment.

Strong communication, organization, and familiarity with dental software are essential to succeed and grow within the practice.

Qualifications

• Minimum 3 years of experience as a Treatment Coordinator, Patient Financial Coordinator, or similar dental role.
• Strong knowledge of dental insurance and patient financing.
• Experience presenting comprehensive treatment plans.
• Excellent communication and relationship-building skills.
• Highly organized with strong follow-up skills.
• Experience using dental practice management software.

Responsibilities

• Present treatment plans in a clear, compassionate, and confident manner.
• Explain insurance benefits, patient financial responsibility, and financing options.
• Help patients understand complex, multi-phase treatment plans.
• Build lasting relationships that encourage patients to move forward with recommended care.
• Maintain follow-up systems for unscheduled treatment plans.
• Contact patients by phone, text, and email to answer questions and help them schedule treatment.
• Coordinate with doctors and team members to ensure a seamless patient experience.
• Track case acceptance and treatment conversion metrics.
• Support patients through financing options such as CareCredit and similar programs.

Skills

Dental insurance knowledge

Patient financing

Presenting treatment plans

Communication skills

Follow-up skills

Dental software

Tools

CareStack

Job description

Preferred Search Group?is partnering with a well-established, high-end private multi-specialty dental practice in San Antonio to find an exceptionalTreatment Plan Coordinator. This is an outstanding opportunity to join a thriving, privately owned practice that has been serving patients for decades and is continuing to grow. If you're passionate about helping patients move forward with treatment, excel at building trust, and enjoy being rewarded for your results, we'd love to hear from you.

About the Opportunity

As the Treatment Plan Coordinator, you'll play a critical role in guiding patients through important treatment decisions while helping them understand their care, financial options, and next steps. You'll work alongside a talented clinical team in a modern, multi-specialty practice offering:

• General Dentistry
• Dental Implants
• Full Mouth Rehabilitation
• Clear Aligner Orthodontics
• Periodontics
• Oral Surgery

Your ability to educate patients, build confidence, and increase case acceptance will directly impact both patient outcomes and practice growth.

What You'll Do

• Present treatment plans in a clear, compassionate, and confident manner
• Explain insurance benefits, patient financial responsibility, and financing options
• Help patients understand complex, multi-phase treatment plans
• Build lasting relationships that encourage patients to move forward with recommended care
• Maintain follow-up systems for unscheduled treatment plans
• Contact patients by phone, text, and email to answer questions and help them schedule treatment
• Coordinate with doctors and team members to ensure a seamless patient experience
• Track case acceptance and treatment conversion metrics
• Support patients through financing options such as CareCredit and similar programs

Requirements

Required

• Minimum 3 years of experience as a Treatment Coordinator, Patient Financial Coordinator, or similar dental role
• Strong knowledge of dental insurance and patient financing
• Experience presenting comprehensive treatment plans
• Excellent communication and relationship-building skills
• Highly organized with strong follow-up skills
• Experience using dental practice management software

Preferred

• Clinical or dental assisting background
• Experience in implant, full-mouth reconstruction, orthodontic, or surgical practices
• CareStack experience
• Bilingual (English/Spanish)

The Ideal Candidate

You are someone who:

• Connects easily with patients and earns their trust
• Communicates confidently without being pushy
• Enjoys helping patients improve their health
• Takes ownership of results
• Thrives in a fast-paced, team-oriented environment
• Pays close attention to detail and never lets opportunities fall through the cracks

Benefits

What You'll Receive

• Competitive compensation based on experience
• Performance bonus opportunities
• 401(k)
• Paid Time Off & Holidays
• Continuing education support
• Long-term career growth with a respected private practice
• Supportive, collaborative team culture

Ready to Make an Impact?

If you're an experienced dental professional who enjoys helping patients say "yes" to the care they need while building lasting relationships, we'd love to connect with you.