Dental Treatment Plan Specialist — Elevate Patient Care

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 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.