Dental Treatment Plan Specialist & Patient Advocate

Independence Dental Services; West Palm Beach (FL); On-site; USD 34,000 - 37,000; Full time

Job summary

Dental Team of West Delray in West Palm Beach, FL is seeking a Treatment Plan Coordinator to support patients through the treatment planning and acceptance process. You will present plans, explain procedures, and coordinate finances and scheduling in a busy dental practice.

Applicants should have dental/healthcare office experience, familiarity with dental terminology and insurance, and strong communication and organizational skills.

Qualifications

• Experience in a dental or healthcare office preferred.
• Knowledge of dental terminology, procedures, and insurance processes.
• Strong interpersonal and communication skills with a patient-first mindset.
• Proficiency with dental practice management software and Microsoft Office.

Responsibilities

• Present dental treatment plans in a clear, professional, and compassionate manner.
• Educate patients on recommended procedures, timelines, and expected outcomes.
• Serve as a primary point of contact for patient questions related to treatment plans.
• Prepare and review treatment estimates for proposed dental services.
• Verify insurance benefits related to treatment plans and explain coverage to patients.
• Discuss payment options and assist with setting up payment arrangements as applicable.
• Coordinate treatment scheduling with providers and front-office staff.
• Track case acceptance and follow up with patients regarding pending treatment plans.
• Support completion of treatment plans through proactive communication and follow-up.
• Maintain accurate treatment plan and financial documentation in practice management systems.
• Ensure treatment plans are complete and properly documented prior to scheduling.
• Maintain confidentiality and compliance with HIPAA and company policies.

Skills

Dental experience

Dental terminology

Insurance processes

Interpersonal skills

Organization

Multitasking

Tools

Microsoft Office

Practice management software

Job description

Dental Team of West Delray in West Palm Beach, FL is seeking a Treatment Plan Coordinator to support patients through the treatment planning and acceptance process. You will present plans, explain procedures, and coordinate finances and scheduling in a busy dental practice.

Applicants should have dental/healthcare office experience, familiarity with dental terminology and insurance, and strong communication and organizational skills.