Orthodontic Care & Treatment Coordinator

Neptune Dental Management Partners LLC; San Francisco (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Holiday pay

Bonus opportunities

Professional development

Positive work environment

Job summary

Image Orthodontics in San Francisco is seeking a motivated Treatment Coordinator to guide patients through the orthodontic journey, present options confidently, and coordinate care from consult to completion.

You will drive case acceptance, manage financial discussions, schedule appointments, verify coverage, and support the clinical team to deliver a seamless, patient-centered experience in a fast-paced dental practice.

Qualifications

• Sales, customer service or consultative experience required (healthcare or dental is a plus, but not necessary).
• Confident communicator with strong persuasion, relationship-building, and closing skills.
• Comfortable discussing finances and guiding customers through purchasing decisions.
• Tech-savvy with the ability to quickly learn new systems (dental software experience is a bonus, not required).
• Positive, energetic team player who thrives in a goal-driven environment.
• Highly coachable with a strong desire to learn and grow.
• Excellent multitasking, organization, and time management skills.
• Passion for helping people and delivering an outstanding customer experience.
• Reliable, professional, and detail-oriented.

Responsibilities

• Guide patients through their dental/orthodontic journey by clearly presenting treatment options, benefits, and value in a confident, consultative manner.
• Drive case acceptance by effectively communicating treatment importance and helping patients feel comfortable moving forward.
• Lead financial conversations, present payment options, and help patients select plans that fit their needs.
• Build strong relationships with patients from the first interaction, creating a welcoming and trust-based experience.
• Manage patient scheduling to maximize productivity and support practice growth.
• Respond to calls, texts, and emails with a focus on converting inquiries into scheduled appointments.
• Verify insurance and simplify coverage details for patients, helping remove barriers to starting treatment.
• Maintain accurate patient records and track case progress from consultation to start.
• Collaborate with the clinical team to ensure a smooth and consistent patient experience.
• Support internal and external marketing efforts, including follow-ups, referrals, and patient engagement initiatives.

Skills

Sales ability

Customer service

Communication

Scheduling

Multitasking

Tech-savvy

Team player

Goal-driven

Detail-oriented

Tools

Dental software

Job description

Image Orthodontics in San Francisco is seeking a motivated Treatment Coordinator to guide patients through the orthodontic journey, present options confidently, and coordinate care from consult to completion.

You will drive case acceptance, manage financial discussions, schedule appointments, verify coverage, and support the clinical team to deliver a seamless, patient-centered experience in a fast-paced dental practice.