Orthodontic Treatment Coordinator

IMAGE Specialty PartnersTM; San Francisco (CA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Bonus opportunities

Professional development

Growth opportunities

Holiday pay

Job summary

Image Orthodontics in San Francisco is seeking a motivated Treatment Coordinator to streamline the patient journey from consultation to completion, presenting treatment options and insurance details with confidence.

You will drive case acceptance, manage scheduling, and guide patients through financing, while collaborating with clinicians to ensure a smooth, positive experience. Join a team focused on growth and outstanding patient care.

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 experience

Customer service

Consultative selling

Strong communication

Tech-savvy

Tools

Dental software

Job description

Image Orthodontics is seeking a motivated and organized Treatment Coordinator to join our team. The ideal candidate will play a crucial role in ensuring that our patients receive the best care possible by coordinating treatment plans, managing patient communications, and facilitating a smooth journey from the initial consultation to the completion of orthodontic treatment.

Schedule

• This is a full-time position

Benefits

• Competitive salary commensurate with experience
• Opportunity to earn bonuses based on individual and practice performance
• Opportunities for professional development and growth within the practice
• Health benefits package
• Paid time off and holiday pay
• Positive and supportive work environment

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

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

Equal Employment Opportunity (EEO)

Image Specialty Partners and its affiliated practices are equal opportunity employers. We are committed to providing equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local laws.