Traveling Ortho Treatment Coordinator

West Coast Dental Services; Santa Clarita (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

West Coast Dental Services is seeking a Treatment Coordinator to handle front office duties, educate patients on treatment plans, and coordinate insurance benefits and financial arrangements. The role supports efficient patient flow and collaboration with the clinical team.

The position requires bilingual English/Spanish abilities, familiarity with dental software, and strong communication skills in a fast-paced dental office setting.

Qualifications

• High School Diploma or equivalent required.
• Bilingual English & Spanish required.
• Strong written and verbal communication skills.
• Experience with dental software (EagleSoft/Dentrix preferred).
• Knowledge of dental treatment plans and terminology.

Responsibilities

• Prepare and present treatment plans and financial estimates to patients.
• Assist patients with maximizing dental benefits.
• Assist patients with financing, insurance questions, and treatment concerns.
• Calculate fees for treatment based on fee schedules.
• Educate patients about treatment, benefits, and responsibilities.
• Schedule and manage patient treatment appointments; reschedule as needed.
• Coordinate doctor and hygiene schedules to meet production goals.
• Communicate with clinical team to manage daily patient flow.
• Handle treatment paperwork including consent and policy forms.
• Maintain confidentiality in line with HIPAA and laws.
• Collect patient payments and record in West Coast Dental System.

Skills

Bilingual English/Spanish

Dental software

Microsoft Office

Insurance billing

Communication skills

Education

High School diploma

Tools

EagleSoft

Dentrix

Job description

Position Summary The Treatment Coordinator performs a variety of general front office tasks and duties which include ensuring the patient understands their treatment plan, the benefits of treatment, coordination of insurance benefits, assisting with financial arrangements and coordination of appointments. Treatment Coordinators manage patients full cycle from clinical diagnosis to treatment acceptance.

• Prepare and present treatment plan and financial estimates to patients for all prescribed treatment.
• Assist patients with understanding how to maximize dental benefits
• Assist patients with financing options, insurance questions, and treatment concerns
• Conduct patient consultations and calculate fees for treatment based on various fee schedules
• Educate patients concerning treatment, procedures, insurance benefits, pre- and post-treatment responsibilities, etc.
• Schedule patient treatment appointments, reschedule patients that miss their appointment and call patients that have not completed treatment.
• Manage the Doctor and hygiene schedules to achieve production goals through efficient use of appointment time.
• Work with clinical team to effectively manage daily patient flow, providing communication and information to the appropriate individuals.
• Handle all treatment paperwork including consent forms, policy forms and exit paperwork.
• Effectively communicate and develop a strong working relationship with the Doctor and manager and promote teamwork through cooperative and professional behaviors
• Adhere to confidentiality, state, federal, and HIPAA laws and guidelines with regards to patient’s records.
• Monitor production and collection goals
• Collect patient payments, post payments on the West Coast Dental System and print receipts.
• Assist billers with posting diagnosis and treatment as needed and directed by management
• Check-in/Check-out patients and prepare charts as needed
• Verify patient benefits eligibility as needed
• Work with the Office Manager, as requested, with printing, reviewing, and faxing collection report, day sheet, and summary report to the Support Center at closing each day
• Assist the Office Manager, as requested, with collections reconciliation and deposit preparation at closing each day
• File patient charts as instructed
• Attend and participate in staff meetings and team huddles
• Other duties as assigned by the Office Manager, Regional Manager, and/or Dentists

Job Title

Patient Ambassador

Reports To

Office Manager

Position Summary

The Treatment Coordinator performs a variety of general front office tasks and duties which include ensuring the patient understands their treatment plan, the benefits of treatment, coordination of insurance benefits, assisting with financial arrangements and coordination of appointments. Treatment Coordinators manage patients full cycle from clinical diagnosis to treatment acceptance.

Essential Duties/Responsibilities

• Prepare and present treatment plan and financial estimates to patients for all prescribed treatment.
• Assist patients with understanding how to maximize dental benefits
• Assist patients with financing options, insurance questions, and treatment concerns
• Conduct patient consultations and calculate fees for treatment based on various fee schedules
• Educate patients concerning treatment, procedures, insurance benefits, pre- and post-treatment responsibilities, etc.
• Schedule patient treatment appointments, reschedule patients that miss their appointment and call patients that have not completed treatment.
• Manage the Doctor and hygiene schedules to achieve production goals through efficient use of appointment time.
• Work with clinical team to effectively manage daily patient flow, providing communication and information to the appropriate individuals.
• Handle all treatment paperwork including consent forms, policy forms and exit paperwork.
• Effectively communicate and develop a strong working relationship with the Doctor and manager and promote teamwork through cooperative and professional behaviors
• Adhere to confidentiality, state, federal, and HIPAA laws and guidelines with regards to patient’s records.
• Monitor production and collection goals
• Collect patient payments, post payments on the West Coast Dental System and print receipts.
• Assist billers with posting diagnosis and treatment as needed and directed by management
• Check-in/Check-out patients and prepare charts as needed
• Verify patient benefits eligibility as needed
• Work with the Office Manager, as requested, with printing, reviewing, and faxing collection report, day sheet, and summary report to the Support Center at closing each day
• Assist the Office Manager, as requested, with collections reconciliation and deposit preparation at closing each day
• File patient charts as instructed
• Attend and participate in staff meetings and team huddles
• Other duties as assigned by the Office Manager, Regional Manager, and/or Dentists

Knowledge, Skills, And Abilities

• High School Diploma or equivalent (GED) required
• Bilingual: English & Spanish required (if the geographic location of the office does not require the applicant to be bilingual, applicants who only speak English may be considered)
• Basic knowledge with PC’s and Microsoft Office
• Previous dental software (preferred); Eagle Soft, Dentrix, or similar.
• Experience with dental and case presentation experience required
• Knowledge of dental treatment plans and advanced knowledge of Dental terminology
• Prior experience working with insurance, Denti-Cal, and HMOs preferred.
• Strong written and verbal communication skills
• Ability to work with numbers and calculate fees
• Ability to present cases clearly and thoroughly to patients
• Ability to work with people of all ages (i.e. Children)
• Strong interpersonal and relationship skills
• Ability to work in a fast-paced environment and able to multitask
• Ability to maintain outgoing, friendly attitude with patients and coworkers
• Ability to work with interruptions and to manage multiple priorities
• Ability to be organized and have excellent time managementAbility to work with minimal supervision
• Ability to relate, communicate with, and work with people from different backgrounds and cultures
• Knowledge of filing procedures and systems
• Ability to utilize varying reports

Work Schedule

The Treatment Coordinator will be notified of the work schedule on a weekly, bi-weekly, or monthly basis. The Treatment Coordinator’s schedule is subject to change (daily/weekly hours may increase or decrease) according to the needs of the practice. Evening and weekend hours may be required. This position is paid on an hourly basis.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the employee is regularly required to stand, sit, and walk; talk, hear, and smell; and use hands, fingers, and wrists (manual dexterity and hand-eye coordination) to handle or feel the mouth/teeth and gums of patients, as well as objects, tools, or controls associated with the dental field. The employee is frequently/occasionally required to reach; lift and/or move up to 25 pounds; and balance, stoop, bend, squat, kneel, crawl, climb, twist, pull, and crouch. The essential functions of this position will result in the following: hazardous exposure (chemical and infections)—constantly; non ionizing radiation (welding flash, microwaves, sun, etc.)—frequently; radiation (x-ray, radioactive, isotopes, etc.)—constantly; noise (loud/repetitive, 85 decibels per OSHA standard)—constantly; and personal protective equipment (PPE: respiratory masks, latex gloves, face shields, etc.)—constantly.

Work Conditions and Risk

General Dental Office conditions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The dental office environment may result in employees being exposed to toxic chemicals, radiation, infectious bodily fluids and materials, and increased noise level. This position assumes high risk.

Independent Action

Under the general supervision of the Office Manager, regular duties performed by the Treatment Coordinator may require occasional independent judgment. The Treatment Coordinator must consult with her/his supervisor regarding patient problems or confrontation, policy issues, expenditures, and unusual problems.