Treatment Coordinator (Hales Corners)

Orthodontic Experts Ltd; Hales Corners (WI); On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Paid Training

Travel Pay

Clinical Bonuses

Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Short-Term Disability

Long-Term Disability

Employee Assistance Program

401(k) and matching

Tuition Assistance

Transit Reimbursement

Free orthodontic treatments

Job summary

Orthodontic Experts Ltd. is seeking a Treatment Coordinator to support patients through their orthodontic journey. You will communicate treatment plans, address questions, and help set up scheduling and payment arrangements.

Responsibilities include financial consultations, coordinating with insurance and financing, managing accounts receivable, and assisting in all clinics as needed. The role requires strong communication, problem solving, and proficiency with Microsoft Office.

Qualifications

• 3 years of customer service experience
• 2 years of sales experience
• 1 year of Treatment Coordinating experience
• Knowledge of medical terms and practices
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access)
• Excellent problem solving and de-escalation skills
• Excellent written and verbal communication skills

Responsibilities

• Consult with patients to understand their oral health history, concerns, and objectives.
• Explain the treatment plan, address patient concerns, and answer any questions.
• Assist the patient in prioritizing the treatment and establish a plan for scheduling and payment arrangements.
• Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
• Manage and maintain the payment options and policies for patients.
• Understand the practice’s policy on working with Ortho benefit plans and educate patients on their dental benefits.
• Communicate with outside and third-party financing companies and educate patients on financing options.
• Track patient accounts receivable and outstanding balances to ensure timely payment.
• Assist in Practice’s collections protocol for all outstanding balances.
• Introduce new patients to the practice and explain health history and doctor’s examination.
• Conduct treatment consultations with all new patients and existing patients when new plans are presented.
• Updating TC Spreadsheet on a daily basis.
• Dialing outbound calls to patients (Welcome calls, Lost Cases, Denials).
• Greet and check patients in and out before and after treatment.
• Participate in Marketing events and answer incoming calls (new patients, emergencies, scheduling, records).
• Travel to other clinics and perform all duties including administrative tasks.
• Maintain a clean/sanitized clinic/office area.
• Cash handling and other assigned tasks.

Skills

Customer service

Sales experience

Treatment coordinating

Microsoft Office

Problem solving

Communication

Education

High school diploma or GED

Job description

Description

About us:

At Orthodontic Experts, we are committed to delivering exceptional patient care and setting the standard for orthodontic excellence. With over 30 locations across the greater Chicagoland area, Wisconsin, and Indiana, and continued growth ahead, we are focused on transforming smiles and making a meaningful impact in the communities we serve.

We are looking for team members who are passionate about high-quality care and align with our Core Values:

• Accountability
• Continuous Improvement
• Inclusion
• Integrity
• Respect
• Teamwork
• Transparency

If you are seeking an opportunity to grow your career in a purpose-driven, patient-centered organization, we encourage you to apply.

Job Description:

As a Treatment Coordinator, you will be providing support to our patients in their orthodontic journey. You will be responsible for communicating with patients and their family members to ensure that they understand their treatment plans and any changes that may occur.

Tasks include but are not limited to:

• Consult with patients to understand their oral health history, concerns, and objectives.
• Explain the treatment plan, address patient concerns, and answer any questions.
• Assist the patient in prioritizing the treatment and establish a plan for scheduling and payment arrangements.
• Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
• Manage and maintain the payment options and policies for patients.
• Understand the practice’s policy on working with Ortho benefit plans and be prepared to educate patients on their dental benefits.
• Communicate with all outside and third-party financing companies offered to patients and educate patients on the available outside financing options.
• Track patient accounts receivable and outstanding balances to ensure timely payment.
• Assist in Practice’s collections protocol for all outstanding balances.
• Introduce new patients to the practice by going over health history, explaining the doctor’s examination and describing any other features about the practice that should be highlighted.
• Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
• Updating TC Spreadsheet on a daily basis.
• Conducting Dialing outbound calls to patients. (Welcome calls, Lost Cases, Denials etc.)
• Greet and check patients in and out before and after treatment.
• Participate in Marketing events
• Answer incoming calls to include new patient calls, emergencies, scheduling patient appointments, requesting records, and follow up.
• In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks.
• Responsible in helping to maintain a clean/sanitized clinic/office area.
• Cash handling
• Other tasks as assigned

Requirements

• High school degree or GED equivalent
• 3 years of customer service experience
• 2 years of sales experience
• 1 year of Treatment Coordinating experience
• Knowledge of medical terms and practices
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
• Excellent problem solving and de-escalation skills
• Excellent written and verbal communication skills

Working Hours/ Location/Pay:

• Monday - Wednesday 8:45am - 5:00pm
• Thursday & Friday 6:45am - 3:00pm
• 2 Saturdays per month
• 5778 S. 108th Street , Hales Corners, WI 53130
• Travel availability to Mount Pleasant and Menomonee Falls
• Full time
• Rate of pay - $20 - $28

Benefits (for our full-time employees):

• Paid Training
• Travel Pay (when traveling to sister clinics farther than 15 miles away from base clinic)
• Clinical Bonuses
• Paid Time Off
• Holiday Pay
• Medical, Dental, Vision, and Life Insurance
• Accident Insurance
• Short-Term Disability
• Long-Term Disability
• Employee Assistance Program
• Health Savings Account
• Dependent Care Account
• 401(k) and matching
• Pet Insurance
• Tuition Assistance Program
• Identity Theft Protection
• MetLife Met Law Legal Insurance
• Transit Reimbursement - Commuter Account
• Free and discounted Orthodontic Treatments