Treatment Coordinator (Hales Corners)

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

Benefits offered by this job

Paid Training

Travel Pay (when traveling to sister/s

Job summary

Orthodontic Experts in Wisconsin is seeking a Treatment Coordinator to guide patients through their orthodontic journey, explain plans, and coordinate scheduling and payments.

You will handle financial consultations, educate patients on benefits, manage accounts, and support a busy, patient-first team across multiple clinics. This role requires strong communication, problem solving, and experience in customer service and sales.

Qualifications

• High school diploma 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.

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 be prepared to educate patients on their dental benefits.
• Communicate with outside and third-party financing companies and educate patients on 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 and explaining examinations.
• Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
• Updating TC Spreadsheet on a daily basis.
• Dialing outbound calls to patients (Welcome, Lost Cases, Denials).
• Greet and check patients in and out before and after treatment.
• Participate in Marketing events and travel to sister clinics as needed.
• Answer incoming calls including new patient calls, emergencies, scheduling, records requests, and follow up.
• Travel to other clinics and perform all duties including administrative tasks.
• Maintain a clean/sanitized clinic/office area.
• Cash handling.

Skills

Customer service

Sales experience

Treatment coordinating

Medical terminology

Microsoft Office

Communication skills

Problem solving

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Access

Job 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.

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.

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

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

Salary Description

Pay: $20.00 - $28.00