Treatment Plan Concierge: Finance, Insurance & Scheduling

Dentist In Concord; Concord (NC); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Sign-on bonus

Paid time off

Health insurance coverage

Paid gym membership for you and your家

Job summary

Dentist in Concord is seeking a Treatment Coordinator to translate the doctor’s diagnosis into a written plan with real numbers, present it without pressure, and follow up with patients who need time to decide. You will present treatment plans with itemized fees, explain insurance coverage and potential benefits, arrange financing, and schedule procedures so care stays on track.

The role requires a confident communicator, strong dental knowledge, and a habit of proactive follow-up with patients

Qualifications

• Confident, calm presence for money conversations.
• Solid grasp of dental procedures, coding, and insurance benefits.
• Able to ask for appointments and follow up without pressure.
• Organized enough to manage weekly follow-up lists and complete them.
• Two+ years in a dental practice, ideally in treatment presentation or financial coordination.

Responsibilities

• Present treatment plans with itemized fees and explanations.
• Explain insurance benefits and out-of-pocket costs before scheduling.
• Arrange financing and payment plans to avoid delaying care.
• Schedule treatments and keep plans moving in the correct order.
• Manage unscheduled and partially completed treatment lists weekly.
• Track case acceptance and report on conversions.

Skills

Treatment plans

Insurance benefits

Financial coordination

Dental coding

Follow-up

Job description

Most treatment does not go undone because the patient said no. It goes undone because nobody sat down and explained what it costs, what insurance covers, and what happens if they wait.

That conversation is this job.

As Treatment Coordinator you take the doctor's diagnosis, translate it into a written plan with real numbers, present it without pressure, and follow up with the people who left saying they would think about it.

What you'll do

• Present treatment plans with itemized fees and an honest explanation of what each procedure does.
• Break down insurance coverage, estimated benefits, and out-of-pocket cost before treatment is scheduled.
• Arrange financing and payment plans so cost is not the reason care gets delayed.
• Schedule accepted treatment on the spot and keep sequenced plans moving in the right order.
• Work the unscheduled and partially completed treatment list every week.
• Track case acceptance and report on what is converting and what is not.

What we're looking for

• A confident, unhurried presence in a difficult conversation about money.
• Solid grasp of dental procedures, coding, and insurance benefits — enough to answer most questions without leaving the room.
• Comfortable asking for the appointment, and following up without being pushy.
• Organized enough to work a follow-up list every week and actually finish it.
• Two or more years in a dental practice, ideally in treatment presentation, financial coordination, or insurance.

What we offer

• Competitive pay, reviewed annually and benchmarked above local market rates.
• Sign-on bonus and referral bonus.
• Paid time off.
• Health insurance coverage.
• Paid gym membership for you and your family.
• Year-end bonus for performance above target.
• Performance bonus tied to how the whole practice performs, never to an individual case.