Treatment Plan Coordinator

Independence Dental Services; Delray Beach (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

Independence Dental Services is seeking a Treatment Plan Coordinator to guide patients through the treatment planning process and help them understand available options. You will act as the primary contact for questions about plans, while coordinating financials and scheduling to ensure patient confidence.

The role supports providers and front-office staff, ensuring accurate documentation, HIPAA compliance, and a consistent patient experience throughout the care journey.

Qualifications

• Previous experience in a dental or healthcare office preferred.
• Knowledge of dental terminology, procedures, and insurance processes.
• Strong interpersonal and communication skills with a patient-first mindset.
• Proficiency with dental practice management software and Microsoft Office.
• Strong organizational skills with attention to detail.
• Ability to multitask in a fast-paced environment.

Responsibilities

• Present dental treatment plans in a clear, professional, and compassionate manner.
• Educate patients on recommended procedures, timelines, and expected outcomes.
• Serve as a primary point of contact for patient questions related to treatment plans.
• Prepare and review treatment estimates for proposed dental services.
• Verify insurance benefits related to treatment plans and explain coverage to patients.
• Discuss payment options and assist with setting up payment arrangements as applicable.
• Coordinate treatment scheduling with providers and front-office staff.
• Track case acceptance and follow up with patients regarding pending treatment plans.
• Support completion of treatment plans through proactive communication and follow-up.
• Maintain accurate treatment plan and financial documentation in practice management systems.
• Ensure treatment plans are complete and properly documented prior to scheduling.
• Maintain confidentiality and compliance with HIPAA and company policies.

Skills

Dental terminology

Interpersonal skills

Communication

Organizational skills

Multitasking

Microsoft Office

Patient-first mindset

Tools

Practice management software

EHR systems

Job description

The Treatment Plan Coordinator is a specialized administrative role within a single dental practice, responsible for supporting patients through the treatment planning and acceptance process. This role focuses on explaining recommended treatment plans, coordinating financial and insurance information, and supporting scheduling to ensure patients feel informed and confident in their care decisions. The Treatment Plan Coordinator works closely with providers, front-office staff, and the Office Manager to ensure accurate documentation, clear communication, and a consistent patient experience.

Job Title:Treatment Plan Coordinator

Reports To:Office Manager

FLSA Status:Non-Exempt

Job Type:Full Time

The Treatment Plan Coordinator is a specialized administrative role within a single dental practice, responsible for supporting patients through the treatment planning and acceptance process. This role focuses on explaining recommended treatment plans, coordinating financial and insurance information, and supporting scheduling to ensure patients feel informed and confident in their care decisions. The Treatment Plan Coordinator works closely with providers, front-office staff, and the Office Manager to ensure accurate documentation, clear communication, and a consistent patient experience.

Key Responsibilities

Patient Care & Communication

• Present dental treatment plans in a clear, professional, and compassionate manner.
• Educate patients on recommended procedures, timelines, and expected outcomes.
• Serve as a primary point of contact for patient questions related to treatment plans.

Financial Coordination

• Prepare and review treatment estimates for proposed dental services.
• Verify insurance benefits related to treatment plans and explain coverage to patients.
• Discuss payment options and assist with setting up payment arrangements as applicable.

Scheduling & Coordination

• Coordinate treatment scheduling with providers and front-office staff.
• Track case acceptance and follow up with patients regarding pending treatment plans.
• Support completion of treatment plans through proactive communication and follow-up.

Documentation & Systems

• Maintain accurate treatment plan and financial documentation in practice management systems.
• Ensure treatment plans are complete and properly documented prior to scheduling.
• Maintain confidentiality and compliance with HIPAA and company policies.

Qualifications

• Previous experience in a dental or healthcare office environment preferred.
• Knowledge of dental terminology, procedures, and insurance processes.
• Strong interpersonal and communication skills with a patient-first mindset.
• Proficiency with dental practice management software and Microsoft Office.
• Strong organizational skills and attention to detail.
• Ability to multitask in a fast-paced environment.