Job Duties/ Responsibilities:
A Treatment Coordinatoor’s priority is to see their patients in a timely, and effective manner, while maintaining the ability to educate and make connections with each patient. This job requires a kind, outgoing, sales oriented personality. This position determines every new patient’s first view and experience at Progressive Orthodontics. This job requires financial awareness, attention to detail, and accuracy. This position executes the treatment plan provided by the doctor. It is crucial that you listen to the doctor’s directions, perform the procedures correctly, work efficiently, and accurately chart the patient’s visit.
Complete Every Other NPE on Time
You will be responsible for seeing every other new patient exam throughout the day. Every 30 minutes you will have another new patient exam. This position will be responsible for making sure you complete all necessary duties from the previous exam before moving on to the next patient. We want to eliminate all shortcuts that could result in emergency visits.
Form a Relationship with Your Patients
The Treatment Coordinator should be the smiling face that makes each patient want to stay and be a part of our office. Be outgoing, friendly, and personable.
SDS
Same Day Starts are becoming part of our culture. As the TC, your goal is to provide the patient with the knowledge base and confidence to convert as many patients as possible to new patients. We want to give the gift of time and convenience, ONE is preferred to get the patient started with their smile transformation. Our patients are excited to start treatment and so are we!
Have a Knowledge and Understanding of Orthodontics/Procedures
This position is responsible for thoroughly explaining each patient’s treatment plan. Thus, you must have knowledge and understanding of all appliances and procedures recommended throughout treatment. (Expanders, Space Maintainers, Extractions/Exposures, ETC…)
Chart Write Ups
This position is responsible for documenting all details from the New Patient Appointment in the patient’s chart. Be thorough and detailed in chart write ups. Details on professionalism in the patient chart are included in the Training Manual.
Taking Payments/Contracts
This position is responsible for coordinating the down payment and writing up the contract for all Same Day Starts. You must be comfortable discussing/ handling money, and be very cautious/detailed when taking payments and creating patient proposals.
Phone Calls
Daily calls include confirming the new patient appointments for the following day, calling late arrivals and no-shows to reschedule, and follow-up calls to all new patients for their next appointment and to discuss proposal terms.
TC Checklist
Follow the TC Checklist for each and every new patient, scan in all appropriate documents, records, and leave detailed notes for all communications with the patient or guardian, billing party, insurance company.
Late Policy
The expectations are to clock in for every shift on time each morning. The third tardy or unexpected absence in 30-days period will result in a probationary period, any violation during the probationary period, will end in a written warning and after two written warnings will result in termination.