Lead Treatment Coordinator

At Jefferson Dental and Orthodontics, we are committed to making quality oral healthcare accessible to everyone. As a Lead Treatment Coordinator, you will play a crucial role in our mission by educating patients about the importance of oral health and making their treatment affordable through financing options. If you are passionate about patient care, possess excellent communication skills, and are dedicated to delivering a 5-star patient experience, we invite you to join our team!

Position Overview:

Reporting to the General Manager, Lead Treatment Coordinators serve as secondary leaders within the practice while also being empathic educators and patient advocates. You will engage in open, educational communication, providing an overview of the patient's visit, and address their questions or concerns. In addition, you will assist our patient concierge in greeting patients, processing paperwork and insurance verification, and scheduling appointments, including new patients, recall visits, and emergencies. Treatment Coordinators are also cross-trained in basic back-office functions to support our commitment to providing a 5-star patient experience.

Core Responsibilities:

• Execute a 5-star patient experience by providing empathic education and presenting financing options in an easy-to-understand manner.
• Deliver individualized customer care by addressing patient needs, questions, or concerns respectfully, timely, and with comforting responses about treatment plans and financing options.
• Streamline patient visits by proactively preparing Smile Road Maps, pulling insurance, and necessary information.
• Initiate patient paperwork for treatment, including employment and insurance documentation.
• Assist patients with payment-related questions and process in-office payments.
• Assist the Patient Concierge with recalls, insurance verification, and scheduling as needed.
• Maintain the cleanliness and orderliness of the lobby and front office.
• Provide assistance in other clinic areas as requested and assigned by leadership.
• Participate in community outreach activities, promoting our services to the public.
• Provide day-to-day leadership to multi-specialty dental practice; Partner with General Manager to execute on business objectives and provide insights on local execution
• Serve as liaison between doctors/providers and staff regarding work assignments and clinical priorities 
• Conduct audits of patient schedules; quality of data entry and patient information; consistency of patient consultations and financial presentations; internal referral process; and supply orders and utilization
• Assist front office team as needed in presenting post-exam consultations and financing options
• Perform team member development including but not limited to training, continuous coaching conversations, performance documentation, and disciplinary action as needed. 
• Create and manage weekly team member schedules and labor costs

Competencies for Excellence:

• Leadership and Influence: Develop and communicate goals, enhance organizational commitment, and acknowledge contributions.
• Integrity & Credibility: Build trust and respect among patients, co-workers, and leaders through a professional demeanor.
• Initiative and Results Orientation: Set specific, challenging goals, measure results, and handle crises effectively.
• Effective Communication: Understand and tailor communication to others' needs, anticipate and manage its impact.
• Concern for Order and Quality: Maintain meticulous records without compromising accuracy while meeting deadlines.
• Teamwork: Foster a friendly and supportive atmosphere, pitching in to help colleagues.
• Self-Management: Exhibit self-confidence, function effectively under pressure, and manage behavior to reduce stress.
• Adaptability: Embrace change to support shifting priorities.
• Diversity: Adapt and integrate into a diverse work environment and patient population.
• Customer Service Excellence: Become a trusted advisor to patients, emphasizing and delivering a 5-star patient experience.

Job Requirements:

- Minimum age of 18 required.

- Bilingual (English/Spanish) highly preferred.

- Active RDA certification highly preferred

- Minimum 5 year of Dental office experience required.

- Minimum 2 year of Dental office management experience required.

- Minimum 5 year of patient care or customer service experience required.

- Intermediate to advanced computer skills, including data entry.

- Reliable transportation and availability to work clinic hours, including Saturdays.

Job Type: Full-time

Position Type/Expected Hours of Work:

Hours vary by location. Full-time five days a week including alternating Saturdays. Two Saturdays a month are mandatory for all team members.  

Work Environment and Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. 

The employee is occasionally required to sit; climb or balance; and stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. 

Reasonable accommodations may be made to enable individuals with
disabilities to perform this role. 

Travel: 

Occasional travel to assist alternate locations or training, as needed. 

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Review and Agreement:

I have had an opportunity to review and ask questions regarding the duties and
expectations of the position. My signature below indicates my commitment to
provide excellence in all areas of my job responsibilities.