Division/Department: Orthodontics
Job Title(s): Ortho Traveling Treatment Coordinator
Location: Lufkin, Crockett, Palestine, Nacogdoches
Shift: M-F, some Sat.
Reports to: The Ortho Manager, and TC Manager
Summary of position: The Treatment Coordinator is responsible for each patient's initial orthodontic exam. The TC will guide the patient through the new patient process, starting from the time of making the appointment until they arrive for their consultation. Will be responsible to ensure that the patient/parent are informed of all aspects of treatment such as insurance, cost and expectations. Most importantly, they will ensure that the patient's needs, wants and concerns are addressed prior to starting. Must be able to work well with different doctors and staff.
Reviewing exam schedule 2-3 days prior
Calling and introducing themselves to the patient/parent 2 days prior
Informing pt/parent (at call) of SDS discount or any promotions/info needed to ensure a start
Obtaining any missing pt information prior to visit (insurance, email, etc.)
Ensure insurance is verified prior to exam
Contacting pt DDS prior to exam/getting Dental Clearance
Ensuring Exam room is presentable/keeping work area and needed instruments sanitary
Maintain a sterile and neat working environment according to current infection control procedures.
Communicate necessary information with the team
Returning Phone calls/messages and emails
Making pending calls
Completing charting and scanning of documents
Run necessary reports such as Recall, WCB, Exams Canceled and completing pending calls or follow up calls
Ensure all patient information is entered in accurately
Quote office fees/insurance coverage accurately
Perform other administrative duties as necessary
Expectations:
Ability to thrive in a fast-paced and agile environment
Support the front and clinic areas when necessary
Knowledge of company policies and procedures.
Note: The essential job functions of this position are not limited to the duties listed above.
Minimum Requirements:
Education: High school diploma or GED Certificate Preferred.
Experience: A minimum of one (1) year as a registered dental assistant preferred. Equivalent experience in orthodontics preferred.
Licensure: Certification as a Registered Dental Assistant.
Additional Requirements: CPR and AED certification, radiation safety course. Bilingual (English and Spanish) preferred.
1 year in Ortho or Dental Office
Knowledge, skills, and mental aptitude
This section describes what knowledge, skills and abilities an employee in this position should currently possess. This list may not be complete for all knowledge, skills and abilities required for this position.
PHYSICAL, MENTAL, AND SPECIAL DEMANDS
This section describes how an employee in this position currently performs the functions of this position. Modifications to the manner in which this job may be performed will be reviewed on a case by case basis.
Ability to use both hands in fine manipulation of small tools (copier, computer, telephone, calculator, fax machine, etc…).
Ability to stoop, kneel, and bend to retrieve files from bottom shelves and drawers, to move boxes of paper and forms to and from computer printers.