Lead Orthodontic Treatment Coordinator

Position Overview

As our Lead Treatment Coordinator, you will serve as the Bliss Coordinator
, owning the new patient process while also providing leadership, coaching, and support to the Treatment Coordinator team. You will help ensure consistent delivery of the Smilebliss mission:
Affordability, a Blissful Experience, and Time Efficiency
.

• Lead the new patient consultation process from exam through treatment decision
• Present treatment recommendations clearly and support patient understanding of treatment benefits, timeline, and next steps
• Create a positive, efficient, and supportive consultation experience
• Model Smilebliss consultation standards and best practices for the Treatment Coordinator team

• Present financial plans and payment options aligned with Smilebliss affordability standards
• Review and complete contracts and required paperwork accurately
• Support and encourage same-day treatment starts
• Coach Treatment Coordinators on financial presentations, overcoming patient hesitations, and improving case acceptance

• Coordinate same-day treatment starts, including contracts, consents, and scheduling
• Manage follow-up communication for patients who do not start the same day
• Conduct timely call-backs and continued outreach to support case acceptance

• Maintain accuracy in contracts, patient records, and financial documentation
• Follow Smilebliss protocols and ensure compliance with office processes
• Communicate effectively with the clinical and scheduling teams
• Support practice growth through strong case acceptance and patient coordination
• Help monitor Treatment Coordinator performance and identify trends or opportunities for additional training

• Minimum of 3 years of orthodontic Treatment Coordinator experience required; 5+ years preferred
• Previous leadership, mentoring, or coaching experience strongly preferred
• Strong communication and presentation skills
• Confidence discussing treatment and financial options
• Strong organizational skills and attention to detail
• Ability to work in a fast-paced environment
• Alignment with Smilebliss mission and values