Treatment Plan Coordinator

Job Title: Orthodontic Treatment Plan Coordinator
Department: Operations
Reports To: Dental Practice Manager
FLSA Status: Non-Exempt
Company Overview

Pro Smile is one of the fastest-growing dental organizations, with a vast network of multi-specialty practices across New Jersey, Pennsylvania, Virginia, Michigan, Illinois, Wisconsin, Indiana, Washington D.C., and Maryland
. Our practices are led by top-tier dentists who are committed to providing exceptional patient care while offering a supportive environment for dental professionals to thrive. We focus on delivering personalized, gentle care to our patients and creating a collaborative workplace with opportunities for mentorship, growth, and ongoing training.

Coordinating communications with patients and parents to ensure a commitment to dental treatment plans. Adept at establishing effective relationships between doctors staff members and patients. Committed to clearly presenting treatment options.

• Provide patients and parents with detailed information on dental financing options.
• Respond to all patient and parent inquiries in a timely courteous manner.
• Follow up with missed appointment letters
• Provide patients with a thorough explanation of the orthodontic procedures.
• Maintain strong relationships with all patients and dental staff.
• Discuss follow-up procedures with patients
• Maintain inventory of dental supplies and reorder as necessary.
• Convince patients to commit to follow-up treatments.
• Address any billing and insurance issues in a timely manner.
• Address patient concerns and grievances in a timely manner.
• Greet patients and answer any immediate questions.
• Contact patients with appointment reminders.
• Verify and update all patient demographic data
• Collect all insurance information from patient / parent
• Verify Insurance Benefits
• Verify both, insurance, and patient payments, are up to date.
• Follow up with unpaid insurance
• Promote in office marketing items
• Gather and submit claims and documents required by Insurance companies
• Set up patient account in auto pay system (Ortho Banc)
• Perform hard credit inquiries and set up financing (Care Credit)
• Ensure office profitability by building productive schedules
• Follow up with patients’ Recall visits
• Enter transactions and post payments
• Review Provider’s schedule and charts (if applicable)
• Ensure accuracy of accounts (set up properly / Guarantor / FRP in account /correct provider & clinic)
• Collect signatures on contracts and consent forms
• Ensure lab cases are both sent to the lab and follow up for lab cases returned from lab
• Prepare accounts for Debond (retention agreements, termination waivers, reconcile final balances)
• Ability to travel daily, by personal car, to multiple dental practices and corporate office
• Ensure that the provider will reach Goal production
• Performs miscellaneous job-related duties as assigned

Knowledge and Skills/Expected Competencies

• High school degree or GED required
• Substantial familiarity with Ortho treatments and procedures
• Strong knowledge of financing options and dental payment processing
• Proficient in the use of MS Office software applications
• Excellent interpersonal skills and communications abilities
• Impressive ability to efficiently manage multiple tasks

Benefits Summary

At Pro Smile, we are committed to supporting the health and well-being of our employees and their families. We offer the following benefits for Full Time Benefits Eligible Positions (35+ hours per week) and Part Time Benefits Eligible Positions (30-35 hours per week):

• Medical Insurance
  :
  Choice of five comprehensive Aetna medical plans, including options with low copays, deductible-sharing, and national provider networks.
• Dental Insurance
  :
  Met Life plans offering preventative, basic, major, and orthodontic coverage options.
• Vision Insurance
  :
  Davis and UHC vision plans with annual exams, eyewear allowances, and contact lens benefits.
• Flexible Spending & Health Savings Accounts
  :
  Pre-tax savings accounts for medical, dependent care, and healthcare expenses.
• Life & Disability Insurance
  :
  Employer-paid basic life and AD&DD insurance, with voluntary life, short-term, and long-term disability plans.
• Employee…