Treatment Coordinator

We’re a patient-centered orthodontic practice committed to delivering exceptional care with warmth, excellence, and a high standard of service. Our team is supportive, growth-minded, and passionate about creating an outstanding experience for every patient and parent who walks through our doors.

We’re looking for a confident, friendly, and highly organized Orthodontic Treatment Coordinator to lead patient consultations, guide families through the treatment journey, and help drive case acceptance through excellent communication and relationship-building.

As our Treatment Coordinator, you’ll play a major role in helping patients and parents feel informed, excited, and confident about starting orthodontic treatment.

Responsibilities include:

Patient Consultations & Case Presentations

• Welcome new patients and guide them through their consult experience
• Present treatment plans and orthodontic recommendations clearly and confidently
• Explain treatment options in a way patients and parents can understand
• Build rapport and trust with families (this is HUGE)

Financial & Insurance Coordination

• Review fees, payment options, and financing plans
• Help families choose a payment plan that works for them
• Coordinate insurance benefits and explain coverage in a simple way
• Collect deposits and assist in finalizing treatment agreements

Scheduling & Treatment Start Coordination

• Schedule starts and coordinate with clinical team
• Ensure all paperwork is complete and patients are ready to begin
• Follow up with patients who don’t schedule right away

Communication & Follow-Up

• Proactively follow up with patients who are deciding
• Track leads, consult conversions, and keep notes organized
• Communicate clearly with doctors and team regarding patient decisions
• Support marketing and referral opportunities (when applicable)

We’re seeking someone who is warm and polished, but also confident with numbers and closure.

• Love connecting with people and making them feel at ease
• Are confident presenting treatment and discussing fees
• Can build urgency and excitement without being “salesy”
• Stay organized and thrive in a fast-paced environment
• Have excellent phone skills and professional communication
• Enjoy being part of a high-performing team

• Supportive, high-energy team culture
• A practice that values patient experience and teamwork
• Opportunities for growth, leadership, and continued development
• Great hours and a respectful work environment