Treatment Plan Coordinator

Job Title: Treatment Plan Coordinator
Department: Operations
Reports to: Office Manager
FLSA Status: Non-Exempt

Pro Smile is seeking to hire a Treatment Plan Coordinator who is customer focused, compassionate, and dedicated to facilitating solutions to patients’ dental health needs. The coordinator will work in a growing practice with a supportive team, taking on roles that include patient outreach, financial counseling, and appointment coordination.

• Internalize the role of patient concierge, building trust by demonstrating an attitude of care and service.
• Make welcome calls to all new patients, answer initial questions, and set expectations for the first visit.
• Receive patients on their first visit, assist with paperwork and welcome packets, ensuring smooth flow throughout the visit.
• Present and explain all treatment plans, detailing out-of-pocket costs to patients.
• Assist patients in payment options, including payment plans and Care Credit, explaining financial options clearly.
• Check patients in and out, schedule and confirm appointments, and manage paperwork such as charts and referral forms.
• Maintain control of patient payments and insurance statements, reinforcing office financial policy and ensuring payments are current.
• Prepare and present financial treatment plans; coordinate arrangements with patients offering payment options.
• Identify, alert front desk, and collect previous balances and copays.
• Perform miscellaneous job-related duties as assigned.

• Dental experience required.
• Excellent written and oral communication skills.
• Computer competent and able to work a multi-line phone system.
• High School diploma or GED required.

• Professional and compassionate demeanor.
• Enthusiastic and outgoing personality.
• Willingness to go above and beyond to ensure patient satisfaction.

Pro Smile is committed to supporting the health and well-being of employees and their families. Eligible positions receive the following benefits:

• Medical Insurance: Choice of five Aetna plans, including low copay, deductible-sharing, and national networks.
• Dental Insurance: Met Life plans covering preventive, basic, major, and orthodontic care.
• Vision Insurance: Davis and UHC plans with annual exams, eyewear allowances, and contact lens benefits.
• Flexible Spending & Health Savings Accounts: Pre‑tax accounts for medical and dependent care expenses.
• Life & Disability Insurance: Employer‑paid basic life and AD&D insurance, with optional life and disability plans.
• Additional Perks:
  • Employee Assistance Program (EAP)
  • Identity Theft & Fraud Protection
  • Legal Support Services
  • Discount Programs
  • Wellness Programs
  • Financial Wellness and Planning Tools

The role requires standing, walking, and operating office equipment. Employees may lift 10–25 pounds occasionally. Required vision includes close focus. Travel to healthcare practices may be necessary. The environment is typically low to moderate noise.

Pro Smile values diversity, inclusion, and equity; it is an Equal Opportunity Employer and encourages applicants from diverse backgrounds.

Employees are required to wear personal protective equipment (PPE) in accordance with CDC standards.