Treatment Coordinator

Exceptional Dental 

Treatment Coordinator

New Orleans, Louisiana

Position Summary:  Promote practice growth through effectively scheduling patient treatment in accordance with doctor’s availability, assisting patients with financial options, and following up on overdue patient appointments.

Essential Responsibilities:

• Must maintain regular, consistent and punctual attendance in accordance with assigned schedule and  time off policies.


• Memorize and deliver scripts in person and over the phone as appropriate


• Telephone: answer appropriately;  record and retrieve messages


•   Retrieve messages and e-mails regarding treatment and new appointment and act upon them


•  Monitor schedule and patients who are waiting in reception area; notify appropriate staff of patient arrival and when there has been a delay in patient seating for appointment. (Back-up to Greeter)


•  Check patient records and provide with appropriate and necessary forms upon arrival (i.e. medical    history, HIPAA consent, contact information, IV and oral sedation forms etc.)


• Make certain that office has x-rays from previous dentist when appropriate


•  Schedule appointments in consideration of production and capacity


• Set up appointments with specialists when indicated; coordinate with specialists office, send x-rays,   explanatory letter and provide a referral card/pamphlet for specialist to patient


•  Accept and record payments made at the time of service, via mail and telephone


• Present financing options and make necessary arrangements


• Prepare End-of-Day routine, including: (a) reconciling production and collection (b)preparing and       making bank deposits


• Make courtesy calls for treatment follow-up (post-op calls, when necessary)


• Prepare and submit End of Day Reports


• Complete training in all areas shown on training schedule which apply to your position(s)


•  Additional responsibilities as needed & as appropriate


•  Completely cross-train to assume Hygiene Coordinator, Greeter/Receptionist responsibilities, when  necessary

Success Factors

• Good interpersonal skills to maintain positive rapport with patients, dentists, other staff members and community


• Effective verbal skills to communicate clearly and professionally with patients and staff


•  Professional personal presentation

Education and Experience

• Must have knowledge of dental terms and procedures


• Computer literacy   


• Bilingual a plus

Working Conditions/Physical Requirements:  

• Sitting 50%


• Standing/walking 50%


• Moderate noise levels from dental and other Lab equipment.


• Medical, office, and lab setting.


• Exceptional hand dexterity and typing skills to work with standard software programs provided.


• Good Mathematical aptitude in order to prepare and interpret financial and productivity reports for the practice.


• Frequent client and interoffice personnel interaction


• Near Vision - The ability to see details at close range (within a few feet of the observer) as required for computer software programs and the observation of subordinates’ work quality.