Treatment Coordinator (Menomonee Falls)

Description
About us:
At Orthodontic Experts, we are passionate about delivering exceptional patient care and advancing the standard of orthodontic excellence. With 32 locations across the greater Chicagoland area, Wisconsin, Indiana, and Indianapolis, and more on the way, we are a rapidly growing organization committed to transforming smiles and changing lives.
We are seeking dedicated team members who share our commitment to high-quality care and who embody our Core Values:
- Accountability
- Continuous Improvement
- Inclusion
- Integrity
- Respect
- Teamwork
- Transparency
If you’re looking to grow your career with a purpose-driven, patient-centered organization, please apply with us.
Job Description:
As a Treatment Coordinator, you will be providing support to our patients in their orthodontic journey. You will be responsible for communicating with patients and their family members to ensure that they understand their treatment plans and any changes that may occur.
Tasks include but are not limited to:
- Consult with patients to understand their oral health history, concerns, and objectives.
- Explain the treatment plan, address patient concerns, and answer any questions.
- Assist the patient in prioritizing the treatment and establish a plan for scheduling and payment arrangements.
- Conduct financial consultations with all new patients and with existing patients when new treatment plans are presented.
- Manage and maintain the payment options and policies for patients.
- Understand the practice’s policy on working with Ortho benefit plans and be prepared to educate patients on their dental benefits.
- Communicate with all outside and third-party financing companies offered to patients and educate patients on the available outside financing options.
- Track patient accounts receivable and outstanding balances to ensure timely payment.
- Assist in Practice’s collections protocol for all outstanding balances.
- Introduce new patients to the practice by going over health history, explaining the doctor’s examination and describing any other features about the practice that should be highlighted.
- Conduct treatment consultations with all new patients and with existing patients when new treatment plans are presented.
- Updating TC Spreadsheet on a daily basis
- Conducting Dialing outbound calls to patients. (Welcome calls, Lost Cases, Denials etc.)
- Greet and check patients in and out before and after treatment.
- Participate in Marketing events
- Cash Handling
- Answer incoming calls to include new patient calls, emergencies, scheduling patient appointments, requesting records, and follow up.
- In the event you are traveling to another clinic, you are required to perform all duties and responsibilities of your role including administrative tasks.
- Responsible in helping to maintain a clean/sanitized clinic/office area.
- Other tasks as assigned.
Requirements
- High school degree or GED equivalent
- 3 years of customer service experience
- 2 years of sales experience
- 1 year of Treatment Coordinating experience
- Knowledge of medical terms and practices
- Proficient in Microsoft Office Suite (Word, Excel, Outlook, and Access.)
- Excellent problem solving and de-escalation skills
- Excellent written and verbal communication skills
- Travel availability to Hales corners and Madison
Working Hours/ Location:
- Monday – Wednesday 8:45am – 5:00pm
- Thursday & Friday 6:45am – 3:00pm
- 2 Saturdays per month
- N81W15180 Ste. B, Appleton Ave, Menomonee Falls, WI 53051
Benefits (for our full-time employees):
- Paid Training
- Travel Pay (when traveling to sister clinics farther than 15 miles away from base clinic)
- Clinical Bonuses
- Paid Time Off
- Holiday Pay
- Medical, Dental, Vision, and Life Insurance
- Accident Insurance
- Short-Term Disability
- Long-Term Disability
- Employee Assistance Program
- Health Savings Account
- Dependent Care Account
- 401(k) and matching
- Pet Insurance
- Tuition Assistance Program
- Identity Theft Protection
- MetLife Met Law Legal Insurance
- Transit Reimbursement - Commuter Account
- Free and discounted Orthodontic Treatments
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