Treatment Coordinator

About this role

It's fun to work in a company where people truly BELIEVE in what they're doing!   We're committed to bringing passion and customer focus to the business.   The Treatment Coordinator (TC) is a crucial member of the clinical team responsible for ensuring a seamless patient experience from initial contact through the treatment process. The TC plays a key role in leading new patient calls , managing pending and observation patients , providing financial presentations , and maintaining strong relationships with community partners and referring doctors . The TC ensures that all patients are informed, comfortable, and ready to start treatment. Key Responsibilities : • Lead Generation & Marketing : • Ensure all marketing materials align with RDB Branding, Mission, and Vision .

• Actively promote the office through community engagement and relationship-building with referring doctors , schools, and businesses.

• Help drive word-of-mouth referrals by creating a positive patient experience that encourages repeat visits and referrals.

• New Patient Call Process : • Complete introductory calls to new patients three days prior to their scheduled appointment to gather key information and set expectations.

• Develop rapport with patients by asking questions to uncover their treatment goals and address any concerns.

• Confirm appointments and verify insurance benefits to ensure smooth coordination for the first appointment.

• Pending & Observation Patient Management : • Take ownership of the pending and observation patient lists , working to get patients scheduled back into the clinic and ensuring follow-up is timely.

• Utilize the pending and observation patient lists to fill empty chair time in the schedule by promoting same-day starts or follow-up appointments.

• Treatment Coordination : • Ensure that all records (photos, models, x-rays) are complete and accurate for each new patient exam.

• Ensure a patient-friendly experience during the records and treatment preparation process, making it engaging and light-hearted.

• Serve as the patient advocate for Medicaid patients, ensuring they understand their benefits and treatment options.

• Financial Presentations : • Present financial options for patients, including full payment and monthly payment plans , while ensuring they understand the costs and value of treatment.

• Overcome objections by focusing on the value of the treatment and the overall benefits to the patient.

• Facilitate same-day starts , ensuring that the financial aspects of treatment are clear and agreed upon.

• Referral Communication : • Maintain regular communication with referring doctors and community partners to ensure strong, consistent relationships.

• Follow up with referring providers to share patient treatment progress and continue building partnerships.

• Patient Experience & Office Tour : • Conduct office tours for new patients, introducing them to the team, highlighting key areas of the office, and making them feel comfortable.

• Ensure that each new patient leaves feeling welcomed, understood, and excited about their treatment journey.

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