Treatment/Financial Coordinator Job Posting

The Treatment & Insurance Coordinator helps patients and families feel informed and confident about starting orthodontic treatment. This position guides patients through consultations, explains treatment fees and payment options, verifies insurance benefits, and coordinates financial arrangements. The ideal candidate is personable, organized, comfortable discussing finances, and committed to creating a welcoming patient experience. Key Responsibilities Coordinate consultations: Prepare patient records, welcome new patients, and support the doctor during consultations. Present treatment and financial options: Reinforce the doctor’s recommendations, explain fees and payment plans, and answer nonclinical questions. Help patients start treatment: Complete agreements, collect initial payments, and schedule appointments. Follow up with prospective patients: Contact patients who have not scheduled or started treatment, answer questions, and document follow-up efforts. Verify insurance benefits: Confirm eligibility, orthodontic coverage, lifetime maximums, age limits, waiting periods, and any required authorizations. Explain estimated insurance coverage: Help families understand expected benefits and their financial responsibility, including that benefits are subject to the insurer’s processing. Manage insurance claims: Submit claims with supporting documentation, monitor payments, and follow up on outstanding, denied, or underpaid claims. Maintain accurate accounts: Document insurance information, financial agreements, payments, and communications; reconcile insurance payments and identify discrepancies. Address outstanding balances: Discuss past-due accounts professionally, work through billing concerns, and coordinate payment arrangements within office policies. Collaborate with the team: Communicate with the doctor, clinical team, and front desk to support a smooth transition from consultation to treatment. Track results: Maintain consultation follow-up lists and monitor treatment starts, pending cases, and outstanding insurance claims. Maintain professionalism: Protect patient confidentiality and follow office policies, including business casual dress expectations. Ideal Qualifications Experience in orthodontics, dental treatment coordination, or dental insurance preferred Strong communication and customer service skills Confidence discussing treatment fees, collecting payments, and handling difficult financial conversations with empathy Attention to detail and the ability to manage multiple priorities Familiarity with dental practice management software and insurance portals A collaborative attitude and dependable follow-through Success in this role means: Patients understand their next steps, financial agreements are accurate, follow-ups are timely, and insurance claims are managed efficiently.