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Treatment Plan Coordinator

Treatment Plan Coordinator

This position is responsible for patient satisfaction from greeting the patient as they enter our facilities for the first time, setting up patient appointments from the first clinical visit to final delivery and follow up, and communication to the clinical team of all daily schedules.

World class customer service is expected from this position as they are the first point of contact when a patient walks in our offices.


  • Work under the general direction of the Operations Manager
  • Admit patients
  • Create medical charts
  • Escalate issues to the Center Administrator as necessary
  • Work with the clinical staff to schedule patients and ensure that the center’s work flows efficiently
  • Coordinate Lab work to ensure completion prior to a patient appointment
  • Reschedule appointments if requested by a patient
  • Print insurance submission forms for patient to file, if requested
  • Answer and direct all incoming calls
  • Create a welcoming environment that puts patients at ease and introduces them to our office that offers a world class experience
  • Ensure that all subsequent visits are scheduled into Windent software 
  • Ensures that all time units assigned to doctor and assistants are accurately placed in computer with the Treatment Plan
  • Confirm all appointments with patients 24-48 hours prior to their next visit
  • Coordinate Surgeons schedule with their private practice when necessary
  • Special projects as requested by Center Administrator


  • Dental experience required and Medical experience desired
  • Previous experience working inpatient admissions
  • Previous experience scheduling medical appointments
  • Ability to be cross-trained and function with multiple responsibilities
  • Ability to work in a stressful environment and maintain a pleasant demeanor
  • Advanced oral and written communication skills
  • Dental/medical knowledge preferred
  • Strong organizational skills
  • Self starter and multi-tasking skills
  • Must be a team player
  • Flexibility and job-sharing required
  • Commitment to providing excellent customer service
  • Professional dress and appearance required
  • Basic computer skills and knowledge of software including Microsoft Word, Excel, Power Point, and  Google email 


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