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Treatment Planning Coordinator

Summary:

The Treatment Plan Coordinator has a primary responsibility of ensuring that all treatment planning, sequencing, scheduling and information related to appropriate patient management is documented.  This person will be responsible for inputting the treatment plan and all of the critical patient information in the computer system.  The Treatment Plan Coordinator is to communicate all daily schedules each morning to the Manager, Center Operations and the Dentists.  

The Treatment Plan Coordinator will also provide administrative support services to the Manager, Center Operations and provide clinical assistance when requested by the Dentists.  The Treatment Plan Coordinator will provide a high-level of customer service.  Communication and strong organizational skills are critical to the success of this position.  

Responsibilities:

  • Assist with the prosthodontic examination and enter notes in the system; make sure doctor signs the notes.
  • Enter a complete Treatment Plan with ADA codes with doctor signature.
  • Enter the sequence of the Treatment Plan with the doctor’s signature.
  • Enter all final costs of Treatment Plan with the doctor’s signature.
  • If or when Treatment Plan changes; costs must change appropriately with the sequencing change with doctor’s signature.
  • Ensure that all subsequent visits are scheduled.
  • Make sure that all time units assigned to doctor and assistants are accurately placed in computer with the Treatment Plan.
  • Before a case is started, enter a list of all appointments necessary for each procedure with the time necessary for the procedure and what the purpose of the appointment Generate a list of implants and all parts necessary for the case and then set up a locked pre-surgical case pan before the surgery date.
  • Send patient information to the Patient Finance department for arrangements to determine whether the patient “starts” or not.
  • If the Treatment Plan is changed; send back to finance to make new financial arrangements.
  • Deliver and check in all lab products with the lab; get signatures to ensure accountability.
  • Ensure that all lab scripts have clear instructions, due dates and doctor’s signature.
  • Get lab signature on all lab scripts; make copy of signed script (when system becomes paperless, ensure that all electronic communication to the lab is developed and functions in such a way that all information gets to the lab i.e. all aspects of script such as shading teeth, etc.).
  • Check all prepared lab work back into the treatment process and have it signed and scanned into patient chart.
  • Get the doctor into the education room; coordinated with Patient Education and Finance.
  • Verify with administration, patient medical clearance report when necessary.
  • Take panoramic x-ray to doctor and deliver other to Patient Education and Finance
  • Make sure patient has all necessary prescriptions prior to day of surgery.
  • Coordinate with administration when patient has to be referred out to other specialist before implant center work can proceed; e.g. endo, perio, etc.
  • Assist Manager, Center Operations with administrative duties
  • Leger ADA codes
  • Maintain accuracy in fee schedule
  • Be familiar with procedure codes
  • Assist dental assistants when necessary
  • Work with patients for financing and fee processing
  • Know daily deposit amounts and make reports as requested
  • Perform all other duties as assigned

Qualifications:     

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The individual must be engaging and have the ability to fulfill the requirements listed below.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • High school degree or equivalent required;
  • 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;
  • Must be a team player;
  • Flexibility and job-sharing required;
  • Commitment to providing excellent customer service;
  • Professional dress and appearance required; and
  • Basic computer skills and knowledge of software including Microsoft Word, Excel, Power Point, and Outlook

Work Environment/Physical Demands:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  

This position will be required to meet the demands of and be cross trained in other positions.

There is active movement, sitting, computer utilization, telephone usage, may be stressful at times, high performance and task expectations.

 

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