Treatment Coordinator - Inside Sales

Summary of Position: 

The Treatment Coordinator is a pivotal role to Kozlowski DePascale Orthodontics and serves as a primary point of contact for potential patients.  This role will focus on patient development and ensuring excellent customer service to promote the business and retention.  This role will provide a wealth of knowledge of treatment plans and best practices. 

Essential Job Function: 

• Obtaining high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options. 
• Solicit referrals from patients post-treatment while at the same time tracking satisfaction with work provided. 
• Contact patients/guarantors the day prior or the day of the appointment regarding fees due and to confirm the appointment. 
• Communicate to office management if schedules are not filled for consults. 
• Presenting treatment plans and giving estimates of treatment costs in an effective manner. 
• Educating and discussing the Orthodontist's treatment plan after diagnosed and reviewed by the clinical staff with the patient. 
• Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 
• Promoting and upholding the values of Orthodontic Partners in all aspects of the job. 
• Exhibit excellent customer service and communicate with potential customers in a friendly and efficient manner. 
• Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment. 
• Ensure patients are compliant with appointments, financial obligations, send the appropriate communication leading up to or including termination from treatment. 
• Drive results and strive to consistently achieve results and goals set forth by management. 
• Other duties as required. 

Core Competencies: 

• Being Resilient - Rebounding from setbacks and adversity when facing difficult situations. 
• Situational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations. 
• Communicating Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences 
• Customer Focus - Building strong customer relationships and delivering customer-centric solutions. 
• Drives Results - Consistently achieving results, even under tough circumstances 
• Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity. 
• Interpersonal Savvy - Relating openly and comfortably with diverse groups of people. 
• Persuading - Using compelling arguments to gain the support and commitment of others. 

Knowledge, Skills and Abilities: 

• High level knowledge of Orthodontics and associated treatment planning. 
• Action-oriented and taking initiative, being adaptive and flexible in a changing environment. 
• Understand and can effectively communicate techniques utilized in the Orthodontic field. 
• Have a detailed knowledge of dental insurances, service limits, and financing options. 
• Customer service or sales experience, along with dental knowledge preferred. 
• Have excellent written and oral communication skills. 
• Compassion and high level of service for our patients, parents, and staff. 
• Integrity, always doing the right thing. 
• Dependable, reliable to be at work when scheduled. 
• Attention to detail. 
• Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines. 
• Professional manner and appearance at all times. 
• Computer skills: Microsoft office and Web Browser. 
• Telephone skills: Proper telephone etiquette and information gathering skills. 

Education and Experience 

• High School Diploma, GED or equivalent Required 
• 1-3 Years Relative Experience