Treatment Plan Coordinator

Job Description

Job Description

Benefits:

• 401(k)
• Bonus based on performance
• Dental insurance
• Employee discounts
• Paid time off

We're looking for an experienced Treatment Plan Coordinator to join our fast-paced, high-tech dental practice. If you have a passion for helping patients say "yes" to life-changing care — and the track record to prove it — we want to talk to you.

About the Role
You'll be the key link between our clinical team and our patients, guiding them through complex, high-value treatment plans, helping them commit to the care they need, and supporting front office operations to keep our practice running smoothly. If your a closer, then this position is for you.

Responsibilities

• Present and explain complex treatment plans (Smile Design, All-on-X, Implants, Full Mouth Reconstruction, etc.) with clarity and confidence
• Build trust and rapport with patients to overcome hesitation and close high-ticket cases
• Discuss and coordinate third-party financing options (CareCredit, Alphaeon,Lending Club Cherry, Proceed Finance, etc.) to make treatment accessible
• Follow up with patients on pending treatment plans to drive case acceptance and scheduling
• Answer phones and address patient inquiries promptly and professionally
• Manage and update patient records in our CRM system
• Schedule and coordinate patient appointments
• Collect co-pays and process payments at check-out
• Work closely with the front desk and clinical team to ensure smooth scheduling, insurance verification, and patient flow
• Track case acceptance rates and follow-up outcomes
• Maintain detailed, organized patient financial and treatment records
• Represent the practice's culture of patient satisfaction, teamwork, and top-tier care

What We're Looking For

• Proven experience presenting and closing high-end treatment plans (Smile Design, All-on-X, Implants, etc.)
• Strong track record of case acceptance / case closing
• Experience with third-party financing platforms
• Comfortable handling front office duties (phones, scheduling, payments, CRM)
• Excellent communication and relationship-building skills
• A positive, can-do attitude- you thrive under pressure and love a fast pace
• Team player who works seamlessly with front desk and clinical staff
• Comfortable using dental practice management, CRM, and financing software

What We Offer

• High-tech, modern office environment
• Supportive, collaborative team culture
• Competitive pay + performance incentives
• Opportunity to make a real impact on patients' lives

If you're a driven, personable professional who knows how to turn treatment plans into transformed smiles — and can juggle a busy front office with ease- we'd love to hear from you.