Treatment Coordinator - Inside Sales

Treatment Coordinator - Inside Sales

East Lyme & New London, CT

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