Treatment Coordinator / Patient Care Coordinator

We are a boutique dental office with a focus on cosmetic dentistry. We are looking for an experienced, organized, and personable Dental Treatment Coordinator with a strong treatment presentation and insurance billing background to join our team.

This is an important position within our office. The ideal candidate is someone who understands the financial side of dentistry, is comfortable communicating with insurance companies, and can confidently help patients understand and move forward with their recommended treatment.

The Right Person for This Position

We are looking for someone who takes ownership of their responsibilities and follows things through to completion.

You should be comfortable calling insurance companies, researching claims, speaking with patients about financial matters, and helping patients take the next step toward completing their treatment.

You should also understand that treatment coordination is more than simply presenting a treatment plan. It involves building trust with the patient, helping them understand the value and importance of their treatment, addressing financial concerns, and making it easy for them to get scheduled.

We value employees who communicate well, support their teammates, pay attention to details, and genuinely care about both the patient experience and the success of the practice.

Primary Responsibilities

Treatment Coordination

• Present treatment plans clearly and professionally to patients
• Explain treatment costs, insurance estimates, and patient financial responsibility
• Answer patient questions regarding treatment and financial arrangements
• Help patients understand their options without creating pressure
• Collect deposits and patient payments
• Prepare and obtain signed financial agreements
• Discuss available payment and financing options
• Follow up with patients who have unscheduled treatment

Scheduling

• Schedule patients for recommended treatment
• Coordinate larger or multi-visit treatment plans
• Work closely with the clinical team to ensure treatment is scheduled appropriately
• Help maintain a productive and organized doctor schedule

Insurance Billing & Claims

• Submit dental insurance claims accurately and promptly
• Follow up on outstanding and unpaid insurance claims
• Research denied, delayed, or underpaid claims
• Submit necessary documentation, narratives, X-rays, and supporting information
• Review insurance EOBs and identify discrepancies
• Work with insurance companies to resolve claim issues
• Help maintain accurate patient and insurance account balances
• Follow up on outstanding patient balances when necessary

What We Are Looking For

The ideal candidate should have:

• Previous dental treatment presentation and insurance billing experience
• Previous dental insurance billing experience
• Confidence discussing treatment costs and collecting payments
• Experience following up on outstanding insurance claims
• Knowledge of dental terminology and common dental procedure codes
• Strong communication and customer-service skills
• Excellent organizational and follow-up skills
• Ability to manage multiple responsibilities and prioritize effectively
• A professional, positive, and team-oriented attitude
• Experience with dental practice-management software

Open Dental experience is preferred but not required.

Position

Dental Treatment Coordinator / Insurance Billing Specialist

Location: Dana Point, California

Dental experience, particularly in insurance billing and treatment coordination, is strongly preferred.