Treatment Coordinator
San Francisco, CA
Image Orthodontics is seeking a motivated and organized Treatment Coordinator to join our team. The ideal candidate will play a crucial role in ensuring that our patients receive the best care possible by coordinating treatment plans, managing patient communications, and facilitating a smooth journey from the initial consultation to the completion of orthodontic treatment.
Schedule
- This is a full-time position
- Monday-Friday, 1 Saturday a month
Benefits
- Competitive salary commensurate with experience
- Opportunity to earn bonuses based on individual and practice performance
- Opportunities for professional development and growth within the practice
- Health benefits package
- Paid time off and holiday pay
- Positive and supportive work environment
Responsibilities
- Guide patients through their dental/orthodontic journey by clearly presenting treatment options, benefits, and value in a confident, consultative manner
- Drive case acceptance by effectively communicating treatment importance and helping patients feel comfortable moving forward
- Lead financial conversations, present payment options, and help patients select plans that fit their needs
- Build strong relationships with patients from the first interaction, creating a welcoming and trust-based experience
- Manage patient scheduling to maximize productivity and support practice growth
- Respond to calls, texts, and emails with a focus on converting inquiries into scheduled appointments
- Verify insurance and simplify coverage details for patients, helping remove barriers to starting treatment
- Maintain accurate patient records and track case progress from consultation to start
- Collaborate with the clinical team to ensure a smooth and consistent patient experience
- Support internal and external marketing efforts, including follow-ups, referrals, and patient engagement initiatives
Qualifications
- Sales, customer service or consultative experience required (healthcare or dental is a plus, but not necessary)
- Confident communicator with strong persuasion, relationship-building, and closing skills
- Comfortable discussing finances and guiding customers through purchasing decisions
- Bilingual in Spanish is a plus
- Tech-savvy with the ability to quickly learn new systems (dental software experience is a bonus, not required)
- Positive, energetic team player who thrives in a goal-driven environment
- Highly coachable with a strong desire to learn and grow
- Excellent multitasking, organization, and time management skills
- Passion for helping people and delivering an outstanding customer experience
- Reliable, professional, and detail-oriented