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Ortho Treatment Coordinator at H2 Orthodontics
Ortho Treatment Coordinator at H2 OrthodonticsH2 Orthodontics • Kalispell, MT, US
Ortho Treatment Coordinator at H2 Orthodontics

Ortho Treatment Coordinator at H2 Orthodontics

H2 Orthodontics • Kalispell, MT, US
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Job Description

Job Description

Description : Job Summary :

The Orthodontic Treatment Coordinator plays a vital role in patient care and practice success by guiding patients through the treatment process. They act as the liaison between patients, clinical staff, and the orthodontist, ensuring a positive, informed, and supportive experience from consultation to treatment start.

Key Responsibilities :

  • Patient Consultations :

Welcome new patients and guide them through the consultation process.

  • Explain orthodontic treatment plans, procedures, and expected outcomes.
  • Review and discuss treatment options, benefits, and financial arrangements.
  • Answer patient questions and address concerns in a professional and empathetic manner.
  • Scheduling & Coordination :
  • Schedule appointments and follow-ups related to treatment start.

  • Coordinate with clinical staff to ensure smooth transitions from consultation to clinical care.
  • Ensure timely follow-up with patients who are pending treatment decisions.
  • Financial & Insurance :
  • Present financial options and explain payment plans.

  • Coordinate with billing staff to ensure accurate insurance verification and financial estimates.
  • Ensure signed financial agreements and consent forms are collected and filed properly.
  • Administrative Duties :
  • Maintain detailed and accurate records of consultations, decisions, and patient communication.

  • Monitor and update patient tracking systems (e.g., pending starts, follow-ups).
  • Assist with marketing and community outreach as needed.
  • Customer Service :
  • Maintain a welcoming, friendly, and professional environment.

  • Support patients and families emotionally and logistically throughout the treatment process.
  • Qualifications :

  • High School Diploma or GED required; Associate or Bachelor’s degree preferred.
  • Previous experience in orthodontics, dental, or medical office preferred.
  • Strong interpersonal and communication skills.
  • Excellent organizational and time-management abilities.
  • Knowledge of orthodontic procedures and terminology (preferred).
  • Experience with dental / medical software (e.g., Dolphin, Orthotrac, Dentrix) is a plus.
  • Key Competencies :

  • Empathy and patient-centric mindset
  • Sales and persuasion skills
  • Professionalism and confidentiality
  • Detail-oriented with strong follow-through
  • Collaborative team player
  • Requirements :

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    Treatment Coordinator • Kalispell, MT, US