Treatment Coordinator Responsibilities:

1. Prepare and submit prior authorizations to insurance for each new patient ready to start treatment
2. Present finance options, and answer questions regarding estimates, insurance, and financing
3. Verify needed records are complete prior to dismissing patient/starting treatment
4. Maintain up-to-date consult tracker with notes regarding contact with patient/parent
5. Contact patients regarding approval or denial status from insurance
   1. Schedule new patient starts
   2. Review benefits of orthodontic treatment to convert insurance denials to self-pay patients
   3. Track conversion rate (denials to self-pay) and practice/improve salesmanship
6. Review start day information with patients
   1. Review informed consent documents
   2. Review financial contracts
   3. Present and discuss treatment plan prepared by orthodontist
   4. Review hygiene and diet requirements during treatment
   5. Verify HIPAA form is complete and signed (need signed document if someone other than legal guardian will be bringing patient to appointments)
   6. Enter note into chart documenting which treatment plan was accepted and what was discussed (tx plan, informed consent, hygiene, braces/appliance home care, specific risks or limitations described by orthodontist, and any other pertinent information from discussion)
7. Prepare (for review and signing by the orthodontist) and send extraction letters and other correspondence to coordinating dentists
8. Complete chart audits for all patients treated during the day
9. Handle mid-treatment questions from parents and patients as needed
10. Maintain up-to-date and accurate consult tracker
    1. Daily statistics
    2. New patient exams
    3. Starts
    4. Debonds

11. Support orthodontist and office manager with other duties as needed