Ep. 165: The Daily Duties of a Treatment Coordinator

 

In this episode, Jeff dives into the essential role of a Dental Treatment Coordinator, exploring the daily responsibilities and key tasks that keep a dental practice running smoothly. From managing patient schedules to explaining treatment plans and coordinating with insurance companies, the treatment coordinator plays a critical part in delivering a seamless patient experience. 

 

Morning Production Meeting - https://mgeonline.com/morning-production-meeting-download 

ABCs Seminar- https://www.mgeonline.com/mge-communication-and-sales-seminars/ 

DDS Success (coupon code MGE269) - https://ddssuccess.com/  

The Importance of a New Patient Coordinator Tip- https://www.youtube.com/watch?v=3T4Y7QKJfAk&t= 

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Questions From This Episode

What is the purpose of a dental treatment coordinator?

The treatment coordinator's job is to help every patient with outstanding treatment understand, accept, pay for, and arrive for the care they need. Jeff describes it as a sales job, but one built on caring about the patient. Their statistic is practice income, because income comes from closing cases and getting patients into the chair.

What is a lineup, and why should you line up more than you need?

A lineup is a review of the coming week and each day to identify which scheduled patients have outstanding treatment and what closing those cases would be worth. Jeff recommends lining up more than your weekly goal, sometimes up to three times as much, because not everyone will close.

What are the nine basic duties of a treatment coordinator?

They are doing the lineup, meeting with patients for presentations and financial arrangements, following up on recent presentations, calling patients on the incomplete treatment list, getting overdue patients back on the hygiene schedule, bringing not-yet-due patients back for a quick doctor check, handling contracts and chart notes, and attending the morning production meeting and other coordination meetings.

How should a treatment coordinator work the incomplete treatment list?

Start with the larger, more urgent cases and check each chart. If the patient is due or overdue for hygiene, schedule them, because action happens when they are back in the practice. If they are not due, bring them in for a brief consultation with the doctor to confirm things are stable and present the plan again.

How do you know if you need more treatment coordinator hours?

If your treatment coordinator spends the whole day in patient meetings and has little or no time for follow-ups or the incomplete treatment list, you are missing opportunities. A part-time treatment coordinator or a new full-time hire the office manager apprentices may be the answer.

Episode Transcript

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Ep. 166: New Patient Coordinator: Do You Need One?

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Ep. 164: How Many New Patients Does Your Practice Really Need?