Treatment Coordinator

Treatment Coordinator Training Plan
Packet includes: 30/60/90 game plan, positions checklist & scorecard

Job Description: Know and understand treatment numbers and become confident to discuss all financing options with the patient and become knowledgeable about procedures in the back office to alleviate possible patient concerns.

Goal : Become fully trained as a Treatment Coordinator, mastering all duties and tasks assigned within 90 days post-employment start date and during the duration of employment.

Treatment Coordinator Checklist- 30/60/90 Day Plan to Be Proficient In

1. Overall office duties
2. Scheduling and reports
3. Financial arrangements for patients needing treatment
4. Schedule preparation
5. Follow up on unsubmitted claims

What each task includes:

● Overall Office Duties to Answer the telephone with a smile by the second ring with script- Schedule Coordinator representative
■ New Patients
■ Screening calls for OM and Dr to Collect balances and co-pays on all patients
■ Goal is 95% collection percentage monthly o Specialty services supply orders
■ Confirm specialty procedures have all needed supplies two days out

● Scheduling and reports

• New Patients script
• Recare appointments, use script (pull reports accordingly)
• Treatment patients, use script (pull reports accordingly)
• Unscheduled appointments, use script (pull reports accordingly)
• Create needed campaigns for recare and treatment in Practice By Numbers

● Financial Arrangements for all patients needing treatment o Complete consultations with patients to discuss treatment and financial obligations
▪ Understand and be confident in financial arrangements with patients o Track treatment acceptance daily using the treatment tracker to Call on unscheduled treatment plans daily- goal to schedule 2 plans to Work with care coordinator team lead on monitoring account balances/claim issues for pt’s upcoming appointments (account reviewer)

● Schedule Preparation

• Doctor’s schedule is scheduled to production goals and has a smooth flow

■ Use scheduling Dr. protocol
■ Use ideal Dr. treatment time

• Call and track prescriptions

• Figure financials for patient portions of appointments

● Follow-up on unsubmitted claims to Send x-ray requests to Check external (Practice By Numbers)

Weekly

● Unscheduled Treatment Calls – 2, 2, 2, letter follow-up
● Treatment tracker follow-up and reporting
● Formatting patient schedule to allow to New Patients, SRPs, etc.
● Specialty Correspondence Letters Incoming and Outgoing

Monthly

● Treatment tracker
● Expired monthly savings plan letters and renewals
● Reactivation of old patients
● Record voicemails for special events, holidays, etc.

HUDDLE:
30 minutes start time prior to the first patient.

CLOCKING IN/OUT:
You may start to clock in 15 minutes PRIOR to the huddle.

You must clock out as soon as you are done cleaning up after your last patient. The maximum is 40 minutes after your last scheduled patient.

ATTIRE:
Scrubs- navy blue, black, green, blue

PARKING:

Park on the West or North side of the building only

Prior to start of employment:

TASK COMPLETED

1. Complete all HR Documentation/New Hire Documents with Office Manager

2. Acquire Eaglesoft Login Credentials

3. Receive a tour of the Facility by the OM

4. Understand our Core Values, Mission and Vision of our company

5. Familiarize yourself with our Website and the Dr. Bios from the Website

6. Read the Team Bios to learn about your Teammates

7. Acquire agenda for Morning Huddle organization

8. Print out copy of 30-60-90 day Onboarding Process Checklist, bring to work each day

• Bring a smile and a positive attitude to your first day and every day following!

• 30 DAY ONBOARDING CHECKLISTS Coaching Date Coach Rating on Performance**

Job Type: Full-time

Pay: From $20.00 per hour

Expected hours: 35 – 40 per week

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Employee discount
• Life insurance
• Paid time off
• Uniform allowance

Schedule:

• 8 hour shift

Work setting:

• In-person

Experience:

• Sales: 1 year (Required)

Ability to Relocate:

• Lagrange, IN 46761: Relocate before starting work (Required)

Work Location: In person