Treatment Plan Coordinator

Overview

The Treatment Plan Coordinator (TPC) ensures that Touro Dental Health provides high quality dental care services by working with staff, students, patients, and faculty within the Group Clinical Practice Model to reach dental care goals and keep lines of communication open. The TPC reports to the Director of Clinical Operations and strives to make each phase of the patient treatment a very positive experience from the initial phone call through the completion of care.

The TPC works closely with the student’s dentist and faculty to ensure patients understand treatment plans and payment options, meet patient needs and expectations, and navigate insurance benefits, financial obligations, and appointments. Additionally, the TPC reviews patient records to comply with audit requirements and supports the Clinic Director in staff coordination efforts and projects.

• Outline dental options for patients, interacting regularly with the student dentist, providing payment plans, scheduling appointments, and answering phone calls or emails from patients about treatments.
• Apply discounts to patients’ accounts.
• Act as liaison between student dentist and patients regarding financial obligations related to treatment plans or changes.
• Coordinate benefits administration and financial arrangements, including verifying insurance options and limitations prior to appointment to determine the best possible financial options for the patient and expedite decision‑making.
• Estimate patient’s insurance coverage and fees for treatment while educating the patient on benefits and limitations of their insurance.
• Secure a financial commitment from the patient and offer third‑party financing options as needed (e.g., Care Credit).
• Assist the Clinic Director in coordinating clinic staff activities, including adherence to Blue Code Policy, and completing recurring tasks and projects.
• Release medical records.
• Audit daily insurance coding and monitor matching narrative notes with codes submitted.
• Perform general office duties and other duties as required.
• Handle additional tasks and duties as may be requested by TCDM leadership.

• College degree (AS) with dental experience OR general education degree or high school diploma with five or more years of dental office experience (Hygienist, RDA, CDA background is a significant plus).
• Demonstrated knowledge in patient relations, scheduling, bookkeeping, ADA coding, insurance, dental billing and reimbursement, including experience with HMO & PPO plans.
• Must be available for work during the assigned hours for student instruction and practice development.
• Fluent in English;
  Spanish speaking a plus.
• Positive, proactive attitude in a fast‑paced environment is a must.

• Accurate data entry skills and strong computer literacy, including Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
• At least five years of experience working in a customer service environment with heavy patient interaction; prior experience in healthcare—private practice office, hospital, clinic, or dental practice—preferred.
• Ability to be flexible and adapt to changes in the work environment, including delays and unexpected events.
• Proactive communication skills, both written and verbal, utilizing tact and diplomacy.

• Fully on‑site (not remote) position. No travel expected.

• Extensive use of computers.
• Extensive time sitting and standing.
• Able to lift up to 5 lbs.