Job Purpose

Treatment Planning Coordinators are responsible for verifying patient insurance benefits, communicating with patients about treatment cost, generating and presenting financial arrangements to patients, processing payments, and maintaining a productive and efficient schedule.

Duties and Responsibilities

• Prepare and present clear and reliable treatment plans for patients, including presenting financial options to patients and documenting the final financial arrangement

• Secure appropriate documentation from patients and store in applicable software(s)

• Build strong relationships with patients and support activities that grow the practice

• Reconcile invoices, identify discrepancies, and check reports for accuracy

• Document clear and reliable billing activity in internal databases and reporting software(s)

• Receive and sort incoming payments with attention to accuracy and timeline

• Manage the status of accounts and balances; strong ability to identify inconsistencies

• Processing and posting patient payments 

• Issue invoices and receipts to patients 

• Update the accounts receivable database with new accounts or missed payments

• Coordinate with Central Billing and Medical Billing teams to ensure proper billing and collections

• Maintaining a professional reception area

• Monitoring and replying to emails and voicemails

• Checking daily appointment schedules and filling gaps to ensure positive production

• Preparing end-of-day reports and deposits

• Maintaining OSHA and HIPAA Compliance

• Perform all other duties as assigned