Dental Treatment Planner, Patient Coordinator – Dentrix Required

• Create, present, and explain comprehensive dental treatment plans to patients for both providers, detailing procedures, appointment timelines, and financial expectations.
• Manage heavy inbound and outbound phone calls, answer patient inquiries, follow up on proposed treatment plans, and re-engage unscheduled treatment leads.
• Schedule, confirm, and coordinate complex appointments across two providers' calendars to maximize daily clinic efficiency and minimize downtime.
• Guide patients through initial consultations and follow-up care with a warm, professional, and persuasive tone.
• Maintain accurate patient notes, track treatment plan acceptances, and keep patient records updated within Dentrix and Google Workspace.

• Dentrix Experience Required: Hands-on experience navigating and managing patient records, charting, and scheduling in Dentrix.
• High-Volume Phone Comfort: Proven background managing heavy call volumes while maintaining an upbeat, compassionate, and professional demeanor.
• Bilingual Capability: Fluency in English and Spanish is required (client is open to reviewing both fully bilingual and native English-speaking candidates).
• Treatment Coordination Skills: Strong understanding of dental terminology and treatment sequencing with the ability to explain procedures clearly to patients.
• Schedule & Availability: Available full-time to work Monday – Friday, 8:00 AM – 5:00 PM PST.
• Remote Setup: A dedicated home office with a reliable high-speed internet connection, power/internet backup, and a quiet working environment.
• Practice Management / EMR: Dentrix
• Productivity & Communication: Google Workspace