Treatment Plan Coordinator

Healthcare Company • Full-time • Dana Point, California, United States • $25 - $35 / hour • 1m ago

Location: Dana Point

Employment Type: Full-Time

About Us:

We are a premier surgical center serving South Orange County with a commitment to excellence in oral and maxillofacial surgery. Our team is known for delivering compassionate care, innovative surgical solutions, and an exceptional patient experience.

Position Summary:

The Treatment Plan Coordinator serves as a key liaison between patients and the clinical team. This role is responsible for presenting treatment plans, discussing financial options, managing pre-operative administrative steps, and guiding patients through their surgical journey with clarity, confidence, and empathy.

Key Responsibilities:

* Collaborate with surgeons to review clinical treatment recommendations.

* Present detailed treatment plans and financial estimates to patients, including insurance coverage and out-of-pocket costs.

* Explain surgical procedures, timelines, and post-op instructions in a professional and compassionate manner.

* Coordinate scheduling of surgeries, pre-op appointments, and follow-ups.

* Submit insurance pre-authorizations and manage documentation to support claims.

* Follow up on pending treatment plans and support case acceptance through personalized communication.

* Act as the primary point of contact for patient questions related to treatment, insurance, or financing.

* Maintain accurate and timely patient records using practice management software (Open Dental).

* Ensure compliance with HIPAA and office protocols.

* Work collaboratively with front office and surgical staff to ensure seamless patient care.

Qualifications:

* 2+ years of experience in oral surgery, dental, or medical office setting (required).

* Prior experience as a treatment coordinator or financial coordinator is preferred.

* Strong knowledge of dental insurance billing, terminology, and codes.

* Professional, calm, and clear communicator—both verbal and written.

* Highly organized with strong attention to detail and time management skills.

* Proficient in practice management software and Microsoft Office suite.

* Compassionate and customer-focused mindset

Preferred Attributes:

* Bilingual (English/Spanish) is a plus.

* Familiarity with CareCredit, Proceed Finance, or similar patient financing platforms.

* Experience with oral surgery cases including dental implant cases.

Benefits:

* Competitive salary based on experience

* Health insurance options

* Paid holidays and vacation

* 401(k) participation

* Professional development and continuing education opportunities

Join Our Team:

If you are a detail-oriented, patient-first professional who thrives in a clinical setting, we invite you to be a part of our growing practice. You’ll play a vital role in transforming lives—one smile at a time.

Job Type: Full-time

Pay: $25.00 - $35.00 per hour

Benefits: