Treatment Coordinator Course Outline


As the liaison between the patient and the dentist, a dental Treatment Coordinator is a high profile position. In this role, you work closely with the doctor to ensure that the patient understands the treatment itself and why it is needed. Organization, exceptional communication skills, a positive attitude, consistent follow-through and the ability to multi-task are keys to your success. Your priority is to assist the doctor in getting patients to understand and accept the recommended treatment and subsequently coordinate the treatment plan to work for both the patient and the office.

The videos in this series will address each of your front office responsibilities while you help the patient navigate their concerns, such as insurance, payment, or scheduling conflicts as they make the decision to move forward with the work that will keep them healthy. In addition, we will look closely at the responsibility that comes with being the face of the office to the patient, the confidence you must have and the extensive knowledge of office policies and procedures that is required to do your job well while prioritizing the patient’s health.

Module 1 Consultations
Unit 1 Purpose of the Treatment Coordinator
Unit 2 What Doctors Look for in a Treatment Plan Coordinator
Unit 3 The Importance of Consultations
Unit 4 How to do Consultations Chairside
Unit 5 Handling Patient Questions in Consultations
Unit 6 Can't It Wait?
Module 2 Treatment Planning
Unit 1 Preparing for a Consultation/Treatment Plan Presentation
Unit 2 Treatment Coordinator Helping With Questions In Consult
Unit 3 Helping Patients From First Call to Treatment Presentation
Unit 4 Dealing With a Patient Who Wants to do "Partial Treatment"
Module 3 Discussing Money
Unit 1 Asking the Patient to Pay
Unit 2 Being Prepared to Collect A Patient Balance
Unit 3 Emergency Appointment – Discussing Money Prior to Treatment
Unit 4 Getting Patients Closed for Treatment & Finances
Module 4 Patient Acceptance
Unit 1 Patients Need to Understand Their Treatment Plan
Unit 2 Why Front Desk Consults Don't Work
Unit 3 Case Acceptance Interview with Doctors
Unit 4 Post OP Calls
Module 5 Insurance Discussion
Unit 1 Calculating Dental Insurance Benefits
Unit 2 I Am Only Doing What The Insurance Covers
Unit 3 How to Handle The "Insurance Focused" Patient
Unit 4 Looking Ahead to Avoid Insurance Issues
Unit 5 Communicating with Patients about Insurance and Financial Obligations
Module 6 Unscheduled Treatment
Unit 1 Outstanding Treatment Plan Meeting
Unit 2 Follow up Treatment Plan Calls
Unit 3 Following Up on Unscheduled Treatment