• Treatment Consultation with Surgeon
• Be present during comprehensive exams to understand patient treatment When necessary, be present during re-care exams to understand patient treatment needs.
• Enter the treatment plan with proper coding into WinOMS
• Presenting the Treatment Plan to the Patient
• Determine dental benefit eligibility, limitations, and payment estimates necessary to facilitate financial arrangements.
• Invite patients to the consultation room to explain specifics on their insurance and what is covered & out of pocket.
• Educate patients, as necessary, regarding their dental benefits.
• Present case fees and financial options to patients and answer any questions about the procedure.
• Ensure patients fully understand their treatment plan and overcome any objections to the proposed treatment to facilitate the decision to say “yes.”
• Upon the conclusion of this meeting, prepare an alert in WinOMS for PCCs on how treatment calculations were figured out.
• Any approved discounts are also added as a note in WinOMS to ensure the billing department is aware of exactly which parts of the treatment plan are being discounted and
why.
• Prepare the formal financial agreement on ROS letterhead for the patient to sign and scan into their file.
• Ongoing Organization & Maintenance of Treatment Planning
• Prepare and execute a weekly meeting with the surgeon to go over any outstanding cases that need follow-up on the treatment plan.
• Prepare and maintain a recall list: follow up on anyone who hasn’t scheduled in 3 weeks to check-in. If someone cancels, they need to be added to the recall list.
• Prepare and maintain an unscheduled treatment report: anyone who had a treatment plan who hasn’t scheduled in the past 3 months, send a letter the in the mail.
Other duties
• Support the billing department with ensuring patients are up to date on their financials Proactively communicate with the back office so they know any changes in the patient’s
financial status.
• Send any surgical guides out to labs: i.e. impression, ct scans.
• On any implant-related surgeries, send an email to the dentist “consult thank you letter” to ensure they understand our mutual patients’ treatment plan and timeline.
• Once patients are ready for restorations, support the surgeon in preparing an email to the referring dentist with the timeline and implant size used.
• Build & maintain relationships with general dentists in the area.
• Assist in maintaining and developing systems such as checklists to verify workflow and streamline patient care.
