Treatment Coordinator

Dedicated treatment coordinators who present cases, walk patients through financing options, and follow up to drive case acceptance.

+19%
Case acceptance lift
5+
Follow-up touches / pt
Treatment acceptance · This month
67%
+12 pts
Treatment plans presented84
Same-day decision61
Financing offered38
Cases accepted56
$4,820
Avg case value
38%
w/ financing
What they own

A defined scope, measured weekly.

Every Treatment Coordinator on your team owns a clear scope of work, tracked against the metrics above and reviewed in a weekly business review.

Present treatment plans and financing
Follow up on unscheduled treatment
Coordinate financing approvals
Drive case acceptance metrics
Day 1 → Day 7

How a Treatment Coordinator gets up to speed.

Step 1

Doctor handoff observation

Step 2

Practice case presentation with coach

Step 3

Live case presentations by day 5

Software fluency

Day-one fluent in your stack.

Pre-trained on the platforms your practice already runs. We'll match for primary fluency, then cross-train as needed.

Dentrix Open Dental Eaglesoft

Add a Treatment Coordinator to your team.

Pre-vetted, HIPAA-aware, fluent in your software. Live in under two weeks.