Role Description

We are seeking a highly skilled Pedo-Ortho Referral Specialist to join our team. This individual will be responsible for maintaining both pediatric and orthodontic patients, as it pertains to orthodontia, and will be responsible for:

• Accessing eligibility reports
• Calling parents
• Educating parents on orthodontic evaluations
• Greeting patients in pediatric clinics
• Scheduling patients for their orthodontic consultation

The ideal candidate will have a strong background in both pediatric dentistry and orthodontics and possess excellent communication and organizational skills. Primary responsibilities include qualifying and scheduling patients for complimentary orthodontic evaluations.

Responsibilities

Essential Duties and Responsibilities include the following. Other duties may be assigned:

• Coordinating both pediatric and orthodontic patients
• Obtaining reports and analyzing patient data
• Promoting our dental practices by directly engaging with patients and referral partners in the communities to increase awareness of our services and generate new patient leads
• Exemplifying and embodying CHOICE standards
• Developing knowledge and understanding of underserved community health and dental health issues in target populations
• Seeking and engaging families and individuals to educate them on the importance of orthodontic dental care
• Responding to requests for information about our company, services, and basic dental information
• Completing ad hoc projects per needs of management and team
• Supporting orthodontic growth goals for new patient appointments by:
• Obtaining data from reports to identify qualified patients
• Greeting qualified patients at their pediatric appointment and scheduling orthodontic consultations
• Engaging with parents via phone and in person to educate on the importance of orthodontia care
• Scheduling pediatric patients for orthodontic exams
• Following up with patients who are not ready to schedule or have postponed scheduling their orthodontic exam
• Directly engaging potential new orthodontic patients and scheduling consultation appointments
• Ensuring that monthly appointment goals are met as set by Ortho Manager
• Collaborating with both the pediatric and orthodontic teams to provide comprehensive care to patients
• Maintaining accurate patient records and schedules
• Attending both pediatric and orthodontic huddles
• Understanding and complying with ethical, legal and regulatory requirements applicable to the industry
• Collaborating with clinic teams for existing and new patient conversion efforts
• Ensuring high customer satisfaction by providing quality service to customers while upholding and demonstrating company values

Qualifications

• High school diploma or equivalent
• Demonstrated experience and success in customer service
• Bilingual in Spanish is preferred