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Treatment Coordinator / New Patient Coordinator

Trivium

San Ramon, California, United States permanent

Posted: March 16, 2026

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Quick Summary

Act as the first point of contact for new patients, presenting treatment plans and handling high-value cases.

Job Description

Treatment Coordinator / New Patient Coordinator (Opportunity to Grow into Office Manager)

Location: Walnut Creek, California
Employment Type: Full-Time (Monday–Friday, 8:30 AM – 5:00 PM; occasional late consultations)
Salary: Starting at $30/hr (higher based on experience) + performance-based bonus

Role Overview

The ideal candidate will:

• Act as the first point of contact for new patients, ensuring a seamless experience from lead to consultation.
• Present treatment plans and financial options confidently, handling high-value cases ($10,000–$50,000+).
• Manage patient follow-ups, appointments, and scheduling efficiently using our CRM and Open Dental.
• Collaborate with doctors during patient consultations and take ownership of closing treatment plans.
• Provide solutions for patient financing via third-party providers (Proceed, Cherry, CareCredit)
• Exhibit empathy, professionalism, and strong communication while maintaining a high conversion rate.


Requirements:
This role is ideal for someone with:

• 1+ year experience as a dental treatment coordinator (experience in office management is a plus but not required).
• Strong sales aptitude and comfort presenting high-value treatment plans.
• Excellent organizational skills and attention to detail.
• High drive, confidence, and the ability to handle multiple priorities under pressure.
• Presentable, professional appearance, and strong interpersonal skills.


Benefits:
Why Join Us?

• Opportunity to grow into an Office Manager role with mentorship and training.
• Work with a high-performing team and supportive leadership.
• Competitive salary with bonus structure tied to case acceptance and revenue.
• Comprehensive benefits including medical, dental, retirement match, and PTO.
• Be part of a practice that values professional development and patient care excellence.

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