Dental Insurance / Treatment Plan Financial Coordinator

A growing multi-doctor dental practice is seeking an experienced Dental Insurance & Treatment Plan Financial Coordinator to support an increasing volume of complex treatment cases. This role focuses on preparing the financial and insurance components of dentist-approved treatment plans, ensuring patients receive accurate cost estimates and helping the practice improve treatment acceptance.


This is a specialized dental support position and is not a general virtual assistant, front desk, scheduling, or basic billing role. Candidates must have hands-on experience with dental insurance verification, benefit interpretation, treatment plan financials, patient cost estimation, and prior authorizations.


Scope and Boundaries


The Dental Insurance & Treatment Plan Financial Coordinator is responsible for building the financial and insurance package associated with a treatment plan after it has been created and approved by the dentist. The coordinator does not diagnose, create, modify, or make clinical decisions regarding treatment plans. Their role is to accurately determine insurance coverage, estimate patient responsibility, identify non-covered services, and prepare documentation needed for financial consultations and treatment approval.



Core Responsibilities

Take dentist-approved treatment plans and create the corresponding financial and insurance package

Verify patient insurance benefits

Interpret coverage percentages and code-level coverage by plan

Identify which procedure codes are typically covered versus not covered

Flag non-covered services so the practice can bill its UCR (usual, customary, and reasonable) rate

Estimate the insurance-covered portion versus the patient’s out-of-pocket cost

Handle prior authorizations required before procedures

Prepare the materials the practice uses for the financial consultation with the patient

Support consistency and speed in getting patients back in for financial consults



Procedure Knowledge

The practice performs a range of complex cases the coordinator should be comfortable working with, including cosmetic dentistry, fixed and overdentures, dental implants, oral surgery, sleep apnea treatment, and neuromodulator treatment for TMJ.



Presentation of Treatment Plans

The primary responsibility of this role is to prepare complete financial and insurance packages for dentist-approved treatment plans. In most cases, these materials will be provided to the in-office team, who will conduct the financial consultation with the patient.


Depending on the practice's workflow and the candidate's experience, there may be opportunities to assist with remote patient consultations, including reviewing treatment costs, insurance coverage, and available financing options. Final responsibilities regarding direct patient presentations will be determined by the practice prior to placement.



Requirements
Required Skills and Experience

Working knowledge of dental insurance: codes, benefit structures, coverage percentages, and non-covered service handling

Experience with dental treatment plan financials and patient cost estimation

Familiarity with prior authorization processes

Comfort working within a practice management system (Open Dental experience a plus)

Strong accuracy and attention to detail in financial estimation

Clear communication for coordinating with the in-office team

Ability to work remotely and independently while protecting PHI

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