Jennifer Marshall

• As the Treatment Coordinator - I am Responsible for all aspects of the New Patient's First visit- my role is to convert every new patient to an active patient.
• Some of my responsibilities include:
• The initial patient consultation: gathering patient information, including dental history and expectations. Explaining to the patient and family what the new patient visit will entail, making them feel welcome and excited about the visit!
• Taking all records, including x-rays, photographs, and iTero scans, and wowing patients and families with the technology of iTero outcome simulations and scanning in general. Building rapport with the patient and family to make them feel welcome in our office, and answering any questions with my orthodontic knowledge.
• Treatment planning and educating the patient: Creating a personalized treatment plan for the patient, working as a liaison with Dr. Jensen is to come up with the best plan for the patient. I then present the treatment plan and educate patients by explaining treatment options and procedures.
• Fee presentation and closing: Confidently presenting fees and payment options to schedule the start. Strong knowledge of insurance and office policy.
• Scheduling: Booking appointments, securing payments, and posting payments.
• Follow up, using Outlook and verbal communication as needed for any pending patients.
• Imputing all records and treatment plans for new Invisalign starts to the IDS.
• HR Manager - I am responsible for onboarding and hiring all new employees. Posting ads to hire new employees, conducting interviews, and offering positions, and benefits.
• Conducting reviews for employees.
• Responsible for employee payroll and benefits using ADP Run.
• Back up chairside assistant.
• Ability to use my chairside training in any procedure in the clinic. Including Invisalign and braces, starts, adjustments, or de-bonds. Sterilization and tray setup.

• Full-duty orthodontic chairside assistant from 2005 to 2007. All adjustments using braces and Invisalign. PVS impressions for Invisalign, alginate impressions, wire changes, and band fitting. Responsible for all patient initial bandings, chairside instructions on oral hygiene, and instructions on the braces or Invisalign journey.

Trained by Peniche and Associates to become the full time Treatment Coordinator in 2007.

Responsible for all New Patient exams and starts within a busy and growing Orthodontic Practice.

• Front Desk in busy Orthodonic office
• Transitioned into full time Orthodonic assistant in April of 1995.
• Trained on the job in all aspects of Orthodontic assisting:
• Fitting bands, RPE's Bonding brackets assisting Doctor in all procedures.
• Adjustments overseen by Dr Lake until I was fully trained.
• Office was purchased by Dr Greg Stoll in 2005.