Jessica Leggett

Team Leadership & Operations:

• Lead a team of six treatment coordinators across four office locations, ensuring smooth daily operations and consistent patient experience.
• Oversee scheduling for all treatment coordinators to optimize provider productivity and resource allocation.
• Track, analyze, and report on new patient conversion rates and department performance metrics to support production goals.
• Monitor patient production columns to ensure sufficient exam volume each month; adjust scheduling and staffing strategies proactively.
• Audit and correct employee timecards across all locations to ensure payroll accuracy and compliance with HR standards.
• Conduct monthly one-on-one meetings with each treatment coordinator to provide mentorship, address challenges, review performance, and support professional development.
• Provide treatment coordinator consulting services in collaboration with Dr. Christopher, including training visiting TCs from other practices and offering ongoing mentorship and performance support remotely.

Patient Care & Treatment Coordination:

• Greet and welcome new patients, providing a warm and professional first point of contact for the orthodontic practice.
• Educate patients and families on orthodontic treatment options, procedures, timelines, and expectations.
• Present customized treatment plans in collaboration with the orthodontist after clinical evaluation.
• Review and explain financial options, insurance coverage, payment plans, and office policies.
• Build trust and rapport with patients to encourage case acceptance and ensure patient satisfaction.
• Schedule new patient exams, consultation appointments, and follow-ups to ensure timely treatment progression.
• Obtain and manage diagnostic records, including digital x-rays, photos, and intraoral scans.
• Maintain accurate documentation of treatment plans, financial agreements, and patient interactions.
• Follow up with patients who are pending treatment or have not scheduled, to improve conversion rates.
• Act as a liaison between patients, orthodontists, and referring dental professionals to ensure coordinated care.
• Support front office operations by verifying insurance benefits, submitting pre-authorizations, and collecting payments.
• Ensure a smooth hand-off to clinical staff for treatment initiation and monitor progress as needed.
• Participate in team meetings and contribute to practice growth through process improvements and patient experience initiatives.

Leadership & Operations:

• Lead and support the clinical assistant team, ensuring adherence to protocols, efficiency in patient flow, and high standards of care.
• Train new orthodontic assistants on clinical procedures, infection control, equipment use, and practice protocols.
• Coordinate daily staffing and operatory assignments across multiple chairs and locations to maximize productivity.
• Monitor inventory and order clinical supplies to ensure adequate stock and minimize waste or shortages.
• Implement and reinforce OSHA, HIPAA, and sterilization standards to maintain a safe and compliant clinical environment.
• Act as liaison between clinical staff and the doctor to address workflow issues, scheduling challenges, or team concerns.
• Participate in hiring decisions, performance reviews, and staff development plans in collaboration with practice leadership.
• Support integration of new technologies, treatment protocols, or clinical systems by leading training and adoption efforts.

Clinical & Patient Care:

• Assist the orthodontist chairside during adjustments, bonding, debonding, and other orthodontic procedures.
• Take and process orthodontic records including digital x-rays, photographs, impressions, and intraoral scans.
• Prepare and maintain a sterile clinical environment by following strict infection control and sterilization protocols.
• Educate patients and families on appliance care, oral hygiene, and post-treatment instructions.
• Document treatment notes accurately in the patient’s chart, ensuring clear communication across the team.
• Track patient progress and identify concerns to bring to the doctor’s attention during treatment.
• Ensure patients are comfortable, informed, and cared for throughout each visit to support a positive experience.
• Manage emergency visits for broken appliances or urgent orthodontic needs.
• Manage the emergency after-hours line for all 4 practice locations, triaging patient concerns and coordinating appropriate care or follow-up as needed.