Jordan Moltzau

• Assist the doctor with new patient and recall exams. Chart, enter treatment plans, chart notes and patient information into Cloud 9 software program. Send referrals, coordinate appointments as needed and keep the referring dentist updated on treatment plans.
• Explain the orthodontic treatment plan to patient/families and answer any questions.
• Collect insurance information and verify benefit(s), update financial rundown and provide contract if treatment is accepted. If patient doesn't accept treatment day of, I will follow-up as needed.
• Attended meetings regularly with supervisors for performance feedback and discuss new protocols to help the office run more efficiently.

Treatment Coordinator Duties:

• Assist the doctor with new patient and recall exams. Chart, enter treatment plans, chart notes and patient information into Ortho2 software program.
• Send referrals, coordinate appointments as needed and keep the referring dentist updated on treatment plans.
• Explain the orthodontic treatment plan to patient/families and answer any questions.
• Collect insurance information and verify benefit(s), update financial rundown and provide contract if treatment is accepted.
• If patient doesn't accept treatment day of, I will follow-up as needed.

Financial Coordinator Duties:

• Post insurance payments via paper check and online credit card.
• Reconciled the ledger daily and weekly to ensure the accounts are balanced.
• Print check to pay monthly office bills.
• Post contracts and set up auto payments within software program.
• Follow up on any declined or returned payments.

• Implemented individualized behavior intervention plans to improve skill development in children with autism.
• Chart and update the lead therapist on a child's progress, along with keeping each family/parent(s) updated.
• Trained new staff on behavioral techniques and program protocols, ensuring consistency in service delivery.