While their responsibilities may be vastly different, Treatment Coordinators and Financial Coordinators both have a direct impact on cash flow in the practice. The Treatment Coordinator is often described as the face of the practice and salesperson, whereas the Financial Coordinator works behind the scenes as the “money person”. In the big picture, however, their job descriptions are intertwined and their goals should be more aligned. If each can understand their role, they can begin to orchestrate the flow of money and learn how to positively affect each other’s performance to positively impact case acceptance and cash flow.

Learning Objectives:

• Examine the big picture effects on cash flow from the components handled by each role
• Strategize financial arranging options to review their effects on patient delinquency and receivables
• Learn basics of insurance for fee presentations and how it can affect insurance filing strategies once a patient starts treatment

Speaker Disclosure: N/A

Duration: 75 minutes (includes lecture and audience questions)

Cost: $0 for members

Continuing Education: 1.25 CE credits (upon completion of session and evaluation)

Continuing Education Disclaimer:
This Continuing Education Program provides attendees with a relevant and rewarding continuing education experience. However, neither the content of a course nor the use of specific products in any program should be construed as indicating endorsement or approval of the views presented or the products used by the AAO or by any of the respective subsidiaries. Speakers are required to disclose to participants any financial, commercial or promotional interest in a product or company that may influence their presentations; however, the AAO shall not be liable for a speaker’s failure to disclose such interest.

American Association of Orthodontists is an ADA CERP Recognized Provider. ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual lectures or instructors, nor does it imply acceptance of credit hours by boards of dentistry.

Concerns or complaints about a CE provider may be directed to the provider or to the Commission for Continuing Education Provider Recognition at ADA.org/CERP.