Traveling New Patient Coordinator in Cary, North Carolina at Lane & Associates Family Dentistry

We are currently seeking a part-time (3 days a week) Traveling New Patient Coordinator to support our Orthodontic department. This pivotal role will involve following the Orthodontist to assist with new patient consultations. The New Patient Coordinator will be in the Durham Miami office Mondays + Wednesdays, and in the Cary St. Charles office on Thursdays.

As a New Patient Coordinator, you’ll be the friendly, knowledgeable first point of contact for new Orthodontic patients. You’ll play a vital role in welcoming patients, explaining treatment options, coordinating care, and ensuring a smooth and professional experience across both office locations.

• Conduct new patient consultations including:

  • Office tours

  • Treatment and financial overview

  • Taking initial records (photos, X-rays, etc.)

  • Scheduling bonding and recall appointments

  • Sending patient and doctor correspondence

• Prepare and present bonding contracts:

  • Set up contracts prior to bonding appointments

  • Review financial agreements and collect payments

  • Post payments, submit insurance claims, and set up auto-drafts

• Maintain and manage patient reports and appointment confirmations

• Schedule ongoing maintenance and follow-up appointments

• Monitor and respond to office emails

• Support other administrative and clinical tasks as needed

• A positive, energetic team player with exceptional customer service skills

• Strong organizational, planning, and communication abilities

• Professional appearance and demeanor

• A patient-first mindset with commitment to excellent customer service

• The ability to work collaboratively with team members

• Proficiency with dental software and general computer applications

• High School Diploma or GED (required)

• 1–2 years of dental experience (required)

• Orthodontic experience (preferred)

• NC X-Ray Certification (required)

• Ability to lift up to 15–20 lbs