Accepted treatment plans shouldn't die in the follow-up.
A dedicated dental treatment coordinator who owns case presentation follow-up, financing conversations, and scheduling from consult to first appointment. Higher acceptance, faster start dates, more production.
Covered by the 30-Day Right-Fit Promise: free replacement or your money back.
Where accepted plans quietly die.
Look at yesterday's schedule. Every hole is one of these.
If two or more feel true, hiring a virtual teammate pays for itself in the first month.
What they own
One accountable seat between the chair and the schedule.
- 01
Follows up on plans
Every accepted plan chased until booked or declined.
- 02
Walks patients through financing
CareCredit, LendingClub, and in-house options.
- 03
Coordinates consult-to-book
Timing, prep, and confirmation from yes to first visit.
- 04
Reports weekly
Acceptance rate and consult-to-book on the OM's desk.
- Plans die in follow-up
- Financing not offered
- Consult-to-book stretched
- No acceptance report
- Plans booked or declined
- Financing walked through
- Consult-to-book tracked
- Weekly acceptance report
- Front-desk phones and scheduling→ Dental Receptionist
- Verification, recall, claims prep→ Dental Administrative Support
- Claims, appeals, AR→ Dental Biller
Real practices, real production booked.
A slice of what treatment coordinators have moved in their first two months. [PLACEHOLDER: metrics pending real client data.]
“Accepted plans stopped dying in the follow-up. Production started matching the treatment plans.”
“Patients get scheduled while they still want to be there.”
“We were leaving cases on the table over money we could solve.”
“We finally track what's actually being accepted, week over week.”
How it works
- 01
A quick, honest call.
We map the work with you and your office lead, the systems you run, and the pace of your week. If it isn't a fit, we say so.
- 02
Meet your shortlist.
A hand-picked group of teammates with the right specialty, tool set, and time-zone fit. You interview, we coordinate, you choose.
- 03
They get to work.
Onboarded to your systems and SOPs by a Client Success Manager. Live inside 1 to 2 weeks, backed by the 30-Day Right-Fit Promise.
The 30-Day Right-Fit Promise.
If it’s not working in month one, we make it right — three ways. No clawbacks, no lock-in, no fine print.
- 01
No-cost replacement.
Not the right fit? Tell us why. We deliver a curated re-shortlist within 2 business days, onboard the new teammate at no charge, and pause your billing until the replacement is live and producing.
- 02
30-day money-back window.
Not sure outsourcing fits your workflow? Cancel any time in the first 30 days. We refund every billed day in full. No clawbacks, no termination fees, no minimum-term lock-in. A staffing partner, not a contract trap.
- 03
Backup coverage built in.
Sick day, PTO, family emergency? Your Client Success Manager arranges a trained backup teammate within hours, at no extra cost, briefed on your workflows and tools. Coverage ships with every placement — it’s not an upsell.
No new software to learn.
They log into your PMS and financing tools on day one.
Tell us where you're stretched. We'll come back with a shortlist this week.
A short form. A real reply within one business day. Bring your office lead to the call. If it's not a fit, we'll tell you.
Your details stay with our matchmaking team. No mailing lists, no drip sequence.
What practices ask before hiring this role.
Get a teammate matched this week.
One call to scope the work. A shortlist inside the week. Live inside two.
30 days to know it's working. If it's not, we fix it or refund it.