Creating Highly Successful Orthodontic Treatment Coordinators

By Roger P. Levin, DDS

welcome MP900386497It is critical that potential patients walking into the ortho practice become starts. The treatment coordinator must be completely focused on those prospective patients and parents. Parents must be carefully handled when they call, when they enter the office with their child and, finally, when treatment is accepted. Ortho growth in the post-recession economy depends on truly excellent new patient experiences.

The ortho treatment coordinator (OTC) must be perceived as a trusted advisor for new patients and parents as soon as they arrive. OTCs should be totally focused and uninterrupted… with nothing to do but concentrate on that patient.

The New Ortho Treatment Coordinator™:

  • Gets to know patients and parents
  • Builds a relationship
  • Fosters patient education and motivation
  • Explains to the orthodontist who these patients are
  • Details what they might need

The New OTC must be able to communicate well. In fact, the treatment coordinator has to be the most effective communicator in the ortho practice—even better than the orthodontist. With an excellent OTC in place, increased starts and more new patients are possible—entirely independent of the doctor’s communication skills.

Effective OTCs have many common character traits. They are friendly and well-spoken. They are extraordinarily positive, can talk to any kind of patient or parent, can relate to all types of people and work effectively with the whole staff. The best OTCs are outgoing individuals who enjoy getting to know patients and parents in the practice. OTCs are also able to maintain office efficiency and lower stress for the doctor and team alike.

Without question, the ortho practice revolves around the OTC in many ways. This team member has to be able to work easily with others to increase the number of new patient starts while maintaining efficiency and lowering stress.

The economy continues to negatively affect ortho practices across the country. The right person can turn around an ortho practice—even now.

To learn more about how to grow your ortho practice, attend Dr. Roger P. Levin’s ortho seminar in Las Vegas on September 14–15, 2012. Please visit www.levingroup/ortho for more information or to register.

About the Author

Dr. Roger LevinDr. Roger Levin is a third-generation general dentist and the Chairman and CEO of Levin Group, Inc., the largest dental practice management and marketing firm in the world. As a leading authority on orthodontic practice management and marketing, he has developed the scientific systems-based consulting method that will increase ortho practice production and profitability, while lowering stress.

Dr. Levin has authored more than 60 books and over 3,000 articles. He presents 100 seminars worldwide each year.

Visit the Ortho Resource Center for valuable tips, whitepapers, videos and much more, at


Image Credit

Back to Blog

Related Articles

Increase Case Acceptance with Outside Financing

By Roger P. Levin, DDS Money really matters in today’s economy. Regardless how polished your case...

Increasing Referrals through Customer Service

By Roger P. Levin, DDS After you’ve been a practice leader for a number of years, it becomes clear...

Going the Extra Mile to Make a Great First Impression

By Roger P. Levin, DDS The orthodontic practice as a business model is actually rather simple. The...