Hiring a treatment plan coordinator in California
A treatment plan coordinator presents recommended treatment to the patient, walks them through insurance benefits and out-of-pocket cost, sets up financing, and books the next appointment. Used heavily in dental, dermatology cosmetic, OB-GYN, and chiropractic practices to lift case acceptance and reduce treatment drop-off.
California has over 110,000 active physicians and the largest healthcare market in the United States, with major hubs in Los Angeles, San Francisco Bay Area, San Diego, and Sacramento. Heavy demand from multi-location dermatology, optometry, dental, mental health, and primary care groups.
What a California treatment plan coordinator does
Our treatment plan coordinators sit in the EHR or practice management system, review the provider's recommended plan, prepare a patient-friendly breakdown of cost and timing, set up CareCredit or other financing, and book the next visit. They follow up with patients who didn't accept right away — a workflow that lifts case acceptance rates measurably.
Daily responsibilities
- Treatment plan presentation and patient education
- Insurance breakdown and out-of-pocket cost calculation
- CareCredit, Sunbit, and patient financing setup
- Same-day or next-visit scheduling
- Follow-up on un-accepted treatment plans
Why California practices choose Staffing For Doctors
- Coverage scheduled to Pacific Time business hours
- Trained on the EHRs and payers California practices use most
- HIPAA compliant with signed BAA and secure devices
- Onboarded in 48 hours with a dedicated Customer Success Manager
- Starts at $14/hour — no setup fees, no benefits overhead
