Understanding the Role of the Treatment Coordinator

Want more clarity around what a Dental Treatment Coordinator should actually do?

This practical guidebook has been created for Treatment Coordinators, Practice Managers and practice owners who want a clearer understanding of the TCO role and how it contributes to both the patient experience and practice performance.

It provides a practical overview of the role, key responsibilities, essential skills and attributes, general daily and weekly tasks, relevant KPIs, and self-reflection exercises to support ongoing development.

Rather than focusing only on treatment acceptance, this guide looks at the broader role of the Treatment Coordinator — including communication, patient support, organisation, follow-up, teamwork and helping patients move confidently through their treatment journey.

You’ll learn how to:

• understand the purpose and scope of the TCO role

• identify key responsibilities and role expectations

• recognise the skills and attributes of an effective TCO

• structure daily and weekly responsibilities

• use practical KPIs to monitor performance

• review patient follow-up and treatment outcomes

• reflect on strengths and areas for development

A useful resource for practices introducing a Treatment Coordinator role, developing an existing TCO, or creating greater clarity and consistency around expectations.

Who It’s For

• New and developing Treatment Coordinators

• Existing TCOs

• Practice Managers

• Practice owners

• Front desk or dental team members moving into Treatment Coordination

What’s Included

• Role overview

• Responsibilities and expectations

• Skills and attributes

• Daily and weekly task checklists

• Treatment Coordinator KPIs

• Self-reflection exercise

• Practical development guidance

Format

Digital PDF guidebook for immediate download.