Everyday Oral Surgery
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What Makes a Great Implant Treatment Coordinator? 19 Core Competencies (with Dr. Roger Levin)

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In this episode of Everyday Oral Surgery, Dr. Grant Stucki sits down with Dr. Roger Levin, CEO of Levin Group, for part two of their discussion on the role of the Implant Treatment Coordinator (ITC). Dr. Levin explains why the ITC should be viewed as a professionally trained position rather than a role simply added to an existing team member’s responsibilities. The conversation explores the core competencies needed for success, including exceptional interpersonal skills, case presentation, negotiation, customer service, and clinical knowledge, as well as the 19 core responsibilities that make an ITC an essential part of an implant-focused oral surgery practice. Dr. Stucki and Dr. Levin also explore other key aspects of the ITC role, including hospitality, financial conversations, follow-up, patient education, and the importance of strong referring-doctor relationships. Ultimately, Dr. Levin presents the ITC as a patient-focused liaison who enhances the consultation experience, supports treatment acceptance, and allows surgeons to remain focused on clinical care. The episode highlights how the right ITC can become an integral part of delivering a thoughtful, patient-centered implant experience.


Key Points From This Episode:

  • Introducing today’s (return!) guest. Dr. Roger Levin.
  • A quick recap of the previous implant treatment coordinator episode.
  • More about what to expect from today’s conversation.
  • How the economy impacts the OMS field.
  • Dr. Levin dives into the five core competencies of an ITC.
     Exceptional interpersonal skills
  •  Remarkable case presentation skills
  •  Sharp negotiating ability
  •  Convenient, customer-service-focused patient care
  •  Clinical knowledge
  • He unpacks the 19 core competencies of the ITC (listed below).
  • A few final thoughts and comments on the key roles of the ITC.


19 Core Competencies/Responsibilities of an Implant Treatment Coordinator:

  1. Increase implant referrals.
  2. Confirm consultations.
  3. Prepare consultation room.
  4. Review new patients.
  5. Create a positive first impression.
  6. Collect insurance details.
  7. Tour patients through the practice.
  8. Complete required radiographs and records.
  9. Thorough initial interview.
  10. 10.Assess patient needs.
  11. 11.Adapt communication to the patient's behavioral style.
  12. 12.Explain implant benefits.
  13. 13.Maintain complete notes.
  14. 14.Explain treatment options clearly.
  15. 15.Promote surgeon expertise. 
  16. 16.Support patient confidence in treatment.
  17. 17.Have financial discussions.
  18. 18.Obtain informed consent.
  19. 19.Strengthen referral relationships.


Links Mentioned in Today’s Episode:

Dr. Roger Levin on LinkedIn — https://www.linkedin.com/in/roger-levin-69ab744/  

Dr. Roger Levin Email — rlevinconf@levingroup.com 

Levin Group — https://levingroup.com/ 

The Implant Treatment Coordinator: The Missing Piece in Your Implant Practice (with Dr. Roger Levin) — https://www.buzzsprout.com/1404670/episodes/19797797-the-implant-treatment-coordinator-the-missing-piece-in-your-implant-practice-with-dr-roger-levin.mp3 

Levin Group Books — https://levingroup.com/books-for-oms-practices/ 

Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect (The Unreasonable Hospitality Collection) — https://www.amazon.com/Unreasonable-Hospitality-Remarkable-Giving-People-ebook/dp/B0B13W5GPT 

Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/ 

Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/ 

Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/

Dr. Grant Stucki Email — grantstucki@gmail.com

Dr. Grant Stucki Phone — 720-441-6059

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