Experience Coordinator
About Donaldson Health
Donaldson Health (“Donaldson”) provides surgical, non-surgical and wellness treatments to empower you to unleash your inner confidence and bring out the very best version of you. We celebrate the uniqueness of each patient’s journey and provide an uplifting, empowered environment at the intersection of wellness and appearance — not a spa, and not a stuffy doctor’s office.
We keep it real. We resemble our patients who are smart, active and down-to-earth, with families, hobbies and multiple interests. We identify with our patients’ concerns, understand their perspectives and are here to help. We take our jobs seriously and do not treat medical aesthetics like reality TV. Because we understand the mind-body connection, we see the whole person — not just a body part or a quick-fix procedure. Donaldson Core Values
- Be The Highlight of Someone’s Day – Our patients come to us vulnerable, but not weak. We eradicate intimidation and offer radical acceptance.
- Exude Confidence - We find answers. We offer support and encouragement through scary the scary and unknown. We know our patients are going to LOVE IT.
- REALLY Care - We don’t fake interactions. We make the extra phone call and say the extra thank you. We humbly serve.
- Think Clearly and Wisely – We do what is right for the patient and we know why we do what we do. We make independent decisions with the patient’s satisfaction and safety in mind.
- Scrub in and Serve - Job descriptions define core responsibilities, and we believe it is our collective responsibility to step up and support each other when needed.
The Experience Coordinator at Donaldson Health has the important responsibility of providing the best reception experience in town, ensuring the Donaldson experience is unmatched by any other. As the first point of contact for office visitors, the Experience Coordinator sets the tone for the rest of a patient’s visit with us, helping patients immediately gain the confidence that they made the right choice when choosing Donaldson. A Donaldson Experience Coordinator also assists with general office operations, managing in-person transactions, rewarding and redeeming patient points, and executing the checkout experience. Core Responsibilities of the Experience Coordinator
- “Wow” our in-office patients by creating an unmatched reception experience with a friendly, helpful, genuine and optimistic tone.
- Check-in patients for their appointments, ensuring the appropriate paperwork has been completed for their specific appointment(s).
- Check-out patients ensuring that their next appointments are secured on the schedule before they leave the practice.
- Accurately execute the patient check-in and check-out process, including preparing charts for the providers’ days and validating patient parking.
- Understand and know clients to build relationships and facilitate genuine interactions; understand Practice offerings and products; review product history and learn what has and has not worked for clients in the past, making referrals for new products and procedures based on learnings.
- Complete office opening and closing procedures, including locking and unlocking the door, arranging, tidying and restocking, turning lights off and setting the alarm.
- Accurately collect and track cash and check payments when needed for surgeries, appointments, and products; utilizing PatientNow, manage and update accounting reports as necessary with payments taken; ensure cash drawer is balanced and prepare the nightly deposit of checks and cash for the Finance Manager.
- Appropriately escort patients to their assigned treatment room when needed to assist with keeping the clinic on time
- Work with the Operations Manager to
- Assist with events by attending and offering support; discuss upcoming events with patients during the check-in and check-out process.
- Scrub in and serve when possible; remove barriers for team members that may
- Communicate to leadership any opportunities for improvement
- Ensure confidentiality of patient information.
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