Dental Practice employment contract

Dental Patient Coordinator Employment Contract UK

Set supportive patient communication from consultation through booked care while keeping clinical recommendations and consent with clinicians.

Watercolour illustration showing Patient Coordinator (Private Plans) at work in Dental Practice on a pale sage background
This contract includes Coordinate approved private treatment pathways. Explain recorded fees and payment milestones. Arrange appointments and laboratory dependencies. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

Looking for a Patient Coordinator (Private Plans) employment contract? This page takes you straight into the role-specific builder, with preview before payment and both PDF and DOCX files included after checkout.

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Reviewed for straightforward UK employer use

This page is maintained for UK employers creating patient coordinator (private plans) contracts for dental practice. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

Download a polished PDF ready to issue and an editable DOCX copy for future updates.

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DOCXFully editable

Before you create it

Use this Patient Coordinator (Private Plans) contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Produce accurate plan enrolment, deliver clear patient communications, and deliver managed recalls and account queries.

Workplace context: Practice reception, clinical administration areas and approved patient-facing areas.

What makes this role different

Follow the Employer's documented arrangements covering patient and payment data. Follow the Employer's documented arrangements covering sales incentives. Follow the Employer's documented arrangements covering complaints. Follow the Employer's documented arrangements covering clinical boundaries. Follow the Employer's documented arrangements covering patient confidentiality.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The coordinator may explain approved terms but cannot diagnose, promise outcomes or vary clinical fees without authority. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

What to prepare before you issue it

  • the treatments and clinicians supported
  • the practice sites and contact channels
  • the estimate and discount authority
  • the commission or bonus rules
  • the scheduling and CRM systems
  • the clinical communication boundaries

Day-to-day operating brief

What Patient Coordinator (Private Plans) work looks like in practice

A private-plan patient coordinator explains membership administration, appointments and approved costs while helping patients navigate care. Terms should separate customer service from clinical recommendation and cover health data, payment data and retention activity. A coordinator can make a complex treatment journey understandable by organising appointments, estimates and follow-up. The employment terms should keep that valuable continuity function separate from clinical persuasion and should ensure incentives do not encourage pressure on hesitant or vulnerable patients.

Responsibilities reflected in the contract

  • Coordinate approved private treatment pathways.
  • Explain recorded fees and payment milestones.
  • Arrange appointments and laboratory dependencies.
  • Follow up authorised patient decisions.
  • Maintain accurate confidential contact records.
  • Refer clinical questions to treating professionals.

A realistic working scenario

A patient asks whether an expensive plan is clinically necessary. The coordinator provides administrative facts and returns the clinical question to the dentist.

Outputs to agree

  • accurate plan enrolment
  • clear patient communications
  • managed recalls and account queries

Records and evidence

  • Plan terms.
  • Enrolment.
  • Patient contact.
  • Cancellation or complaint.
  • Work records.
  • Handover notes.

Reporting relationship

Typically reports to Principal Dentist or Practice Owner. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • The coordinator may explain approved terms but cannot diagnose, promise outcomes or vary clinical fees without authority.
  • Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

  • Email.
  • Document systems.
  • Phone systems.

Workplace context

  • Practice reception, clinical administration areas and approved patient-facing areas.

Training and certification

  • Complete employer-required safeguarding training.
  • Complete employer-required health and safety training.

Contract priorities

  • patient and payment data
  • sales incentives
  • complaints
  • clinical boundaries

Information the employer should prepare

  • the treatments and clinicians supported
  • the practice sites and contact channels
  • the estimate and discount authority
  • the commission or bonus rules
  • the scheduling and CRM systems
  • the clinical communication boundaries

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Patient Coordinator (Private Plans) contract is built around

These role-pack details give an employer something concrete to check before using the contract for dental practice work.

Work setting

Practice reception, clinical administration areas and approved patient-facing areas.

Primary duties

  • Coordinate approved private treatment pathways.
  • Explain recorded fees and payment milestones.
  • Arrange appointments and laboratory dependencies.
  • Follow up authorised patient decisions.

Tools and training to confirm

  • Email.
  • Document systems.
  • Phone systems.
  • Complete employer-required safeguarding training.

Governance focus

GDC context where applicable. Follow the Employer's documented arrangements covering patient and payment data. Follow the Employer's documented arrangements covering sales incentives. Follow the Employer's documented arrangements covering complaints.

Contract builder output

Patient Coordinator (Private Plans) clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Patient Coordinator (Private Plans) duties

Produce accurate plan enrolment, deliver clear patient communications, and deliver managed recalls and account queries.

Coordinate approved private treatment pathways. Explain recorded fees and payment milestones. Arrange appointments and laboratory dependencies. Follow up authorised patient decisions. Maintain accurate confidential contact records.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

The coordinator may explain approved terms but cannot diagnose, promise outcomes or vary clinical fees without authority.

Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Follow the Employer's documented arrangements covering patient and payment data.

Follow the Employer's documented arrangements covering sales incentives.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Patient Coordinator (Private Plans) Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Patient Coordinator (Private Plans) contract is created, HR Actions help dental practice employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

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Single HR Action or Unlimited

Buy one HR Action for one employee process, or use HR Actions Unlimited when you expect recurring HR work.

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AI Workspace support

HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

Each workflow keeps the case history, source context, reminders, documents and completion summary together.

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Launch eligible HR Actions across your organisation without paying per employee case.

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Frequently asked questions

Can enrolment targets be used?

Yes, provided incentives do not undermine informed choice, accurate explanations or separation from clinical advice.

Can the coordinator discuss treatment need?

They may repeat an authorised written plan but should refer clinical necessity, alternatives and risk to the clinician.

Can the coordinator recommend one treatment?

No. The role may explain an authorised plan and logistics while clinical suitability and alternatives remain with clinicians.

How should conversion incentives be structured?

Define qualifying activity, cancellations and payment timing without encouraging pressure or misleading communication.

Who approves a private discount?

Set the employee's limit and require recorded management approval for exceptions to authorised fees.

Can photographs be sent to patients?

Only through approved secure communication with patient identity, consent and record controls observed.

How are undecided patients followed up?

Use agreed timing, preferences and respectful messages, recording outcomes and stopping where requested.

Can the coordinator discuss finance products?

Only within the employer's approved and applicable authorisation framework, without unauthorised financial advice.

View all FAQs

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