Treatment & Network Details Specialist
About The Position
This role is for a Treatment and Network Details Specialist who will help new practices get set up with OrthoFi's platform. The specialist will work with training and implementation teams to customize system setups, including treatment offerings, fee schedules, and insurance participation. After implementation, the role involves maintaining and updating information, supporting users with best practices, and ensuring clients maximize OrthoFi's tools, particularly concerning insurance. The position requires a professional with experience in orthodontics or dentistry, a strong understanding of insurance, treatment planning, and patient care. The role is based outside of the Denver office and can be located in Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, Tennessee, or Texas.
Requirements
- 2+ years of hands-on experience in an orthodontic or dental office—ideally in treatment coordination, insurance coordination, or front desk roles.
- Strong knowledge of dental/orthodontic insurance, claims submission, network participation, and billing workflows.
- Understanding of orthodontic procedures, appliances, technologies, and treatment plan presentation.
- Exceptional communication skills—confident working with both practice staff and internal teams via Zoom, phone, email, or chat.
- Proficiency in Excel and general computer/software skills.
- Detail-oriented mindset with strong time management and organizational skills.
- A flexible, solutions-focused approach to problem-solving.
- Empathy and passion for making a positive impact on practices and patients alike.
- Must be authorized to work in the United States. The Company is unable to provide sponsorship for workers.
Nice To Haves
- Prior experience with OrthoFi is a big plus—or a willingness to learn the platform quickly.
- Familiarity with practice management systems (e.g., Cloud 9, Dolphin, Ortho2).
- Prior experience leading training or onboarding for dental/ortho teams.
- PMP certification or project management background.
Responsibilities
- Conduct virtual, face-to-face meetings with orthodontic practices and/or organizational leadership during the pre-implementation phase and throughout the ongoing client relationship.
- Provide hands-on training and guidance to practice teams on network-specific best practices, ensuring smooth insurance workflows and optimized billing.
- Perform treatment and network analyses to identify opportunities that maximize treatment fees and improve practice profitability.
- Gather and document current insurance workflows and fee presentation processes, translating them into OrthoFi’s system language and configuration.
- Communicate cross-functionally to share practice-specific needs and recommend system workarounds to ensure smooth adoption.
- Collaborate closely with OrthoSuccess Managers to drive strong client outcomes and support high NPS scores through continued insurance education and workflow optimization.
- Delegate, track, and review the work of team admins to support scalable, high-quality implementations and ongoing account maintenance.
- Configure OrthoFi’s system so that practice users can efficiently create treatment plans, fee presentations, service contracts, and submit accurate claims.
- Interpret a practice’s treatment offerings and corresponding fees to support in-network reimbursement strategies and clean claim submission.
- Accurately assign current CDT procedure codes based on treatment types and insurance requirements.
- Identify billing processes and requirements based on the practice’s network participation.
- Conduct deep-dive investigations into benefits and write-offs to ensure accurate billing and reimbursement processes.
- Proactively identify opportunities for workflow or system enhancements based on user feedback and practice needs.
Benefits
- Full medical, dental, and vision plans
- Flexible PTO
- Employer HSA contribution
- 9 Company Paid holidays
- 401(k) match, 3% after 90 days of employment
- Supportive culture with one-of-a-kind growth opportunities
- Paid Parental Leave as well as a two-week "ease-back" program that enables parents to return part-time at full pay
- Company and team outings
- Peer-to-peer recognition program
- Vendor discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
