Treatment & Network Details Specialist

About this position

Who We Are
At OrthoFi, we're not just another player in the orthodontic industry – we're the driving force that helps orthodontists launch more smiles while ensuring top-tier patient care. Our tech-savvy solutions are the secret sauce that empowers orthodontic practices across the United States. With a track record of supporting over 2,000 practices, and in partnership with OrthoBanc, we've unlocked access to quality, affordable orthodontic care for a whopping 3.2 million patients and counting!

The Opportunity

Are you a seasoned orthodontic or dental professional with a deep understanding of insurance, treatment planning, and patient care? If so, this role could be a perfect fit.

What You Will Do

• 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.

The Skill Set

• 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.
• Prior experience with OrthoFi is a big plus—or a willingness to learn the platform quickly.
• 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.
• 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.

What’s in it for you:

• 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
• Hybrid in-office and work at home (2 days in-office Tuesdays and Thursdays)
• 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

Compensation

$50,000 annually