Treatment & Network Details Specialist

Treatment And Network Details Specialist

At OrthoFi, we're the driving force that helps orthodontists launch more smiles while ensuring top-tier patient care. Our tech-savvy solutions empower orthodontic practices across the United States. With a track record of supporting over 2,000 practices, we've unlocked access to quality, affordable orthodontic care for 3.2 million patients and counting!

Our cutting-edge Patient Acquisition software combined with our expert Revenue Cycle Management solutions propels practices to achieve year-over-year growth. Plus, our collection results leave competitors in the dust.

Behind our mission is a dynamic team of around 300 passionate individuals. Our headquarters is based in Denver, CO, with employees spread across several states. Join us in our quest to transform the orthodontic landscape – where innovation meets dedication, and starting more smiles are just the beginning.

Our purpose is to radically improve the way patients access and pay for quality elective care. Diversity, equity, and inclusion (DEI) ensures we can fulfill our purpose by creating a better, more equitable and inclusive workplace for our community members and healthcare experience for all.

By focusing on DEI, we are working towards our mission of connecting more patients with quality orthodontic and dental care and helping make treatment accessible to over 1 million patients a year by 2025. Equity is core to our mission to serve patients, and DEI is embedded in our core values, especially "seek diversity," and "do what's right."

OrthoFi is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status.

Roles based outside of our Denver office can sit in any of the following states: Colorado, Florida, Georgia, Louisiana, North Carolina, Ohio, Tennessee, and Texas. Please only apply if you are able to live and work full-time in one of the states listed above.

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.

As a Treatment And Network Details Specialist, you'll play a critical role in helping new practices get up and running with OrthoFi's platform. You'll work closely with our training and implementation teams during the onboarding phase to customize each practice's system setup—translating treatment offerings, fee schedules, and insurance participation into our platform's configuration. Your experience will help ensure a smooth transition and long-term success for the practices we serve.

You'll also act as an internal expert post-implementation, maintaining and updating key information, supporting users with best practices, and ensuring our clients get the most out of OrthoFi's tools—especially when it comes to insurance.

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.

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.

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