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Orthodontic Front Desk and Insurance Support - RCO

Role overview

Qualifications

  • Hands-on OrthoEdge experience required
  • Previous experience working as a medical, dental, or orthodontic VA/receptionist is strongly preferred
  • Working knowledge of orthodontic insurance and billing processes
  • Strong written and verbal English communication skills

Responsibilities

  • Answer incoming calls during the practice's operating hours and ensure new-patient calls do not go to voicemail
  • Schedule and book patient appointments, manage and maintain the practice's appointment calendar within the EHR
  • Draft and send professional emails to dentists regarding patient referrals and other practice needs
  • Collect and document patient insurance information during the initial point of contact

Key facts

Hard skills

Other skills

  • Scheduling
  • Customer Service
  • Detail Oriented
  • Multitasking

About the company

HelpSquad logo

HelpSquad

Customer Experience & Contact Centers

HelpSquad Health gives healthcare providers the support they need to run smoother, respond faster, and care better, without the overhead. Our HIPAA-compliant virtual assistants are available 24/7 to handle patient calls, chats, emails, texts, and even social media messages, so nothing slips through the cracks. We take care of appointment scheduling, insurance verification, EHR data entry, and patient FAQs, all while using secure, integrated systems that work with your existing tools. You’ll get real-time lead notifications, a dedicated account manager, and a team trained specifically in healthcare support. Whether you're a solo practice or a growing network, HelpSquad helps you streamline operations, improve patient experience, and free up your in-house team to focus on care. HelpSquad's professionally trained live chat agents offer real-time, 24/7 support to your customers by responding to their website chats, SMS text messages and Facebook messages around the clock.

Company details

IndustryCustomer Experience & Contact Centers
Company size51 - 200

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Job description

This is a remote position.

The ideal candidate must have a hands-on experience with OrthoEdge. Strong knowledge of orthodontic workflows and insurance is highly preferred, as this role will be responsible for capturing insurance information during the initial patient call and supporting the practice's billing process.

This is a patient-facing role where excellent communication, organization, and the ability to convert new-patient inquiries into scheduled appointments are essential.

Key Responsibilities


Patient Calls & Front Desk Support

Answer incoming calls during the practice's operating hours and ensure new-patient calls do not go to voicemail.

Prioritize new-patient inquiries and work to convert inquiries into booked appointments.

Provide consistent phone coverage, particularly when the doctor and in-office team are busy seeing patients.

Communicate professionally and compassionately with patients, parents, referring dentists, and other contacts.


Scheduling & EHR Management

Schedule and book patient appointments.

Manage and maintain the practice's appointment calendar within the EHR.

Enter and update patient information accurately.

Generate patient correspondence through the practice's EHR, including new-patient letters, referral letters, and related documents.


Referrals & Communication

Draft and send professional emails to dentists regarding patient referrals and other practice needs.

Follow up on referral-related information as needed.

Maintain clear and accurate communication with referring offices.


Insurance & Billing Support

Collect and document patient insurance information during the initial point of contact.

Enter insurance information accurately into the practice's software.

Demonstrate a working understanding of orthodontic insurance, including common orthodontic benefits and coverage.

Submit insurance claims as needed according to the practice's established billing procedures.

Follow the practice's specific workflows and billing processes accurately.


Schedule

The current schedule is approximately 26 hours per week:

Day Hours (ET)

Monday 9:00 AM – 5:00 PM

Tuesday 9:00 AM – 5:00 PM

Wednesday Off

Thursday 12:00 PM – 5:00 PM

Friday 9:00 AM – 2:00 PM

Total: Approximately 26 hours/week

Ideal Candidate

We are looking for someone who is confident on the phone, highly organized, patient-focused, and proactive. The right candidate should be comfortable handling new-patient calls, scheduling appointments, working in OrthoEdge, communicating with dental offices, and navigating orthodontic insurance workflows with minimal supervision.



Requirements

Requirements

Hands-on OrthoEdge experience required.

Previous experience working as a medical, dental, or orthodontic VA/receptionist is strongly preferred.

Experience handling incoming patient calls and scheduling appointments.

Working knowledge of orthodontic insurance and billing processes.

Strong written and verbal English communication skills.

Excellent customer service and phone etiquette.

Strong attention to detail and data-entry accuracy.

Comfortable working independently in a remote environment.



Technical Requirements:

*Internet speed: Minimum 50 Mbps upload and download (wired connection strongly preferred).

*A verified backup internet connection is required — mobile phone hotspots are not acceptable as backup.

*Dedicated wireless dongles or secondary ISP connections are acceptable backup solutions.

*Backup power source required (UPS or generator) to maintain connectivity during outages.

*Quiet, professional workspace suitable for voice work — free from background noise and interruptions.

*Noise-canceling headset required.

*Reliable computer with sufficient processing power to run software systems and softphone simultaneously.

*You must have Windows 11 or the most recent Apple OS / Update


Ability to multitask and prioritize new-patient calls and appointment opportunities.



Benefits

Compensation & Payments

Competitive hourly rate

On-time payments, every time

Payments processed via Wise

Training & Support

Direct client training provided — you are never thrown in blind

Dedicated Account Manager as your point of contact

Stable, long-term placement with a growing U.S.-based company

Exposure to a wide range of modern SaaS platforms

Potential for increased responsibilities as the company scales

Tenure recognition for long-term team members

Clear escalation paths — you always know who to go to

Work Environment

100% remote — work from home

U.S.-based company with structured operations

Stable, long-term account placements (not gig-style work)

Supportive team culture across all accounts

Growth & Experience

Build your U.S. industry experience

Exposure to multiple practice types and platforms

Potential for increased hours or additional accounts based on performance

Strengthen your resume with verified, legitimate U.S. client experience

Recognition

Tenure recognition for long-term team members

We value loyalty and recognize those who grow with us



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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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