Clutch 2026 Top Virtual Assistant Company · Top Medical Billing Company · Managed Virtual Medical Assistants
Orthodontists

Smarter patient support for orthodontic practices.

HelpSquad Health helps orthodontic practices, groups, and ortho DSOs run front desk, treatment coordinator follow-up, insurance verification, and billing - so your team stays focused on treatment. HIPAA-compliant, trained on Dolphin, Cloud 9, OrthoTrac, and more.

From $8/hr·HIPAA + BAA at company level·Trained on Dolphin, Cloud 9, OrthoTrac·Live in ~2 weeks
Recognized by Clutch
Top 2026 Awards for Dental Answering Services, Dental Call Centers, and Medical Billing
Top Clutch Answering Services Company - Dental 2026 Top Clutch Call Centers - Dental 2026 Top Clutch Medical Billing Company 2026
Verified client reviews

What clients say on Clutch.

Unfiltered, third-party-verified reviews pulled live from our Clutch profile.

Why HelpSquad for orthodontic practices

More chairs filled. Less admin load.

Four pressure points we hear in every ortho discovery call. A HelpSquad engagement starts by mapping the work that's costing your team chair time today.

01

More time for chair-side care.

New-patient consults, insurance verification, and appointment management take the clinical team out of the chair. Our HIPAA-compliant VAs run the admin loop so your orthodontists and assistants can focus on treatment.

02

Consult-to-start communication.

24/7 phone and chat handles new-patient inquiries, consult bookings, and financial-discussion follow-up. Higher consult-to-start conversion and cleaner treatment-coordinator handoffs.

03

Cost-effective practice management.

Skilled administrative support without W-2 overhead. Managed Virtual Medical Assistants from $10-13/hr patient-facing and $8-10/hr back-office - scale coverage up or down without HR drag.

04

Proactive retention & referral flow.

Appointment reminders, retention programs, and referral-campaign outreach. Parents kept informed, start dates kept on calendar, and referrals tracked back to the source.

HIPAA-compliant orthodontic support
HIPAA-compliant, patient-centered

HIPAA is the operating model. Not a checkbox.

Orthodontic practices handle treatment records, minor patient PHI, insurance info, and financial contracts. HIPAA compliance is built into how our team works before they ever touch a record.

  • BAA signed at the company level - real accountability, real legal recourse.
  • Encrypted channels on every call, message, and data-entry step.
  • Role-based access and single-user authenticated logins for every PMS session.
  • No copy, paste, or download of PHI - continuous HIPAA training on every VA.
How we support ortho practices

Six ways we show up.

Six concrete lanes of support. Start with one; we'll expand as the engagement earns its keep.

01

Front-desk coverage without call-out risk.

Inbound calls, new-patient scheduling, insurance verification, appointment confirmations, and emergency triage. Trained for parent-facing conversations and teen appointment logistics.

02

Treatment coordinator follow-up.

Post-consult follow-ups, financial conversations, financing coordination (CareCredit, OrthoFi), and contract signing. Higher start rate, faster production.

03

Insurance verification & pre-authorization.

Ortho benefits confirmed 24-48 hours ahead of every case start. Pre-authorizations submitted cleanly so the financial conversation is accurate from day one.

04

Appointment adjustments & retention.

Wire adjustments, aligner checks, and retention-phase monitoring - all booked, reminded, and rebooked when patients reschedule. Keep the schedule full without front-desk burnout.

05

Billing, claims & patient ledgers.

CDT ortho coding, claim submission, payment plans, AutoPay management, and aging A/R follow-up. 87% first-appeal success rate on denied claims.

06

Google reviews & local SEO.

Review-request campaigns after every completed case, proactive review response, and local SEO built for parents searching "orthodontist near me."

Orthodontics
Good communication between company and customer.
Spark Orthodontics
Multi-location orthodontic practice
Ortho PMS integration

Trained on your ortho PMS.

Ortho practices run on specialised software. Our VAs work directly inside your existing PMS - documented onboarding captures your scheduling rules, treatment phases, and insurance conventions.

  • Appointment scheduling across every treatment phase, from consult and records through start, adjustments, and retention.
  • Accurate, HIPAA-compliant PMS updates and data entry with clean notes for downstream billing.
  • Insurance verification and pre-authorizations confirmed before start so contracts are accurate from day one.
Dolphin ManagementCloud 9 OrthoOrtho2 Edge CloudOrthoTractopsOrthoDentrix AscendOrthoPulseIOrtho+OrthoFiGaidge+ custom PMSDolphin ManagementCloud 9 OrthoOrtho2 Edge CloudOrthoTractopsOrthoDentrix AscendOrthoPulseIOrtho+OrthoFiGaidge+ custom PMS
Virtual assistants trained on ortho PMS
Transparent pricing

Simple rates. Nothing to hide.

We publish our rates because we're proud of them. No hidden fees, no bait-and-switch. Engagements typically start at 20 hours per week, and every rate includes our HIPAA-compliant technology and the backing of a US-based company.

$8-$13/hour for staffing.
Managed teams custom-priced.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office (Digital)
$ 8-10
per hour | digital-only · email + chat
  • Billing, claims, AR, data entry
  • Admin, research, scribe
  • Experienced on your EHR
  • HIPAA BAA + virtual desktop
  • Dedicated account manager
Get started
Managed Team
Custom
3+ VAs · team lead + QA + trainer
  • Fully managed (3+ VAs)
  • Specialty: clinical or RN-equivalent
  • Workforce management, QA, training & coaching
  • Monthly analytics reporting
  • Dedicated account manager
Request a quote
Orthodontic practice team
Ready to enhance your practice?

Keep ortho at the chair. Let us run the rest.

Ortho runs on treatment phases, clean financial conversations, and strong patient relationships. HelpSquad Health streamlines the administrative pipeline around every case so your clinical team can focus on the work that only they can do.

Talk with us and we'll scope a squad for the parts of your practice that are costing the most chair time today.

Frequently asked

Answers before you ask.

What does an orthodontic practice typically outsource first?
Treatment coordinator follow-up and insurance verification. Both directly tied to consult-to-start conversion. New-patient scheduling and AR follow-up usually come next.
How quickly can you staff an orthodontic VA?
About two weeks end-to-end: discovery → role design → pre-qualification → your interview → HIPAA onboarding → go live. Urgent coverage can turn faster.
Are your VAs HIPAA-compliant?
Yes. BAA at the company level, secure virtual desktop, no copy / paste / download of PHI, continuous training. Real legal accountability built in.
Which orthodontic PMS systems do you support?
Dolphin Management, Cloud 9, Ortho2 Edge Cloud, OrthoTrac, topsOrtho, Dentrix Ascend, OrthoFi, Gaidge, and more. Custom PMS training during onboarding.
How much does an ortho VA cost?
$10-13/hour for patient-facing roles (front desk, TC follow-up, scheduling) and $8-10/hour for back-office (billing, verification). No setup fees, no replacement costs. See full pricing →
Can VAs handle treatment coordinator follow-up?
Yes - one of the highest-leverage use cases for ortho. VAs follow up on post-consult leads, coordinate financing, handle contract signing logistics, and nudge stalled patients toward start dates.
Do you support multi-location ortho groups and DSOs?
Yes. Multi-location scheduling, cross-office insurance workflows, and consolidated reporting are all in scope. Ortho DSOs often start with a centralised new-patient coordination team.
Can you handle ortho billing and insurance claims?
Yes. CDT ortho coding, claims submission, pre-auths, payment-plan management, AutoPay monitoring, and denial appeals. 87% first-appeal success rate. See billing pricing →
What about retention-phase patients?
VAs handle retention check-ins, retainer orders, and follow-up appointments. The retention phase is where many practices leak revenue - we close that gap with documented workflows.
What if my practice is new or still credentialing?
We can hold a VA slot for up to 30 days while credentialing completes - so you go live the week your payer contracts activate.
Ready to enhance your practice?

Let's build the squad your ortho practice needs.

A 30-minute call. We'll listen to the work, scope the role, and tell you honestly if we are a fit.

877-775-3667 · info@helpsquad.com · Doylestown, PA