Medical Client Onboarding Specialist (Orthodontics Background)

Join MEDVA; Philippines; On-site; PHP 3,260,000 - 4,765,000; Full time

Job summary

Join MEDVA is seeking a Medical Client Onboarding Specialist with orthodontics background to lead implementations from kickoff through Day 90 for U.S. practices. You will design workflows, train teams, and manage the ramp while ensuring HIPAA/PHI compliance and strong cross-border communication.

The role requires hands-on orthodontic PM system experience and excellent English, with night-shift hours aligned to U.S. business times, and remote collaboration from the Philippines.

Qualifications

• 3+ years of hands-on U.S. orthodontic practice experience (TC, practice coordinator, ortho VA, revenue-cycle/AR, trainer, or similar).
• Solid grasp of orthodontic financial and operational workflows.
• Experience training, coaching, or onboarding others.
• Direct experience working with U.S.-based doctors and practice teams.
• Hands-on experience with an orthodontic PM system (Cloud 9, Dolphin, Ortho2 Edge, topsOrtho, Greyfinch, OrthoTrac, or similar).
• Excellent English communication and confidence leading client video calls.
• General awareness of HIPAA/PHI/PII in U.S. healthcare.

Responsibilities

• Own new practice implementations from kickoff through Day 90.
• Design VA workflows around each practice's real needs (TC follow-up, scheduling, insurance, contract AR, and more).
• Lead training and adoption for doctors, office teams, and VAs.
• Set 30/60/90-day milestones and manage the ramp.
• Spot and elevate risks before they become client issues.
• Keep implementation records current in HubSpot, Avionte, and related tools.

Skills

Orthodontic experience

Training/coaching

English communication

HIPAA/PHI awareness

Tools

Cloud 9

Dolphin

Ortho2 Edge

topsOrtho

Greyfinch

OrthoTrac

Job description

Job Title: Medical Client Onboarding Specialist (Orthodontics Background)

Schedule: U.S. Business Hours/Night Shift

We are hiring an experienced orthodontic professional to lead client implementations from kickoff through a successful 90-day ramp.

You'll partner with U.S. orthodontic practices to design VA workflows, lead training, and turn new engagements into strong, long-term partnerships — using real orthodontic operational knowledge, not a generic playbook.

Qualifications

• 3+ years of hands-on U.S. orthodontic practice experience (TC, practice coordinator, ortho VA, revenue-cycle/AR, trainer, or similar)
• Solid grasp of orthodontic financial and operational workflows
• Experience training, coaching, or onboarding others
• Direct experience working with U.S.-based doctors and practice teams
• Hands-on experience with an orthodontic PM system (Cloud 9, Dolphin, Ortho2 Edge, topsOrtho, Greyfinch, OrthoTrac, or similar)
• Excellent English communication and confidence leading client video calls
• General awareness of HIPAA/PHI/PII in U.S. healthcare

What You'll Do

• Own new practice implementations from kickoff through Day 90
• Design VA workflows around each practice's real needs (TC follow-up, scheduling, insurance, contract AR, and more)
• Lead training and adoption for doctors, office teams, and VAs
• Set 30/60/90-day milestones and manage the ramp
• Spot and elevate risks before they become client issues
• Keep implementation records current in HubSpot, Avionte, and related tools

Nice to Have:

Invisalign/clear aligner workflow experience, prior implementation or customer success experience, multi-location/DSO exposure, SOP or training material development.