01
Post-consult follow-up (7/14/30 day).
Sequenced follow-up with documented cadence. SMS / email / voice. Every presented case worked until it starts or formally declines.
Treatment coordinator support
Treatment coordinator follow-up that turns consults into starts.
Managed treatment-coordinator team running post-consult follow-up, financial conversations, and financing coordination (CareCredit, Sunbit, OrthoFi, Proceed Finance). Higher case acceptance, faster production, zero stalled consults falling through the cracks.
Recognized by Clutch
Top 2025 awards for Customer Support, Virtual Assistants, and E-commerce Call Centers
Why HelpSquad for treatment coordinator support
Most lost cases don't say no. They just stall.
Four reasons dental, ortho, and cosmetic practices outsource treatment-coordinator follow-up.
01
Every presented case, followed up.
The highest-leverage moment in a consult is the 7-day follow-up. Most practices drop it. A dedicated team never does.
02
Financial conversations, handled.
Financing options presented empathetically. Payment plans, CareCredit / Sunbit / OrthoFi applications walked through. No treatment-plan acceptance lost to sticker shock.
03
Consistent scripting.
Proven talk tracks for objection handling, value articulation, and next-steps scheduling. Not every TC is a closer; our team is drilled on the ones that work.
04
Stalled-case reactivation.
Cases that presented 30, 60, 90 days ago and never started - worked back into the funnel with the right message for the right gap.
How we show up
Six lanes of treatment coordinator support.
Start with one lane; we expand as the engagement earns its keep.
02
Financial conversation scripting.
Cost walkthrough, financing options, payment plans, insurance breakdown - scripted for each specialty and objection type.
03
Financing application coordination.
CareCredit, Sunbit, OrthoFi, Proceed Finance applications walked through with the patient on the phone. Higher approval rate than self-serve.
04
Stalled-case reactivation.
30 / 60 / 90 / 180 day cohorts segmented. Re-engagement messaging tuned to the gap. Regular cadence, not quarterly pushes.
05
Start-date scheduling.
Once case is accepted, start date booked immediately while the patient is committed. No 'I'll call you back' dead zones.
06
Case-acceptance reporting.
Weekly reporting on case-acceptance rate, average days-to-start, financing approval rate, objection patterns.
10-Year HelpSquad Client
HelpSquad feels like part of our practice - not an outsourced team.
Dr. Maria Rhode, DMD
Owner · Imagine Advanced Dental Arts
Lawrenceville, NJ
Client since 2016
Lawrenceville, NJ
Client since 2016
Tools we work in
Works with your TC stack.
We meet you in the tools you already use. Custom tool training built into onboarding.
CareCreditSunbitOrthoFiProceed FinanceAlphaeon CreditDentrixEaglesoftOpen DentalDolphin ManagementCloud 9 OrthoSolutionreachWeavePracticeMojoRevenueWell+ custom tools
Transparent pricing
Simple rates. Nothing to hide.
We publish our rates because we're proud of them. No hidden fees. No surprise minimums. No bait-and-switch. You only pay for hours worked.
$8-$12/hour.
That's it. That's the whole range.
That's it. That's the whole range.
$0
Upfront cost
$0
Implementation fees
$0
Replacement costs
Back Office
$ 8-10
per hour · billing, claims, data entry
- Insurance verification
- Medical billing & AR
- Claims processing & appeals
- Pre-qualified candidates
- HIPAA BAA included
Most popular
Patient Facing
$ 11-12
per hour · scheduling, calls, intake
- Front desk & scheduling
- Clinical / specialty experience
- Candidate interviews included
- EHR-specific recruiting
- Virtual desktop + BAA
Managed Team
Custom
team lead + multiple VAs + QA
- Full managed service
- Workforce management & QA
- Monthly analytics reporting
- Ideal for 3+ seats or 24/7
- US-based operations lead
Ready to get started?
Consults are expensive. We turn more of them into starts.
TC follow-up is the highest-ROI function for case-driven practices. Book a consultation and we'll scope a TC team for your consult volume.
In their words
What clients say about working with us.
H.E.R. Accessories
Having a real person is what we were looking for. HelpSquad has provided a good business model and support over the past 3 years.
Mason Bottle
The price is excellent for the quality of the service. Agents and coaches learn quickly and give customers an authentic experience with our brand.
VELLO
Within the first 3 months we expanded our hours of active guest communication by about 25% and delivered approximately 33% labor cost savings.
MultiSoft Corporation
They handle all of our live support 24x7x365. Awesome customer service.
Kofile Technologies
Professionals who have always proven themselves trustworthy and beneficial to our support staff.
N.J. Hair Center
It's like having someone there 24/7 to answer questions.
Simple Agency
Agents learn how to answer the top questions prospects ask, custom to YOUR business.
Spark Orthodontics
Good communication between company and customer.
Frequently asked
Answers before you ask.
Which specialties need this most?
Dental (especially cosmetic, implants, perio), orthodontics, cosmetic/plastic surgery, dermatology, vision (LASIK). Any practice with high-ticket case presentations.
Which financing partners do you work with?
CareCredit, Sunbit, OrthoFi, Proceed Finance, Alphaeon Credit, and most practice-level financing programs.
Can you handle our script?
Yes. Your script at onboarding. We drill it with the team and optimize over time based on objection-handling data.
What case acceptance lift do practices typically see?
Most see 10-25% case-acceptance lift within 90 days. The biggest gains come from consistent 7-day follow-up and financing application coordination.
How much does TC support cost?
$11-12/hour for patient-facing TC work. See full pricing →
Do you work with dental / ortho PMS?
Yes. Dentrix, Eaglesoft, Open Dental, Curve Dental, Dolphin Management, Cloud 9 Ortho, OrthoTrac, topsOrtho - TC team trained on your PMS for notes and scheduling.
How quickly can TC support go live?
About two weeks. Script documentation, financing-tool access, and PMS access provisioned during onboarding.
Verified client reviews
What clients say on Clutch.
Unfiltered, third-party-verified reviews pulled live from our Clutch profile.
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Ready to scale treatment coordinator support?
Let's build the squad your practice needs.
A 30-minute call. We'll scope the work, pre-qualify candidates, and give you a realistic go-live timeline.
877-775-3667 · info@helpsquad.com · Hatboro, PA