Southern Orthodontic Partners is a fast paced, entrepreneurial organization offering a premier network of orthodontic care. We provide business management expertise to our partner practices, enabling orthodontic professionals to focus on delivering the best possible care to their patients. Our partner practices benefit from our centralized support system, operational best practices, recruiting network, and marketing expertise. Our mission is to positively impact the orthodontic profession through a partnership of clinical and service excellence with the country’s leading doctors.

The Clinical Applications Specialist owns how our practices use the systems at the center of patient care: practice management, imaging, and the other clinical applications our doctors and teams rely on every day. This role supports those systems, drives them toward a common standard across our partner practices, and leads the migrations that move practices onto our go-forward platforms. That work happens side by side with practice managers, doctors, and operations leaders, so this person needs to understand how an orthodontic practice actually runs, from scheduling and treatment coordination to billing and imaging. With travel up to 75%, much of the job is on site, leading conversions, training teams, and making sure go-live goes smoothly. We are growing quickly and adding practices, so this individual needs to be organized, self-motivated, and comfortable building process while the work is already moving.

Job Functions:

• Support practice management, imaging, and other clinical applications across all partner practices, serving as the escalation point for complex application issues from the Technology Experience team.
• Drive standardization of practice management and clinical application setup across practices, including templates, schedules, procedure and fee setups, user roles, and reporting, in partnership with operations leaders.
• Lead practice management system migrations and conversions from planning through go-live, including data mapping and validation, vendor coordination, testing, cutover, and post-go-live stabilization.
• Plan and manage migration projects, including timelines, task lists, risks, and status reporting, keeping practice and operations leaders informed at every stage.
• Work with organizational and practice operations leaders to understand practice workflows and turn them into system configurations and standards that work in the clinic.
• Train practice teams on systems and standards, on site and remotely, before and after go-live.
• Develop best practices, playbooks, and knowledge-sharing strategies, including training materials, quick reference guides, and knowledge base content, so practices learn from each other.
• Manage relationships with clinical application vendors, including support escalations, product updates, release testing, and roadmap input.
• Assess clinical applications at newly acquired practices and plan their conversion as part of practice onboarding.
• Test application updates and new features before rollout, and communicate changes to practice teams.
• Maintain user access, roles, and permissions in clinical applications in line with HIPAA and company security requirements.
• Partner with the data team on data quality, reporting, and integrations between clinical systems.
• Track and report on migration progress, adoption of standards, and recurring application issues.

• Hands-on experience supporting dental or orthodontic practice management systems, such as Planet DDS Cloud 9, Ortho2Edge, Dolphin, or similar platforms.
• Strong understanding of practice workflows, including scheduling, patient intake, treatment coordination, insurance, billing, and imaging.
• Project management skills strong enough to run several migrations at once and deliver them on schedule.
• Experience with system migrations or data conversions, including data mapping, validation, and cutover planning.
• Ability to create training and documentation that busy clinical teams will actually use.
• Experience working with software vendors on support escalations, configuration, and releases.
• Bachelor’s degree in health information, information systems, business, or a related field, or equivalent work experience
• 3+ years supporting or administering practice management or clinical applications in a dental, orthodontic, or healthcare setting
• Valid driver’s license and ability to travel overnight, sometimes for several consecutive days
• Ability to travel to partner practices up to 75% of the time
• Preferred: experience with Planet DDS Cloud 9, Ortho2Edge, or other dental-specific platforms
• Preferred: orthodontic or dental practice experience, clinical or operational
• Preferred: experience supporting a multi-site healthcare organization
• Preferred: project management certification, such as PMP or CAPM