Financial Systems
& Insurance Consultant
Sandy Rockrohr brings 28 years of dedicated experience in orthodontic financial and insurance coordination, with extensive expertise in patient accounts receivable, insurance filing and follow-up, and the financial management of orthodontic treatment accounts. Her long-standing experience in orthodontics provides a deep understanding of the unique financial and insurance needs of both practices and the families they serve.
Evaluation and management of patient accounts receivable to improve accuracy, address outstanding balances, and support healthier financial performance.
Management of orthodontic insurance processes, including benefit verification, claim filing, payment tracking, follow-up, and resolution of outstanding insurance balances.
Oversight of orthodontic treatment accounts to ensure contracts, payments, adjustments, insurance allocations, and account balances are accurate and properly maintained.
Evaluation of existing financial and insurance processes to identify inefficiencies, strengthen workflows, and create greater consistency across the practice.
Clear, compassionate communication that helps patients and parents understand treatment costs, insurance benefits, payment expectations, and their financial responsibilities.
Development of practical solutions for families experiencing payment challenges, balancing patient needs with the financial responsibilities of the practice.
Development and implementation of organized processes for account management, collections, insurance follow-up, documentation, and ongoing financial workflows.
Practical guidance and support for Financial Coordinators to strengthen knowledge, improve consistency, and build confidence in managing patient accounts, insurance, and financial conversations.
With a patient-centered approach to financial and insurance account management, Sandy combines accuracy, persistence, and compassionate communication to help practices maintain strong financial systems while ensuring patients and parents clearly understand their financial responsibilities. She works closely with families to provide practical payment options when needed, helping them fulfill their financial obligations and successfully complete orthodontic treatment.
Partnering with orthodontic practices to deliver thoughtful strategy, hands-on implementation, and sustainable growth – built on experience, data, and human connection.
