Meet Our Consultants

robbie vanPelt


With over 20 years of finance related experience in Dentistry and Orthodontics, Robbie VanPelt possesses a true passion for the Financial and Insurance areas of an orthodontic practice.  Applying her knowledge of financial systems and protocols, Robbie helps financial coordinators develop an in-depth and comprehensive understanding of the Financial Coordinator role.  Areas covered during training include: posting contracts, management of delinquencies, adjustments, negotiation of contracts, electronic insurance filing and follow-up, and financial reporting protocols.  Training in credentialing and working with PPO insurance companies is also available. Robbie’s expertise will provide your financial coordinator with the tools needed to maximize AR, minimize delinquencies, and ensure the financial systems in your practice are running seamlessly and with maximum efficiency.  

Financial Systems Consulting

Accounts Receivable 

• Contract preparation and presentation

• Understanding adjustment types and their purpose

• Monitoring practice delinquencies

• Workflow protocol for Financial Coordinator role

• Collection protocols 

• Renegotiating a contract 

• Auto draft / FLEX spending accounts


• Estimated insurance benefits 

• Understanding insurance payments, waiting periods and deductibles and how they affect insurance contract

• Coordination of primary and secondary insurance

• Processes for filing PPO claims that include additional procedures

• Claim monitoring

• Process for claim disputes/appeals