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	Titre	Date	Durée
	Navigating Your Orthodontic Practice in Today’s Economy - Just Jill	17 sept. 2026	00:58:30
“What we can control is how well you know your business.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this Just Jill episode of the Hey Docs! Podcast, host Jill Allen addresses how orthodontic practices can respond to today’s economy by focusing on controllable levers inside the practice. She explains why third-party financing can be a useful “third option” alongside pay-in-full discounts and in-office payment plans, weighing patient accessibility against transaction fees and emphasizing delinquency-risk mitigation and differences among financing companies. Jill also breaks down how down payments and monthly payment structures should vary for startups, acquisitions, and established practices, highlighting the need to protect cash flow and keep delinquencies low. She discusses when discounts make sense as a time-limited growth or marketing strategy and how to approach technology investments, arguing startups should lean into digital workflows early and established practices should implement change strategically. Jill closes with key KPIs—especially tracking production versus collections—to avoid being misled by short-term cash flow and encourages practice-specific pivots rather than reactive decisions. Connect With Our Guest Jill Allen & Associates - https://practiceresults.com/ Takeaways The economy is impacting patient decisions on orthodontic treatment. Third-party financing can help practices offer more options to patients. Understanding cash flow is crucial for practice sustainability. Technology investments can lead to long-term efficiency gains. Practices should consider the impact of payment options on patient acceptance. Not all third-party financing companies are created equal. Setting boundaries for down payments is essential for startups. Practices should adapt their strategies based on economic conditions. Mitigating delinquency risk is important for financial health. Building debt can harm startups' financial health. Delinquencies should ideally be below 5%. Collecting more than producing indicates financial issues. Discounts can be a strategic tool for practices. It does not diminish the value of treatment. Adapting to economic changes is essential for practice success. Chapters 00:00 Introduction 03:32 Third Party Financing 09:58 Financing Risks 16:23 Down Payments Strategy 26:24 Discounts Done Right 32:58 Investing In Technology 42:11 KPIs That Matter 54:35 Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	The Future of AI Phone Systems with Mango Voice’s Richard May	10 sept. 2026	00:43:37
“Every phone call is revenue.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of the Hey Docs! Podcast, Jill Allen welcomes back Richard May, VP of Business Development at Mango Voice, to discuss how AI-driven communication tools are helping orthodontic practices handle staffing challenges, reduce administrative burden, and improve patient experience. Richard explains Mango Voice as an AI voice platform covering phone systems, call recordings, virtual fax, and AI features like automated note-taking, sentiment analysis, and call filtering to identify both strong and problem calls for coaching. They explore how missed calls and voicemails cost practices revenue, and how Mango’s AI receptionist “Margo” increases engagement compared to traditional voicemail. Jill and Richard also highlight AI-powered role-play phone training modules and integrated call summaries and transcripts that can auto-log into patient charts, improving workflow, documentation accuracy, and team development. Connect With Our Guest Mango Voice - https://mangovoice.com/ Takeaways Mango Voice focuses on AI voice solutions. Reliability and support are crucial for effective phone systems. AI note-taking can save time and improve patient documentation, reducing human error. AI receptionists can enhance patient engagement and reduce missed calls. Training front office staff is essential for maximizing revenue opportunities. AI tools can provide real-time feedback for improving communication skills. Role-playing with AI can enhance training for front office teams. Balancing AI and human interaction is key in healthcare settings. Documentation is crucial for effective healthcare communication. Recognizing team members boosts morale and productivity. Incremental improvements can lead to long-term success. Chapters 00:00 Introduction 04:09 Why Phones Matter Now 07:22 AI Notes and Call Coverage 10:18 Call Data and Coaching Insights 15:20 AI Roleplay Training Program 19:24 Using AI Without Replacing Staff 23:36 AI Notes for Clinics 26:21 Standardized Call Summaries 29:29 Workflow and Training Wins 33:14 Culture and Team Recognition 38:00 Small Changes Big Gains 39:42 How to Get In Touch Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Overcoming Remote Staffing Fears with Amanda Ketcham, My Mountain Mover	03 sept. 2026	00:37:04
"Practices don't necessarily have a staffing problem." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary On this episode of the Hey Docs! Podcast, Jill sits down with Amanda Ketcham as she shares her journey of launching My Mountain Mover, a healthcare outsourcing company that connects remote talent with healthcare practices. Amanda explains the importance of viewing staffing as a capacity issue rather than a staffing problem, the benefits of delegation and outsourcing, and how to build a strong culture with remote teams. Jill and Amanda also address common fears associated with outsourcing, the role of AI in the future of practices, and the importance of choosing reputable outsourcing partners. The conversation concludes with insights on navigating the hiring process and the significance of relational skills in the age of AI. Connect With Our Guest My Mountain Mover - https://mymountainmover.com/ Takeaways Amanda is the founder of My Mountain Mover, which connects remote talent with healthcare practices. The pandemic opened doors for remote staffing solutions in healthcare. Practices often face capacity problems rather than staffing issues. Delegation is crucial for business owners to focus on their strengths. Outsourcing can lead to higher ROI for practices. Building a culture with remote teams is essential for success. Choosing a reputable outsourcing company is vital for compliance and quality. AI will play a significant role in handling administrative tasks in the future. Relational skills will be essential in the age of AI. Chapters 00:00 Introduction 05:19 Why Capacity Matters 10:55 Overcoming Outsourcing Fears 13:55 Delegate and Elevate Framework 20:43 Building Remote Culture 24:36 AI and Remote Staffing Future 27:57 Risks HIPAA and Turnover 32:13 Where to Learn More Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Unlocking Patient Trust with Danny Bobrow’s Persuasion Blueprint	27 août 2026	00:49:02
"Listening is not just being silent." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary On this episode of Hey Docs! Podcast, Jill sits down with Daniel “Danny” Bobrow, CEO of AIM Dental Marketing, about why persuasive communication is often misunderstood in dentistry and orthodontics and how teams can improve case acceptance and trust without feeling salesy. Danny shares how his work evolved from dental marketing into training practices on communication, including his Art of First Impressions and the Persuasion Blueprint, built around three sequential steps: caring, connection, and collaboration. He explains concepts like the “care gap,” the illusion of transparency, and why patients decide emotionally then justify logically, offering examples for handling cost questions, improving first-call conversions, and using scripts that convey empathy while guiding calls. They discuss the need for leadership commitment, consistent practice through role play, better listening, and collaboration techniques that build patient ownership and compliance. Connect With Our Guest Danny Bobrow - https://www.dannybobrow.com/ AIM Dental Marketing - https://americandentalmarketing.com/ Takeaways Danny's journey into healthcare marketing began due to family influence. Many doctors lack training in practice management and marketing. Persuasion in healthcare should align with patient care. Emotional communication is key to patient engagement. Building trust is essential for successful patient relationships. Doctors often resist learning about persuasive skills. Commitment from practice owners is crucial for team success. Role-playing can help develop communication skills. Caring must be communicated effectively to bridge the care gap. Commitment and consistency are crucial for team training. Listening involves more than just being silent; it's about engagement. Attuning to your audience enhances persuasive communication. Collaboration empowers patients and fosters ownership in their care. Expert override can hinder effective communication with patients. Good communication transforms transactional interactions into meaningful relationships. Taking time with patients pays dividends in practice success. Chapters 00:00 Introduction 06:16 Why Doctors Resist Persuasion 08:12 Persuasion Without Being Sales-y 11:08 Caring Connection Collaboration 17:53 Phone Call First Impressions 21:49 Role Play and Team Buy In 25:56 Why Change Feels Hard 29:58 Attune To Your Audience 31:30 Coaching Modules And Practice 33:34 TAFI Call Control Script 36:06 Collaboration And Ownership 41:13 Expert Override Pitfalls 42:44 Slow Down And Be Present 44:01 Where To Learn More Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Partnering in Practice and Life: Drs. Sarah & Tanner Clark’s Orthodontic Journey	20 août 2026	00:48:48
“It just comes down to trusting each other.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary On this episode of the Hey Docs! Podcast, Jill sits down Drs. Tanner and Sarah Clark of Clark Orthodontics about building two practices as a husband-wife team. They share their path from dental school and military service in Germany to orthodontic residencies, a failed practice purchase in Wisconsin, and launching a North Liberty, Iowa startup in 2012 as well as later acquiring a Muscatine practice in 2014. They discuss working together through trust, dividing roles, staggering schedules, and keeping consistent systems across locations and treatment philosophies to support the team. Tanner and Sarah reflect on their hard seasons, including startup stress, modernizing an acquired paper-chart practice, COVID-era turnover, and learning to let employees go when needed. They advise delegating, involving team members in decisions, and not sacrificing family and health, and note a trend toward fully digital workflows and AI. Connect With Our Guest Clark Orthodontics - https://www.stclarkortho.com/ sarah@stclarkortho.com tanner@stclarkortho.com Takeaways Complete trust in each other's decisions is the biggest advantage of a husband-wife partnership. Splitting roles (clinical vs. admin) and working different days avoids confusion and conflict. There’s no straight line to success. Making slow changes in acquisitions rather than overhauling everything at once helps prevent team burnout and confusion. Using the same systems across locations make multi-location practices seamless for doctors and staff. Letting people go can be hard, but keeping the wrong person too long drags down the whole team. Get the right people on the bus, then in the right seat. Involving your team in decisions helps build ownership and trust. Don’t sacrifice what matters most: family, health and work-life balance are essential in the hard seasons. Chapters 00:00 Introduction 04:33 Military to Ortho Path 06:53 Startup and Second Office 09:51 Partners at Work 13:37 Divide and Conquer 16:01 Standardizing Two Locations 23:29 Hard Seasons and Obstacles 26:47 Systematic Practice Upgrades 28:38 Post Covid Team Turnover 31:15 The Shock of Firing 33:50 Team Seasons and Fit 36:13 Right People Right Seats 38:16 Advice for New Owners 44:30 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Who’s Your Who: The Secret to Scaling Your Orthodontic Practice	13 août 2026	00:53:39
“It’s not always about how are we going to do it, but who.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen presents on the “Who Not How” mindset, urging orthodontic practice owners and managers to stop centering themselves in goal achievement and instead identify the right “whos” (team members, third-party partners, coaches, and tools) to execute. She critiques arbitrary, repetitive goal-setting without plans or resources, and warns against Superman/Superwoman syndrome driven by ego, control, or reluctance to spend. Jill explains the multiplier effect of working with capable people and outlines a hierarchy of business needs—from solid daily operations and systems, to financial stability, market presence and patient experience, innovation and growth, and ultimately freedom. She highlights practical AI “whos,” demonstrating how ChatGPT can rapidly create social media strategy, messaging, and calendars, and how Canva can produce branded templates, bulk posts, and AI avatar videos for tasks like patient instructions. Connect With Our Guest Jill Allen & Associates - https://www.practiceresults.com/ Takeaways Stop asking how and start asking who. The right people get you to your goals faster than any plan. Every successful person has a coach or a "who" helping them level up. Make sure your goals are achievable and backed by a real plan. Superman/Superwoman syndrome is real. Ego and control can keep you stuck. Delegation isn’t a weakness. Trust your team to help you get things done. Building your practice on a solid foundation is essential: daily operations, systems, and the right team members. Give your team members a career path. Your market presence matters. Patients are researching you before they ever walk in the door. ChatGPT can handle social media strategy, SOPs, job ads, blogs, and more in minutes. Canva makes professional, on-brand content creation fast and affordable for any team member. Chapters 00:00 Introduction 05:18 Goal Setting Fallacy 08:07 Superhero Syndrome Mindset 15:44 Multiplier Effect and Picking Whos 20:59 Business Needs Pyramid 26:49 Whos for Ops Finance and Marketing 31:31 Freedom Through Growth 34:55 AI as Your Who 36:45 ChatGPT for Social Media 46:08 Canva Templates and Avatars 52:29 Final Takeaways and Next Steps Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Succeeding in the New Age of Orthodontics with Malcom C. Riley from Align Technology	06 août 2026	00:58:00
"You have to have a vision, a strategy, and a story." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, host Jill Allen talks with Malcom C. Riley, Director of Orthodontic Clinical Education and Early Career at Align Technology, about the evolving landscape for new orthodontic practice owners. Malcom shares his career path into supporting orthodontists and outlines how rising student debt, increased competition, and today’s “Amazon mindset” consumer behavior are changing practice building. They discuss opportunities for startups to differentiate through digital workflows, virtual consults and care, visualization tools like iTero and Outcome Simulator Pro, and social media storytelling, as well as the growing importance of adult orthodontics amid declining birth rates. Malcom explains what makes an aligner-focused model profitable: intentional operations, ongoing education, and community/mentorship. He also highlights Align’s new practice owner program, including courses, team training, and marketing support. Connect With Our Guest Align Technology - https://www.aligntech.com/ mriley@aligntech.com Takeaways New practice owners face higher costs but also unmatched opportunity to stand out with digital-first workflows. Adults are a huge, underserved growth market for orthodontics. Visualization tools turn treatment into an emotional, easy "yes." Consumers today have an “Amazon mindset” when it comes to choosing a practice. Building a practice that’s aligner-focused from day one can improve efficiency and easier than trying to introduce new technology into an established practice. Virtual care builds convenience and loyalty without extra office visits. Orthodontic treatment is shifting from "one and done" to lifelong, repeat relationships with patients. Different generations need different communication styles and approaches. Success comes down to vision, ongoing education, and community/mentorship. Entrepreneurship can feel lonely — leaning on peers and mentors makes a big difference. Align's New Practice Owner Program offers education, marketing, and clinical support to help new doctors grow. Chapters 00:00 Introduction 03:40 Career Journey to Align 08:07 Align Education Programs 10:11 New Owners and Tech Shift 11:57 Costs Competition and Digital 15:06 Startup Advantage with Digital 18:52 Adult Market Opportunity 22:22 Communicating Across Generations 25:00 Lifelong Ortho Relationships 28:32 Aligner Profitability 34:03 Community Mentorship Mindset 37:44 Digital Workflow Tools 41:06 Virtual Care Connectivity 44:42 Generational Patient Communication 46:44 New Practice Program Pillars 52:10 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Remote Care & Modern Workflows in Orthodontics with Matt Miller, DentalMonitoring	30 juil. 2026	00:39:58
“The real ROI is what you do with the time back.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill talks with Matt Miller from DentalMonitoring about how AI-powered remote monitoring is reshaping orthodontic patient communication, workflow, and scalability for both startups and established practices. Matt shares his 11-year orthodontic industry background and explains how DentalMonitoring improves the patient experience by increasing weekly communication while reducing unnecessary in-office “check” visits, giving time back to patients, teams, and doctors. They discuss why implementing remote monitoring early can help startups build better systems, reduce space and staffing needs, and maintain lower overhead while growing revenue. For established practices, they address common fears around adopting new technology, emphasizing phased rollout, actionable AI-driven alerts, and reallocating recovered chair time toward clinically necessary visits and practice growth. Matt highlights DentalMonitoring’s AI capabilities, FDA validation, Smart STL, and future workflow-streamlining possibilities. Connect With Our Guest DentalMonitoring - https://dentalmonitoring.com/ Takeaways Remote monitoring boosts engagement with more frequent check-ins and fewer in-office visits. Practices are shrinking space while increasing revenue with the same staff/chairs. Remote monitoring frees up chair time for other tasks like marketing and new patients. Startups should adopt remote monitoring from day one. Established practices should expect ~3-6 months of transition when adopting remote monitoring. DentalMonitoring’s AI handles diagnostics, letting practices still control patient messaging. AI won’t replace orthodontists, but those who use well will outcompete those who don’t. Reallocating chair time reduces after-hours “homework” and improves work-life balance. AI-driven workflow will continue to expand. Chapters 00:00 Introduction 04:35 Why Remote Monitoring Matters 11:01 Building Startups with DM 14:11 Scaling Lean Practices 17:24 Time Back and Burnout 19:40 Adopting Tech in Big Practices 21:37 Reallocating Time and ROI 23:09 Virtual Patient Touchpoints 27:15 AI Myths And Reality 31:34 Lifestyle And Future Teams 33:15 AI Predictions Ahead 36:03 How To Contact Matt & DentalMonitoring Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Building Careers, Not Just Jobs, In Your Orthodontic Practice	23 juil. 2026	00:54:07
“Money alone doesn’t work.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen does something a little different and challenges orthodontists and office managers to consider whether their practices are building careers or just providing jobs, noting widespread retention issues and shifting employee expectations across multiple generations. She explains why salary and annual raises alone no longer drive commitment and outlines the need to balance hard motivators like clear, consistent pay structures with soft motivators like recognition, purpose, autonomy, and development. Jill emphasizes creating career ladders for every core role, linking advancement to skills rather than tenure, and proactively having career conversations to help team members visualize a future in orthodontics. She also stresses that culture and psychological safety are critical to performance and retention, citing Google’s Project Aristotle findings on team effectiveness. Connect With Our Guest Jill Allen & Associates - https://www.practiceresults.com/ Takeaways Money alone doesn’t retain employees. Salary and annual raise is an outdated retention model. Growth is the currency of retention. Hard motivators (pay, bonuses) matter, but soft motivators (recognition, autonomy) create emotional buy-in. Pay structures must be consistent and transparent. Bonuses only work fi they’re clear and achievable. Building a visible career ladder for every core role is essential. Ask your team members where they want to grow. Not everyone wants to lead, and that’s okay. Culture is behavior, not policy. Cultivating a supportive culture is essential. Psychological safety drive performance. Chapters 00:00 Introduction 02:37 Why Teams Leave 07:08 What Employees Want Now 12:35 Money Alone Fails 15:21 Hard Motivators 20:20 Soft Motivators 24:59 Build Career Paths 31:22 Career Ladders and Pay Levels 42:02 Culture and Psychological Safety 48:21 Action Steps and Wrap Up Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Real Estate and Practice Ownership: Lending Tips from Live Oak Bank’s Chandler Wrightenberry	16 juil. 2026	00:38:07
"You can never have enough cash.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill chats with Chandler Wrightenberry from Live Oak Bank to discuss the intricacies of healthcare lending, particularly focusing on practice purchases and real estate investments. Chandler shares insights from his extensive experience at Live Oak Bank, emphasizing the importance of understanding costs, building a supportive team, and maintaining transparency in banking conversations. They explore the current market conditions, project timelines, and the significance of long-term investments in healthcare real estate. Jill and Chandler also touch on the complexities of construction timelines, the importance of zoning, and the necessity of having the right team when expanding an orthodontic practice. They emphasize the need for realistic expectations regarding project durations and financial preparedness, including cash management strategies. Connect With Our Guest Live Oak Bank - https://www.liveoak.bank/ Chandler’s Phone Number: (828) 337-1374 Takeaways Chandler Wrightenberry has over 12 years of experience in healthcare lending. Live Oak Bank is the largest SBA lender in the country by volume. Building a supportive team is crucial for successful real estate projects. Transparency in financial discussions leads to better outcomes. Interest rates are currently stable and reasonable for borrowing. It's important to have early conversations with lenders about financing. Investing in real estate is a long-term commitment that can yield significant returns. Doctors often experience growth after relocating to new facilities. You should have an expectation of working with a city to get everything finalized in about six months. Ground-up construction typically takes nine to twelve months for planning and an additional 18 to 24 months for completion. Zoning issues can significantly delay project timelines, so it's crucial to ensure proper zoning before purchasing a property. Having a specialized commercial real estate agent is essential for navigating zoning and permits. Expect projects to take longer and be more expensive than initially anticipated. Financial preparedness is key; saving cash and having a safety net is crucial for large projects. A good rule of thumb is to have at least 10% of the project cost in cash reserves. Investing in liquid assets can provide quick access to cash when needed for projects. Chapters 00:00 Introduction 04:35 Market Reality Check 07:16 Costs and Rates Today 11:25 Build Your Project Team 15:04 Be Candid With Lenders 19:21 Realistic Project Timelines 22:23 Remodel vs Ground Up Schedule 23:29 Zoning Pitfalls and Team 26:08 Lease Timing and Overlap 28:03 Cash Reserves and Liquidity 32:00 How to Contact Chandler Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Maximizing New Patient Opportunities with LeadSigma	09 juil. 2026	00:39:30
“We can track everything.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Scott Hansen to discuss his journey in the orthodontic field and the creation of LeadSigma, a company focused on improving patient engagement and practice growth through innovative solutions. The discussion highlights the critical importance of managing new patient calls, leveraging AI technology for better patient interaction, and understanding patient attribution to make informed marketing decisions. The conversation emphasizes the need for collaboration between orthodontic practices and marketing agencies to achieve optimal results. Jill and Scott discuss the integration of marketing and operational systems in healthcare practices, emphasizing the importance of a feedback loop to measure marketing investments. They explore the role of AI in enhancing business efficiency, sharing insights on practical applications and the need for cohesive team collaboration. The discussion highlights the potential of technology to transform practices and improve patient engagement, while also addressing the challenges of implementation and the importance of providing value in networking. Connect With Our Guest LeadSigma - https://www.leadsigma.com/ AI Model Training Spreadsheet: https://docs.google.com/spreadsheets/d/1Pb6FFSHbguxIQwCxbC_lSYDUeKYoQhuNi3IU8u-iAjk/edit?usp=sharing Takeaways Scott Hansen went from managing an orthodontic practice to founding LeadSigma. Missed new patient calls represent a significant revenue loss for practices. LeadSigma's AI technology helps practices manage patient calls effectively. Understanding patient attribution is crucial for marketing success. Data-driven decisions empower practices to optimize their marketing strategies. Collaboration between doctors and marketing agencies enhances practice growth. Practices often overlook the importance of follow-up on missed calls. Tracking leads and conversions provides valuable insights for practices. Effective communication is key to converting leads into patients. The integration of marketing and operational systems is crucial for practice success. A feedback loop is essential for measuring marketing investments. Practical tools and systems must be in place for effective AI implementation. Team collaboration is key to leveraging AI effectively. Networking should focus on providing value to be effective. Chapters 00:00 Introduction 04:38 Missed Calls and Lost Revenue 10:14 CoPilot AI Receptionist 13:39 Marketing Attribution and ROI 21:38 Feedback Loop and Accountability 24:55 Using AI Inside LeadSigma 28:54 AI Call Coaching and HIPAA 34:00 Context Engineering Tips 34:29 How to Contact Scott and LeadSigma Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Building Strong IT Foundations with Jack Wiley from Legend Networking	02 juil. 2026	00:42:09
"Don't wait for IT issues to arise." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill interviews Jack Wiley from Legend Networking about the critical role of IT in orthodontic and dental practices. They discuss the importance of maintaining updated technology, especially for established practices, and the risks associated with outdated systems. Jack emphasizes the need for younger doctors to consider technology when acquiring practices and provides insights on building a strong technology foundation for startups. The conversation also touches on the challenges of HIPAA compliance and the necessity of ongoing employee training in cybersecurity. Jill and Jack also discuss the critical aspects of cybersecurity, backup strategies, and the differences between Mac and PC usage in healthcare settings. The discussion also touches on the distinctions between managed services and static IT, highlighting the benefits of a proactive IT strategy. Connect With Our Guest Legend Networking - https://www.legendnt.com/ https://www.cyber.mil/cyber-awareness-challenge Takeaways Jack Wiley works at Legend Networking, a dental-specific IT provider. IT infrastructure is crucial for the growth of practices. Many established practices operate on outdated technology, risking patient data. Younger doctors often overlook technology when acquiring practices. Evaluating the age of computers and network equipment is essential during acquisitions. Startups should prioritize hardwired connections over wireless for reliability. Planning for future growth in technology is vital for new practices. HIPAA compliance is an ongoing challenge for orthodontic practices. Regular technology evaluations can prevent costly upgrades later. Employee training is often the cause of network vulnerabilities. Backups should be incremental and frequent for quick recovery. Macs can be secure but require specific considerations. Proactive IT management prevents costly downtime. Regular checkups on IT systems can reveal vulnerabilities. Chapters 00:00 Introduction 04:55 Aging Hardware Risks 08:31 Acquisition IT Checklist 14:45 Startup Tech Foundation 23:30 Security and HIPAA Basics 26:32 Backups and Access Control 28:15 Mac vs PC in Ortho 31:43 WiFi Segmentation Story 33:35 Managed IT Explained 36:23 How to Contact Legend Networking Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Advocacy in Action: Supporting Orthodontists with AAO’s Adam Braundmeier	25 juin 2026	00:33:44
"Being engaged is the best thing you can do." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Adam Braundmeier, the General Counsel of the AAO, discusses his journey into the orthodontic field and the vital role of advocacy in supporting orthodontists. He explains the dual role he plays in managing legal compliance and engaging with members to address regulatory issues. The conversation covers current challenges such as specialty advertising regulations, direct-to-consumer models, and student loan burdens for new orthodontists. Adam emphasizes the importance of member involvement in advocacy efforts and highlights the resources available through the AAO, including legal guidance and support for navigating the complexities of the orthodontic profession. Jill and Adam also explore future trends in technology and patient care, emphasizing the need for orthodontists to maintain clinical discretion amidst rapid advancements. Connect With Our Guest American Association of Orthodontists - https://www2.aaoinfo.org advocacy@aaortho.org Takeaways Adam Braundmeier joined the AAO as General Counsel in 2023. The AAO's advocacy team works closely with orthodontists to address regulatory issues. Member engagement is crucial for effective advocacy efforts. Specialty advertising regulations are a current focus for the AAO. Direct-to-consumer models pose challenges for patient safety in orthodontics. The AAO supports innovation while ensuring quality care remains a priority. Legal guidance is available through the AAO's Legal Resource Center. Staying informed about advocacy efforts is essential for orthodontists. Insurance coding and billing changes are on the horizon. Doctors should stay informed through newsletters and resources. Maintaining clinical discretion is essential in patient care. Legal accuracy must be communicated effectively to be useful. Members should report trends affecting patient safety. Chapters 00:00 Introduction 02:53 Meet Adam Braundmeier 05:04 AAO Advocacy Explained 07:28 Specialty Advertising Fight 09:59 Teledentistry and DTC Risks 13:19 Model Laws and Patient Safety 15:43 Student Loans and Policy 19:16 Member Resources and Legal Center 22:04 New Forms HIPAA and Coding Updates 25:02 Staying Informed and Getting Involved 28:37 Future Focus Tech and AI 29:25 How to Contact AAO Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Navigating Practice Acquisition: Dr. Richard Clabaugh’s Journey	18 juin 2026	01:01:30
"Listen to your gut instinct.” Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Dr. Richard Clabaugh shares his journey from being a general dentist to acquiring and running his own orthodontic practice. He discusses the challenges he faced during the transition, including team dynamics, employee turnover, and the importance of leadership. Richard reflects on his growth as a leader and the lessons learned over the past ten years, emphasizing the significance of building a strong team culture and the need for adaptability in the face of change. Dr. Clabaugh also reflects on the significance of purpose beyond profit, encouraging aspiring practice owners to prioritize their values and family time while navigating the complexities of ownership. Connect With Our Guest Dr. Richard Clabaugh - https://clabaughorthodontics.com/ richard@clabaughorthodontics.com Takeaways Richard's journey from general dentistry to orthodontics was driven by a desire for ownership. Acquiring a practice involves navigating complex challenges, including team dynamics. Leadership requires a balance of authority and responsibility. Employee turnover is a common challenge during ownership transitions. Building a strong team culture is essential for practice success. It's important to prioritize team health alongside patient care. Leadership can be lonely, and support from peers is invaluable. Recognizing the value of team members is key to retention. Open communication with staff can help navigate changes effectively. Building genuine relationships within the team enhances collaboration. Core values should be recited regularly to maintain focus. Team members should be involved in the hiring process for better fit. Prioritize family and personal time amidst the demands of practice ownership. Chapters 00:00 Introduction 06:32 Why Choose Acquisition 08:58 Due Diligence Mindset 13:37 Lessons After Purchase 17:30 Leadership Energy On Stage 19:18 Early Ownership Challenges 21:38 Team Turnover Reality 30:52 Hiring the Right Team 35:02 Leading With Humility 39:35 Team Recognition Culture 41:49 Hiring and Letting Go 46:54 Faith and Leadership Reality 48:43 Acquisition Advice 50:26 Meaning Beyond Money 55:40 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Building Trust in a Digital Age: Tips for Orthodontists with Gal Borenstein	11 juin 2026	00:42:52
"Quality, not quantity, is what matters in reviews." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Gal Borenstein discusses the evolving landscape of trust in branding, particularly in the context of digital interactions. He emphasizes the importance of authenticity, customer experience, and adapting to generational communication changes. Gal provides practical advice for enhancing trust and navigating the complexities of digital marketing, especially for orthodontists. He highlights the need for businesses to focus on quality over quantity in reviews and to create a strong digital footprint that resonates with today's consumers. Connect With Our Guest The Borenstein Group - https://www.borensteingroup.com Takeaways Trust has changed dramatically in branding and advertising. Digital trust is now more important than ever for businesses. Customer experience has evolved, especially post-COVID. Authenticity in reviews is crucial for building trust. Businesses must adapt to generational communication preferences. Quality of reviews matters more than quantity. Creating a strong digital footprint is essential for success. Practices should regularly evaluate their online presence. Engaging with customers authentically can enhance trust. Negative influences can hinder business growth and optimism. Chapters 00:00 Introduction 02:29 Gal’s Background and Branding 04:28 COVID Shift to Digital Trust 10:41 Reviews and Authenticity 16:10 AI Search and Origin Story 23:08 Gen Z Communication and UX 28:34 Trust Killers in Practice 33:34 Practical Steps Inside vs Outside 36:04 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Strategic Startups: Empowering Practices with Renew Digital	04 juin 2026	00:43:17
"It's a one stop shop for all your needs." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Nathan Hudson discuss the intricacies of starting and managing a practice, focusing on the importance of understanding both clinical and business aspects. They explore the 'Five B's' framework, which includes banker, broker, bean counter, broadcaster, and builder, emphasizing the need for a well-rounded approach to practice management. The discussion also highlights the distinction between tools and toys in equipment purchasing, the significance of budgeting for marketing and branding, and identifying efficiency gaps in practice operations. Nate also touches on various challenges practices face, particularly startups, in navigating equipment choices and emphasizes the need for informed decision-making. Connect With Our Guest Renew Digital - https://www.renewdigital.com/ Takeaways Nate Hudson has a background in engineering and dental sales. The Five B's framework is essential for practice owners. Understanding the difference between tools and “toys” is crucial. Budgeting effectively can lead to greater success in startups. Efficiency gaps often arise from lack of communication within teams. Training is vital when purchasing new technology. Doctors should focus on their long-term goals when making purchases. Not all equipment needs to be brand new to be effective. Team cohesion is necessary for a successful practice. Efficiency in imaging can significantly impact patient flow. The merger of Renew Digital and Voxel Dental creates a comprehensive service offering. Startups should consider future needs when designing their practices. Choosing the right equipment can save significant costs in the long run. Having multiple specialists can ease the burden of equipment selection. Chapters 00:00 Introduction 02:54 Nathan Hudson’s Background 05:32 The “Five B’s” Framework 11:46 Tools Versus Toys 15:05 Budgeting and Hidden Costs 20:20 Spotting Efficiency Gaps 26:40 Voxel Partnership and Labs 32:58 One Rep or Many Vendors 38:24 How to Contact Renew Digital Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	The Blueprint to Practice Design with Blue Frog’s Shawn Rainey	28 mai 2026	00:51:47
"It's a matter of trusting the people you hire." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Shawn Rainey, the director of the design department at Blue Frog, about the intricacies of orthodontic practice design and construction. Shawn shares his extensive background in the field, discussing the transition from traditional bidding processes to a more integrated design-build approach. He emphasizes the importance of functionality in design, the need for collaboration among various stakeholders, and the challenges faced when working with equipment specialists. The conversation highlights the significance of having an in-house design team to streamline processes, control budgets, and ultimately create efficient and practical dental practices. Jill and Shawn also delve into hidden costs that can arise during construction projects, highlighting the need for thorough inspections and contingency planning. Connect With Our Guest Blue Frog - https://www.bfrog.net/ Takeaways Shawn Rainey has extensive experience in orthodontic office design and construction. The design-build process offers more control over budget and efficiency. In-house design teams can provide real-time budget estimates. Collaboration among architects, engineers, and contractors is essential. Choosing the right space is critical for startup practices. Design should prioritize workflow and practical use over aesthetics. Equipment specialists may not fully understand the needs of practices. Lost time often occurs on the front end of projects. It's crucial to involve design teams early in the process. Hidden costs can arise from unexpected issues in construction. Contingency planning is essential for any project. Permitting requirements can vary significantly by location. Chapters 00:00 Introduction 05:04 Startup Construction Fears 06:39 Bid-Build vs Design-Build Explained 10:23 Design Build Benefits 16:58 Workflow Over Aesthetics 21:37 Choosing Space and Team 27:34 Equipment Specialist Debate 29:47 Design Team First 33:11 Ego Free Collaboration 34:13 Hidden Costs Exposed 38:17 Lease And Site Surprises 40:24 Permits Zoning Feasibility 45:04 Trust The Build Team 47:45 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Adapting to the Digital-First Era with Bidview Marketing Founder Cameron LiButti	21 mai 2026	00:52:07
"Get comfortable asking for reviews." Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Cameron LiButti of Bidview Marketing shares his unique journey from engineering to marketing, emphasizing the importance of market positioning, pricing strategies, and the evolving role of AI in marketing. He discusses how transparency in pricing is becoming crucial for patient engagement and the need for healthcare practices to adapt to competition. The conversation also delves into the significance of operations in marketing success and the future implications of AI on search and marketing strategies. Jill and Cameron also discuss effective strategies for attracting patients to new medical practices, the importance of understanding generational differences in marketing, budgeting for marketing efforts, and the significance of personal branding in healthcare. They emphasize the need for a robust online presence, effective review strategies, and the use of social media to connect with potential patients. Connect With Our Guest Bidview Marketing - https://www.bidviewmarketing.com/ Takeaways Cameron's unique background as an engineer informs his marketing strategies. Transparency in pricing is becoming increasingly important for patient engagement. Understanding your competition is key to developing effective marketing strategies. AI is reshaping the landscape of marketing and search optimization. Businesses should focus on good PR and community involvement to enhance visibility. Traditional SEO practices remain relevant despite the rise of AI. Understanding generational differences is crucial for effective marketing. A robust online presence is essential for new practices. Review strategies should be consistent and well-planned. Investing in quality photography can significantly enhance a practice's brand. Marketing budgets should be tailored to the specific goals of the practice. Data-driven marketing strategies are essential for success. Social media can be a powerful tool for personal branding in healthcare. Humanizing the doctor-patient relationship can improve patient engagement. Chapters 00:00 Introduction 06:20 Pricing Transparency Debate 13:53 Calls and Conversion Systems 15:19 AI Search and SEO Reality 25:09 Personalized AI Results 28:22 Beating Competition Basics 32:52 Reviews Strategy That Works 35:23 Marketing Across Generations 36:47 AI Search And Lead Sources 40:39 Budgeting Marketing Spend 45:07 Paid Ads Market Share Math 48:08 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Understanding Ortho Partnerships & Transitions with Doug Copple	14 mai 2026	00:52:12
"It's not just a transaction." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships and the necessity for both parties to act like owners to ensure a successful collaboration. Jill and Doug also go over the complexities of family practice transactions and the importance of aligning treatment philosophies. They also delve into the financing aspects of partnership buy-ins, emphasizing the need for clear communication and understanding between partners to ensure successful collaborations. Connect With Our Guest Bentson Copple Patterson & Associates - https://bcp-advisors.com/ Takeaways Doug has been in the orthodontic industry since 2004. The DSO market has significantly impacted orthodontic practices. Partnerships are becoming more common among younger doctors. Partnership deals can take years to form and require careful planning. The buy-in process typically involves an association period before ownership is transferred. Financial modeling is crucial for understanding partnership dynamics. Both parties must be comfortable with the financial outcomes to avoid resentment. Doctors should consider tax implications in family practice transactions. Effective communication with CPAs is crucial for financial planning. Partnerships require clear agreements on decision-making authority. Understanding treatment philosophies is essential for successful partnerships. Financial transparency is key to avoiding conflicts in partnerships. Chapters 00:00 Introduction 02:01 Doug’s Background and Firm 05:08 Why Partnerships Are Rising 09:10 How Partnerships Are Structured 14:13 Buy In Timeline and Profit Split 22:39 Modeling the Deal on Paper 25:45 Tax and Entity Structure Basics 27:39 Family Transactions Tax Traps 31:17 CPA Communication Gaps 32:29 Partnership Control Rules 35:40 Discretionary Spending Fights 38:34 Treatment Philosophy Clashes 41:15 Financing and Real Estate In The Deal 46:15 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Mastering Inventory: Transforming Practice Efficiency with UpTracker	07 mai 2026	00:50:53
"You don't fix a $30,000 problem with a discount." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to technology-driven solutions, and the need for customization based on practice size and needs. Kira emphasizes the significance of purchasing habits and the often-overlooked process of verifying vendor invoices as critical components of effective inventory management. The discussion also covers common areas of overspending, particularly in bonding materials and disposables, and offers strategies for startup practices to establish a solid foundation for inventory management. Connect With Our Guest UpTracker - https://www.up-tracker.com/ Takeaways Kira Woods started Uptracker to address inventory management issues. Doctors need to see both macro and micro inventory data. Many practices rely on one staff member for inventory management. Purchasing habits can significantly impact supply spending. Invoice verification can lead to quick returns on investment. Clerical errors in invoices are common and costly. Understanding true costs includes more than just product prices. If you don't check invoices, you're agreeing to whatever they decide to charge you. The right amount to spend right now is crucial for staying on goals. Incentivizing staff can lead to better budgeting outcomes. Bonding materials can be a significant area of overspending. Startups should prioritize visibility in inventory management. The goal isn't less inventory, it's smarter inventory. Chapters 00:00 Introduction 04:58 Why Inventory Gets Ignored 06:21 Macro vs Micro Inventory 08:52 From Sticky Notes to Scanning 15:02 Customizable Inventory Strategy 16:26 Purchasing Habits and Spend 24:23 Verifying Vendor Invoices 29:57 Real Time Budgeting Basics 32:56 Staff Incentives And Culture 34:29 Common Spend Leak Examples 37:50 Startup Inventory Playbook 41:34 Cross Training And Controls 44:40 UpTracker Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Rethinking New Patient Calls: Elevating Orthodontic Practices with SmileSuite	30 avr. 2026	00:39:54
“It’s a business killer.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experiences. Anthony shares insights on how SmileSuite has streamlined the new patient call process and the significance of providing a human touch in patient interactions. They dive into the importance of human interaction in patient communications, the evolution of call handling in dental practices, and the impact of technology on patient satisfaction and practice efficiency. The discussion also covers innovative strategies for improving new patient acquisition and the overall growth of orthodontic practices. Connect With Our Guest SmileSuite - https://getsmilesuite.com/ Takeaways Dr. Anthony Bonavoglia is an orthodontist with 20 years of experience. SmileSuite focuses on handling new patient phone calls for practices. The importance of quickly converting leads into appointments is vital. Many practices struggle with managing patient inquiries effectively. Patients prefer various communication methods, including text and online forms. Automation can enhance efficiency but should not replace human interaction. Understanding generational communication preferences is essential. Creating a positive first impression is crucial for patient retention. Data shows a significant increase in patient bookings with effective call handling. Practices can benefit from outsourcing call management to improve efficiency. Patient satisfaction is directly linked to how calls are handled. Asking about additional needs during calls can increase patient bookings. Virtual consultations can qualify patients without taking up doctor time. Chapters 00:00 Introduction 01:35 Anthony Background and SmileSuite 04:18 Missed Calls = Lost Patients 06:19 From Contact to Contract 08:31 Speed to Lead Systems 11:48 Generational Communication Shifts 15:08 Call Scripts and Consistency 21:49 Automation Bots and Human Touch 24:11 AI Assisted Humans 26:47 Conversion Lift Data 30:47 Triage Beats Voicemail 32:59 Referral Slip Save 34:34 Call Tips That Convert 37:15 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	From SEO to AI: Reshaping Orthodontic Marketing with Kaleidoscope	23 avr. 2026	00:51:24
AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary Kay Miller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AI Overviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the QR code and request a free AI Visibility Audit. WHAT YOU'LL LEARN Why showing up in AI results today does not mean you are safe tomorrow (the "false security" problem) The shift from rankings to recommendations and what that means for orthodontic marketing A quick AI readiness self-check any practice can run in 10 minutes What AI engines actually look for: content depth, trust signals, structured authority, review data Why the average orthodontic practice scores below 40 out of 100 on AI visibility How KAL™ audits, optimizes, and monitors your practice across AI search platforms Why early movers in any market will lock out competitors who wait KEY QUOTE "Early adopters will have a decided advantage." — Mary Kay Miller, Kaleidoscope AI™ ABOUT THE GUESTS Mary Kay Miller is Owner and CEO of Kaleidoscope AI™, the digital marketing agency widely credited with introducing SEO to the orthodontic industry nearly two decades ago. She leads the development of KAL™, the AI Growth System purpose-built for orthodontic and dental practices. Jeff Slater is VP of Operations at Kaleidoscope AI™, where he leads client services and the rollout of KAL™ across the orthodontic industry. CONNECT WITH KALEIDOSCOPE AI™ Website: https://kaldental.ai Free AI Visibility Audit: https://kaldental.ai/audit RESOURCES MENTIONED - The AI Referral Shift (blog): [https://kaldental.ai/ai-rreferral-shift-orthodontists-2026/] - KAL AI Visibility Guide (free download): [https://kaldental.ai/ai-visibility-guide/] CHAPTERS 00:00 Introduction 02:20 A new AI audit coming to AAO 2026 05:48 From rankings to recommendations 08:54 Quick AI readiness self-check 12:32 Website content and trust signals 16:22 Showing up now isn't enough 23:18 What AI looks for next 27:01 Review data and trust 29:00 Authority and site structure 31:28 The KAL™ Audit System 38:44 SEO vs. AI visibility 43:00 Startup advantage and speed 44:35 How to contact Kaleidoscope A™ and request a KAL™ audit SPONSORS GreyFinch: https://greyfinch.com/jillallen/ A-Dec: https://www.a-dec.com/orthodontics SmileSuite: https://getsmilesuite.com/ EPISODE CREDITS Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Future-Proofing Your Practice: Proactive IT with Cornerstone Computer Solutions	16 avr. 2026	00:52:26
“IT is not set it and forget it.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ensure smooth operations. Jordan highlights the need for tailored IT infrastructure, including cabling and network security, to support practice growth. He also explores the differences between cloud-based and server-based management software, emphasizing the importance of network security to ensure a practice’s long-term success. The episode covers ongoing cybersecurity best practices, such as Zero Trust architecture, and the benefits of proactive IT support models. Connect With Our Guest Cornerstone Computer Solutions - https://cstonesolutions.net/ Takeaways Start IT planning during the startup phase to avoid delays and save money. Tailor your IT setup, including cabling and security, to fit your practice's needs and growth. Understand the differences between cloud-based and server-based software for better security. Wired connections can provide from reliable internet than Wi-Fi. Implement ongoing cybersecurity measures like “Zero Trust” architecture. Regularly assess your current IT systems to identify vulnerabilities and upgrade safely. Opt for proactive over “reactive” IT support models to minimize downtime and enhance efficiency. Chapters 00:00 Introduction 02:46 Startup Tech Priorities 05:08 Four Phases of IT 06:49 Engage IT Early 09:24 Launch and Support 12:51 Cloud Networks and Cabling 17:55 Internet Speed and Redundancy 23:24 Downtime in Established Practices 29:30 Proactive vs Reactive IT 31:50 Monitoring Standards Explained 34:57 Cybersecurity Zero Trust 37:17 Startup Budget Options 40:43 IT Red Flags Checklist 44:21 Contact Cornerstone Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	AI, Cloud, and Beyond: Modernizing Practice Management with Planet DDS	09 avr. 2026	00:46:40
"You don't have to be physically connected to something that’s in your office." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advancements in cloud-based solutions, particularly with Cloud 9. The conversation highlights how AI and industry shifts are reshaping the landscape of orthodontics, offering new opportunities for efficiency and growth. Reid and Kevin stress the importance of continuous training and consultation to ensure successful technology adoption. Connect With Our Guest Planet DDS - https://www.planetdds.com/ Takeaways Reid started Orthotrac, which served a pioneering role in ortho software since the 1980s. There’s been a shift from traditional to cloud-based systems. Cloud 9, now part of Planet DDS, has been at the forefront of cloud-based solutions. Cloud technology can reduce cost and improve accessibility. AI has a growing influence in scheduling, documentation, and financial management. Integrated software ecosystems can benefit multi-specialty practices. Continuous training and consultation is essential in new technology adoption. Chapters 00:00 Introduction 02:06 Reid Simmons’ Journey 07:35 Kevin Simmons’ Journey 11:01 Planet DDS Merger Vision 15:44 Industry Shifts Since 2010 24:30 AI and API Ecosystems 26:48 AI Beyond Email Hacks 27:50 Transcription to Treatment Plans 29:09 Roadmap Driven by Customers 30:54 True Cloud Explained 36:18 Next Five Years of Tech 38:28 Training and Staying Current 41:52 Where to Learn More Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler	02 avr. 2026	00:47:06
"Digital is here, it's not the future.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care. Connect With Our Guest Solventum - https://www.solventum.com/en-us/home/ Takeaways Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics. Implementing practice systems and digital workflows is crucial for improving efficiency and patient care. Startups have a unique advantage in adopting advanced systems early in their development. Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions. Emphasizing value per visit rather than cost can lead to better practice outcomes. The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models. Chapters 00:00 Introduction 01:39 Marylee’s Career Journey 07:54 From 3M to Solventum 11:28 Solventum Name Explained 15:36 Systems Over Products 18:00 Bonding Efficiency Examples 22:04 Startup Practice Advantage 25:21 Startup Systems Matter 26:47 Digital Shift Explained 28:24 Four Pillars of Digital 30:38 Patient Monitoring Mindset 32:15 Differentiating With Tech 35:04 One Ecosystem Advantage 38:26 Efficiency Over Headcount 40:34 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters	26 mars 2026	00:42:03
"Women are creating more wealth than ever before" Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways $70-90 trillion of wealth will be transferred over 20 years Women will become the primary wealth holders and creators of new wealth The demographics of inheritors is shifting Technology and social media influence financial literacy and investment approaches for new generations Conversations about wealth, purpose, and values are essential to ensure smooth succession The value of financial education from an early age and ongoing communication within families Inherited wealth is often rapidly lost Families can prepare for this transfer to approach it with confidence and purpose Chapters 00:00 Introduction 03:36 Why Money Talk Matters 04:56 Great Wealth Transfer 07:56 Next Gen Wealth Shift 11:04 Small Habits Big Wealth 13:17 How Women Invest Differently 16:48 Confidence and Advisor Gaps 21:29 Next Gen Tech Investing 25:50 Why Wealth Disappears 28:57 Start Money Talks 30:44 Purpose Driven Planning 33:10 Tech Versus Advisors 35:23 Values To Strategy 37:20 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick	19 mars 2026	00:47:41
"AI will make staff more efficient, not replace them." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways AI is streamlining practice management and patient interaction Data security with AI is essential Greyfinch is on the forefront of new AI features Effective payment strategies and compliance can impact a practice’s financial health New practices should focus on building strong foundations Automation and outsourcing for efficiency Cloud vs. server-based solutions vary depending on the practice Balancing work and personal productivity Embracing change and continuous learning Chapters 00:00 Introduction 03:05 AI in Ortho Today 05:57 AI Native in Greyfinch 09:36 Payments and Surcharging 12:27 Surcharge Rules by State 14:34 Reducing Fees Without Losing Patients 21:49 Startup Practice Mindset 24:37 Spend Smart and Build Your Brand 26:53 Learn Beyond Your Industry 28:29 Find the Right Whos 30:51 Workflow Automation Reality 34:56 Personal Time Optimization 38:35 Cloud Versus Server Software 43:33 Greyfinch Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Attracting the Future: Engaging Patient Experience with WildSmiles Braces	12 mars 2026	00:39:10
“Focus on your practice as a brand.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market. Connect With Our Guest WildSmiles Braces - https://www.wildsmilesbraces.com/ Takeaways Focus on treating patients under 14 to build long-term relationships. Enhance satisfaction and loyalty through personalized care. Establish a strong brand for premium pricing and differentiation. Use fun brace designs can attract young patients and build engagement. Ensure team buy-in for successful implementation of new approaches. Leverage tech and social media to add value and improve outcomes. Positioning your practice as a brand, not just a service, can create greater loyalty. Watch trends to focus on branding and patient-centered care for future success. Chapters 00:00 Introduction 03:46 WildSmiles Evolution 04:41 Why Under 14 Matters 09:47 Branding Beyond Fees 12:50 Engaging the Ops Pool 14:56 Brackets vs Experience 19:22 Add Value During Observation 22:53 Boosting Observation Conversions 24:55 Overcoming Team Resistance 26:02 CEO Mindset and Market Defense 29:54 Training the Whole Team 33:28 How to Contact WildSmiles Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division	05 mars 2026	00:35:05
"Patient care is the biggest focus." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners. Connect With Our Guest CFS Dental Division - https://www.cfsdentaldivision.com Takeaways CFS Dental Division provides comprehensive financial services for orthodontic professionals. It's essential to assess what to do next after a successful startup. Expanding a practice can involve hiring associates or opening new locations. Maintaining patient care quality is crucial when managing multiple locations. Insurance policies must be updated to cover new locations and associates. Investing in real estate can provide long-term financial benefits for practice owners. Training associates is vital to ensure consistent patient care and experience. Younger practice owners often exhibit more drive and ambition. Continuous learning and adaptation are key to success in the dental industry. Paying attention to small details can significantly impact overall practice success. Chapters 00:00 Introduction 03:30 Right-Sizing Insurance Needs 05:27 Expansion Paths and Examples 08:09 Second Location Deep Dive 13:09 Coverage for Multi-Location Teams 18:32 Real Estate and Owning Your Space 21:36 Associates And Patient Experience 23:10 Training Culture And CE 25:57 Leadership As A Skill 27:22 Traits Of Successful Owners 29:53 Work Hard And Build Wealth 31:05 Contact info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Unlocking Practice Financing with Steve Steinbrunner from Provide	26 févr. 2026	00:42:05
"Cash is king." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending. Connect With Our Guest Provide - https://www.getprovide.com/ Takeaways The trend of orthodontists investing in commercial real estate is on the rise. Startup loans are evolving with more options like SBA loans. Understanding the financial landscape is crucial for new practitioners. The Jumpstart Loan can help acquire declining practices effectively. Cash flow management is essential for practice sustainability. Building a strong financial team is key to successful financing. Credit scores play a significant role in loan approvals. Avoid aggressive debt repayment that affects liquidity. Leverage practice equity for real estate purchases. Ground-up construction financing is viable for new practices. Chapters 00:00 Introduction 04:15 Why Own Real Estate 08:10 SBA Path for Startups 11:43 Lease vs Buy Math 14:07 Buying Declining Practices 16:22 Jumpstart Loan Explained 20:01 Getting Loan Ready 23:09 Liquidity and Guarantors 27:10 Credit Score Hurdles 28:20 Liquidity vs Debt Mistakes 31:59 Ground Up Construction Loans 35:14 Using Practice Equity 37:15 Contact Info & Closing Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Mastering Ortho Insurance Billing with The Wyrick Outlook	19 févr. 2026	00:41:37
"Track it from day one." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners. Connect With Our Guest The Wyrick Outlook - https://thewyrickoutlook.com/ Takeaways Megan and her sister Brittany started in orthodontics at a young age. They created an insurance course to help practices navigate insurance billing. The business has expanded to offer multiple courses for various office roles. Practices should be selective about which insurance networks to join. Lifetime maximums can be misunderstood; verification is crucial. Timely filing limits are tightening, impacting cash flow. Insurance companies often request additional information, which has its own deadlines. Technology can aid in claims submission, but traditional methods may still be necessary. Team accountability in insurance management is essential for practice health. Younger doctors are more hands-on with financial management than previous generations. Chapters 00:00 Introduction 03:35 When to Outsource Insurance Billing 06:18 Pros and Cons of Being In-Network 11:07 Lifetime Maximums 101 + The Two-Step Verification Rule 13:29 Avoiding Costly Benefit Quote Errors 16:51 Timely Filing, Cash Flow, and Patient Trust 23:37 Responding Fast to Info Requests & Denials 24:31 Digital Portals vs Snail Mail 26:43 Protecting Doctor Authority 28:42 In-Network vs Out-of-Network Example 31:14 Team Accountability in Billing 34:40 Know Your Numbers 38:12 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America	12 févr. 2026	00:39:18
"It's just expensive to do it these days." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership. Connect With Our Guest Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroeker Takeaways Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending. The lending landscape is currently stable with increased loan amounts for startups. Young doctors should focus on financial preparation during their education. Credit card debt can significantly impact future borrowing capabilities. Having savings set aside is crucial for new practice owners. Evaluating existing practices involves analyzing actual financials and cash flow. Startup loans often have a graduated payment structure to ease financial pressure. Building a strong support team is essential for success in practice ownership. Construction and technology costs have significantly increased for new practices. It's important to understand how loan funds will be allocated in a startup. Chapters 00:00 Introduction 03:30 Current Lending Environment 06:06 Financial Advice for Young Doctors 10:31 Evaluating Practice Purchases 13:58 Markers for a Healthy Practice 17:00 Balancing Practice Purchase with Additional Workl 20:39 The Importance of a Supportive Team 23:41 Discussing Startup Costs and Loan Structures 26:17 The Reality of Startup Loans and Financial Flexibility 31:56 The Importance of Financial Planning and Safety Nets 34:35 Final Thoughts on Acquisitions vs. Startups 36:24 Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Joy and Gratitude: The Journey of Building Mindset with Caley Carroll	05 févr. 2026	00:44:38
"Every chapter has value." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Caley Carroll explore the journey of entrepreneurship, the challenges of personal adversity, and the importance of maintaining a positive mindset. Caley shares her experiences with bankruptcy, a traumatic brain injury, and her son's rare cancer diagnosis, emphasizing the tools of gratitude and perspective that have helped her navigate these challenges. The discussion highlights the value of every life chapter and the power of choice in how we respond to adversity. Connect With Our Guest Caley Carroll - https://www.caleycarroll.com/matureishmommas Takeaways Caley's journey began with a desire to be at home with her children. She transitioned from real estate to fitness and personal training. The 2008 recession prompted her to pursue her fitness business more seriously. Caley became a positivity influencer, focusing on mindset and gratitude. Adversity can lead to personal growth and new perspectives. Practicing gratitude daily can shift your focus and improve your mindset. It's important to embrace challenges as opportunities for growth. Caley's son's cancer diagnosis tested her resilience and positivity. Every chapter of life has value and contributes to personal development. Strength comes from opening up to support and connection with others. Chapters 00:00 Introduction to Caley 02:54 Caley's Journey: From Real Estate to Fitness 03:45 Building a Business and Embracing Positivity 07:35 Facing Personal Challenges and Resilience 13:26 The Power of Gratitude and Perspective 17:15 Caley's Son's Diagnosis and Coping Mechanisms 25:25 Building Muscle Memory for Coping 27:15 The Power of Gratitude 29:15 Embracing Mindfulness and Yoga 31:34 Visualization and Meditation Techniques 35:10 Empowerment Through Ownership 40:06 Final Thoughts and Contact Info Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Revolutionizing Patient Intake Using AI from BerryStudio	29 janv. 2026	00:46:02
"Forget the noise, go back to the basics." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs, Jill sits down with Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he launched an e-commerce platform for wedding invitations, and how his path eventually led him to dentistry through his wife, Nora. The conversation delves into the inception of Berry Studio, which aims to streamline the patient intake process in orthodontics using innovative technology, including AI-driven solutions for insurance verification and patient engagement. Karthik discusses the challenges and opportunities presented by AI in healthcare, particularly in navigating compliance with regulations like HIPAA. The episode also explores the evolving landscape of how AI and digital platforms are reshaping the way patients find and engage with orthodontic practices. Karthik shares valuable insights on marketing strategies for orthodontists, including the significance of user-generated content and the need to adapt to changing patient behaviors in a digital-first world. Connect With Our Guest BerryStudio - https://berrystudio.ai/ Takeaways Karthik's journey reflects the challenges and opportunities of entrepreneurship. Berry Studio aims to revolutionize patient intake and insurance verification with AI. AI can enhance patient experiences but must comply with healthcare regulations. The importance of understanding HIPAA and data privacy in using AI tools. Patient education is crucial for successful consultations in orthodontics. The future of patient interactions may shift towards AI-driven platforms. Marketing strategies must adapt to the rise of AI in consumer behavior. Cloud stacking can enhance online visibility for orthodontic practices. User-generated content is vital for building trust in the digital age. Chapters 00:00 Introduction to Karthik and BerrtyStudio 04:48 The Birth of BerryStudio 12:56 Challenges and Innovations in AI for Orthodontics 13:56 HIPAA Compliance and AI in Healthcare 21:48 Personal Anecdotes and Cautionary Tales 25:05 The Role of AI in Orthodontics 26:50 Amazon's AI Search Revolution 30:15 Strategies for Leveraging AI in Orthodontics 36:17 OrthoStudio: Enhancing Patient Intake 42:50 Contact Info and Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Navigating Healthcare Real Estate: Insights from Colin Carr	22 janv. 2026	00:50:59
"You need options to have leverage." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He discusses the evolution of his company, which now operates nationally, representing thousands of healthcare providers. The conversation delves into the current state of the commercial real estate market, highlighting the competitive landscape, especially in healthcare, and the importance of understanding lease agreements and ownership options for healthcare professionals. The episode concludes with practical advice for healthcare professionals considering their real estate options, underscoring the need for expert guidance in a complex and evolving market. Connect With Our Guest CARR - https://carr.us/ Takeaways You can always refinance. You have to play the hand you're dealt. The number one mistake is trying to do it yourself. You need options to have leverage. 90% of the time, the lease rate is higher than the landlord would charge a new tenant. You can't time the market perfectly. The landlord's motivation changes if they know you're willing to move. You should always submit the offer, not vice versa. Most doctors are off by several months on their lease expiration dates. You need to start your lease renewal process at least 12 months in advance. Chapters 00:00 Introduction to Colin and CARR 06:53 The Current Commercial Real Estate Market 12:18 Leasing vs. Owning: Making the Right Choice 23:49 Common Mistakes in Lease Negotiations 26:23 The Pitfalls of DIY Negotiations 27:50 Leveraging Options for Better Lease Terms 29:17 Common Mistakes in Lease Renewals 30:43 The Value of a Commercial Broker 37:49 Timing and Strategy for Lease Renewals 40:26 Negotiating with Landlords: Key Insights 44:22 Final Tips and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Transforming Referral Management with Bright Referral	15 janv. 2026	00:41:23
"40% of doctor-to-doctor referrals just disappear." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the significance of understanding the referral process, the role of data in improving referral management, and innovative marketing strategies to enhance patient referrals. Liz also addresses how Bright Referral can benefit both startup and established practices, highlighting the need for tailored solutions and the value of fostering trust in professional relationships. Connect With Our Guest Bright Referral - https://www.brightreferral.co/ Takeaways Bright Referral was founded to solve real problems in orthodontic practices. Referral management is a critical aspect of orthodontic marketing strategies. Building relationships with referring doctors is essential for successful referrals. Technology can significantly improve the referral process and patient experience. Understanding the referral process helps practices identify areas for improvement. Tailoring solutions to fit different practice needs is crucial for success. Data-driven insights can enhance referral management and marketing strategies. Innovative marketing approaches can help practices tap into new referral sources. Startups can benefit from implementing Bright Referral early in their practice. Trust and relationship-building are key components in the referral process. Chapters 00:00 Introduction to Liz and Bright Referral 03:38 Challenges in Referral Management 07:28 Digitizing the Referral Process 10:32 Building Relationships for Business Growth 22:37 Addressing Patient Follow-Up Challenges 24:22 Expanding Referral Sources Beyond Doctors 25:06 Tracking and Managing Referrals Digitally 29:51 Using Data to Improve Referral Processes 36:14 Adapting Bright Referral for Different Practice Stages 38:58 Contact Info and Closing Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Designing Your Ortho Space: Architectural Insights from Felipe Lopez	08 janv. 2026	00:52:57
"You can't change a design flaw easily." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in the design process, the necessity of detailed drawings, and the concept of value engineering to manage costs. The discussion also provides insights for doctors on how to choose the right design services and the importance of investing in a well-thought-out design for long-term success. Connect With Our Guest JoeArchitect - https://joearchitect.com/ Takeaways Designing an orthodontic office requires a focus on functionality first. The difference between architects and designers is significant in service levels. Full-service architecture provides comprehensive support throughout the process. MEP engineering is crucial for a successful design and construction. Detailed drawings are essential to avoid costly surprises during construction. Value engineering can help reduce costs without compromising design integrity. Doctors should be proactive in understanding their design services. Investing in quality design is critical for long-term practice success. Communication between all parties is key to a smooth construction process. Reaching out early in the design process can save time and money. Chapters 00:00 Introduction to Felipe and JoeArchitect 04:02 The Importance of Functional Design 08:14 Understanding Full Services vs. Limited Packages 14:07 The Role of MEP in Architectural Projects 23:51 The Importance of Detailed Drawings 29:16 Challenges in Construction Detailing 30:33 Visualizing Complete Drawings 33:56 Bidding and Value Engineering 41:18 Advice for Doctors on Design Services 48:38 Contact Information and Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Streamlining Supply Ordering with Details	01 janv. 2026	00:44:01
"Peace of mind about supplies is our goal." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape. Connect With Our Guest Details - https://orthodonticdetails.com Takeaways Nick Wangler's background in technology and consulting led to the creation of Details. Details aims to simplify the supply ordering process for orthodontic practices. Inventory management is crucial for maintaining efficiency and reducing costs. Practices often struggle with hidden costs in their supply ordering. Technology can help practices modernize their inventory systems. Identifying red flags in inventory management can prevent future issues. Budgeting for inventory solutions is essential for practice growth. Resilience is a key trait for success in business and startups. The importance of adapting to new technologies in orthodontics. Practices should focus on efficiency to improve patient care and business outcomes. Chapters 00:00 Introduction to Nick Wangler and Details 03:18 Challenges in Orthodontic Supply Management 04:06 Benefits of Using Details for Supply Management 05:37 Inventory Management Insights 08:50 Modernizing Orthodontic Practices 23:20 Planning for the Future: Budgeting and Embracing Technology 24:17 Inventory Management Tips 29:24 Efficiency in Ordering and Outsourcing 31:04 Building a Startup: Lessons and Insights 36:55 Get in Contact and Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	David vs. Goliath: Scaling Against Corporate Giants with John D. Marvin	25 déc. 2025	00:36:08
"Private practice conceded the battle." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also highlights the critical role of patient experience and convenience in retaining clients and competing against larger corporate entities. Connect With Our Guest John D. Marvin - john@johndmarvin.com Takeaways John's journey in healthcare marketing began in the early 80s. He emphasizes the importance of consumer research in marketing strategy. Private practices must engage with their communities to thrive. Convenience is a key factor in patient retention. Marketing should focus on building authentic relationships with patients. Corporate influences can negatively impact private practices. Practices need to justify their pricing through value and service. Community involvement can differentiate private practices from corporates. Every patient interaction should feel special and engaging. Chapters 00:00 Introduction and Guest Welcome 01:46 John D Marvin's Journey with TSO 06:41 Challenges in Private Practices and Marketing Strategies 13:50 Combating Low-Cost Competitors 19:54 Community Involvement and Private Practice 36:15 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Preventing Embezzlement in Orthodontics with Prosperident	18 déc. 2025	00:50:28
"70 million Americans have criminal records." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and David Harris discuss the critical aspects of hiring practices in orthodontic practices, focusing on how to prevent embezzlement and ensure a safe working environment. They delve into the importance of pre-employment screening, criminal background checks, drug testing, and social media scrutiny. The discussion also covers the significance of dividing duties among team members to mitigate risks, the challenges posed by electronic payments, and the necessity of financial oversight. David emphasizes the need for practice owners to be proactive in safeguarding their practices against potential fraud and to maintain clear communication with their teams. Connect With Our Guest Prosperident - https://www.prosperident.com/ Takeaways Hiring practices should focus on preventing the wrong hires. 70 million Americans have criminal records, making background checks essential. Drug testing is becoming easier and should be a standard practice. Social media can reveal a lot about a candidate's character. Dividing duties among team members can significantly reduce embezzlement risk. Electronic payments are easier to divert than physical payments. Regularly reconcile collections with bank deposits to catch discrepancies. Practice owners should print their own financial reports for accuracy. Discrepancies should be investigated through documentation, not just staff explanations. Chapters 00:00 Introduction 01:47 Reintroducing David Harris and His Work 03:00 The Importance of Hiring Right 04:41 Pre-Employment Screening Essentials 05:20 Criminal Records and Background Checks 07:36 Talking to Former Employers 09:05 Drug Testing and Social Media Checks 13:41 Legal Considerations in Hiring 18:57 Dividing Duties to Prevent Embezzlement 26:47 Digital Payments and Fraud Risks 28:32 Preventing Employee Theft 31:16 Reconciling Payments and Deposits 34:44 Ensuring Financial Integrity 41:39 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Protecting Your Practice: Navigating Cyber Threats with Black Talon Security	11 déc. 2025	00:45:54
"Spear phishing is a direct attack." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Gary Salman, CEO of Black Talon Security, discusses the critical importance of cybersecurity in the dental and orthodontic fields. He shares insights on the evolution of cyber threats, particularly focusing on social engineering and phishing attacks. Gary emphasizes the need for comprehensive training for dental staff to recognize and prevent these threats. He also highlights the significance of understanding cyber risk ratings and the role of AI in enhancing cybersecurity measures. The discussion concludes with practical advice for practices to safeguard patient data and navigate the complexities of modern cybersecurity challenges. Connect With Our Guest Black Talon Security - https://www.blacktalonsecurity.com/ Takeaways Gary has over 33 years of experience in dental technology. He emphasizes the importance of cybersecurity in practices. Social engineering is a major threat, often leading to phishing attacks. Training staff is crucial as 60% of cyber attacks result from human error. Spear phishing is a targeted attack that can compromise email accounts. Antivirus software may not detect legitimate software used by hackers. Cybersecurity requires a proactive approach, similar to healthcare. Understanding cyber risk ratings is essential for practices. AI can enhance cybersecurity but requires due diligence. Practices must be aware of their vulnerabilities and take action. Chapters 00:00 Introduction 02:02 Gary Salman's Background and Black Talon Security 06:33 Understanding Social Engineering Attacks 14:14 Preventative Measures and Training 25:58 Understanding Cyber Risk in Dental Practices 27:52 The Importance of Cyber Risk Ratings 28:19 Known Exploitable Vulnerabilities and Network Security 33:13 AI in Healthcare: Benefits and Risks 36:09 Best Practices for Using AI in Practices 38:49 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Creating a Family-Centric Dual Practice with Dr. Lauren Carlson & Dr. Mike Seelig	04 déc. 2025	00:52:10
"It's hard enough doing an ortho startup practice." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill Allen speaks with husband-and-wife duo Drs. Lauren Carlson and Mike Seelig about their journey in starting an ortho-pedo practice together. They discuss their backgrounds, the challenges of balancing family life with a startup, and the importance of structuring their practice for efficiency. The couple emphasizes the significance of building a supportive team culture and enhancing patient experiences through convenience and communication. They also share insights on fostering relationships with referring doctors and the importance of clear expectations in collaborative care. Connect With Our Guest Shine Pediatric Dentistry & Orthodontics - https://shinepdo.com Takeaways Mike and Lauren met in dental school and started their practice together. They faced challenges balancing family life with their startup. Cross-training staff was crucial for their practice's efficiency. They emphasize the importance of a supportive team culture. Patient convenience is a top priority in their practice. Building relationships with referring doctors is essential. They aim to eliminate unnecessary appointments for families. Clear communication with referring doctors is vital. They encourage staff to grow within the practice. Their journey highlights the importance of teamwork. Chapters 00:00 Introduction 01:41 Starting the Conversation: Lauren & Mike’s Background 02:01 The Journey to Opening a Practice 03:37 Challenges and Benefits of Working Together 07:28 Balancing Family and Business 11:04 Structuring the Practice: Ortho and Pedo 18:42 Building a Strong Team Culture 26:10 Continuous Growth as Leaders 29:37 Vision for In-House Patient Experience 35:57 Building Relationships Between Orthodontists and Pediatric Dentists 45:26 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Simplifying Practice Compliance with Done Desk	27 nov. 2025	00:43:35
"Your people are your business." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Cary Smith shares his journey in the orthodontic industry, emphasizing the importance of compliance, risk management, and team engagement. He discusses how business owners can navigate challenges, the significance of a strong team culture, and the need for proactive leadership. The discussion highlights the role of software in modern business practices and the necessity of investing in people to ensure success. Cary encourages listeners to take actionable steps towards improving their practices and achieving their desired outcomes. Connect With Our Guest Done Desk - https://www.donedesk.com/ Takeaways Cary Smith has been working with dentists for 15 years. Done Desk was created to help dental practices manage compliance and risk. Compliance should be viewed as a pathway to business success. Proactivity is essential to avoid burnout and stress in business. Team engagement directly impacts the success of a practice. Investing in people is crucial for business growth. Culture is an output of how well a team functions together. Leadership should empower team members to take initiative. Software plays a vital role in modern business operations. Business owners must prioritize their time effectively. Chapters 00:00 Introduction and Guest Introduction 01:45 Cary Smith's Background and Done Desk Overview 02:06 The Importance of Compliance and Training 10:31 Proactivity vs. Reactivity in Business 18:13 Investing in People and Processes 23:15 Addressing Doctor Satisfaction 26:36 Leadership and Team Culture 30:04 Optimizing Employee Roles and Rewards 34:34 The Importance of Culture in Business 38:56 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	From Blueprint to Reality: Construction Insights with Arminco	20 nov. 2025	00:36:12
"No two businesses are the same." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and Artin Safarian discuss the intricacies of starting a dental practice, focusing on project management, budgeting, and the importance of value engineering. Artin shares his journey from HVAC to dental project management, emphasizing the need for comprehensive management in dental practices. They explore the challenges of construction, zoning, and the necessity of due diligence, while also providing insights into effective budgeting for a successful startup. Connect With Our Guest Arminco Inc. - https://www.armincoinc.com/ Takeaways Artin Safarian's journey from HVAC to dental project management. The importance of comprehensive project management in dental practices. Value engineering can significantly reduce costs for dental startups. Understanding the unique needs of each dental practice is crucial. Zoning and due diligence are often overlooked but essential. Budgeting should include all aspects of the practice setup. Effective communication among team members is vital for success. Construction challenges can arise unexpectedly without proper management. Doctors should not assume that all necessary infrastructure is in place. Planning ahead can prevent costly mistakes during the startup phase. Chapters 00:00 Introduction 01:54 Meet Artin Safarian: CEO of Arminco 02:33 Artin's Journey into the Dental Industry 04:33 Comprehensive Project Management in Practices 09:11 The Importance of Value Engineering 16:36 Real Estate Considerations for Practices 18:21 Challenges with Post Tension Cables 19:07 Importance of Project Management 21:26 Common Assumptions and Oversights in Construction 23:23 Zoning and Parking Issues 29:01 Budgeting and Construction Costs 32:27 Contact Information and Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Talk the Talk: Enhancing Practice Communication with Amy Cromwell	13 nov. 2025	00:52:00
“We need to balance efficiency and humanity.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen chats with Amy Cromwell to discuss the critical role of communication in orthodontic practices, emphasizing the evolution of communication methods, the importance of adapting to different generations, and leveraging technology for better patient interactions. They explore the significance of first impressions, the use of analytics to improve communication, and the necessity of training and coaching for staff. The discussion also touches on the balance between efficiency and humanity in communication, the role of AI, and the importance of creating a positive patient experience through effective communication strategies. Connect With Our Guest Jill Allen & Associates - https://www.practiceresults.com/ Takeaways Communication is essential in orthodontic practices. Different generations require different communication styles. Technology has transformed communication methods. First impressions can significantly impact patient experience. Handling communication breakdowns is crucial for patient satisfaction. Analytics can help identify communication gaps. Training and coaching are vital for effective communication. AI can enhance communication but should not replace human interaction. Celebrating progress in communication is important for team morale. Understanding the patient's perspective is key to effective communication. Chapters 00:00 Introduction 03:24 Evolution of Communication in Orthodontics 05:43 Generational Communication Differences 07:08 Effective Communication Techniques 08:56 Importance of Positive Communication 12:00 Leveraging Technology for Better Communication 20:03 New Patient Call Strategies 27:15 Analyzing Communication Analytics 29:27 The Importance of Technology in Communication 33:07 Celebrating Progress and Building Trust 35:36 Coaching and Training Programs 38:07 Balancing AI and Human Touch 41:18 Communication Training and Coaching Packages 48:24 Final Thoughts Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	The Future of Orthodontic Marketing: AEO, GEO, and AI with Kaleidoscope	06 nov. 2025	00:50:04
"Answer Engine Optimization is the future." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jeff Slater discusses the evolving landscape of digital marketing, particularly in the orthodontic field. He emphasizes the importance of adapting to new trends such as Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO), while still maintaining a strong foundation in traditional SEO practices. The discussion also highlights the critical role of Google reviews, content structuring for AI, and the necessity of leveraging technology to enhance patient engagement and streamline marketing efforts. Connect With Our Guest Kaleidoscope Orthodontic Digital Marketing - https://thekaleidoscope.com/ Takeaways AEO focuses on AI-driven search results and voice assistants. Content should be structured in a Q&A format to align with user queries. Google reviews significantly impact search rankings and visibility. Encouraging detailed patient reviews can enhance credibility. The traditional SEO foundation remains crucial amidst evolving strategies. Regularly testing website functionality is essential for user experience. Utilizing technology like NFC cards can simplify the review process. Marketing strategies must adapt to changing consumer behaviors. Creating engaging content for humans is key to successful marketing. Being proactive in your career can lead to greater opportunities. Chapters 00:00 Introduction 01:58 Jeff Slater's Background and Role at Kaleidoscope 03:53 AI in Orthodontic Marketing: AEO and GEO Explained 12:04 Optimizing Content for AI: Strategies and Tips 21:13 Importance of Google Reviews in AI and SEO 27:44 Avoiding Review Contests 28:43 Leveraging Staff and Close Contacts 29:45 Using NFC Technology for Reviews 34:30 The Importance of SEO and AI 39:49 Testing and Optimizing Your Website 44:09 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Embracing Change and Sustainability with Tiny Changes - Part 2	30 oct. 2025	00:34:21
“Literally 20 million pounds.” Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the challenges and experiences of transitioning from an associate to a practice owner, the importance of innovative approaches in orthodontics, and the growing focus on sustainability within the industry. Madeleine introduces her initiative, the Tiny Changes Recycling Program, aimed at reducing plastic waste in orthodontic practices. The conversation highlights the significance of collaboration and the future of sustainability in orthodontics. Connect With Our Guest Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com Takeaways Sustainability is becoming a crucial focus in orthodontic practices. The Tiny Changes Recycling Program aims to reduce plastic waste in orthodontics. Collaboration between orthodontists and pediatric dentists enhances patient care. Younger doctors are more inclined towards sustainable practices. Educating patients about treatment options is essential in today's information age. The recycling program is a marketing tool that resonates with environmentally conscious patients. Small changes in practice can lead to significant impacts on sustainability. Chapters 00:00 Introduction 01:53 Switching Gears: Sustainability in Orthodontics 03:52 The Journey to Eliminating Plastic Bags 04:58 Invisalign Recycling Initiative 06:50 Challenges and Progress in Sustainability 11:33 Tiny Changes Program Details 17:35 Subscription-Free Box Program 18:17 Sponsorship Challenges and Responsibilities 21:11 The Impact of Recycling in Orthodontics 23:01 Future Vision for Sustainability 26:03 Expanding Tiny Changes 29:28 Wrapping Up and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	Embracing Change and Sustainability with Tiny Changes - Part 1	23 oct. 2025	00:34:42
"We decided to start our own practice." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the importance of early treatment and airway management and the challenges of navigating differing opinions in the dental community. The conversation highlights the need for collaboration, education, and innovative practices in the field of orthodontics. Connect With Our Guest Tiny Changes Recycling Program - https://maso.org/tiny-changes-recycling/ tinygreenchanges@gmail.com Takeaways Dr. Goodman’ss journey into orthodontics was influenced by her father's career. She started her own dual speciality practice after gaining experience in various orthodontic settings. Maddie emphasizes the importance of early treatment and airway management. She highlights the challenges of navigating differing opinions in the dental community. Chapters 00:00 Introduction 02:04 Dr. Goodman's Journey into Orthodontics 04:26 Starting a Dual Specialty Practice 06:59 Challenges and Decisions in Practice Ownership 09:53 Focus on Early Airway Intervention 14:47 Collaborative Care and Practice Philosophy 16:21 Navigating Patient and Professional Relationships 31:30 How to Get in Touch and Learn More 33:49 Speed Round and Closing Remarks Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	The HR Playbook for Practice Success with Bent Erickson & Associates	16 oct. 2025	00:47:50
"Hiring for fit is crucial; training can follow." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and Alan Twigg discuss the challenges of hiring and retaining employees in the tight labor market, emphasizing the importance of workplace culture, reference checks, and performance management. They explore best practices for onboarding, the necessity of background checks, and the complexities of HR compliance in today's evolving landscape. The discussion highlights the need for introspection when addressing employee performance issues and the significance of regularly updating HR policies to ensure compliance. Connect With Our Guest Bent Ericksen & Associates - https://bentericksen.com Takeaways Most people don't enter business to deal with HR issues. Hiring for fit is crucial; training can follow. A strong workplace culture helps retain employees. Reference checks should focus on former employers, not personal references. Background checks are essential in today's labor market. Addressing poor performance early is key to retaining good employees. Introspection is important when dealing with underperforming staff. A structured approach to performance management can yield positive results. HR compliance is increasingly complex and varies by state. Regularly updating employee manuals is essential for compliance. Chapters 00:00 Introduction and Guest Introduction 01:38 Welcoming Alan Twigg 02:13 Background of Bent Ericksen and Associates 05:27 Challenges in Hiring and Retaining Employees 09:33 Importance of Reference and Background Checks 23:08 Addressing Poor Performance in the Workplace 24:37 Addressing Toxic Employees 25:31 Introspection and Onboarding 27:05 Performance Standards and Expectations 29:04 Commitment to Change 33:25 HR Compliance and Legal Nuances 37:07 Staying Updated with Employment Laws 38:16 The Value of HR Compliance 42:04 Final Thoughts and Contact Information Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!
	From Residency to Startup: The Emerald City Journey	09 oct. 2025	00:49:16
"Staffing is the most challenging part." Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs, Dr. Dan Pan and Dr. Fiona Shi from Emerald City Orthodontics share their inspiring journey from residency to starting their own practice. They discuss the challenges and triumphs of launching a startup in a competitive market, the importance of branding and patient experience, and the financial realities of their first year. The couple emphasizes the significance of teamwork, adaptability, and leveraging technology to create a unique practice that stands out in the orthodontic field. Connect With Our Guest Emerald City Orthodontics - https://www.ecortho.io Takeaways Both Dan and Fiona met during their residency and share a strong background in dentistry. They decided to start their practice together after gaining experience in various settings. The couple emphasizes the importance of having a clear vision for their brand and patient experience. They took an unconventional approach by diving 100% into their startup without maintaining associate jobs. Building a strong online presence and community engagement was crucial before opening their practice. They faced significant challenges in staffing and training new team members without prior experience. The couple believes in the importance of a seamless patient experience to stand out in a competitive market. They chose to go digital from the beginning to streamline operations and enhance scalability. Dan and Fiona highlight the need for continuous learning and adaptation in their practice. They aspire to create a strong referral network by collaborating with other dental professionals. Chapters 00:00 Introduction to Emerald City Orthodontics 01:07 Journey from Residency to Practice 04:52 Deciding to Start a Practice Together 10:53 Navigating Competition in a New Market 18:52 Building a Unique Brand Experience 21:59 Financial Realities of Year One 26:54 Building a Trusting Team 29:35 Hiring for Potential Over Experience 31:48 Training and Developing Staff 35:07 Lessons Learned in the First Year 36:15 Embracing Digital Transformation 42:30 Connecting with Emerald City Orthodontics Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday!

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