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Explore every episode of the podcast Hey Docs!

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TitlePub. DateDuration
Digital Practice Success: Vision, Tech, and Outsourcing24 Oct 202400:53:08
Welcome to the Hey Docs! Podcast with your host Jill Allen. 

In this special episode, I will be exploring the journey of launching a successful orthodontic practice with one of my very own start-ups Dr. Adam Reynolds of OrthoDesignCo. Adam will share the inspiring process of creating and staying true to a practice vision, even in the face of challenges, and how fully embracing digital solutions from day one has shaped their practice. We’ll also dive into the strategic decision to outsource key functions, allowing the practice to operate with the efficiency of a DSO while maintaining independence, along with top advice for anyone looking to start their own practice.
 
Let’s get into it!


Summary
 
Dr. Adam Reynolds shares his journey of starting his own orthodontic practice and offers advice for doctors considering a startup or acquisition. He emphasizes the importance of having a clear vision and sticking to it, as well as finding mentors who can guide and support you. Dr. Reynolds also discusses the benefits of implementing digital technology in the practice, such as custom braces and remote monitoring. He highlights the impact these technologies have on patient experience, convenience, and communication. Overall, Dr. Reynolds' story showcases the possibility of starting a successful digital practice from the beginning. In this conversation, Adam Reynolds shares his experience with outsourcing and using third-party companies to streamline his orthodontic practice. He discusses the benefits of using orthodontic software systems and details how outsourcing certain tasks, such as phone answering services and virtual assistants, has allowed his team to focus on patient care. Adam emphasizes the importance of creating systems and regularly refining them through team meetings. He also highlights the value of open communication and a positive team culture in managing a successful practice.
 
https://orthodesignco.com/
https://www.instagram.com/OrthodonticDesignCo https://www.facebook.com/p/Orthodontic-Design-Co-100074576224017 https://www.youtube.com/channel/UCxitKOFl72o25CQANCjLeGg/videos

Takeaways
  • Having a clear vision and sticking to it is crucial when starting a practice.
  • Finding mentors who can guide and support you is invaluable.
  • Implementing digital technology, such as custom braces and remote monitoring, can greatly enhance patient experience, convenience, and communication.
  • Starting a digital practice from the beginning is possible and can lead to a successful and efficient practice. Outsourcing certain tasks can streamline operations and free up time for the team to focus on patient care.
  • Using orthodontic software systems can simplify ordering and streamline office processes.
  • Regular team meetings and open communication are essential for creating and refining systems.
  • Building a positive team culture and encouraging team members to take ownership of systems can lead to a more successful practice.


Chapters
 
00:00 Introduction and Background
03:03 The Importance of Having a Clear Vision
08:02 The Value of Mentors in the Startup Journey
14:03 The Benefits of Implementing Digital Technology
20:09 Starting a Successful Digital Practice from the Beginning
27:19 Streamlining Operations Through Outsourcing and Software Systems
29:22 Creating and Refining Systems Through Regular Team Meetings
36:28 The Value of Open Communication and Positive Team Culture 


Connect With Our Advertisers
 
OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/
Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)
Learn More - www.180ministries.net

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!   
 
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 Change: Invisalign's Legal Impact and Google AI in the Orthodontic Industry17 Oct 202400:50:14
Welcome to the Hey Docs! Podcast with your host Jill Allen.

Today, we’re diving into the ever-changing world of online marketing and AI in the ortho industry, and we’re excited to have a special guest from Kaleidoscope with us. From the latest on Invisalign’s impact on digital marketing to navigating Google AI issues, we’ll explore how practices can stay compliant and avoid common pitfalls. Get ready for a fascinating conversation filled with actionable advice to protect and enhance your practice’s online presence!

Let’s dive in!


Summary

In this conversation, Jill and Mary Kay Miller discuss the current challenges and changes in the orthodontic industry, particularly focusing on the implications of Invisalign's legal issues and the evolving landscape of digital marketing and Google AI. They explore the importance of adhering to trademark laws, the impact of recent lawsuits on orthodontic practices, and the necessity for businesses to adapt to new verification processes introduced by Google. The discussion emphasizes the need for orthodontists to stay informed and proactive in managing their online presence and marketing strategies.

https://thekaleidoscope.com/
https://www.facebook.com/KaleidoscopeDigitalMarketing
https://www.instagram.com/kaleidoscopedigitalmarketing/
https://www.linkedin.com/company/kaleidoscope-digital-marketing
https://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzw



Takeaways

  • Mary Kay Miller is a leading digital marketing consultant in the orthodontic industry.
  • Invisalign's recent legal issues have significant implications for orthodontic practices.
  • Practices must be aware of trademark laws when using the term 'Invisalign'.
  • Google's AI is increasingly involved in business verification processes.
  • Orthodontists need to regularly check their Google Business Profile for updates.
  • Practices must provide accurate documentation to Google to avoid losing their online presence.
  • The importance of SEO and proper online marketing strategies cannot be overstated.
  • Practices should be transparent about the products they offer to avoid legal issues.
  • AI can impact how businesses are ranked and verified online.
  • Staying informed about industry changes is crucial for success.


Chapters

00:00 Introduction to Mary Kay Miller and Kaleidoscope

01:55 The Impact of Invisalign's Legal Issues on Orthodontic Practices

10:15 Understanding Trademark Infringement Risks for Invisalign Providers

15:45 Steps to Ensure Website Compliance and Managing Multiple Aligner Products

21:50 Navigating Google AI and Business Verification Challenges

27:10 Real-World Examples of Google Business Profile Verification Issues

36:30 Preparing for Future Digital Marketing and AI Changes

42:40 Speed Round: Fun Questions and Final Advice for Orthodontic Practices


Connect With Our Advertisers

OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/

Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)
Learn More - www.180ministries.net


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!   

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 the Complexities of Data Privacy Laws15 Aug 202400:45:23
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, I have a special guest, Greg Drysdale from WaterPointe Consulting, joining me on the show. Greg is an expert in data privacy and security, and today, he'll be sharing insights on the importance of these practices in dental and orthodontic offices. We'll explore common pitfalls, how to improve data privacy, and the role of WaterPointe Consulting in helping practices stay compliant. There’s a lot to learn.  

Let’s get into it! 

Summary
 
Greg Drysdale, founder of Waterpointe Consulting, discusses the importance of data privacy in the healthcare industry. He explains that data privacy is about giving individuals control over their own data and ensuring that businesses handle that data responsibly. Greg emphasizes the need for practices to build trust with patients by implementing strong data privacy practices. He also highlights the different data privacy laws that apply, such as HIPAA and state healthcare laws and the consequences of non-compliance. Greg outlines the services provided by Waterpointe Consulting, including audits, building privacy programs, and staff training. He also addresses the differences between startups and existing practices in terms of data privacy considerations. In this conversation, Greg Drysdale discusses the importance of data privacy and security in the healthcare industry. He highlights the risks associated with data breaches and the various ways in which sensitive information can be compromised. Greg provides three key suggestions for healthcare professionals to improve data privacy: conducting a HIPAA risk assessment, establishing contracts with third-party vendors, and training staff on phishing and secure data handling practices. He emphasizes the need for doctors to prioritize data privacy and create a culture of awareness and compliance within their teams.
 
https://www.waterpointeconsulting.com/
https://www.linkedin.com/company/waterpointe-consulting/
https://www.facebook.com/people/Waterpointe-Consulting/61551437391124/
 
Takeaways
  • Data privacy is about giving individuals control over their own data and ensuring responsible handling by businesses.
  • Strong data privacy practices can build trust with patients and differentiate a practice.
  • Different data privacy laws, such as HIPAA and state healthcare laws, apply depending on the location and type of data collected.
  • Non-compliance with data privacy laws can result in fines, changes in practices, and potential lawsuits.
  • Waterpointe Consulting offers services such as audits, building privacy programs, and staff training to help practices maintain compliance.
  • Startups and existing practices have different considerations when it comes to data privacy, but the end goal is the same: a solid data privacy program. Conduct a HIPAA risk assessment to identify vulnerabilities and shortcomings in data privacy and security.
  • Establish contracts with third-party vendors to ensure proper handling and protection of patient data.
  • Train staff on phishing and secure data handling practices to prevent data breaches and mistakes.
  • Make data privacy a priority and create a culture of awareness and compliance within the healthcare practice.

Chapters
 
00:00 Introduction and Background
03:06 Understanding Data Privacy and its Importance
06:12 Navigating Data Privacy Laws 10:13 Consequences of Non-Compliance
13:01 Services Provided by Waterpointe Consulting
16:08 Considerations for Startups and Existing Practices
25:03 Data Privacy and Security Risks
28:01 Conducting a HIPAA Risk Assessment
32:14 Training Staff on Phishing and Secure Data Handling
37:48 Creating a Culture of Data Privacy and Compliance 

Connect With Our Advertisers
 
Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up
Retainers for Life - Outsourced Retainer Program

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!   
 
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!   
Intrapreneurship in an Orthodontic Office | Becoming the Treatment Coordinator You Are Meant to Be24 Nov 202200:36:28
This week we are lucky enough to have Janelle Baum back on Hey Docs! Last time we had her on to talk about her TikTok account and how she leveraged her gift in comedy to grow her following. Today we are talking about her role as a treatment coordinator and how she has leveraged the same skills to break out of the traditional box of ""just a team member working in an office."" Janelle is the epitome of an intrapreneur and shares tips and tricks for making the TC room your own. So whether you are a doctor or a team member, you will want to catch this episode.

Her background in becoming a treatment coordinator 1:14
Changes Janelle is seeing in this industry 5:43
Bringing her humor into the TC 10:53
Helping treatment coordinators connect better with their patients 13:50
From job to career 16:45
Any tools that are really helping you right now? 22:18
Getting started with social media 24:47

“It’s just trusting the process of ‘OK, these people trust us.’ They see a little bit of the doctor and most of the TC, but if you educate them and inform, and influence your patients of what to expect at that consult, they’re not going to think any different like ‘Why is the doctor here for only 3 minutes? I expected him for 10.’ So if you educate and influence your patients before they come in on what to expect, it’s golden.” 9:07

TikTok: @noodlebaum1226
Instagram: @noodlebaum
Facebook: Janelle Baum

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 Importance of Your Design-Build Team with Apex Design Build | Teamwork Builds Trust & Trust Builds Speed17 Nov 202200:45:38
We are so excited to have Steve O’Leary from Apex Design Build on the Hey Docs! podcast today. Apex Design Build is a fully integrated design, architecture, and construction firm that specializes in creating state-of-the-art healthcare facilities nationwide. During this episode, Jill and Steve will be exploring all the options when it comes to building out a practice, including projects with a shell and those that are built from the ground up. Steve gives some great insight into why it is important to choose your design/build team carefully and emphasizes the need for speed now that we are building in a post-COVID world. If you are ready to learn how teamwork and trust go hand-in-hand when building the practice of your dreams, this is an episode you won't want to miss!

The history of Apex Design Build 1:23
Where is the best place to start? 4:27
Zoning 9:14
What the discovery process looks like 18:39
How they help you stay on track and keep you moving forward 23:07
Transparency and meeting expectations 30:38
Some takeaways for those considering this 38:31

“They’re gonna know what things are to bear in the market and not go to, which is fine, you still can, go to the guy that did your kitchen or built your home. They did an exceptional job, you had a great experience. Doesn’t mean they’re gonna be an expert in building your practice. You can leverage them and use them if you want, but the expertise really comes in the proof of the process and in the individuals who do this day in and day out, and being experts in the field.” 34:06

apexdesignbuild.net

Episode Credits:

Hosted by Jill Allen
Produced by Jordann Killion


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!   
Learn the Secrets to Producing More Without Sacrificing Patient Experiences | Adding Grin Technology Into Orthodontic Workflows10 Nov 202200:53:14
This week, I am sitting down with Adam Schulhof, Founder and CEO of Grin. As technology advances and patients' lives get busier, they are looking for convenience and customization. Adam is innovating and leading the way in using augmented intelligence for convenient orthodontic patient tech that will make life better and more efficient for everyone. Listen in as we discuss using Grin Technology in an Orthodontic Practice to increase patient satisfaction, increase production, and decrease your in-office time commitment to each patient.

How he got to where he’s at 1:45
Smile Direct Club 11:48
People don’t have the time 17:25
An epiphany in the bathroom 22:00
Patients want their time back 24:34
The impact of monitoring 26:10
Next level experience with patients 31:54
Augmented intelligence 37:50
Some final wisdom 42:50
Get a hold of Grin 46:17

“The one thing I always try to push my colleagues to do is take more chances because worse case scenario, it ends up being a lesson. Not a regret, a lesson. It ends up being something you learn from, and then the next time you take a chance, you already have the history and the education from the last one and you do it a little bit different, a little bit better. ” 11:16

www.get-grin.com
theschulhofcenter.com

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!   
Becoming A Dental Social Media Influencer with Dr. Enrique Cruz03 Nov 202200:49:55
I’m so excited to have Dr. Enrique Cruz on the podcast today! And as you will find out, Dr. Cruz is an entrepreneur through and through. Listen in as we dive into his journey covering everything from starting a multispecialty practice with his wife from the ground up to opening his assistant training program. And with over 27.9K followers on Instagram and 962.9K followers on TikTok, he is a social media force to be reckoned with. We are covering it all today. Are you ready to feel inspired?

About Dr. Enrique and his bilingual, multi-specialty practice 1:30
The multi-specialty journey and working with his wife 5:28
Building their brand and social media 15:00
Social media became a second job 23:55
Using TikTok 26:29
His training center 33:20
Opening the door to more opportunity 40:05
Where to follow him 41:57

“I was not trying to do any more than share what we do in the office. Next thing we knew, we had 100 followers, 200 followers, 5,000 followers, 10,000 followers, and 14,000 followers. So it escalated to the point that we were getting between 60-100 patients a month from Facebook.” 21:58

TikTok:
@drsonrisas
Instagram:
@dr.enriquecruz

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’s Data with Gary Salman | Cyber Security for Dental Offices27 Oct 202200:53:49
I am so excited to have Gary Salman, the CEO, and co-founder of Black Talon Security. With decades of experience in software development and computer IT, Gary and his team are dedicated to data security and understanding the latest digital technology trends, particularly in the orthodontic industry. For example, did you know doctors are a big target for hackers because they have valuable information that can be targeted and used for ransom? Tune in today to learn more about how to protect your data and ensure you’re prepared with the correct line of defense.

About Gary and Black Talon 2:26
Misconceptions of cyber security and why it’s important 6:23
What the cloud is and methodologies that could result in a breach 11:48
How teams and doctors can be a good frontline defense 20:26
Where to find the right training against cyber threats 24:28
Anti-virus systems 26:41
Is my Apple Mac safe? 33:21
Cyber insurance 36:05 What you should do 44:32
Get ahold of Gary or Black Talon 48:46

“All it takes is a little Google search, you know, Smile Ortho of Atlanta, and in a Google search, it’ll show the office of civil rights and the name of the practice, and someone will be like, ‘Wow, they had a breach. I may not want to go there.’” 11:07
www.blacktalonsecurity.com

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!   
I Want to Start a Practice, Can I Still Get Funding?20 Oct 202200:52:14
In this episode, Steve Steinbrunner, Regional Director of Practice Finance with Provide, takes us through the ins and outs of lending for doctors and practice owners. We cover interest rates, approvals, and banking in a way you have never seen before! So whether you are a startup doctor looking to open a practice, an established practice looking to expand, or even interested in getting into the world of real estate, there is something in this episode for you.

About Steven’s journey 2:46
The state of healthcare and lending right now 4:27
Interest rates 8:36
The lending structure and red flags to look for 14:30
You should not be too concerned about student loan debt 19:41
What a typical loan looks like with Provide 22:34
Helping dentists expand and grow throughout their career 32:17
New technology 35:19
Some final wisdom that doctors should know 44:42

“You remind me of a conversation I had at the recent DS World in Las Vegas. I had dinner with some dentists at a table that had been practicing for 30 years, and one of them looked at me and said ‘Can you believe some of these young people are startled by interest rates when mine was like 11 percent?’” 10:02

getprovide.com

Provide is a division of Fifth Third Bank, National Association. All opinions expressed by the Provide employee participant are solely their current opinions and do not reflect the opinions of Provide, its affiliates, or Fifth Third Bank. The Provide employee participant’s opinions are based on information they consider reliable, but neither Provide, its affiliates nor Fifth Third Bank warrant its completeness or accuracy and should not be relied upon as such. This content is for informational purposes and does not constitute the rendering of legal, accounting, tax, or investment advice, or other professional services by Provide or any of its affiliates. Please consult with appropriate professionals related to your individual circumstances. All lending is subject to review and approval.

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!   
Full Service Architecture with Joe Architect | Office Vision and Conceptualizing Your Office13 Oct 202200:47:16
Felipe Lopez is a licensed architect working with JoeArchitect since 2012. He has guided numerous clients through designing and building their one-of-a-kind facilities across North America. In this episode, Felipe and Jill will discuss what you should be looking for when picking an Architect and how not all companies are created the same. At JoeArchitect, they offer full services, meaning everything you’ll need in both architecture and interior design. Glean some tips on conveying what you want your office to look like and tools to help the process run smoother. He gives insight into using Pinterest vision boards and finding images that show exactly what you want.

About Felipe 2:21
Full service architectural firm 6:14
Conveying office vision to an architect 10:14
Helping docs conceptualize their office 18:18
The difference between a negotiated bid (or competitive bid) and a bid process 21:49
Build-outs and sharing your budget 32:34
Tips on sticking to the budget 36:23

“We’re kind of a one stop shop for everything that’s architectural, so we design the floor plan, we sculpt your space, detail drawings, and provide a full architectural construction set. But we have interior designers, and that means that we’re also picking all your finishes, designing all the cabinetry, picking light fixtures, plumbing fixtures. So again, we’re designing all of it.” 6:44

www.linkedin.com/in/deksnys
joearchitect.com
@joearchitectstudio

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!   
Is It Time For A Digital Assistant?06 Oct 202200:38:38
I’m excited to have Dr. Bryn Cooper on the podcast today! She is a key opinion leader with Ulab Systems, a company innovating the next generation of smile technology with in-office aligner systems. During this episode, Bryn shares that she started with ULab initially because she needed to find a way to cut costs and save on overhead, but she stuck with them because she found a product that allowed her to customize her aligner treatment without breaking the bank. She tells about what it was like when she started using this technology compared to how she uses it today. And she shares why she chose to use a digital assistant. Bryn has some great tips on best practices if you want to do the same in your office, so be sure to listen in!

Dr. Cooper’s story 1:51
What was going through her mind as she was figuring out these systems 7:39
Starting on this early in her career 11:32
How she uses the digital assistant role 14:33
The recession and these extra costs 19:57
3 final thoughts and tips: believe, learn your appliance, and find the right person for the digital assistant 24:42
Get in contact 31:39

“If there’s anything I’ve learned through this process as I’ve talked to other doctors that use Ulab, and anyone that sets up their own cases is we all set them up a little differently. There’s no one size fits all here and having that person in your office that knows your way really does help… That’s the advantage because if you’re using a lab tech that’s off site, they really don’t know how you want it personally set up, and you can teach people to do it the way you want to do it.” 17:28

www.ulabsystems.com

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!   
How To Be A TikTok Superstar - Just Be You22 Sep 202200:25:07
Today I have a fabulous guest on my show- Janelle Baum from Aszkler Orthodontics. As a certified clown with a B.A. degree in Theatre from the State University at Buffalo, Janelle is a firm believer in smiles. Whether in her comedy, in an office, or even in this podcast, she is 100% authentic and unafraid to be true to herself. Learn how she used her unique abilities to grow her platform of 14k followers on TikTok. Shockingly (or not), she teaches us it's all about being true to you! TikTok @noodlebaum1226 Instagram @noodlebaum

Her history and how she became an influencer 3:14
Her journey and what kept her going 6:35
Helping people find their lane or niche 8:35
Figuring out content 10:15
What content goes viral 12:26
Some tips for people starting out 19:10

“I started doing these things and creating little commercials or infomercials and stuff like that, and that’s what I love watching and doing, so I was creating that stuff, and when people would message me on Facebook and my videos would go viral, and even friends or family, or just strangers telling me ‘You are bringing light in such a dark area right now, thank you. These TikToks are what’s helping us get through all of this.’ I think that was my drive.” 7:28

TikTok: @noodlebaum1226
Instagram: @noodlebaum
Facebook: Janelle Baum

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!   
Leveraging Custom Patient Experiences Through Your Bracket System08 Sep 202200:41:26
Today I have two amazing guests on the show- Dr. Clarke Stevens and Davin Bickford from WildSmiles Braces. They are here to provide a fresh perspective on the orthodontic market and share some inside tips on leveraging your custom bracket systems for increased production. For example- they teach us how giving patients options, like what shapes they want on the braces, can make everyone a little happier with the whole orthodontic experience. So please join me in welcoming Dr. Stevens and Davin as we discuss tips for setting your orthodontic practice apart and improving the overall experience your patients have throughout treatment.

How Wild Smiles came to fruition 2:17
What Wild Smiles is 10:17
How they got to do Disney 17:57
Hygiene 27:28
Marketing tips and setting yourself apart 30:53

“We have this idea that custom is printed and custom is your own prescription, and custom is all these clinical aspects, which certainly no argument, that definitely is custom, but when we think about it from the experience of the patient, custom to a 9 year old, or a 14 year old, or even a 37 year old who’s coming in for braces, custom is designing and creating your own unique braces experience.” 11:09

www.wildsmilesbraces.com

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 Importance of Long-Term Vision and Planning in Real Estate08 Aug 202400:36:16
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, I am thrilled to have Stephen Strecker from Tower Realty Partners on for an episode. Stephen will share insights into the process of working with a commercial real estate broker, the impact of space size on costs, and the pitfalls of taking on too much or too little space. He'll also provide his top tips for those starting their real estate journey. This episode is full of gold nuggets of wisdom.  

Let’s get into it! 

Summary
 
In this conversation, Jill interviews Stephen, a commercial real estate broker, about the process of finding and leasing real estate for medical practices. They discuss the importance of understanding your long-term goals and vision for your practice, negotiating lease terms, and the challenges of finding suitable spaces in the current market. They also touch on key lease terms such as tenant improvement allowance, free rent, and triple nets. Stephen emphasizes the need for patience, asking questions, and building a team of experts to navigate the real estate process. 

https://towerbrokers.org/home
https://towerbrokers.org/evaluation
https://www.instagram.com/towerbrokers/
https://www.facebook.com/towerBrokers
http://www.linkedin.com/company/tower-realty-partners/
 
Takeaways
  • Understand your long-term goals and vision for your practice before starting the real estate process.
  • Negotiate lease terms such as tenant improvement allowance, free rent, and triple nets to fit your budget and needs.
  • Be patient and prepared for the process to take time, and work with a team of experts who can guide you.
  • Consider the size of the space, location, and cost in relation to your practice's needs and budget.
  • Be creative and flexible in finding solutions, such as taking a smaller space with potential for expansion in the future.

Chapters
 
00:00 Introduction and Background
 03:10 Starting with the End in Mind
07:49 Challenges in Finding Suitable Spaces
13:09 Key Lease Terms and Negotiation Strategies
18:01 Considerations for Space Size and Build-Out
21:26 Understanding Lease Terminology
25:10 The Role of Banks and Financing
29:01 Advice for Starting the Real Estate Process
34:01 Conclusion and Contact Information 

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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!   
 
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!   
Cash Flow and Custom Digital Solutions- Making Them Work to Your Benefit as a Practice Owner25 Aug 202200:47:15
Today I have a wonderful guest on my show, Dr. Brandon Owen, the CEO and Founder of KLOwen Braces and a practicing orthodontist at Owen Orthodontics Center in Lakeway, Texas. After becoming a practicing orthodontist, Dr. Owen quickly realized that when it came to brackets, “one size did not fit all,” but there was a high price for customization. He saw the flaw in the system and decided it was time to create the change he wanted to see in the orthodontic industry.

During this episode, discover how Dr. Brandon Owen started KLOwen and why it might be the right option for custom bracket systems in your ortho practice. Whether your practice is a start-up or existing, we all know production is king in Orthodontics. Listen as Dr. Owen shares ways to make every case custom without a major compromise to overhead.

How he got to where he is now 1:50
Helping doctors make changes in their practice 12:41
Best practices and getting your team behind the changes 20:08
Where a practice should start when implementing KLOwen 27:51
Working with a startup 32:46
Where to go from here 37:42

“The biggest thing we found and it was actually panic mode from almost all of our earliest users and they started freaking out and it was around month 6 or 7 when a lot of those detailing bend appointments start kicking in in the repose, and they’d say ‘Oh my gosh where are all of our patients today?’ And then they’re like ‘well we’re actually up 20% every month over month for the last year. We’re doing great financially.’ and they realize, they call it the plastic assistant.” 30:23

klowenbraces.com

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!   
When Goodbye Is Only the Beginning- How to Take Your Practice Production to a Whole New Level11 Aug 202200:33:09
In this episode of Hey Docs! Dr. Amy Jackson and I will be covering the origin story of her company, Retainers for Life, and I am asking all of the important questions...
1. How do doctors integrate Retainers for Life into a practice, whether the practice is a start-up or existing?
2. How can doctors add more production to their practices outside of traditional contracts?
3. How can a system like this help empower your team and incentivize them to sell the product for you?

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!   
Don't Be the Laughing Stock... Inventory Management is Easier Than You Think! Don't Miss Our Hey Docs! interview featuring Mari Sawtelle wit28 Jul 202200:46:43
During this episode of Hey Docs! Jill Allen and Mari Sawtelle the owner of Mari's list will focus on buyers groups vs. big business sales and the details that every young doctor needs to know about ordering from small to large orthodontic practices.

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 Do's and Dont's of Internet Marketing. Don't Miss Our Hey Docs! interview featuring Mary Kay Miller with Kaleidoscope.14 Jul 202201:01:52
Are you a start-up orthodontist or a doctor that has just made an acquisition? In this episode, I talk to Mary Kay Miller from Kaleidoscope Marketing to discuss the do's and don'ts of setting up a good website, google my business, and the importance of google maps rankings.

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!   
Are You Tired of Missing New Patient Phone Calls? Don't Miss Our Hey Docs! interview featuring Dr. Anthony Bonavoglia with SmileSuite.23 Jun 202200:50:46
Welcome to our first Hey Docs webinar with Dr. Anthony Bonavoglia, owner and CEO of SmileSuite, and Jill Allen from Jill Allen & Associates. Jill and Anthony highlight SmileSuite and how it is impacting orthodontic practices with its concierge approach to making sure new patient calls or web leads are never missed as well as many other features!

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!   
A View From 10,000 Feet: Understanding Sleep Apnea in Orthodontics01 Aug 202400:47:19
Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
I am excited to have Dr. David McCarty from Empowered Sleep Apnea joining me today. Dr. McCarty will be discussing the connection between sleep apnea and orthodontics, the red flags orthodontists should look out for in their exam, and innovative tools for diagnosing and managing sleep apnea in your practice. There is a lot to cover.
 
Let’s get into it!

Summary
 
Dr. David E McCarty shares his journey into the field of sleep apnea and the complexity of the condition. He explains the different types of sleep apnea, including obstructive and central sleep apnea, and how they can coexist. Dr. McCarty emphasizes the need for a collaborative approach to understanding and treating sleep apnea, involving both healthcare providers and patients. He discusses the challenges in defining and diagnosing sleep apnea and the importance of deconstructing the condition to tailor treatment plans. Dr. McCarty also highlights the evolving nature of sleep medicine and the need for continued education and awareness. The conversation explores the need for cross-collaboration and a holistic approach to sleep apnea treatment. It emphasizes the importance of breaking down silos and creating a common language among healthcare providers. The Empowered Sleep Apnea project is introduced as an educational platform to facilitate this collaboration. The conversation also discusses red flags for sleep apnea and screening tools that can be used in a dental office. The importance of understanding the development of the airway and face is highlighted, as well as the potential for new technologies in the field.
 
https://www.empoweredsleepapnea.com/ https://www.facebook.com/@EmpoweredSleepApnea https://www.instagram.com/empowered_sleep_apnea/ https://www.empoweredsleepapnea.com/the-book


Takeaways
  • Sleep apnea is a complex condition that requires a collaborative approach between healthcare providers and patients.
  • There are different types of sleep apnea, including obstructive and central sleep apnea, which can coexist.
  • The diagnosis and treatment of sleep apnea require deconstructing the condition and tailoring treatment plans to individual patients.
  • The field of sleep medicine is constantly evolving, and continued education and awareness are essential.
  • Cross-collaboration and a holistic approach are essential in the treatment of sleep apnea.
  • Breaking down silos and creating a common language among healthcare providers is crucial.
  • The Empowered Sleep Apnea project is an educational platform that promotes collaboration and knowledge sharing.
  • Screening tools, such as Ferris Six, can be used in dental offices to identify potential sleep apnea cases.
  • Understanding the development of the airway and face is important in addressing sleep apnea.
  • New technologies, such as nasal rhinometry, capnography, and sleep image devices, show promise in sleep apnea diagnosis and treatment.

Chapters

00:00 Introduction and Background
03:03 Understanding Sleep Apnea
07:10 The Importance of Collaboration
10:09 Deconstructing Sleep Apnea
19:30 Challenges for Younger Doctors
23:16 The Evolution of Sleep Medicine
26:45 Introduction to the Need for Cross-Collaboration
29:23 Screening Tools for Sleep Apnea in Dental Offices
31:19 Identifying Red Flags for Sleep Apnea
34:24 Understanding the Development of the Airway and Face
45:11 Exploring New Technologies in Sleep Apnea Diagnosis and Treatment 

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Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   
 
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!   
Reaching a Wider Audience: The Power of Multi-Channel Marketing in Orthodontics25 Jul 202400:58:14
Summary
 
Luke shares his background and the journey of starting Hip Creative. He emphasizes the importance of focusing on long-term goals and building relationships with clients. Luke discusses the evolving landscape of marketing in the orthodontic industry, highlighting the increased competition and the need for private practices to stand out. He advises on the importance of brand awareness and recognition, as well as the need for a multi-channel marketing approach. Luke also provides insights on marketing strategies for startup practices on a limited budget, including the use of Facebook and Instagram ads. In this conversation, Luke from HIP Creative shares valuable insights on marketing strategies for orthodontic practices. He emphasizes the importance of adaptability and thinking outside the traditional marketing funnel. Luke discusses the need to meet patients where they are, considering different generational perspectives and adjusting marketing strategies accordingly. He also highlights the significance of nurturing cold leads and implementing drip campaigns. Luke suggests that the sales process begins at the first touchpoint with the practice and emphasizes the importance of consistent messaging and a human-centered approach. He advises orthodontists to prioritize mindset, invest in Facebook marketing, and focus on building a strong team. Luke concludes by expressing excitement about the potential of AI in the industry.

https://hip.agency/
https://www.facebook.com/hipcreativeinc
https://www.instagram.com/hipcreative https://www.youtube.com/channel/UCJzS8x9T9lW0Ycc4PXWxNig https://www.tiktok.com/@hipcreative
https://www.linkedin.com/company/hip-creative-inc
https://twitter.com/hipcreativeinc


Takeaways
  • Focus on long-term goals and building relationships with clients
  • Stand out in the competitive orthodontic industry through brand awareness and recognition
  • Implement a multi-channel marketing approach to reach a wider audience
  • Consider Facebook and Instagram ads for lead generation
  • Be strategic with budget allocation and prioritize efforts based on the target audience Adaptability is key in marketing strategies for orthodontic practices. It is important to think outside the traditional marketing funnel and adjust strategies based on different generational perspectives.
  • Nurturing cold leads and implementing drip campaigns can be effective in converting potential patients into actual patients.
  • The sales process begins at the first touchpoint with the practice, and consistent messaging and a human-centered approach are crucial for success.
  • Orthodontists should prioritize mindset, invest in Facebook marketing, and focus on building a strong team.
  • AI has the potential to revolutionize the industry and should be embraced as a valuable tool.

Chapters
 
00:00 Introduction and Background
03:03 Building Relationships and Long-Term Goals
10:25 Standing Out in a Competitive Market
23:46 Marketing Strategies for Startup Practices
31:13 Adaptability and Thinking Outside the Traditional Marketing Funnel
39:31 The Sales Process Starts at the First Touchpoint
45:36 Consistent Messaging and a Human-Centered Approach
52:47 Prioritizing Mindset, Facebook Marketing, and Building a Strong Team
59:21 The Potential of AI in the Orthodontic Industry 

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Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   
 
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!   
Visualizing and Optimizing Treatment Outcomes with DIBS AI18 Jul 202400:56:11
Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
In this episode Ryan Williams from OrthoSelect and DIBS AI is joining me on the show. Today’s episode is all about AI and how products like DIBS AI are changing the game for indirect bonding in practices. From efficiency to challenges practice face, we are covering it all.
 
Let’s dive in!

Summary
 
In this conversation, Ryan Williams, the VP of Sales of OrthoSelect and DIBS AI, discusses the evolution of orthodontic technology, specifically focusing on digital indirect bonding and the impact of artificial intelligence (AI) in the orthodontic industry. He explains how OrthoSelect started as a study model company and eventually developed the Dibs AI software for digital indirect bonding. Ryan emphasizes the importance of AI in improving efficiency and accuracy in orthodontic practices, allowing for more streamlined workflows and reduced treatment times. He also highlights the significance of accurate bracket placement and the role of AI in visualizing and optimizing treatment outcomes. In this conversation, Ryan Williams discusses the implementation of AI in orthodontics and its benefits to the industry. He explains how AI can improve efficiency, accuracy, and patient outcomes in orthodontic treatment. Williams also addresses common challenges doctors face when implementing AI systems and provides insights into the future of AI in orthodontics.

https://myorthoselect.com/
https://www.dibsai.com/
https://www.facebook.com/DIBSAI
https://www.instagram.com/dibs.ai/


Takeaways
  • OrthoSelect started as a study model company and evolved to develop the Dibs AI software for digital indirect bonding.
  • AI plays a crucial role in improving efficiency and accuracy in orthodontic practices.
  • Accurate bracket placement is essential for reducing treatment times and improving treatment outcomes.
  • AI allows for visualizing and optimizing treatment outcomes by reverse engineering bracket placement based on desired tooth positions.
  • The use of AI in orthodontics is still in its early stages, and the accuracy and precision will continue to improve in the future.
  • AI technology in orthodontics can improve efficiency, accuracy, and patient outcomes.
  • Implementing AI systems may require training and a shift in mindset for doctors and staff.
  • AI has the potential to automate and simplify orthodontic processes, leading to faster turnaround times and personalized treatment plans.
  • Communication and the ability to engage with patients are important skills for orthodontists.
  • The future of AI in orthodontics will involve further advancements in diagnosis, treatment planning, and personalized preferences.


Chapters
 
00:00 Introduction and Background of OrthoSelect
05:27 The Impact of AI in the Orthodontic Industry
10:19 The Evolution of Indirect Bonding Methods
16:10 Efficiency and Doctor Time Scheduling
29:05 Visualizing and Optimizing Treatment Outcomes
31:06 The Future of AI in Orthodontics
35:09 Challenges in Implementing AI Systems
38:49 The Shift to Indirect Systems and Same-Day Starts
42:56 Considerations for Building a Practice with AI
51:00 The Future of AI in Orthodontics 


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Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   
 
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!   
Investing in the Business Side of Your Practice11 Jul 202400:56:03
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
On this episode, I am excited to be joined by returning guest Cary Smith from Done Desk. And today, we are focusing on the impact of efficiency in an orthodontic practice. Whether you are a single practice owner or an owner of multiple, accountability to efficient strategies is the key to success. Stay tuned for practical tips and actionable advice on enhancing efficiency and overall happiness in your practice.
 
Let’s get into it!

Summary

Cary Smith, founder of Done Desk, discusses the importance of efficiency and accountability in dental practices. He emphasizes the need for clear definitions of what is important and the development of a people strategy. Smith also highlights the role of time management and the importance of focusing on the most important and urgent tasks. He stresses the need for accountability at all levels of the practice and the importance of aligning individual actions with the desired results. In this conversation, Cary Smith discusses the importance of assessing employees based on their values, attitudes, behavior, skills, and experiences. He emphasizes the need for clear expectations and accountability in order to ensure that employees are engaged and capable of driving the business forward. Cary also highlights the role of technology in training and efficiency, suggesting that businesses should leverage technology to transfer knowledge and hold employees accountable for self-learning. He concludes by sharing a valuable tip for managing work-related stress and offers advice for those just getting started in their careers.
 
https://www.donedesk.com/dental-education-and-learning/ https://www.facebook.com/Donedesk
https://www.linkedin.com/company/done-desk/
https://www.instagram.com/donedesk/


Takeaways
  • Efficiency and accountability are crucial for the success of dental practices.
  • Clear definitions of what is important and a people strategy are essential.
  • Time management and focusing on the most important and urgent tasks are key.
  • Accountability should be present at all levels of the practice.
  • Individual actions should align with the desired results.
  • Assess employees based on their values, attitudes, behavior, skills, and experiences to ensure they are the right fit for their roles.
  • Set clear expectations and hold employees accountable for their work.
  • Leverage technology to transfer knowledge and improve training efficiency.
  • Manage work-related stress by addressing issues immediately.
  • Invest time and effort in the business side of your practice to drive growth and success.

Chapters
 
00:00 Introduction and Overview of Done Desk
08:55 Strategies for Single Location and Multi-Location Practices
28:01 The Role of Accountability in Achieving Efficiency
30:36 Assessing Employees
35:25 Adapting to Business Changes
38:28 Leveraging Technology for Training and Efficiency
45:58 Investing in the Business Side of Your Practice
49:01 Managing Work-Related Stress
56:21 Advice for Those Getting Started 

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Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   
 
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!   
Everything You Need to Know about Financing Your Orthodontic Practice Start-up04 Jul 202400:52:06
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
Today, Steve Steinbrunner from Provide is joining me back on the show. In this episode, we cover all things loan, from what you need to do before you start the loan process to the details when it comes to getting approved and even the nuance of land and property loans. No matter where you are in your practice journey, there is something in this episode for you.  

Let’s dive in! 

Summary
 
In this conversation, Steve Steinbrunner, Director of Practice Finance at Provide, discusses the lending process for dental practices. He emphasizes the importance of preparing in advance for a practice loan, including maintaining a good credit score and having sufficient liquidity. He also advises against paying off student loan debt before starting a practice, as cash flow and liquidity are more important. Steinbrunner addresses common pitfalls, such as lack of vision and tax obligations, and highlights the increasing size of loans due to rising construction costs. He encourages dentists to seek dental-specific contractors and understand the cost per square foot for construction in their area. In this conversation, Steve Steinbrunner and Jill discuss the financial aspects of starting a dental practice. They cover topics such as the cost of starting a practice, the role of loans in financing the practice, the importance of budgeting, and the option of buying a building or land. Steve emphasizes the need for a team of advisors and experts to guide the process and make informed decisions. He also highlights the importance of asking the right questions and choosing a lender that aligns with the dentist's long-term goals.

https://www.getprovide.com/
https://www.facebook.com/GetProvide/
 https://www.instagram.com/getprovide/
https://www.linkedin.com/company/getprovide/
https://www.tiktok.com/@thepathtoowningit
https://www.youtube.com/@getprovide

Takeaways
  • Prepare in advance for a practice loan by maintaining a good credit score and having sufficient liquidity.
  • Avoid paying off student loan debt before starting a practice, as cash flow and liquidity are more important.
  • Be aware of common pitfalls, such as lack of vision and tax obligations.
  • Understand that the size of loans has increased due to rising construction costs.
  • Seek dental-specific contractors and understand the cost per square foot for construction in your area. Starting a dental practice can cost around $700,000 to $800,000, with construction costs being a significant factor.
  • It is important to work with a team of advisors, including a lender, realtor, and contractor, to make informed decisions and ensure the success of the practice.
  • When considering a loan, it is advisable to leverage the bank's financing and save personal funds for other expenses or investments.
  • Buying a building or land for the practice can be a viable option, especially considering high rent rates and the potential for long-term financial benefits.
  • Choosing a lender that aligns with the dentist's future goals, such as multiple practice ownership, is crucial.
  • Excel spreadsheets are a valuable productivity tool for financial planning and budgeting.
  • Asking the right questions and seeking advice from experts are essential skills for navigating the financial aspects of starting a dental practice.

Chapters
 
00:00 Introduction and Background
04:06 Preparing for a Practice Loan
08:27 Pitfalls in the Loan Application Process
23:23 The Impact of Rising Construction Costs
25:58 Finding Dental-Specific Contractors
29:20 Costs and Considerations of Starting a Dental Practice
36:18 Building Ownership: Is It Worth It?
43:21 The Importance of a Team of Advisors 
49:06 Leveraging Bank Financing and Saving Personal Funds
52:25 The Role of Excel Spreadsheets in Financial Planning
53:26 Asking the Right Questions for Financial Decision-Making 


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Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   
 
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero

Provide is a division of Fifth Third Bank, National Association. All opinions expressed by the Provide employee participant are solely their current opinions and do not reflect the opinions of Provide, its affiliates, or Fifth Third Bank. The Provide employee participant’s opinions are based on information they consider reliable, but neither Provide, its affiliates nor Fifth Third Bank warrant its completeness or accuracy and should not be relied upon as such. This content is for informational purposes and does not constitute the rendering of legal, accounting, tax, or investment advice, or other professional services by Provide or any of its affiliates. Please consult with appropriate professionals related to your individual circumstances. All lending is subject to review and approval.

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 Art of Leadership: Part Two with Dino Watt27 Jun 202400:30:43
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
Today, I am thrilled to have Dino Watt back on the show! In this part two episode, we will continue to dive deep into some common challenges faced by practices in leadership, team building, and practice culture. We will also get Dino's top advice for transforming your team members into leaders. Plus, we’ll discuss his unique Doctor Appreciation Event Blueprint for boosting referrals. This is an episode you won't want to miss.
 
Let’s get started!

Summary
 
Dino Watt discusses the importance of leadership, team culture, and the hiring process in the dental industry. He emphasizes the need for mentorship, effective communication, and the impact of soft skills on hard skills. The conversation also delves into the challenges faced by female doctors and the significance of identifying and promoting the right team members. The conversation covers leadership, team dynamics, marketing strategies, and career advice. It delves into the importance of promoting from within, understanding different employee levels, and the significance of doctor appreciation events in building referral sources. Dino Watt shares valuable insights on intentional relationship-building, mentorship, and the evolving trends in the dental industry. 

https://dreventblueprint.com/
https://www.dinowatt.com/
https://www.instagram.com/dinowatt/
https://www.facebook.com/dinowatt/
https://www.youtube.com/user/dinowatt
https://www.tiktok.com/@dinoteamtransformation?is_from_webapp=1&sender_device=pc https://www.linkedin.com/in/dinowatt/

Takeaways
  • Promoting from within and understanding employee levels is crucial for effective leadership.
  • Doctor appreciation events play a significant role in building referral sources within the dental community.
  • Mentorship and intentional relationship-building are key to career success and personal growth in the dental industry.
Chapters

00:00 Introduction and Overview
02:00 Promoting Based on Skill and Fit
03:24 Not Everyone is Meant to be a Leader
04:22 Building Relationships with Existing Practices
07:18 Intentional Marketing for Attracting New Patients
21:02 The Power of Doctor Appreciation Events
28:37 The Trend of Practice Culture and Experiences
29:05 The Value of Multiple Mentors
30:04 Conclusion


Connect With Our Advertisers
 
Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   


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 Art of Leadership: Part One with Dino Watt20 Jun 202400:36:26
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
Today, I am thrilled to have Dino Watt back on the show! In this episode, we will dive deep into some of the common challenges faced by practices in leadership, team building, and practice culture. We will also get Dino's top advice for transforming your team members into leaders. Plus, we’ll discuss his unique Doctor Appreciation Event Blueprint for boosting referrals. This is an episode you won't want to miss.

Let’s get started! 

Summary
 
Dino Watt discusses the importance of leadership, team culture, and the hiring process in the dental industry. He emphasizes the need for mentorship, effective communication, and the impact of soft skills on hard skills. The conversation also delves into the challenges faced by female doctors and the significance of identifying and promoting the right team members. The conversation covers topics such as leadership, team dynamics, marketing strategies, and career advice. It delves into the importance of promoting from within, understanding different employee levels, and the significance of doctor appreciation events in building referral sources. Dino Watt shares valuable insights on intentional relationship-building, mentorship, and the evolving trends in the dental industry.

https://dreventblueprint.com/
https://www.dinowatt.com/
https://www.instagram.com/dinowatt/
https://www.facebook.com/dinowatt/
https://www.youtube.com/user/dinowatt
https://www.tiktok.com/@dinoteamtransformation?is_from_webapp=1&sender_device=pc https://www.linkedin.com/in/dinowatt/


Takeaways
  • The hiring process is crucial and should involve multiple interviews to truly understand the candidate.

  • Soft skills are essential for effective leadership and team culture.

  • Female doctors face unique challenges in the dental industry and require support and recognition.

  • Promotion based on longevity alone can lead to unqualified individuals in leadership roles.


Chapters
 
00:00 Introduction and Background of Dino Watt
03:08 The Importance of Leadership and Team Culture in Dentistry
08:15 Mentorship and Effective Communication in the Dental Industry
22:32 The Hiring Process: Finding the Right Fit


Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   


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 Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part Two13 Jun 202400:47:00
Hey everyone
 
Welcome to part 2 of a special Hey Docs! episode with your guest host, Jordann Killion. In part 1, we got to know the one and only Jill Allen. Part 2 is all about Jill Allen & Associates and what consulting with our team actually looks like. From how our services are designed to the benefits of working with a consultant, we are getting granular.

Let’s get started! 

Summary
 
In this conversation, Jill Allen and Associates discuss the services they offer, including business consulting, startup support, and acquisition assistance. They emphasize the importance of tailored consulting for each type of practice and the value of involving consultants at the right stage of the business journey. In this conversation, Jill and Jordann discuss the value of consultant advice versus peer advice in the context of practice ownership. They explore the importance of commitment, work-related stress management, and the trends in the industry. Jill shares valuable advice for those starting their career and emphasizes the significance of finding the right people to help achieve business goals.

https://www.youtube.com/@jillallenandassociates-heydocs https://www.instagram.com/jillallenandassociates/
https://www.linkedin.com/in/jilljallen/
https://www.facebook.com/JillAllenandAssociates https://www.tiktok.com/@jillallenandassoc?_t=8mtwB52l9sk&_r=1
www.practiceresults.com

Takeaways
  • Jill Allen and Associates provide tailored consulting services for startups, existing practices, and acquisitions, recognizing the unique needs of each type of practice.
  • The involvement of consultants at the right stage of the business journey, whether it's a startup, an existing practice, or an acquisition, is crucial for success and sustainable growth.
  • The approach to consulting is not one-size-fits-all, and it involves careful consideration of the specific needs and challenges of each practice.
  • The value of consultant advice in practice ownership
  • The importance of commitment and time in building a successful practice
  • The significance of finding the right people to help achieve business goals


Chapters
 
00:00 Involving Consultants at the Right Time
19:40 Tailored Consulting for Different Practice Types
25:37 Navigating Consultant Advice vs. Peer Advice in Practice Ownership
32:33 The Importance of Commitment in Building a Successful Practice
41:34 Finding the Right People to Achieve Business Goals 


Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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!   


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!   
Elevating Excellence: Transforming Orthodontic Practices for Lasting Growth10 Oct 202400:59:30
Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
Today I am joined by special guest Brian Wright from New Patient Group. In this episode we are talking tech, and how it can impact your growth. From changing your mindset, to being mindful of the technology and systems you are bringing into your practice we are covering it all.
 
Let’s get into it!

Summary
 
Brian Wright shares his background as a serial entrepreneur and how his experience in professional baseball shaped his career. He emphasizes the importance of having a growth mindset and investing in solutions to fix common problems in the orthodontics industry. He discusses the concept of customer service and how it should be defined as getting what you want from your customers and exceeding their expectations. Brian also highlights the significance of training team members in sales, leadership, and hospitality skills to create a unique and exceptional patient experience. In this conversation, Brian Wright discusses common complaints in the dental industry and highlights the importance of investing in high-quality services and partnerships. He emphasizes the need for orthodontists to shift their mindset from viewing certain expenses as costs to recognizing them as investments that can drive growth and success. Wright also emphasizes the significance of culture and leadership in creating a thriving practice. For new orthodontists, he advises being proactive, implementing systems and outsourcing from the beginning, and focusing on creating exceptional patient experiences.

https://newpatientgroup.com/
https://www.facebook.com/NewPatientGroup1/
https://twitter.com/NewPatientGroup
https://www.instagram.com/newpatientgroup/ https://www.linkedin.com/company/newpatientgroup/ https://www.youtube.com/c/NewPatientGroupHouston


Takeaways
  • Having a growth mindset and investing in solutions is crucial for success in the orthodontics industry.
  • Customer service should be defined as getting what you want from your customers and exceeding their expectations.
  • Training team members in sales, leadership, and hospitality skills is essential for creating a unique and exceptional patient experience.
  • Reducing no-shows and improving conversion rates can significantly impact practice growth.
  • Digital marketing and technology can be utilized to enhance the patient experience and improve practice efficiency. Investing in high-quality services and partnerships is crucial for the success of dental practices.
  • Orthodontists should shift their mindset from viewing certain expenses as costs to recognizing them as investments that can drive growth.
  • Culture and leadership play a significant role in creating a thriving dental practice.
  • New orthodontists should be proactive, implement systems and outsourcing from the beginning, and focus on creating exceptional patient experiences.


Chapters
 
00:00 Introduction and Background
07:19 The Power of a Growth Mindset
15:23 Redefining Customer Service in Orthodontics
19:22 Investing in Team Training for Success
21:53 Reducing No-Shows and Improving Conversion Rates
25:27 Leveraging Digital Marketing and Technology for Practice Growth
29:39 Common Complaints in the Dental Industry
36:41 The Importance of Being Proactive
43:46 Implementing Systems and Outsourcing from the Beginning
50:44 The Significance of Culture and Leadership
53:39 Advice for New Orthodontists 

Connect With Our Advertisers
 
OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/
Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)
Learn More - www.180ministries.net

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!   
 
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 Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part One06 Jun 202400:35:43
Hey everyone, welcome to Hey Docs!
 
On this special two-part episode, I will be your guest host, Jordann Killion. In part one, we get to know the one and only Jill Allen. From her start in consulting to the logistics of the services offered at JA&A, we cover it all! It’s a peek behind the curtain you won’t want to miss. 

Let’s jump in! 

Summary
 
In this episode, Jill Allen shares her career trajectory and the journey of starting Jill Allen & Associates. She started as a sterilization assistant in orthodontics and worked her way up through various positions in the orthodontic office. She was exposed to consultants and developed a passion for the business side of orthodontics. Jill started her consulting business and faced the challenges of being a startup, including the hustle, rejection, and imposter syndrome. She pushed through her insecurities and built her business on grit. Her why is helping doctors and making the orthodontic industry stronger.
 
https://www.youtube.com/@jillallenandassociates-heydocs https://www.instagram.com/jillallenandassociates/
https://www.linkedin.com/in/jilljallen/
https://www.facebook.com/JillAllenandAssociates
https://www.tiktok.com/@jillallenandassoc?_t=8mtwB52l9sk&_r=1
www.practiceresults.com

Takeaways
  • The importance of grit in building a successful career and business.
  • Overcoming imposter syndrome and insecurities is crucial for professional growth.
  • The impact of progressive orthodontists on career development and learning.
  • The value of listening and communication as essential business skills.


Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up

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! 
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion 

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!   
Hidden Fees in Your Merchant Services : Tips to Save Your Practice Money30 May 202400:40:26
Welcome to the Hey Docs! Podcast with your host Jill Allen.  

Today, we have a special guest: Matt Rej, one of the founders of Merchant Cost Consulting, a company that specializes in helping businesses, including orthodontic practices, save on credit card processing fees. We'll dive into what led him to start Merchant Cost Consulting, how his company can assist with fee negotiations and practical tips for managing these costs.  

Let’s get into it! 

Summary
 
Matt Rej, founder of Merchant Cost Consulting, discusses the complexities of credit card processing fees and how his company helps businesses, including orthodontic practices, reduce costs. He shares his journey into the industry and the motivation behind starting his own consulting firm. Matt explains the importance of integrated credit card processing systems and the potential cost savings for practices. He also highlights common hidden fees and provides tips for negotiating better rates with processing companies. In this conversation, Matt Rej provides valuable insights into credit card processing fees for healthcare practices. He explains the difference between flat rate pricing and interchange plus pricing, emphasizing that startups should ask for interchange plus pricing. He also highlights the benefits of accepting ACH payments and encourages practices to leverage this option to save money. Matt discusses how his company, Merchant Cost Consulting, helps practices reduce fees and provides ongoing auditing to ensure the best pricing is maintained. He offers three pieces of advice: get multiple quotes, scrutinize statements regularly, and compare fees over time. Matt's top business skill recommendation is effective communication.

https://merchantcostconsulting.com/
https://www.facebook.com/sharer.php?u=https%3A%2F%2Fmerchantcostconsulting.com&t=Merchant%20Cost%20Consulting https://twitter.com/professionalts
http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fmerchantcostconsulting.com&title=Merchant%20Cost%20Consulting
https://www.instagram.com/MCCSavings/

Takeaways
  • Credit card processing fees can be complex and deceptive, with rates and fees constantly increasing.
  • Integrated credit card processing systems offer convenience but can come with higher costs.
  • Common hidden fees include PCI compliance fees and auto-enrollment monthly fees.
  • Interchange rates are non-negotiable, but processing companies can add markup fees.
  • Startups should be cautious of tiered pricing structures and consider flat rate pricing.
  • Negotiating rates with processing companies is possible, even for startups. Startups should ask for interchange plus pricing for credit card processing fees.
  • Accepting ACH payments can save healthcare practices a significant amount of money.
  • Regularly scrutinize credit card processing statements and compare fees over time.
  • Effective communication is a crucial business skill for healthcare professionals.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00 Introduction and Background
03:06 How Merchant Cost Consulting Helps Practices
06:32 Integrated vs. Non-Integrated Credit Card Processing
09:27 The Truth Behind PCI Compliance Fees
12:45 Unpacking Interchange Rates and Markup Fees
16:13 Challenges for Startups and Negotiating Rates
26:28 The Benefits of ACH Payments
31:30 Reducing Fees with Merchant Cost Consulting
34:57 Auditing Credit Card Processing Statements
41:58 Effective Communication as a Business Skill 


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!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Top Tips for Navigating Orthodontic Practice Transitions23 May 202400:42:19
Welcome to the Hey Docs! Podcast with your host Jill Allen.  

Today, I’m thrilled to have Kim McClesky and Ty Ramsey from Professional Transition Strategies joining me for an episode. Kim and Ty are experts in guiding dental professionals through every stage of practice transitions, from purchasing practices to preparing for retirement. They'll share key considerations for transitioning practices, financial implications, and valuable advice for maintaining trust during these changes.  

Let’s get started!
 
Summary
 
In this conversation, Jill, Kim, and Ty discuss the considerations and financial implications of selling or purchasing a dental practice. They emphasize the importance of understanding the value of the business and working with advisors to ensure a successful transition. They also highlight the rise of private equity in the dental industry and how it has changed the valuation of practices. The conversation explores the benefits of selling to an OSO or DSO and the potential for increased value through equity in a larger group. Overall, the discussion provides valuable insights for dentists at different stages of their careers. Professional Transition Services (PTS) provides guidance and support for dentists looking to sell or transition their practices. They help dentists navigate the complex process of selling their practice, including vetting potential buyers and negotiating deals. PTS emphasizes the importance of working with experienced professionals who can provide valuable advice and support throughout the process. They also highlight the need for dentists to have a clear goal in mind when considering a practice transition and to consider all available options, including selling to a DSO or individual buyer. PTS offers free practice valuations and a 30-day listing agreement, providing flexibility and support for their clients.

https://professionaltransition.com/our-team/ https://www.facebook.com/ProfessionalTransitionStrategies/ https://twitter.com/professionalts https://www.instagram.com/professionaltransition/?hl=en https://www.linkedin.com/company/professional-transition-strategies/?lipi=urn%3Ali%3Apage%3Ad_flagship3_search_srp_all%3BLAlk3m5HRGKo8arkWAZISA%3D%3D


Takeaways
  • Understanding the value of your dental practice is crucial when considering a sale or purchase.
  • Working with advisors, such as dental-specific attorneys and accountants, can help navigate the complexities of the transition process.
  • Private equity has led to a consolidation wave in the dental industry, offering opportunities for increased value through equity in larger groups.
  • Selling to an OSO or DSO can provide financial benefits and centralized operations for tasks like accounting and HR.
  • Having a clear plan and starting early in the transition process can lead to a more successful and lucrative outcome. Working with experienced professionals like PTS can provide valuable guidance and support during the practice transition process.
  • Having a clear goal in mind is essential when considering a practice transition.
  • Consider all available options, including selling to a DSO or individual buyer.
  • PTS offers free practice valuations and a flexible listing agreement.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00 Introduction and Background
07:27 Key Considerations for Doctors in the Later Stages of Their Careers
11:28 Key Considerations for Doctors Looking to Purchase a Practice
25:13 The Tipping Point and the Role of Advisors
27:10 Vetting Buyers and Identifying Good and Bad Groups
29:48 The Importance of Working with Experienced Professionals
31:37 Considering All Options: Selling to a DSO or Individual Buyer
36:36 The Value of Professional Practice Valuations 

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! 
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Are Your Marketing Dollars Creating a Return on Investment?16 May 202400:26:17
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

On this episode we are delving into the cutting-edge world of integrated dental technology with special guest Ali Hyatt from Henry Schein One. Tune in as we explore the challenges and opportunities of staying connected with patients and ensuring every dollar spent is a step towards success.  

Let’s get started! 

Summary
 
Ali Hyatt, Chief Customer Experience and Marketing Officer at Henry Schein One discusses the concept of integrated dental technology and its benefits for orthodontic practices. Integrated dental technology aims to make it easy and seamless for orthodontists to focus on patient care by providing a single platform for managing patient information, scheduling appointments, and checking eligibility. The goal is to create a seamless workflow that reduces errors and allows orthodontists to spend more time with patients. In terms of marketing, Hyatt advises practices to focus on simple metrics such as website clicks, form fills, and phone calls to track the success of their marketing efforts. She also emphasizes the importance of meeting patients where they are in terms of communication preferences and utilizing automated digital options like emails and texts. Hyatt highlights the role of Henry Schein One in providing integrated dental software solutions that empower dentists to focus on patient care and achieve their practice goals.
 
https://www.henryscheinone.com/
https://www.facebook.com/HenryScheinOne
https://www.instagram.com/henryscheinone/
https://www.linkedin.com/company/18886399/
https://twitter.com/HenryScheinOne
 
Takeaways
  • Integrated dental technology aims to make it easy and seamless for orthodontists to focus on patient care.
  • Simple metrics like website clicks, form fills, and phone calls can help track the success of marketing efforts.
  • Meeting patients where they are in terms of communication preferences is crucial.
  • Automated digital options like emails and texts can enhance patient experience and streamline communication.
  • Henry Schein One provides integrated dental software solutions to empower dentists and achieve practice goals.

Connect With Our Advertisers
Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00 Introduction and Role at Henry Schein One
01:15 Understanding Integrated Dental Technology
06:28 Meeting Patients' Communication Preferences
11:57 Tracking Marketing Success and Converting Patients
14:44 Managing Integrated Technology for Younger and Established Doctors
23:23 Speed Round
25:03 Final Thoughts and Advice 

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!   
 
Episode Credits:
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Choosing Joy : The Key to Unlocking Personal and Professional Growth09 May 202400:58:39
Welcome to the Hey Docs! Podcast with your host, Jill Allen.   In today's episode, we're diving deep into the essence of joy with an amazing guest, Amanda Gore. She brings a unique perspective on how joy not only enriches our personal lives but significantly enhances performance and relationships, especially among high-achievers. Stay tuned as we explore the science of happiness, practical steps to cultivate joy, and the transformative impact it can have within teams and organizations.  

Let’s get started! 

Summary
 
Amanda Gore, a speaker and author, shares her journey from being a physiotherapist to becoming a speaker and focusing on joy. She explains how stress is caused by communication and relationships and how joy can be present in every moment. Amanda discusses the impact of joy on performance and relationships and provides practical tips for cultivating joy in the workplace. She also explores the three core fears that drive behavior: feeling unworthy of love, feeling unsafe, and fearing separation. In this conversation, Amanda Gore discusses the importance of self-awareness and emotional intelligence in creating a joyful work environment. She emphasizes the need for individuals to recognize and address their core fears and stories that may be holding them back. Gore suggests practical strategies such as conscious breathing, being present, and making conscious choices to cultivate joy. She also highlights the significance of gratitude and creating a culture of recognition and appreciation within the team. Overall, the conversation provides valuable insights and actionable steps for doctors and office managers to improve their own well-being and foster a positive workplace culture.
https://www.myorthova.com/

https://amandagore.com/ 
https://www.facebook.com/thejoyproject.amandagore/
https://twitter.com/amandagore_joy
https://www.linkedin.com/in/amandalgore
https://youtube.com/user/amandagoretv
https://www.pinterest.com/amandagorejoy/


Takeaways
  • Joy can be present in every moment and is a choice we can make.
  • Creating a joy-filled and fear-free workplace can increase productivity, reduce burnout, and improve relationships.
  • Recognizing and addressing the three core fears (feeling unworthy of love, feeling unsafe, and fearing separation) can lead to personal growth and positive behavior change.
  • Practical practices such as consciously choosing joy, valuing and caring for team members, and creating a safe and respectful environment can cultivate joy in the workplace. Self-awareness and emotional intelligence are crucial for creating a joyful work environment.
  • Recognize and address your core fears and stories that may be holding you back.
  • Practice conscious breathing and being present to manage stress and stay focused.
  • Make conscious choices and choose joy in your daily life.
  • Cultivate gratitude and create a culture of recognition and appreciation within your team.

Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00Amanda's Journey to Focusing on Joy
03:01The Impact of Joy on Performance and Relationships
08:59Creating a Joy-Filled and Fear-Free Workplace
25:02Practical Tips for Cultivating Joy in the Workplace
32:08Understanding the Power of Self-Awareness and Emotional Intelligence
35:23Overcoming Core Fears and Stories for Personal and Professional Growth
37:45Practical Strategies for Managing Triggers and Calming the Mind
39:36The Importance of Caring and Creating a Culture of Gratitude
46:41The ABC of Joy: Awareness, Breathing, Being Present, Making Conscious Choices 52:55Consciously Choosing Joy and Fostering Gratitude
59:23Teaching People to Feel Good About Themselves and Raising Confident Children 


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!   
 
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Orthodontic Excellence with Virtual Assistants02 May 202400:29:02
Welcome to the Hey Docs! Podcast with your host Jill Allen.
 
In this episode, we're exploring the innovative world of MyOrthoVA, with special guest Casey Bull. Listen in as we delve into the inspiration behind creating a tailored solution for orthodontic needs with Virtual Assistants, the rigorous training their VAs undergo, and the remarkable impact on both in-office efficiency and patient care.
 
Let’s get started

Summary
 
Casey Bull, the Chief Operating Officer of MyOrthoVA, discusses the concept of virtual assistants in orthodontic practices. MyOrthoVA provides remote staffing solutions for orthodontic offices, offering virtual assistants who can handle tasks such as phone support, new patient coordination, insurance handling, and administrative support. The goal is to empower orthodontists with a new solution for staffing and improve patient care by allowing the in-office team to focus on patient interaction. The virtual assistants are trained in orthodontic processes, workflows, and patient communication. The onboarding process is crucial to ensure a seamless integration of virtual assistants into the practice. The use of virtual assistants can benefit both large and small practices, providing cost-effective solutions and improving practice culture.
 
https://www.myorthova.com/
https://www.facebook.com/myorthova
https://www.linkedin.com/company/myorthova
https://www.instagram.com/myorthova


Takeaways
  • MyOrthoVA offers virtual assistants for orthodontic practices to handle administrative tasks and improve patient care.
  • Virtual assistants can handle phone support, new patient coordination, insurance handling, and other administrative tasks.
  • The onboarding process is crucial to ensure a seamless integration of virtual assistants into the practice.
  • Virtual assistants can benefit both large and small practices, providing cost-effective solutions and improving practice culture.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00 Introduction and Overview of MyOrthoVA
01:04 The Inspiration Behind MyOrthoVA and the Need for Virtual Assistants
04:07 Defining the Role of Virtual Assistants in Orthodontic Practices
07:44 The Tasks and Responsibilities of Virtual Assistants
11:23 Expanding the Scope of Virtual Assistants in Orthodontic Practices
20:47 The Importance of Onboarding and Communication for Successful Integration
29:40 Getting in Touch with MyOrthoVA and the Benefits of Virtual Assistants 

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!   
 
Episode Credits:

Hosted by Jill Allen 
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Growth Benefits: Incentives and Strategies from OrthoFi25 Apr 202400:41:22
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
Today, we have special guest Oliver Gelles from OrthoFi joining us on the show! In this episode, we highlight how data-driven strategies are reshaping patient financials and practice efficiency. From the transition to auto-pay systems to the strategic application of interest and flexible financing, we're unpacking how these changes not only align with current data but also significantly enhance patient satisfaction and practice growth.

Let’s jump in! 


Summary

In this conversation, Jill interviews Oliver Gelles, the Chief Marketing Officer of OrthoFi. They discuss Oliver's background in the orthodontic industry and his journey with OrthoFi. They also talk about the insights and data gathered by OrthoFi on patient financials and flexible financing in orthodontic practices. They explore the evolution of payment methods in the industry and the benefits of offering flexible financing options. They also discuss the use of interest in payment plans and how it can be implemented in different stages of a practice's growth. In this conversation, Oliver Gelles and Jill discuss strategies for minimizing the growth benefit and increasing incentives for patients. They also explore the impact of the economy on adult starts and the difference in payment options for adult and child patients. They also discuss the importance of accurately allocating past-due AR and the potential for direct-to-consumer competition in the orthodontic industry.

https://orthofi.com/
https://www.facebook.com/OrthoFi/
https://twitter.com/OrthoFi
https://www.linkedin.com/company/orthofi
https://www.youtube.com/c/OrthoFi
https://www.instagram.com/ortho_fi/


Takeaways

  • Oliver Gelles has over 25 years of experience in the orthodontic industry and is currently the Chief Marketing Officer of OrthoFi
  • OrthoFi has gathered valuable data on patient financials and flexible financing in orthodontic practices
  • Flexible financing options have become increasingly important in the industry, allowing patients to accept care and practices to grow
  • Interest in payment plans can be a valuable tool; it can provide incentives for patients to choose shorter plans and help practices manage cash flow and risk
  • The implementation of flexible financing options may vary depending on the stage of a practice's growth, with more conservative approaches recommended for startup practices
  • Minimize the growth benefit by changing incentives and adding more “carrot and stick”
  • Adult patients require different treatment and persuasion strategies
  • The economy and consumer perception impact adult starts
  • Accurately allocate past due AR to improve financial performance
  • Prepare for potential direct-to-consumer competition in the future


Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00 Introduction and Background
03:20 Insights and Data on Patient Financials
07:44 The Evolution of Payment Methods
09:39 The Benefits of Flexible Financing
13:41 Implementing Interest in Payment Plans
26:00 Maximizing Growth Benefit: Incentives and Strategies
28:22 Understanding the Impact of the Economy on Adult Starts
39:19 Improving Financial Performance through Accurate AR Allocation
46:23 Preparing for Potential Direct-to-Consumer Competition 

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!   
 
Episode Credits:

Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Contact to Contract: Enhancing New Patient Interactions in Orthodontic Practices18 Apr 202400:30:05
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we're shining a light on SmileSuite technology with my friend and returning guest, Dr. Anthony Bonavoglia. SmileSuite is changing the game for orthodontists and their practices. Join us as we dive into the metrics that matter, the art of the new patient phone call, and a peek into the future developments from SmileSuite.  

Let’s dive into it! 

Summary
 
Anthony Bonavoglia, founder of SmileSuite, discusses the importance of understanding the busiest times for new patient phone calls in orthodontic practices. He shares data that shows the busiest times are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall. He also highlights the trend of patients preferring to schedule appointments through text messaging rather than phone calls. Anthony emphasizes the need for practices to monitor and improve the quality of new patient phone calls, as well as the importance of balancing work and family life.
 
https://getsmilesuite.com/
https://www.facebook.com/MySmileSuite/
https://www.instagram.com/getsmilesuite/


New Patient Phone Call Score Card 
http://getsmilesuite-7731839.hs-sites.com/smilesuiteinquiry-1


Takeaways
  • The busiest times for new patient phone calls in orthodontic practices are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall.
  • Patients are increasingly preferring to schedule appointments through text messaging rather than phone calls.
  • Practices should monitor and improve the quality of new patient phone calls to ensure a positive patient experience.
  • It is important to find a balance between work and family life to maintain overall well-being.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Overview of SmileSuite 
01:28 Gathering Data on Busy Times for New Patient Phone Calls
12:21 The Impact of Phone Calls on the Patient Experience
22:44 Patient Communication Preferences and Trends
25:26 Upcoming Developments for SmileSuite
28:47 Speed Round: Coffee or Tea, Favorite Podcast, Outdoor Activity, Being Remembered, Best Piece of Advice
31:17 Conclusion and Farewell
 
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!   
 
Episode Credits:
Hosted by Jill Allen 
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Tipping Point: Mastering Work, Life, and Passion11 Apr 202400:45:35
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we have returning guest Dr. Robert Trujillo joining us on the show. In the last episode, we learned all about his company, Orthovated, and how he helps practices with clinical onboarding. In this episode, we are focusing on another passion: his coaching and mental health. There is a lot to unpack.  

Let’s get into it!  

Summary
 
In this conversation, Robert Trujillo discusses the importance of work-life balance and setting proper goals. He emphasizes the need to take action and create passion through behavior. Robert also highlights the role of thoughts and feelings in achieving happiness and fulfillment. He provides tips on time management and the importance of setting boundaries. Finally, Robert shares his contact information for those interested in coaching sessions. In this episode, Robert Trujillo discusses how to create the life you want by conducting a work-life audit and developing a strategic plan. He emphasizes the importance of taking small steps and applying various principles to achieve personal growth and fulfillment.
https://www.ortholifecoach.com/

https://www.ortholifecoach.com/
https://www.facebook.com/ortholifecoach
https://www.orthovated.com/
https://www.facebook.com/orthovated

Takeaways
  • Take action and create passion through behavior.
  • Set proper goals and focus on behaviors rather than outcomes.
  • Manage your time effectively and set boundaries.
  • Take care of yourself and prioritize self-care. Conduct a work-life audit to assess your current situation and identify areas for improvement.
  • Develop a strategic plan to create the life you want, focusing on small steps and consistent progress.
  • Apply principles such as self-reflection, goal-setting, and time management to achieve personal growth and fulfillment.
  • Embrace your personal style and interests, and make time for activities that bring you joy and relaxation.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00 Introduction and Background
03:38 The Struggle for Work-Life Balance
08:00 Setting Proper Goals
14:08 The Fulfillment Paradox 
19:04 Creating Passion through Action
23:11 The Role of Thoughts and Feelings
28:36 Time Management and Boundaries
37:59 Taking Care of Yourself
42:22 Conclusion and Contact Information
44:12 Creating the Life You Want
45:02 Personal Style and Interests
45:41 Hidden Talents 
46:26 Big Hairy Audacious Goal 

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!   
 
Episode Credits:

Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Balancing Act: AI Automation vs. Personalization in Digital Orthodontic Marketing04 Apr 202400:39:53
Welcome to the Hey Docs! Podcast with your host Jill Allen.    

Today, I have Jeff Slater from  Kaleidoscope joining me on the show! With AI becoming such a prevalent topic in everything these days, I thought it was time to have “the chat” about what it is and how you should or should not be using it in your practices. From Google pay-per-click ads to A.I. pitfalls, we have a lot to cover.   

Let’s get dive in! 


Summary
 
The conversation explores the impact of AI on Google and local search results, particularly for startups. It discusses the challenges of verification and the increasing scrutiny from Google to eliminate fake businesses. The conversation also highlights the concerns of sharing business information and the need for proper documentation. The role of AI in advertiser verification and its impact on Google Ads and pay-per-click campaigns is examined. The influence of AI on content creation, chatbots, dynamic ads, and geotargeting is discussed. The importance of balancing AI automation with the human touch is emphasized, along with the challenges of finding the right balance. The conversation concludes by highlighting the volatility of AI technology and the need to monitor data and adapt accordingly. 
https://thekaleidoscope.com/

https://thekaleidoscope.com/ https://www.facebook.com/KaleidoscopeDigitalMarketing https://www.instagram.com/kaleidoscopedigitalmarketing/ https://www.linkedin.com/company/kaleidoscope-digital-marketing/ https://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzw

Takeaways
  • AI is affecting Google and local search results, particularly for startups, with increased scrutiny and verification challenges.
  • Proper documentation and business name alignment are crucial for successful advertiser verification on Google Ads.
  • AI plays a significant role in dynamic ads, geotargeting, and content creation, but the human touch remains important in orthodontic practices.
  • Finding the right balance between AI automation and personalization is essential for effective marketing strategies.
  • Monitoring data and adapting to the volatility of AI technology is necessary for success in the digital landscape. Vigilance and monitoring of Google profiles are crucial to avoid sudden drops or disappearances.
  • Accurate and consistent information is essential for maintaining a strong online presence.
  • Ignoring notifications from Google can lead to permanent consequences, such as ads being offline.
  • The unpredictability of Google's algorithm requires ongoing attention and adaptation.
  • The future of the industry will involve advancements in AI and technology, but the human element and relationships will remain important.
  • Documentation and verification are necessary to match online information with real-world branding.
  • Proactive marketing and a well-rounded approach are key to success.
  • Kaleidoscope serves as a valuable resource for orthodontic practices.
  • AI technology presents both challenges and benefits, requiring careful proofing and consideration.
  • Being a great parent is a personal goal that Jeff values.
  • Perspective and framing play a significant role in finding what you're looking for.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 AI's Impact on Google and Local Search Results
01:13 Verification Challenges for Startups 04:12 AI's Role in Advertiser Verification
05:18 Importance of Business Name and Documentation
06:39 AI's Impact on Google Ads and Pay-Per-Click
09:47 AI's Influence on Content and Chatbots
11:14 AI's Role in Dynamic Ads and Geotargeting
12:30 Balancing AI Automation and Human Touch
14:23 AI's Impact on Marketing Industry
16:07 Challenges of Finding the Right Balance
17:41 The Volatility of Google Rankings
19:01 The Importance of Accurate and Consistent Information
20:22 The Need for Vigilance and Monitoring
22:14 The Housekeeping Component of Online Presence
23:20 The Consequences of Ignoring Notifications
25:07 The Unpredictability of Google's Algorithm
26:29 The Future of AI and Technology in the Industry
27:34 The Importance of Proofing AI-generated Content
29:24 The Value of Human Element and Relationships
30:17 The Need for Documentation and Verification
31:52 The Importance of Proactive Marketing
33:24 The Role of Kaleidoscope as a Resource
34:08 The Challenges and Benefits of AI Technology
35:15 The Significance of Being a Great Parent
35:46 The Power of Perspective and Framing 

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!   

Episode Credits: Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Success: Revolutionizing Patient Experience and Practice Efficiency03 Oct 202400:54:56
Streamlining Success: Revolutionizing Patient Experience and Practice Efficiency

Welcome to the Hey Docs! Podcast with your host Jill Allen. 

In this  episode, we are diving into the world of practice management software with WaveOrtho, a company that’s pushing the boundaries of technology in the orthodontic space. Paula, our guest today, will share what sets Wave apart from the competition and how they’re keeping tech at the forefront of their software offerings. We’ll also explore how Wave’s flexible, CRM approach can help practices customize their experience and avoid common pitfalls when implementing new systems

Let’s get into it! 


Summary

Paula, from WaveOrtho, discusses her background in the orthodontic industry and the evolution of the company. She emphasizes the importance of improving the patient experience, saving time for the doctor and team, and adding value to the practice. Paula highlights the flexibility of WaveOrtho's software, which can be run via cloud or server and is compatible with both Windows and Mac computers. She also discusses the company's focus on integrating technology and staying ahead of industry trends. WaveOrtho offers different packages to meet the needs of different practices, including features like two-way texting, blast email and texting, leads retrieval, and online scheduling. WaveOrtho offers a comprehensive practice management system that includes features such as online scheduling, two-way texting, automated reminders, and treatment card automation. The system is designed to improve the patient experience and streamline administrative tasks. WaveOrtho offers different packages to cater to the specific needs of orthodontic practices, allowing them to choose the features that are most important to them. The company emphasizes the importance of involving the team in the decision-making process and preparing for a smooth transition when switching to a new software system.

https://www.instagram.com/waveortho/
https://www.waveortho.com/
https://www.linkedin.com/company/waveortho/
https://www.facebook.com/waveortho



Takeaways





  • Improving the patient experience is a top priority for WaveOrtho.
  • WaveOrtho's software is flexible and can be run via cloud or server, and is compatible with both Windows and Mac computers.
  • The company focuses on integrating technology and staying ahead of industry trends.
  • WaveOrtho offers different packages to meet the needs of different practices, with features like two-way texting, blast email and texting, leads retrieval, and online scheduling. WaveOrtho offers a comprehensive practice management system with features designed to improve the patient experience and streamline administrative tasks.
  • The system includes online scheduling, two-way texting, automated reminders, and treatment card automation.
  • WaveOrtho offers different packages to cater to the specific needs of orthodontic practices.
  • Involving the team in the decision-making process and preparing for a smooth transition are important when switching to a new software system.


Chapters

00:00 Introduction and Background
03:01 Improving the Patient Experience
07:05 Flexibility and Compatibility
09:24 Integrating Technology and Staying Ahead of Trends
13:01 Customizable Packages for Different Practice Needs
28:15 Streamlining Appointment Management
30:04 Lightning Fast Clinical Appointments
33:44 Tasking Team Members for Follow-Up
36:53 All-In-One Solution
41:48 Pitfalls and Advice for Software Transition


Connect With Our Advertisers

OrthoFi - startmoresmiles.com
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://bit.ly/3ZtGyRF
SmileSuite - http://getsmilesuite.com/

Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)
Learn More - www.180ministries.net


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!   

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!   
Retaining Smiles & Increasing Revenue: The Retainers for Life Journey28 Mar 202400:29:11
Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we have a special guest, Dr. Amy Jackson, returning to the show! In this episode we are covering outsourced retainer programs and how they are changing the orthodontic offices of the future. From decreasing chair time to increased revenue and patient satisfaction, we are covering it all.   

Let’s get into it! 

Summary
 
In this episode, Amy Jackson, the founder of Retainers for Life, discusses the benefits of using their program in orthodontic practices. She shares her personal experience and the pain points that led her to create Retainers for Life. Amy explains how the program can save time, improve patient retention, and generate additional revenue for practices. She emphasizes the importance of building long-term relationships with patients and creating a positive experience throughout the retention phase. Amy also provides insights into the implementation process and offers advice for practices considering Retainers for Life.
 
https://www.myretainersforlife.com/

Takeaways
  • Retainers for Life is a program that helps orthodontic practices streamline the retention process, save time, and generate additional revenue.
  • By outsourcing retainer production and management to Retainers for Life, practices can free up chair time for more productive appointments.
  • Retainers for Life allows practices to maintain a long-term relationship with patients even after the completion of orthodontic treatment.
  • The program offers financial incentives for practices and team members, creating a win-win situation for everyone involved.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
00:59 The Birth of Retainers for Life
03:24 The Benefits of Retainers for Life
04:04 The Challenges of Retention in Orthodontic Practices
05:21 Efficiency and Time-Saving with Retainers for Life
06:30 Integration of Retainers for Life into Orthodontic Practices
09:16 Building Long-Term Relationships with Patients
11:26 The Alumni Concept in Orthodontic Practices
12:20 Outsourcing vs. In-House Retainer Production
19:08 Implementing Retainers for Life in Practice Systems
21:01 Workflow and Protocols for Retainers for Life
23:33 Offering Retainers for Life at the End of Treatment
24:31 Cost Comparison: Outsourcing vs. In-House Retainer Production
26:24 Revenue Sharing and Team Incentives
29:18 Getting Started with Retainers for Life
31:43 Contacting Retainers for Life
34:04 Conclusion and Final Thoughts 

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!   

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Reflections and Repetitions: The Daily Habits Shaping Orthodontic Leaders21 Mar 202400:37:11
Welcome to the Hey Docs! Podcast with your host Jill Allen.  

Joining us on the show today is David King from Leaders In Ortho, and in this episode, we are talking about finding joy. As entrepreneurs, it is easy to get weighed down by the pressures of the business, but it doesn’t have to be that way. David has some great information to share with us!  

Let’s get started!  

Summary
 
David King, a business and life coach, discusses the importance of personal and psychological growth for orthodontists. He emphasizes the need for orthodontists to leverage their darkness into their greatness and overcome challenges in their personal and professional lives. King introduces the concept of the four domains of life, which include focusing on one's body, mindset, balance, and business. He encourages orthodontists to take inventory of their lives, exercise regularly, and avoid hesitation. King concludes by offering his contact information for those interested in seeking help.
 
https://leadersinortho.com/
https://www.linkedin.com/in/david-king-864053a/
https://www.instagram.com/David_king_IV
https://www.facebook.com/david.king.96558/
https://www.youtube.com/@UCuF9AQXe-aInmSoic15IAZQ https://www.tiktok.com/@david_king_IV

Takeaways
  • Orthodontists often face challenges in their personal and professional lives that can hinder their joy and happiness.
  • The four domain life, which includes focusing on one's body, mindset, balance, and business, is crucial for achieving fulfillment and success.
  • Orthodontists should not hesitate to seek help and support from trusted individuals or coaches.
  • Taking small steps, such as exercising regularly and setting aside time for self-reflection, can lead to significant personal and professional growth.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
03:17 The Need for Personal and Psychological Growth
08:16 Challenges Faced by Orthodontists
11:23 The Importance of Joy and Happiness
18:53 The Four Domain Life 22:21 Overcoming Fear and Seeking Help
27:54 Tips for Overcoming Challenges
33:39 How to Contact David King
36:36 Speed Round
37:48 Conclusion 

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!   

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Orthodontics & Ownership: Building Wealth Beyond the Chair14 Mar 202400:48:43
Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, I have a special guest, Charles Loretto, from Cain Watters & Associates, joining me on the show. I know that financial planning can be a bit of an undertaking for us all, so Charles is here to break it down. From where you should start to market trends and the best pieces of advice, there is a lot to learn! Pull out your notebooks. 

Let’s get into it! 

Summary
 
Charles Loretto, a financial planner specializing in dentistry, shares his journey and passion for orthodontics. He emphasizes the importance of owning a business and provides insights into the financial aspects of starting and growing an orthodontic practice. Charles discusses the different stages of financial planning, from basic accounting to tax planning and wealth building. He also highlights current trends in the industry, such as lower down payments and the impact of private equity on practice valuations. In this conversation, Charles Loretto and Jill discuss the value of dental practices, trends in practice transitions, the role of technology in orthodontics, and the availability of practices for sale. They also touch on private equity and the financial planning considerations for young doctors. 
 
https://www.cainwatters.com/
https://www.facebook.com/CainWatters/
https://www.linkedin.com/company/cain-watters-&-associates/?trk=top_nav_home https://www.youtube.com/channel/UCCu1ZtPhTapsGg_-MPSxRng

Takeaways
  • Owning a business offers financial benefits, including increased income, equity building, and tax planning opportunities.
  • Financial planning should be tailored to the unique needs of orthodontic practices, including specific accounting practices and projections.
  • As practices grow, it is important to graduate to more comprehensive financial planning services that address complex issues like pension planning and investments.
  • Trends in the industry include lower down payments for treatment and the continued influence of private equity on practice valuations. Understanding the value of a dental practice is crucial when considering a sale or transition.
  • Outsourcing and lean practices are becoming more common in the dental industry.
  • Customized treatment plans and the use of technology are shaping the future of orthodontics.
  • Private practice sales and private equity investments are impacting the industry.
  • Financial planning and surrounding oneself with the right professionals are key for young doctors.

Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
 
00:00 Introduction and Background
03:20 Passion for Orthodontics
09:58 Financial Planning at Different Stages
27:50 Trends in Financial Planning
33:08 Understanding the Value of a Dental Practice
34:02 Trends in Practice Transitions 35:35 Outsourcing and Lean Practices
36:27 Customized Treatment Plans 38:22 The Role of Technology in Orthodontics
39:25 Managing Team Costs and Lab Bills
40:22 Private Practice Sales and Private Equity
41:47 The Availability of Practices for Sale
43:10 Evaluating Practices from a Private Equity Perspective
45:39 Valuing Higher-End Practices 47:53 Taking the Money Off the Table
48:18 Financial Planning for Young Doctors
49:29 Three Pieces of Advice for Young Doctors
55:21 Speed Round 

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!   

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Aligning with Safety: The Role of OSHA in Orthodontics07 Mar 202400:44:08
Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we're delving into the world of orthodontics and OSHA compliance with Andrea Cook. From learning how to stay compliant, the impact of COVID-19 on regulations, and the common challenges practices face with infection control and training we’re covering it all. There is a lot to learn… Let’s get started.


Summary

In this conversation, Jill interviews Andrea about the importance of OSHA compliance in orthodontic practices. They discuss the impact of COVID-19 on compliance, training team members, consequences of non-compliance, common areas of non-compliance, and overlooked areas of compliance. Andrea emphasizes the need for ongoing training and staying up to date with regulations. She also provides advice on how to train team members and ensure compliance effectively. The conversation concludes with a speed round of fun questions.
https://www.straightupsales.com/

https://www.andreacookconsulting.com/
https://www.facebook.com/profile.php?id=100063557741889


Takeaways
  1. OSHA Compliance is Crucial for Patient and Staff Safety: Andrea highlights the importance of adhering to OSHA standards in orthodontic practices not just as a legal requirement, but as a fundamental aspect of ensuring the safety and well-being of both patients and staff.
  2. COVID-19 Has Changed the Compliance Landscape: The pandemic has introduced new compliance challenges and heightened the significance of existing regulations. Andrea discusses how orthodontic practices have had to adapt to these changes to maintain safety and compliance.
  3. Effective Training is Key to Compliance: Andrea underscores the necessity of continuous and effective training for all team members. This includes not only initial training but also ongoing education to keep up with the latest OSHA regulations and best practices.
  4. Awareness of Common and Overlooked Areas of Non-Compliance: The conversation sheds light on areas where orthodontic practices commonly fail to comply with OSHA standards, as well as areas that are often overlooked. This insight can help practices audit their own compliance efforts and make necessary adjustments.
  5. Proactive Measures Ensure Better Compliance: Andrea offers advice on proactive strategies for ensuring compliance, including staying informed about regulatory updates, implementing regular training sessions, and establishing a culture of safety within the practice. This proactive approach helps prevent non-compliance and its associated consequences.


Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
03:41 Importance of OSHA Compliance
08:17 Understanding OSHA Compliance
12:26 Implementing OSHA Compliance in Practice
16:51 Impact of COVID-19 on OSHA Compliance
21:05 Training Team Members on OSHA Compliance
24:45 Importance of OSHA Compliance for Non-Clinical Team Members
27:41 Consequences of Non-Compliance
29:37 Common Areas of Non-Compliance
33:30 Overlooked Areas of Compliance
36:24 Training Summer Hires and Temporary Staff
38:39 Final Thoughts and Advice
43:12 Contact Information
46:15 Speed Round

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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Welcome to the Team: Mastering Onboarding in the Orthodontic Industry with Orthovated29 Feb 202400:37:25
Welcome to the Hey Docs! Podcast with your host, Jill Allen.

Today, we have a special guest, Dr. Robert Trujillo, joining us. He is here to share his company, Orthovated, and how it can help practices with clinical onboarding. From hiring to getting new clinical employees up to speed to employee retention, we cover it all!

Let’s get started!

Summary

Robert Trujillo, an orthodontist and founder of Orthovated, discusses the importance of effective onboarding and training for new hires in the dental industry. He shares his own experience of recognizing the need for better training in his practice and how it led to the creation of Orthovated. Robert emphasizes the significance of pre-boarding, which includes engaging with new hires before their first day of work to make them feel welcomed and supported. He also highlights the four C's of onboarding: compliance, clarification, connection, and culture. Robert provides tips for enhancing teaching and communication to support new hires and improve employee retention.


Takeaways
  • Pre-boarding is a crucial phase in the onboarding process that involves engaging with new hires before their first day of work to make them feel welcomed and supported.
  • Effective onboarding and training can significantly improve employee retention and create a positive work culture.
  • Communication is key in the onboarding process, and it is important to over-communicate and find different ways to convey information to ensure understanding.
  • Taking responsibility for effective communication and training is essential for the success of new hires and the overall growth of the practice.

https://www.orthovated.com/
https://www.facebook.com/orthovated

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00
Introduction and Background
03:56
Recognizing the Need for Better Training
06:35
The Importance of Pre-boarding
10:31
Onboarding and Long-term Retention
12:50
Enhancing the New Hire Setup
19:47
Empowering New Hires through Orthovated
30:53
Tips for Teaching and Communication
37:28
Conclusion and Contact Information


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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Orthodontic Practice Management Software: Discovering Greyfinch22 Feb 202400:38:10
Welcome to the Hey Docs! Podcast with your host Jill Allen.

Today, we have a special guest, Jake Gulick from Greyfinch, joining us on the show. In this episode, we are diving into the ins and outs of practice management software. From Telehealth to capabilities to the future of orthodontic practice management technology, we are covering it all.

Let’s dive in!

Summary

Jake Gulick, the founder of Greyfinch, discusses the inception of the cloud-based orthodontic practice management software and its unique features. He emphasizes the importance of understanding the needs and wants of orthodontic practices and patients and how Greyfinch aims to provide a comprehensive solution. The conversation also covers the benefits of cloud-based software, the integration of telehealth capabilities, and the potential for AI and machine learning in scheduling and automation. Jake provides advice for practices considering a software change and highlights the future trends in software and technology. In this episode, Jill interviews Jake Gulick from Greyfinch, a practice management software company. They discuss the benefits of using Greyfinch and how it can help orthodontic practices. Jake emphasizes the importance of putting out quality products and not rushing the development process. He also mentions a special discount for Hey Docs listeners. The conversation then transitions to a speed round where Jake shares his style, interests, and hobbies, including pickleball, golf, and pizza making. Jake concludes by sharing his goals for Greyfinch and expressing his appreciation for the orthodontic industry.


Takeaways
  • Greyfinch is a cloud-based orthodontic practice management software that aims to provide comprehensive solutions for practices and patients.
  • Cloud-based software offers numerous benefits, including improved efficiency, accessibility, and convenience.
  • Telehealth capabilities, such as virtual consultations, are becoming increasingly important in the orthodontic industry.
  • When considering a software change, it is crucial to evaluate the core features and unique offerings of different platforms, as well as the potential for integration with third-party companies.
  • The future of software and technology in orthodontics includes AI, machine learning, and automation to enhance scheduling and streamline processes. Greyfinch is a practice management software company that offers benefits to orthodontic practices.
  • Putting out quality products and not rushing the development process is important.
  • Listeners can get a discount on Greyfinch by visiting Greyfinch.com/jillallen.
  • Jake's hobbies include pickleball, golf, and pizza making.

https://greyfinch.com/
https://www.facebook.com/getgreyfinch/
https://www.linkedin.com/company/greyfinch/
https://twitter.com/i/flow/getgreyfinch

Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
Greyfinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00
Introduction and Inception of Greyfinch
04:05
Core Features and Unique Offerings of Greyfinch
08:32
Benefits of Cloud-Based Orthodontic Practice Management Software
12:11
Streamlining Processes and Improving Efficiency
14:31
Telehealth Capabilities and Virtual Consultations
20:17
Advice for Existing Practices Considering Software Change
27:36
Integration with Third-Party Companies and Future Possibilities
31:36
Future Trends in Software and Technology
35:30
Introduction and Discussion of Greyfinch
36:19
Appreciation for Gray Finch's Approach
37:11
How to Get in Touch with Greyfinch
38:13
Speed Round: Jake's Style and Interests
39:05
Jake's Hobbies: Pickleball and Golf
39:45
Jake's Hidden Talent: Pizza Making
40:12
Jake's Goals for Greyfinch
41:14
Closing Remarks and Appreciation

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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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 Treatment Coordinating: Adapting and Excelling with Brooke Oliphant15 Feb 202400:46:25
Welcome to the Hey Docs! Podcast with your host, Jill Allen.

Today, I am excited to have the founder of Straight Up Sales, Brooke Oliphant joining me on the show. In this episode, we'll discuss challenges in training, share key advice for hiring and smoothly integrating a new TC and explore common barriers to converting patient exams into starts. I promise it’s an episode you won’t want to miss.

Let’s get into it!

Summary

In this conversation, Brooke Oliphant, the owner and founder of Straight Up Sales Orthodontic Coaching, discusses the challenges and strategies in treatment coordination. She emphasizes the importance of sales in treatment coordination and the need for training new treatment coordinators effectively. Brooke also highlights the obstacles to patient conversion and provides advice on overcoming them. She discusses the changing demographics in orthodontic practices and the need to adapt to emerging trends. Overall, the conversation focuses on improving the patient experience and increasing treatment acceptance through effective treatment coordination. In this conversation, Brooke and Jill discuss the importance of supporting treatment coordinators and the challenges they face. They emphasize the need for cross-training and lean teams to ensure continuity and efficiency. They also highlight the value of walking in someone else's shoes to gain a better understanding of different roles and responsibilities. The conversation emphasizes the importance of building respect and eliminating hierarchy within the dental practice. They stress that every position in the practice affects the patient experience and that consistency is key. Finally, they discuss the benefits of working with established practices and share strategies for improving conversion and patient satisfaction.

Takeaways
  • Sales play a crucial role in treatment coordination and should be embraced as an essential skill.
  • Training new treatment coordinators should focus on empowering them to tap into their unique strengths and personalities.
  • Overcoming obstacles to patient conversion requires addressing their primary concerns and providing personalized treatment options.
  • Adapting to changing demographics and emerging trends is essential for success in treatment coordination. Supporting treatment coordinators is crucial for delivering a wow experience to new patients.
  • Cross-training and lean teams can provide peace of mind and ensure continuity in case of absences or vacations.
  • Walking in someone else's shoes helps build respect and understanding among team members.
  • Eliminating hierarchy and recognizing the importance of every position in the practice can improve the patient experience.
  • Consistency in the patient experience is essential for building trust and earning referrals.
  • Working with established practices can provide opportunities for career growth and reignite passion.
  • Improving conversion rates and patient satisfaction requires continuous improvement and finding ways to better your best.

https://www.straightupsales.com/
https://www.linkedin.com/in/brooke-oliphant/ https://www.facebook.com/orthodonticsalescoaching/ https://www.instagram.com/orthodonticsalescoaching/

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00
Introduction and Background
01:19
Challenges in Treatment Coordination
03:09
The Importance of Sales in Treatment Coordination
05:22
Training Challenges for New Treatment Coordinators
08:25
Obstacles to Patient Conversion
11:45
Training New Treatment Coordinators
14:19
Encouraging Small Wins and Embracing Imperfection
18:19
Overcoming Obstacles in Treatment Coordination
24:19
Addressing Newer Obstacles in Treatment Coordination
27:47
Understanding Changing Demographics
32:57
Adapting to Emerging Trends
38:07
Supporting Treatment Coordinators
39:34
Cross-Training and Lean Teams
40:04
Walking in Someone Else's Shoes
41:26
Building Respect and Eliminating Hierarchy
41:53
Every Position Affects the Patient Experience
42:13
Consistency in Patient Experience
43:18
Working with Established Practices
44:12
Improving Conversion and Patient Satisfaction
45:02
Speed Round

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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Aligning Smiles and Strategies: A Deep Dive into GC Orthodontics08 Feb 202400:32:48
Welcome to the Hey Docs! Podcast with your host, Jill Allen.

Today we are joined by Marc Katz from GC Ortho. As you may or may not know, GC Ortho has been doing some pretty amazing things in regard to company culture and organizational values, so I wanted to have Marc on to share their story. There is a lot to learn.

Let’s Dive In!

Summary

In this conversation, Jill interviews Marc Katz, the Orthodontic Division Director at GC Orthodontics. They discuss the history and philosophy of GC, the importance of teaching and learning in the industry, and the company's focus on creating a positive work environment. They also talk about the communication loop with customers and the quality of GC's products. The conversation highlights the importance of consistency and the value of building relationships with customers. Marc shares his advice for new orthodontists and emphasizes the importance of continuous learning.


Takeaways
  • GC Orthodontics is a company with a rich history and a strong focus on teaching and learning in the industry.
  • Creating a positive work environment and involving employees in decision-making can lead to better collaboration and a more successful business.
  • Effective communication with customers is essential for building strong relationships and providing excellent service.
  • Consistency and quality are key factors in the success of orthodontic products.

https://www.gcorthonline.com/

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00
Introduction and Background
02:13
Philosophies and Culture
03:13
Importance of Teaching and Learning
07:04
GC Heart and Company Philosophy
09:02
Employees as Associates
10:18
Importance of Collaboration and Employee Involvement
11:20
Creating a Positive Work Environment
12:48
Effective Communication with Customers
17:20
Building Relationships and Listening to Customers
23:47
GC and Tomi Products
26:46
Consistency and Quality of Products
33:45
Final Thoughts and Contact Information

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!

Episode Credits:

Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Technology in Practice: Learn How It’s Changing Orthodontics01 Feb 202400:37:54
Welcome to the Hey Docs! Podcast with your host Jill Allen.

I am excited to welcome Mandi Huber, the mind behind orthodocsPRO, to the show. Today, we are covering how key features of digital fee presentation technology, like the payment slider and e-signature, are transforming orthodontic practices. We'll also discuss the evolution of digital workflows and share practical tips for integrating these innovative tools effectively.

Let’s get started!


Summary

In this episode, Mandy Huber discusses the benefits of digitizing forms and using e-signatures in orthodontic practices. She explains how payment sliders can streamline financial discussions and improve patient experience. Mandy also highlights the impact of digital workflows on office design and shares insights into the future of orthodontics. She offers advice for practices looking to implement digital tools and discusses upcoming enhancements to Orthodox Pro. In this conversation, Jill interviews Mandi Huber about her work in the ortho community. They discuss the importance of learning to dance in the rain and finding happiness in any circumstance. Mandi shares her best piece of advice and expresses gratitude for the partnership with Jill. The conversation concludes with closing remarks.


Takeaways
  • Digitizing forms and using e-signatures can streamline administrative processes and improve patient experience.
  • Payment sliders can simplify financial discussions and provide transparency for patients.
  • Digital workflows can impact office design by eliminating the need for dedicated financial offices.
  • Orthodontic practices can benefit from customized reporting and data analysis to optimize their operations.
  • When implementing digital tools, it is important to practice and familiarize yourself with the software, double-check your work, and ensure staff buy-in. Learning to be happy and finding the good in any circumstance is valuable advice.
  • The ortho community greatly benefits from the work of Mandi and her team.
  • Partnerships and collaborations are essential for success in the industry.

https://www.orthodocspro.com/
https://www.facebook.com/orthodocsPro
https://www.linkedin.com/company/orthodocspro/
https://www.youtube.com/channel/UC-yFPx07FALG-vCbwu5kIOA

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
03:00 Digitizing Forms and E-Signatures
07:00 Payment Sliders and Financial Discussions
09:00 Impact on Office Design
11:00 Orthodontics and the Future
13:00 Orthodox Pro Features and Benefits
22:00 Obstacles and Solutions for Implementation
30:00 Future Enhancements
37:00 Contact Information
38:00 Speed Round
39:00 Best Piece of Advice

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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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!   
Everything You Need to Know About Unleashing Creativity and Authenticity in Orthodontic Marketing25 Jan 202400:40:15
Welcome to the Hey Docs! Podcast with your host Jill Allen. Today we have a special guest Tony Peniche from Peniche & Associates joining us on the show. Tony is an expert in marketing, and has a particular grasp on the millennial generation. From being brave enoughto run with an idea to honing in on your target market, we will cover it all.

Let’s get started!

Summary

Tony Peniche, Chief Innovation Officer at Peniche & Associates, shares his insights on marketing and branding strategies for orthodontists. He emphasizes the importance of authenticity and creating memorable experiences for patients. Tony advises against following trends blindly and encourages doctors to focus on their specific audience and their interests. He also provides tips on turning patients into marketeers and expanding social media following. Tony's hidden talent is his lucid imagination, which allows him to visualize and manipulate ideas in his mind. In this episode, Tony shares his journey of discovering his unique imagination and realizing that not everyone thinks the same way. He explains how he can vividly imagine different environments and experiences, even to the point of physically feeling the sensations. Tony also highlights the importance of identifying individuals with hidden talents in the office and involving them in planning and decision-making processes.


Takeaways
  • Focus on authenticity and create content that speaks to your specific audience.
  • Turn your patients into marketeers by providing opportunities for them to share their experiences.
  • Consider the interests and preferences of different demographics, including millennials and adults.
  • Curate memorable experiences for patients by paying attention to details and creating a unique atmosphere.
  • Don't feel pressured to follow every marketing trend; focus on what feels authentic to you and your practice. Imagination can vary greatly among individuals, with some having unique abilities to vividly visualize and experience things in their minds.
  • Identifying individuals with hidden talents, such as pronounced lucid imaginations, in the office can be valuable for planning and creating memorable experiences.
  • Not everyone thinks the same way, and recognizing and embracing different perspectives can lead to innovative ideas and solutions.
  • Engaging individuals with unique talents in the decision-making process can enhance creativity and contribute to the success of projects and initiatives.

https://leeannpenicheandassociates.com/
https://www.facebook.com/PenicheAssociates/
https://www.instagram.com/penicheteam/

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
03:12 Marketing Strategies and Branding
08:20 Marketing Ideas for Younger Doctors
14:25 Millennial Marketing and Beyond
18:47 Expanding Target Demographics
22:44 Getting Started with Marketing
23:27 Authenticity in Marketing
29:34 Expanding Your Following
32:16 Top Tips for Marketing
39:50 Conclusion and Contact Information
41:46 Hidden Talent
42:20 Discovering a Different Perspective
43:15 Exploring Different Types of Imaginations
44:23 Identifying Hidden Talents in the Office
45:01 Taking Advantage of Superpowers

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!

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

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.
   
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Branding Brilliance: Storytelling, Strategy, and Success in Marketing26 Sep 202400:56:54
Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
In today's episode, we're diving deep into the world of storytelling and branding with our very own Marketing Director Jessi from Jill Allen & Associates. She will shed light on how storytelling in branding has evolved, what makes a brand instantly recognizable, and why strong branding is vital for orthodontic practices. If you're looking to refine your brand and create a lasting impression, this conversation is one you won't want to miss.
 
Let’s dive in!

Summary

In this conversation, Jill and Jessi discuss the importance of branding and storytelling in building a successful practice. They emphasize the need for authenticity and cohesion in branding, ensuring that the brand reflects the values and vision of the practice. They also highlight the power of storytelling in marketing, but caution against manipulative tactics. Brand recognition is another key topic, with a focus on using consistent visual elements and providing a consistent experience to create recognition. Overall, the conversation emphasizes the importance of intentional and authentic branding in building a successful practice. In this conversation, Jessi Megna and Jill discuss the importance of branding and marketing in orthodontic practices. They emphasize the need for a strong and cohesive brand that creates a lasting impression on patients. They highlight the role of storytelling, visuals, and consistency in branding. They also provide practical tips for refining a brand, such as creating a mood board, using the 60-30-10 rule for graphics, and paying attention to balance, symmetry, and contrast. They encourage orthodontists to learn more about marketing and branding through social media, books, and resources like JA&A. The conversation concludes with a speed round of questions.

https://www.practiceresults.com/
https://www.facebook.com/JillAllenandAssociates
https://www.instagram.com/jillallenandassociates/
https://www.linkedin.com/in/jilljallen/

Takeaways
  • Authenticity and cohesion are crucial in branding to ensure that the brand reflects the values and vision of the practice.
  • Storytelling in marketing can be powerful, but it should be done thoughtfully and without manipulation.
  • Consistent visual elements and a consistent experience are key to creating brand recognition.
  • Surrounding yourself with smart people and being willing to voice your opinion are important in the branding process.
  • Brand recognition takes time and intentional effort. A strong and cohesive brand is essential for orthodontic practices to create a lasting impression on patients.
  • Storytelling and visuals play a crucial role in branding, and consistency across platforms is key.
  • Practical tips for refining a brand include creating a mood board, using the 60-30-10 rule for graphics, and paying attention to balance, symmetry, and contrast.
  • Orthodontists can learn more about marketing and branding through social media, books, and resources like JA&A
Chapters

00:00 Introduction and Background
03:02 The Importance of Authenticity and Cohesion in Branding
08:11 The Power and Pitfalls of Storytelling in Marketing
13:52 Creating Brand Recognition through Consistency
18:03 Surrounding Yourself with Smart People in the Branding Process
25:01 The Time and Effort Required for Brand Recognition
33:28 The Importance of Branding and Marketing
36:32 Practical Tips for Refining Your Brand
38:19 Learning and Resources for Marketing and Branding

Connect With Our Advertisers

Kaleidoscope - Orthodontic Digital Marketing
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up 

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!   

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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