"Before and afters are crucial for trust." 

Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Kayvan Mott, co-founder of The DocSites, shares insights on effective marketing strategies for orthodontic practices. He discusses common mistakes made by orthodontists, the importance of a strong online presence, and how to leverage reviews and testimonials to build trust. Kayvan emphasizes the significance of SEO and Google Ads in attracting patients, as well as the need for effective landing pages. He also provides guidance on choosing the right marketing partner and the importance of transparency in marketing efforts.


Connect With Our Guest

The DocSites - https://www.docsites.com


Takeaways

• Orthodontists often have a 'set it and forget it' mentality towards marketing.
• Proactive marketing leads to better results for orthodontic practices.
• Websites should focus on building trust and showcasing reviews.
• Convenience features on websites can prevent losing potential patients.
• Internal tracking of patient sources is crucial for effective marketing.
• Google My Business profiles are essential for visibility.
• Quality backlinks are more valuable than numerous low-quality links.
• Landing pages should be tailored to match ad content for better conversion.
• Understanding the importance of reviews can significantly impact practice visibility.
• Choosing a marketing partner requires assessing their experience and transparency.

Chapters
 
00:00 Introduction to Kayvan Mott and The DocSites
02:31 Common Marketing Mistakes in Orthodontics
05:59 The Importance of a Strong Website
11:53 Leveraging Reviews and Testimonials
17:58 The Future of SEO and Online Marketing
23:40 The Importance of Quality Links
24:47 Optimizing Your Google Business Page
26:54 The Role of Blogging in SEO
27:17 Understanding Google Ads and Patient Quality
29:20 Preparing Your Practice for Advertising
31:48 Maximizing Google Ads Effectiveness
34:47 The Power of Landing Pages
37:11 Choosing the Right Marketing Partner 

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

"You need to have someone that owns it."
 
Connect With Our Sponsors
OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and future trends in orthodontic software. Jake emphasizes the need for practices to adapt to changing technologies and patient expectations while providing advice on selecting the right software for individual needs.


Connect With Our Guest

Greyfinch - https://greyfinch.com/


Takeaways

• Jake has been in the dental and orthodontic space for almost 20 years.
• GreyFinch aims to change the practice management landscape.
• AI is disrupting traditional orthodontic practices by improving efficiency.
• Automation can help practices reduce staffing needs and improve workflows.
• Open APIs allow for better integration with third-party tools.
• Practices need to identify bottlenecks to improve efficiency.
• The future of orthodontics will heavily involve AI and automation.
• It's essential to have a champion in the office for practice management software.
• Practices should focus on what their patients want, not just what they want.
• Choosing the right practice management software is crucial for long-term success.

Chapters
00:00 Introduction to Jake and GreyFinch
02:51 The Impact of AI on Orthodontics
05:58 Maximizing Practice Management Software
08:53 Automation in Dental Practices
12:05 Understanding and Implementing New Features
15:01 Identifying Bottlenecks and Workflow Efficiency
20:34 Automating Collections and Workflow Efficiency
21:37 Understanding Open APIs and Integrations
24:10 Future-Proofing Your Practice Management Software
25:55 The Role of AI in Practice Management
28:38 Adapting to Change in the Orthodontic Industry
31:55 Key Considerations for Choosing Software
35:32 Final Thoughts and Industry Trends 

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

“You just have to be yourself."
 
Connect With Our Sponsors

OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/ 
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Dr. Grant Severs shares his journey into orthodontics, detailing the challenges he faced when starting his own practice after a deal fell through. He emphasizes the importance of authenticity, delegation, and building a strong team. Grant discusses the lessons learned in his first two years of practice, including the significance of patience and the need for continuous learning. He also shares his personal mantras that guide his professional life and offers advice for those starting their own practices.


Connect With Our Guest

Severs Orthodontics - https://www.seversorthodontics.com


Takeaways

• Grant's journey into orthodontics began with a family friend who mentored him.
• The importance of having a backup plan when starting a practice.
• Building a team and delegating tasks is crucial for success.
• Authenticity in branding and patient care is essential.
• Patience is key; success takes time and effort.
• Learning from mistakes is part of the growth process.
• Communication with team members helps solve problems effectively.
• It's important to have a support network of colleagues.
• Embracing imperfections in practice leads to better patient care.
• Continuous learning is vital for personal and professional development.

Chapters
 
00:00 Introduction to Dr. Grant Severs
02:49 Journey into Orthodontics
06:10 The Challenge of Starting a Practice
09:05 Navigating the First Year of Practice
12:00 The Importance of Delegation
15:05 Mind Shifts in Year Two
18:00 Building a Practice Culture
21:06 Authenticity in Business
24:40 Building a Memorable Brand
27:17 Lessons from Humbling Experiences
30:02 The Value of Startups vs. Associateships
33:37 Continuous Learning and Networking
36:22 Key Mantras for Success
41:36 Encouragement for New Practitioners 

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

"Relationships are what sell orthodontics."
 
Connect With Our Sponsors
OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill hosts Beth and Jeff, two seasoned experts in orthodontic marketing. They share their journeys in the industry, the formation of their company, Orthodontic Revolution, and the importance of referrals in driving patient acquisition. The discussion delves into leveraging technology and AI to enhance patient experiences and marketing strategies, while also addressing cringe-worthy practices and the significance of branding. The episode concludes with a speed round of insightful questions, offering valuable advice for orthodontic professionals.


Connect With Our Guest

Orthodontic Revolution - https://orthodonticrevolution.com/


Takeaways

• Beth has over 25 years of experience in orthodontic marketing.
• Jeff and Beth met while working with Align Technology.
• Orthodontic Revolution combines their strengths in marketing and technology.
• Referrals account for 80% of patient acquisition in orthodontics.
• AI can enhance patient experiences and streamline operations.
• Branding is crucial for long-term success in orthodontics.
• Many practices overlook the importance of professional marketing expertise.
• Cringe-worthy marketing practices can harm a practice's reputation.
• Technology should be integrated thoughtfully into marketing strategies.
• Building relationships is key to successful orthodontic marketing.

Chapters
00:00 Introduction to Industry Experts
02:53 The Journey into Orthodontic Marketing
06:04 The Birth of Orthodontic Revolution
09:00 The Evolution of Marketing in Orthodontics
12:00 Understanding Patient Referrals
14:59 Innovative Technologies in Orthodontic Marketing
18:00 Referral Retriever: A New Approach
21:08 Creating Magic Moments for Referrals
24:00 The Future of Orthodontic Marketing
31:55 Engaging Patients Through Technology
33:53 The Role of AI in Orthodontics
38:58 AI's Impact on Patient Experience
44:01 Marketing Trends and Challenges
55:06 The Future of Branding in Orthodontics 

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

"Trust but verify the facts."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this episode, Jill Allen interviews dental attorney Levi Barlavi, who shares insights on the importance of understanding the 'why' behind practice ownership, the emotional readiness required for new business owners, and the risks involved in starting or acquiring a practice. Levi emphasizes the need for a supportive team and the value of asking for help, while also discussing common mistakes made by first-time buyers. The conversation also touches on Levi's rebranding to Polished Legal and the importance of continuous growth and adaptation in the dental industry.


Connect With Our Guest

Polished Legal - https://www.polishedlegal.com


Takeaways

• Understanding your 'why' is crucial for practice ownership.
• Having a clear vision can guide your career decisions.
• Emotional readiness is key when starting a business.
• Risk is inevitable; understanding it is essential.
• First-time buyers should seek experienced counsel.
• Don't hesitate to ask for help from mentors.
• Trust but verify during negotiations.
• A good negotiation should feel uncomfortable for both parties.
• Less than 1% of bank loans default, indicating manageable risk.
• Surround yourself with supportive cheerleaders.

Chapters
 
00:00 Introduction to Dental Law and Practice
02:14 Understanding the 'Why' Behind Practice Ownership
06:37 Emotional Readiness for Business Ownership
10:14 Evaluating Risks in Practice Ownership
17:57 Common Mistakes for First-Time Buyers
22:30 Navigating Early Career Challenges
22:59 The Importance of Asking Hard Questions
23:59 Due Diligence in Business Transactions
25:12 Negotiation as a Collaboration
27:54 The Value of Rejection in Business Deals
29:02 Rebranding for Growth and Expansion
30:01 The Journey of Entrepreneurship
34:57 Advice for Aspiring Practice Owners
41:00 Speed Round Insights 

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

"I was getting very burnt out."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Dr. Liz shares her inspiring journey to becoming an orthodontist, detailing her unexpected entry into the field, the challenges she faced while transitioning from New York to opening her own practice in Asheville, and the health issues that arose during this time. She emphasizes the importance of community, authenticity, and resilience in overcoming adversity, and discusses her unique marketing strategies that helped her establish a strong presence in her new location. Dr. Liz's story is a testament to the power of perseverance and the impact of genuine connections in both personal and professional realms.


Connect With Our Guest

Everyday Orthodontics - https://www.everydayortho.com


Takeaways

• Dr. Liz's journey to orthodontics was unexpected and filled with challenges.
• She emphasizes the importance of community and patient care in her practice.
• Overcoming health challenges taught her resilience and determination.
• Authenticity in marketing helped her connect with the community.
• Building a practice requires hard work and dedication, especially in the face of adversity.
• Dr. Liz's unique approach to patient consultations fosters trust and comfort.
• She believes in the power of genuine interactions with patients.
• The support of mentors and peers is crucial in navigating the challenges of practice ownership.
• Dr. Liz's experience with a natural disaster highlighted the strength of community support.
• Staying true to oneself is essential for success in any field.

Chapters
00:00 Journey to Orthodontics: A Serendipitous Path
10:00 Transitioning from New York: The Decision to Open a Practice
19:03 Overcoming Adversity: The Challenges of Opening a New Practice
25:54 Health Challenges: A Personal Battle
33:54 Building a New Life: Marketing and Growing the Practice
35:17 Navigating the First Year: Challenges and Triumphs
51:25 Community Resilience: Overcoming Adversity Together
58:00 Reflections and Advice: Embracing the Journey 

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

"We can't just run an office in chaos."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/

Summary
 
In this episode, Jill and Casey Bull discuss the importance of effective team management and goal setting in orthodontic practices. Casey shares insights on implementing OKRs (Objectives and Key Results) to enhance team performance and accountability. They explore the concept of '10 state' to define excellence in roles, the significance of structured team meetings, and the need to prioritize big goals over daily tasks. The conversation emphasizes fostering a culture of accountability while maintaining a supportive environment for team members.


Connect With Our Guest

CascadEffects - https://www.cascadeffects.com


Takeaways

• Casey Bull emphasizes the need for impactful change in orthodontic practices.
• OKRs help clarify objectives and measure progress effectively.
• Leading KPIs are crucial for proactive management.
• Defining a '10 state' helps teams strive for excellence.
• Structured meetings enhance team accountability and focus.
• Rocks and sand analogy illustrates prioritization of goals.
• Accountability should be framed as support, not criticism.
• Self-care is essential for productivity and balance.
• Open-mindedness can lead to better practices and outcomes.
• Effective communication tools can streamline team interactions.

Chapters
00:00 Introduction to Cascade Effects and Casey's Journey
03:07 Understanding OKRs in Orthodontic Practices
06:00 Implementing OKRs: Practical Steps for Success
08:55 The Importance of Measuring Team Performance
11:58 Defining the 10 State: A New Approach to Goal Setting
19:29 Understanding the Big Picture in Team Dynamics
21:26 The Importance of Structure and Goal Setting
22:54 Effective Team Meetings: Engaging Everyone
25:54 Navigating Team Accountability and Feedback
29:01 Implementing Rocks: Prioritizing Big Objectives
33:11 Balancing Accountability and Team Autonomy 

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

"We do not want to try to time the market."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success.
 
Connect With Our Guest
 
Cain Watters - https://www.cainwatters.com


Takeaways

• Brittany Frazier is a financial planner and CPA at Cain Watters.
• The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.
• Women tend to invest for security and specific goals, while men prioritize performance.
• Education is key to building confidence in financial decision-making for women.
• Women often take longer to make investment decisions compared to men.
• The importance of aligning financial plans with individual and couple goals.
• Advisors should help clients define short-term, mid-term, and long-term goals.
• Women are less confident in financial decisions than men, leading to under-investing.
• It's crucial to understand the different investment strategies of men and women.
• Delegation is important for personal and professional growth.

Chapters
00:00 Introduction to Brittany Frazier and Cain Watters
03:03 The Evolution of Financial Planning for Women
05:53 Understanding the Great Wealth Transfer
09:03 Women and Financial Confidence
11:51 Investing Strategies: Women vs. Men
14:58 The Importance of Education in Financial Planning
17:56 Generational Shifts in Financial Perspectives
21:15 Understanding Couples' Perspectives in Financial Advising
23:09 Defining Goals and Values in Financial Planning
25:33 Investing with Purpose: Time Horizon and Risk Tolerance
27:51 The Importance of Financial Advisors
31:31 Mindset Blocks for Women in Investing
34:44 Overcoming Fear in Financial Decisions
37:27 The Importance of Long-Term Investment Strategies
40:34 Final Thoughts and Speed Round Insights 


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

"You can't base it strictly on price."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill and Joseph Ross discuss the evolution of orthodontic office design, emphasizing the importance of space optimization, equipment quality, and layout considerations. Joe shares insights on the changing needs of orthodontic practices, including the shift from traditional waiting rooms to more efficient designs. They also explore the pros and cons of fixed versus mobile carts, cost factors in building clinics, and the significance of planning for future expansions. Joe offers valuable advice for new orthodontic practices and highlights common mistakes to avoid in office planning. The discussion concludes with a look at future trends in orthodontic design and a fun speed round with Joe.
 
Connect With Our Guest
 
Ross Orthodontic - https://rossorthodontic.com


Takeaways

• Joe Ross has been in the orthodontic equipment industry since 1981.
• The design of orthodontic offices has evolved significantly over the years.
• Space optimization is crucial in orthodontic practice design.
• A minimum of 300 square feet per chair is recommended for orthodontic offices.
• Fixed carts are preferred for their clean look and functionality.
• Cost factors for building clinics vary greatly by location and design choices.
• Quality equipment is essential for long-term success in orthodontics.
• Planning for future expansions is important when designing a new office.
• Common mistakes include improper layout and insufficient sterilization areas.
• Listening is often more valuable than speaking in professional settings.

Chapters
 
00:00 Introduction to Joseph Ross and Ross Orthodontic
02:55 Evolution of Orthodontic Office Design
05:59 Space Requirements for Orthodontic Practices
08:56 Chair and Unit Layout Considerations
11:55 Changes in Patient and Family Dynamics
14:56 Fixed vs. Mobile Carts in Orthodontics
17:58 Cost Factors in Office Build-Outs
20:55 Equipment Budgeting and Selection Tips
21:19 Investing in Quality Equipment
25:10 The Importance of Durable Design
29:06 Navigating Office Expansion Decisions
33:09 Common Mistakes in Office Design
36:37 Future Trends in Orthodontic Design 


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

"AI receptionists are the future."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/

Summary
 
In this episode, Richard May, VP of Business Development at Mango Voice, discusses the evolution of communication in orthodontics, the integration of AI in patient interactions, and the importance of technology in enhancing customer experience. He shares insights on how Mango Voice is revolutionizing the way orthodontic practices manage calls and communicate with patients, emphasizing the role of AI in improving efficiency and training. Additionally, Richard addresses the regulatory aspects of call recording in the healthcare industry. In this conversation, Richard May discusses the importance of compliance and security in healthcare communication, highlighting Mango's commitment to HIPAA compliance and data protection. He explores trends in call management, emphasizing the shift towards more sophisticated systems that enhance patient interaction. The discussion also covers innovative features of Mango's phone system, including after-hours call forwarding and the use of AI receptionists. Richard concludes with advice for young professionals, encouraging them to embrace opportunities, even when they seem daunting.


Connect With Our Guest
 
Mango Voice - https://mangovoice.com/


Takeaways

• Mango Voice provides VoIP services specifically for healthcare professionals.
• The importance of timing in career opportunities and business success.
• AI is transforming communication in orthodontics by enhancing patient interactions.
• Mango AI analyzes phone calls to provide sentiment analysis and call summaries.
• AI tools can save time for front office staff and improve patient care.
• Effective communication is crucial for converting leads into patients.
• Mango Voice integrates with various orthodontic software for seamless operations.
• Call recordings are essential for training and improving team performance.
• Regulations around call recording vary by state and require compliance.
• AI should be viewed as a tool to enhance, not replace, human roles. Mango is committed to compliance and security in healthcare communication.
• The company offers customizable solutions for different practice needs.
• Mango's phone system includes features like after-hours call forwarding and missed call text messages.
• AI receptionists are becoming a significant trend in the industry.
• Practices can evaluate their call management effectiveness with Mango's tools.
• Mango ensures patient information is kept private and secure.
• The company aims to make communication light and stress-free for users.
• Missed calls can be turned into opportunities with the right system in place.
• It's essential for practices to consider their call flow and answer rates.
• Young professionals should take opportunities that challenge them.

Chapters
 
00:00 Introduction to Richard May and Mango Voice
03:01 The Evolution of Communication in Orthodontics
05:54 Harnessing AI for Enhanced Patient Interaction
08:55 The Role of AI in Call Management
12:01 Improving Team Performance with AI Insights
14:55 Integrating Technology for a Better Patient Experience
18:09 Navigating...

"Now is the time to do digital."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Andrea Cook discuss the evolving landscape of orthodontics, focusing on the challenges and opportunities presented by digital transformation, the critical importance of sterilization processes, and the necessity of adhering to OSHA and infection control standards. They emphasize the need for practices to adapt to new technologies while ensuring safety and compliance, particularly in the context of hiring and training new team members. The discussion highlights the importance of proactive planning and system implementation for both new and established practices. In this conversation, Andrea Cook and Jill discuss various aspects of practice management, focusing on effective implementation strategies, the importance of training, inventory management, team dynamics, and communication. They emphasize the need for structured systems to enhance efficiency and employee satisfaction, while also addressing the challenges of employee overload and the significance of open dialogue in the workplace. The discussion concludes with personal productivity habits and the impact of technology on practice management.


Connect With Our Guest

Andrea Cook Orthodontic Clinical Consultant - https://www.andreacookconsulting.com


Takeaways

• Digital transformation is a significant challenge for orthodontic practices.
• Time management is crucial for implementing new technologies effectively.
• Practices must prioritize sterilization processes for patient and employee safety.
• OSHA compliance is essential and requires written protocols and logs.
• New practices should establish core systems from the beginning to avoid costly retrofits.
• Team training is vital for maintaining compliance and efficiency.
• Practices should utilize slower months for training and system improvements.
• Sales reps may not always provide the best advice for orthodontic needs.
• Regular reviews of protocols are necessary to ensure ongoing compliance.
• Proactive planning can prevent future operational challenges. Effective implementation requires a strategic plan and gradual steps.
• Training is essential for maintaining protocols and ensuring safety.
• Bulk purchasing can save time and money in inventory management.
• A streamlined inventory system reduces wasted time and resources.
• Strong team dynamics are crucial for a productive workplace.
• Open communication helps identify employee overload before it escalates.
• Regular performance planning sessions foster team development.
• Encouraging vulnerability among team members enhances office culture.
• Trusting your instincts can lead to significant career advancements.
• Technology like Chat GPT can greatly improve practice efficiency.

Chapters
 
00:00 Introduction and Background
02:45 Navigating Digital Transformation in Orthodontics
10:46 The Importance of Sterilization Processes
17:45 Understanding OSHA and Infection Control Standards
25:43 Strategizing for Effective Implementation
27:09 The Importance of Training and Maintenance
28:06 Navigating Inventory Challenges
30:54...

"You have to trade trust for money."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/


Summary
In this conversation, Rodrigo Viecilli shares his unique journey from academia to becoming a successful orthodontist and entrepreneur. He discusses the challenges he faced while starting his practice during the COVID-19 pandemic and the importance of digital marketing in a competitive landscape. Rodrigo emphasizes the significance of SEO, Google Maps, and Google My Business in attracting patients, as well as the role of backlinks in building authority. He advocates for collaborative marketing among orthodontists to enhance visibility and patient acquisition, while also highlighting the need for a long-term strategy in digital marketing. In this conversation, Rodrigo Viecilli shares insights on digital marketing strategies for orthodontic practices, emphasizing the importance of location, online advertising, and optimizing Google Maps for visibility. He discusses the necessity of ads for startups, the interplay between SEO and reviews, and the significance of understanding competition in the digital space. Rodrigo also provides advice for new practices on where to allocate marketing dollars and the importance of professional independence in business.


Connect With Our Guest
ORTHODYNAMO - https://orthodynamo.com/


Takeaways

• Rodrigo transitioned from academia to orthodontics, facing unique challenges.
• Starting a practice during COVID-19 required innovative marketing strategies.
• Digital marketing is crucial for survival in a competitive market.
• SEO is essential for attracting patients organically.
• Google Maps and Google My Business are vital for local visibility.
• Backlinks enhance website authority and search rankings.
• Collaborative marketing can benefit orthodontists collectively.
• Content quality is more important than backlinks alone.
• Building a strong online presence takes time and effort.
• Understanding digital marketing potential is key for practice location decisions. Digital marketing mistakes can be costly for small practices.
• Location significantly impacts patient acquisition in orthodontics.
• Online advertising is crucial for new practices to gain visibility.
• A strong offer is essential for effective advertising.
• SEO and reviews are interconnected in driving traffic.
• The Google Map pack is often underutilized by practices.
• Startups should prioritize engaging with knowledgeable marketing firms.
• Understanding local competition is vital for strategic planning.
• Professional independence enhances business integrity and growth.
• Continuous evaluation of marketing strategies is necessary for success.

Chapters
00:00 Rodrigo's Journey: From Academia to Orthodontics
02:56 Navigating Challenges: Starting a Practice During COVID-19
05:58 The Importance of Digital Marketing in a Competitive Landscape
09:01 SEO Fundamentals: Why It Matters for New Practices
11:55 Understanding Google Maps and Local SEO
15:02 The Power of Google My Business (GMB)
18:00 Backlinks: Building Authority and Visibility
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"Inflation is killing us."
 
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Summary
In this conversation, Scott Broadbent discusses the importance of tax credits for healthcare professionals, particularly orthodontists. He explains how his company, Acquire Tax Credits, helps practitioners navigate the complexities of tax credits and the recent changes in tax legislation that could benefit them. Scott emphasizes the significance of documenting research and development efforts to qualify for these credits and addresses common misconceptions about the process. The discussion also highlights the potential financial impact of tax credits on new and established practices, encouraging doctors to take advantage of available resources. In this conversation, Scott Broadbent discusses the importance of tax credits for dental practices and introduces the SCUBA program, designed to provide peace of mind for patients while enhancing revenue for dentists. He emphasizes the collaboration with CPAs to ensure proper implementation and maximization of tax benefits. The discussion also covers the cost structure of the SCUBA program and its potential impact on practice profitability. Scott concludes with insights on customer service trends and the value of teaching patients to manage their dental care effectively.


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Acquire Tax Credits - https://acquiretaxcredits.com/


Takeaways

• Tax credits can significantly benefit healthcare professionals.
• Many practitioners are unaware of the tax credits available to them.
• The PATH Act expanded the scope of qualifying for tax credits.
• Documentation is crucial for successfully claiming tax credits.
• New practices can leverage tax credits to alleviate financial burdens.
• The recent budget bill may enhance tax credit opportunities.
• Collaboration with CPAs is essential in the tax credit process.
• Misconceptions about R&D tax credits can deter practitioners from applying.
• The audit rate for R&D claims is relatively low.
• Proper preparation can lead to successful tax credit claims. Tax credits can significantly benefit dental practices.
• Collaboration with CPAs is crucial for maximizing tax benefits.
• The SCUBA program offers peace of mind for patients.
• Dentists can retain patients better with structured care plans.
• The SCUBA program is designed to be easy for dental staff to implement.
• Dentists keep 80% of the revenue generated from the SCUBA program.
• Inflation impacts dental practices, necessitating innovative solutions.
• Patient retention is key to long-term practice success.
• The SCUBA program can enhance profitability for dental practices.
• Providing peace of mind can lead to increased patient loyalty.

Chapters
00:00 Introduction to Scott Broadbent and Acquire Tax Credits
02:05 Understanding Tax Credits for Healthcare Professionals
06:00 The Impact of Tax Credits on New Practices
10:04 Recent Changes in Tax Legislation
14:00 Navigating the Tax Credit Process
17:59 Addressing Common Concerns and Misconceptions
22:31 Navigating Tax Credits for Dental Practices
27:02 Understanding SCUBA: A Peace of Mind Program for DentistsShow more...