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Jill Allen
Hey Docs! Hosted by Jill Allen of Jill Allen & Associates. In this podcast, Jill and her guests will cover everything you need to know about building a business. Along with giving tips and tools to help you succeed in your own venture. Each episode will weave a narrative journey about innovators, entrepreneurs, doctors, and companies that are making an impact. So whether you are a brand new doctor building a practice or an entrepreneur looking to build an empire, there is something here for you! Tune in weekly. Episodes drop every Thursday!
Total 119 episodes
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Straightening Out Social Media: Strategies for Your Practice

Straightening Out Social Media: Strategies for Your Practice

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today we are diving into the world of social media and its role in promoting your orthodontic practice with our very own social media expert Jordann from Jill Allen & Associates. She will share insights on building a digital presence, tips for creating effective social media strategies, and how to measure success on these platforms. Whether you're a social media novice or looking to refine your strategy, this conversation is packed with practical advice to help your practice thrive online. Let’s get into it!SummaryIn this conversation, Jill and Jordann discuss the critical role of social media in modern business practices, particularly for orthodontists. They explore the necessity of social media, how to get started, defining goals, choosing the right platforms, building a strategy, community engagement, tracking ROI, understanding algorithms, and avoiding common pitfalls. The discussion emphasizes the importance of authenticity, consistency, and adapting to the ever-changing digital landscape.https://www.practiceresults.com/https://www.facebook.com/JillAllenandAssociates/https://instagram.com/jillallenandassociateshttps://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassocTakeawaysSocial media is essential for business growth.Understanding your audience is key to effective marketing.Authenticity in social media builds trust with patients.Choosing the right platform is crucial for engagement.Consistency in posting helps with algorithm favorability.Community engagement can drive referrals and trust.Tracking metrics is important for measuring success.Hiring the right social media manager is vital.Avoid common pitfalls by knowing your brand identity.Continuous learning is necessary for career advancement.Chapters00:00 Introduction to Social Media in Practice02:46 The Necessity of Social Media for Businesses06:06 Getting Started with Social Media09:01 Defining Goals and Authenticity in Social Media11:58 Choosing the Right Platforms for Your Practice15:00 Building a Social Media Strategy17:58 The Importance of Community Engagement21:06 Tracking Return on Investment in Social Media23:55 Understanding the Algorithm and Consistency27:03 Common Pitfalls in Social Media Strategy30:01 Final Thoughts and AdviceConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.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!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
58:0321/11/2024
Trends and Technology for Modern Orthodontic Practice Design

Trends and Technology for Modern Orthodontic Practice Design

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today I am catching up with my friend Felipe Lopez from Joe Architect, an expert in the evolving field of architectural design. While many of you might remember our previous conversation, it's time for a refresh as we dive into the latest changes and trends shaping office spaces today. We’ll explore how technology is revolutionizing design, the new challenges in building and designing spaces, and what you need to know if you're considering working with a firm like Joe Architect.Let’s get get started! SummaryIn this conversation, Jill and Felipe discuss changes in orthodontic office design and architecture. They talk about the impact of COVID-19 on orthodontic build-outs and the importance of incorporating social media spaces in office layouts. They also discuss design trends such as the use of arches, textured wall coverings, and decorative hardware. Felipe highlights the importance of considering technology in office design, including the need for flexible spaces for 3D printers and the integration of technology in waiting rooms. They also address obstacles in the design process, such as the need to consider floor structures in high-rise buildings and the challenges of financing and budgeting for construction costs. In this conversation, Jill and Felipe discuss the importance of early involvement of architects in orthodontic office projects. They talk about the benefits of getting preliminary pricing and design concepts before signing a lease or starting construction. They also discuss the challenges of finding contractors and managing expectations throughout the design and construction process. Felipe emphasizes the importance of clear communication, building relationships, and being intentional in the design and construction of orthodontic offices.https://joearchitect.com/http://www.linkedin.com/company/joearchitecthttps://www.facebook.com/pages/JoeArchitect/106479840195https://plus.google.com/103944525043720943838/posts?hl=enhttp://www.pinterest.com/joearchdesign/TakeawaysCOVID-19 has impacted orthodontic office design, with a focus on incorporating social media spaces in layouts.Design trends include the use of arches, textured wall coverings, and decorative hardware.Technology plays a significant role in office design, with considerations for 3D printers, X-ray units, and media displays.Obstacles in the design process include the need to consider floor structures in high-rise buildings and challenges with financing and budgeting for construction costs. Early involvement of architects in orthodontic office projects can help with preliminary pricing and design concepts.Finding reputable contractors and managing expectations is crucial in the design and construction process.Clear communication and building relationships with architects, contractors, and other professionals is important for successful orthodontic office projects.Being intentional in the design and construction of orthodontic offices can help create a space that aligns with the dentist's vision and brand.Chapters00:00 Introduction and Background03:30 Changes in orthodontic Office Layouts and Architecture08:21 Design Trends in orthodontic Office Design20:00 Integrating Technology in orthodontic Office Design27:19 Obstacles in the Design Process37:35 Early involvement of architects in orthodontic office projects41:28 Challenges in finding contractors and managing expectations44:45 Design approval for unbuilt spaces48:37 Being clear about intentions and budget53:04 Managing expectations and avoiding unrealistic design goals56:01 The importance of clear communication and building relationshipsConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.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!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
01:07:5814/11/2024
The Power of Self-Belief: A Precursor to Success

The Power of Self-Belief: A Precursor to Success

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I can’t wait to take deep dive into a topic that resonates with many of us—self-doubt and its impact on our potential with returning guest Dr. Tarryn MacCarthy from The Business of Happiness. She will share insights into how self-doubt is fostered by societal and educational structures and how it holds us back from achieving our full potential. We’ll also explore practical strategies for overcoming self-doubt and how doing so can unlock greater success in both our personal and professional lives.Let’s dive in! SummaryTarryn MacCarthy shares her journey of finding happiness and success as an orthodontist and how self-doubt can lead to burnout. She discusses the societal and educational factors that contribute to self-doubt and the importance of self-belief. Tarryn emphasizes the need for self-forgiveness, self-compassion, and setting boundaries to overcome self-doubt. She also highlights the impact of external validation and the importance of recognizing situational factors in evaluating feedback. Tarryn encourages listeners to foster resilience and embrace personal growth. In this conversation, Tarryn MacCarthy and Jill discuss the importance of self-belief and overcoming self-doubt. They explore the concept of the inner critic, or 'Bitchy Becky,' and how to separate ourselves from negative thoughts. They emphasize the power of change and stepping outside of our comfort zones to foster growth. Tarryn shares practical exercises for building self-belief, such as celebrating ourselves and reflecting on past challenges. They also discuss the importance of investing in oneself and taking time for self-care.https://thebizofhappiness.com/https://www.instagram.com/thebizofhappiness/https://www.facebook.com/thebusinessofhappinesshttps://www.linkedin.com/in/dr-tarryn-maccarthy-2b401b123/https://podcasts.apple.com/us/podcast/the-business-of-happiness/id1537122859TakeawaysSelf-doubt can lead to burnout and hinder personal and professional growth.Societal and educational factors contribute to self-doubt, but it can be unlearned.Self-belief is crucial for happiness and success.Recognize the situational factors and set boundaries to overcome self-doubt.Practice self-forgiveness and self-compassion to foster resilience and personal growth. Separate yourself from negative thoughts and recognize that they are often echoes from other people or past experiences.Stepping outside of your comfort zone is necessary for growth and change.Investing in yourself and building self-belief is crucial for success.Take time for self-care and celebrate your achievements.Chapters00:00 Introduction and Background03:00 The Journey of Finding Happiness and Success06:23 Unlearning Self-Doubt: Societal and Educational Factors09:49 The Power of Self-Belief14:10 Recognizing Situational Factors and Setting Boundaries17:33 Self-Forgiveness and Self-Compassion24:05 Separating Yourself from the Inner Critic26:43 The Power of Change: Stepping Outside of Your Comfort Zone29:28 Investing in Yourself: Building Self-Belief for Success35:37 Self-Care and Celebration: Taking Time for YourselfConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.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!   Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
50:4907/11/2024
Shifting Your Focus: From 'How' to 'Who' with Jill Allen

Shifting Your Focus: From 'How' to 'Who' with Jill Allen

Welcome to the Hey Docs! Podcast with your guest host Jessi Megna.  Today, Jill and I will be diving into some game-changing concepts and her favorite ideas from the book Who Not How. This episode is all about looking for ways to improve your practice through delegation and goal setting. We’ll explore why the idea of 'Superman Syndrome' might not be all it’s cracked up to be and how shifting your focus from doing everything yourself to finding the right 'who’s' can transform your practice.  Let’s get started! Summary In this episode, Jessi and Jill discuss the importance of delegation and the concept of 'Who Not How' in business. Jill shares her passion for outdoor activities and how it reflects her adventurous spirit. They delve into the challenges of Superman syndrome, where business owners feel the need to do everything themselves, and how this can hinder growth. The conversation emphasizes the significance of surrounding oneself with the right people and leveraging networks for success. Jill provides practical examples of how to shift from a self-centered approach to a more collaborative one, ultimately leading to greater freedom and success in both personal and professional life. https://www.instagram.com/jillallenandassociates/https://www.linkedin.com/in/jilljallen/https://tiktok.com/@jillallenandassochttps://www.facebook.com/JillAllenandAssociates/ Takeaways Surround yourself with the right people to grow.Recognize and address your Superman syndrome.Start small by delegating one task at a time.Identify what you truly want from your business.Trust but verify your team members' capabilities.The multiplier effect can enhance your network.Investing in yourself is crucial for growth.Don't be afraid to start, even if it's messy.Evaluate what tasks are bottlenecking your success.Always seek out those who can do it better than you.Chapters 00:00 Introduction and Passion Pursuits02:46 Exploring 'Who Not How' and Its Impact07:14 Superman Syndrome: The Limiting Factor12:29 Shifting from 'I' to 'Who' in Business18:58 The Multiplier Effect: Leveraging Your Network23:43 Delegation: The Key to Freedom31:25 Top Takeaways and Final Thoughts Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - 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 Jessi Megna Produced by Jordann KillionAudio Engineering by Garrett Lucero 
46:4831/10/2024
Digital Practice Success: Vision, Tech, and Outsourcing

Digital Practice Success: Vision, Tech, and Outsourcing

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 Background03:03 The Importance of Having a Clear Vision08:02 The Value of Mentors in the Startup Journey14:03 The Benefits of Implementing Digital Technology20:09 Starting a Successful Digital Practice from the Beginning27:19 Streamlining Operations Through Outsourcing and Software Systems29:22 Creating and Refining Systems Through Regular Team Meetings36:28 The Value of Open Communication and Positive Team Culture Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
53:0824/10/2024
Adapting to Change: Invisalign's Legal Impact and Google AI in the Orthodontic Industry

Adapting to Change: Invisalign's Legal Impact and Google AI in the Orthodontic Industry

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!SummaryIn 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/KaleidoscopeDigitalMarketinghttps://www.instagram.com/kaleidoscopedigitalmarketing/https://www.linkedin.com/company/kaleidoscope-digital-marketinghttps://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzwTakeawaysMary 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.Chapters00:00 Introduction to Mary Kay Miller and Kaleidoscope01:55 The Impact of Invisalign's Legal Issues on Orthodontic Practices10:15 Understanding Trademark Infringement Risks for Invisalign Providers15:45 Steps to Ensure Website Compliance and Managing Multiple Aligner Products21:50 Navigating Google AI and Business Verification Challenges27:10 Real-World Examples of Google Business Profile Verification Issues36:30 Preparing for Future Digital Marketing and AI Changes42:40 Speed Round: Fun Questions and Final Advice for Orthodontic PracticesConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.netAre 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
50:1417/10/2024
Elevating Excellence: Transforming Orthodontic Practices for Lasting Growth

Elevating Excellence: Transforming Orthodontic Practices for Lasting Growth

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/NewPatientGrouphttps://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 Background07:19 The Power of a Growth Mindset15:23 Redefining Customer Service in Orthodontics19:22 Investing in Team Training for Success21:53 Reducing No-Shows and Improving Conversion Rates25:27 Leveraging Digital Marketing and Technology for Practice Growth29:39 Common Complaints in the Dental Industry36:41 The Importance of Being Proactive43:46 Implementing Systems and Outsourcing from the Beginning50:44 The Significance of Culture and Leadership53:39 Advice for New Orthodontists Connect With Our Advertisers OrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
59:3010/10/2024
Streamlining Success: Revolutionizing Patient Experience and Practice Efficiency

Streamlining Success: Revolutionizing Patient Experience and Practice Efficiency

Streamlining Success: Revolutionizing Patient Experience and Practice EfficiencyWelcome 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 systemsLet’s get into it! SummaryPaula, 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/waveorthoTakeawaysImproving 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.Chapters00:00 Introduction and Background03:01 Improving the Patient Experience07:05 Flexibility and Compatibility09:24 Integrating Technology and Staying Ahead of Trends13:01 Customizable Packages for Different Practice Needs28:15 Streamlining Appointment Management30:04 Lightning Fast Clinical Appointments33:44 Tasking Team Members for Follow-Up36:53 All-In-One Solution41:48 Pitfalls and Advice for Software TransitionConnect With Our AdvertisersOrthoFi - startmoresmiles.comGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://bit.ly/3ZtGyRFSmileSuite - http://getsmilesuite.com/Donate to 180 Ministries -  Donate to 180 Ministries (bloomerang.co)Learn More - www.180ministries.netAre 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
54:5603/10/2024
Branding Brilliance: Storytelling, Strategy, and Success in Marketing

Branding Brilliance: Storytelling, Strategy, and Success in Marketing

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!SummaryIn 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/JillAllenandAssociateshttps://www.instagram.com/jillallenandassociates/https://www.linkedin.com/in/jilljallen/TakeawaysAuthenticity 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&AChapters00:00 Introduction and Background03:02 The Importance of Authenticity and Cohesion in Branding08:11 The Power and Pitfalls of Storytelling in Marketing13:52 Creating Brand Recognition through Consistency18:03 Surrounding Yourself with Smart People in the Branding Process25:01 The Time and Effort Required for Brand Recognition33:28 The Importance of Branding and Marketing36:32 Practical Tips for Refining Your Brand38:19 Learning and Resources for Marketing and BrandingConnect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
56:5426/09/2024
From Awareness to ROI: Marketing Strategies to Grow Your Orthodontic Practice

From Awareness to ROI: Marketing Strategies to Grow Your Orthodontic Practice

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by special guest Dr. Leon Klempner from People + Practice. In this episode, we are diving into the world of marketing in the ever-changing landscape of orthodontics. There is a lot to cover. Let’s get into it! Summary Leon, a retired orthodontist and co-founder of People + Practice, discusses marketing strategies for orthodontic practices. He emphasizes the importance of messaging and differentiation in marketing efforts. Leon explains the concept of a marketing funnel and the various tactics that can be used at each stage, from creating awareness to capturing leads. He also highlights the need for a user-friendly website and the use of digital tools to enhance the patient experience. Leon emphasizes the importance of tracking the effectiveness of marketing dollars and taking a holistic approach to marketing. People + Practice takes a holistic approach to orthodontic marketing, focusing on messaging, branding, and a comprehensive online presence. They have a data-driven approach and aim to provide a 6-10x return on investment for their clients. Their team is experienced in orthodontics and can provide expertise in limited treatment protocols and new technologies. They offer a Startup Plus program specifically designed for new practices, helping them develop clear messaging, logos, websites, and social media presence. People + Practice stands out by their ortho-focused approach, holistic strategy, and commitment to delivering results. https://www.pplpractice.com/https://www.facebook.com/pplpracticehttps://www.instagram.com/pplpractice/https://www.linkedin.com/company/people-&-practice/ Takeaways Messaging is the key to effective marketing in orthodontics.It is important to identify a differentiator that sets your practice apart from the competition.A holistic approach to marketing is essential, covering various tactics such as awareness ads, traffic ads, and SEO.A user-friendly website and digital tools are crucial for enhancing the patient experience and increasing conversion rates.Tracking the effectiveness of marketing dollars is important, and a focus on generating educated and ready-to-start leads is key.Differentiation and messaging should be the foundation of marketing efforts, with other tactics supporting and reinforcing the core message.People in Practice takes a holistic approach to orthodontic marketing, focusing on messaging, branding, and a comprehensive online presence.They aim to provide a 6-10x return on investment for their clients.Their team is experienced in orthodontics and can provide expertise in limited treatment protocols and new technologies.They offer a Startup Plus program specifically designed for new practices, helping them develop clear messaging, logos, websites, and social media presence.People in Practice stands out by their ortho-focused approach, holistic strategy, and commitment to delivering results.Chapters 00:00 Introduction and Background03:24 The Importance of Messaging and Differentiation07:49 Enhancing the Patient Experience with Digital Tools12:40 The Role of Differentiation and Messaging20:53 Maximizing ROI with People + Practice23:44 Startup Success with the Startup Plus Program29:35 No Leaky Buckets: Covering All Marketing Bases32:39 Adaptability and Open-Mindedness for Success34:37 The Future of Orthodontics: AI and Data-Driven Decision Making37:17 Investing in Smart People 40:03 Work-Life Balance and Stress Management Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero 
40:1519/09/2024
Unlocking Orthodontic Practice Growth: The Power of Holistic Marketing Strategies

Unlocking Orthodontic Practice Growth: The Power of Holistic Marketing Strategies

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am so excited to have Jeremy Salaz from Neon Canvas on the pod. In this episode, we are talking about marketing and why it is so important to take a holistic approach to your brand. From creating your brand identity to marketing with a cohesive brand story, we are covering it all. Let’s get into it! Summary In this conversation, Jill interviews Jeremy, the Director of Sales for Neon Canvas, about marketing strategies for dental practices. They discuss the patient journey and how it relates to marketing, the importance of branding and storytelling, and the essential elements of a successful marketing strategy. They also emphasize the need for ongoing optimization and data analysis. Neon Canvas takes a holistic approach to help dental practices with their marketing, providing customized strategies and support. Neon Canvas is a marketing agency that specializes in healthcare marketing, including orthodontics. They emphasize the importance of having a comprehensive marketing strategy that aligns with the goals and needs of the practice. They believe that marketing is not just advertising, but a holistic approach that encompasses branding, identity, and patient experience. They also stress the importance of working with a knowledgeable and experienced agency that understands the healthcare market. They caution against making marketing decisions based solely on cost and emphasize the need for custom content and targeted strategies. They also discuss the importance of staying informed about marketing trends and being willing to adapt and pivot when necessary. https://neoncanvas.com/https://www.instagram.com/neoncanvas/https://www.facebook.com/NeonCanvas https://www.youtube.com/channel/UCrcI7AeHOfHM4OMgqm9EcCw Takeaways The patient journey is a crucial aspect of marketing for dental practices, and it can start from various entry points such as online ads, social media, or word-of-mouth recommendations.Branding and storytelling are essential for dental practices to differentiate themselves and attract the right patients.It's important to have a cohesive brand across all platforms, including the website, social media, and traditional marketing.Marketing is not a one-time effort but an ongoing process that needs to evolve with changing technology and patient behavior.It's crucial to stay up-to-date with marketing strategies and continuously analyze data to optimize results.Neon Canvas takes a holistic approach to help dental practices with their marketing, providing customized strategies and ongoing support.They emphasize the importance of communication and collaboration between the marketing company and the dental practice.It's important for dental practices to ask questions and seek clarification if they don't understand certain aspects of marketing.Open communication and understanding are key to a successful marketing partnership.Marketing is a comprehensive and holistic approach that encompasses branding, identity, and patient experience.Working with a knowledgeable and experienced agency is crucial for healthcare marketing success.Custom content and targeted strategies are essential for effective marketing.Staying informed about marketing trends and being willing to adapt and pivot is important.Making marketing decisions based solely on cost can lead to poor results.Chapters00:00 Introduction and Background02:58 Understanding the Patient Journey11:33 The Power of Branding and Storytelling17:45 Essential Elements of a Successful Marketing Strategy22:04 The Importance of Ongoing Optimization and Data Analysis26:32 Neon Canvas: Taking a Holistic Approach31:26 Working with a Knowledgeable and Experienced Agency35:26 The Value of Custom Content and Targeted Strategies37:20 Staying Informed and Adapting to Marketing Trends43:30 Avoiding Cost-Based Marketing Decisions Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann Killion Audio Engineering by Garrett Lucero 
45:4312/09/2024
Transforming Orthodontics: The Power of Personalization and Digital Innovation

Transforming Orthodontics: The Power of Personalization and Digital Innovation

 Welcome to the Hey Docs! Podcast with your host Jill Allen. On this episode, I am joined by Frank Quinn from LightForce. We all know personalization is becoming a major part of life, but how are we utilizing it for sales in our orthodontic offices? Listen in to find out how personalization might be just the thing you need to set your practice apart. Let’s get into it! Summary Frank Quinn, Chief Revenue Officer of LightForce, discusses how the company is helping orthodontic practices personalize their treatment plans and improve the patient experience. LightForce offers a fully digital business model that allows doctors to customize their treatment plans and use personalized brackets that are made to fit each patient's tooth anatomy. This level of personalization not only improves treatment outcomes but also enhances the patient's perception of the practice. LightForce's system is efficient and time-saving, allowing doctors to see more patients and reduce the need for additional team members. The transition to a fully digitized practice is the future of orthodontics and offers a higher quality of life for doctors. In this conversation, Frank Quinn, the Chief Revenue Officer of LightForce Orthodontics, discusses the benefits of digital bracket systems and aligner systems in orthodontics. He emphasizes the importance of having similar workflows and the ability to customize treatment plans to meet the needs of each individual patient. Quinn shares his own experience of transitioning his IT business to a cloud-based model and highlights the importance of introducing new technology into a practice gradually. He also explains the unique features of LightForce Orthodontics, including their personalized and modular approach, just-in-time inventory, and in-house manufacturing facility. Quinn expresses his optimism about the future of the orthodontic industry and the continuous improvement of LightForce Orthodontics.https://www.linkedin.com/company/lightforceortho/ https://www.instagram.com/WeAreLightForce/https://www.facebook.com/LightForceOrtho/https://lf.co/ Takeaways LightForce helps orthodontic practices personalize their treatment plans and improve the patient experience.Their fully digital business model allows doctors to customize treatment plans and use personalized brackets.Personalization improves treatment outcomes and enhances the patient's perception of the practice.LightForce's system is efficient and time-saving, reducing the need for additional team members.The transition to a fully digitized practice is the future of orthodontics and offers a higher quality of life for doctors.Digital bracket systems and aligner systems offer similar workflows, making it easier for orthodontists to transition between the two.Introducing new technology into practice gradually can help mitigate costs and stress.LightForce Orthodontics differentiates itself through its personalized and modular approach, just-in-time inventory, and in-house manufacturing facility.The orthodontic industry is resilient, and LightForce Orthodontics is committed to continuous improvement and customer satisfaction.Chapters 00:00 Introduction and Background03:21 Personalizing Orthodontic Treatment Plans09:24 Efficiency and Time-Saving in Orthodontic Practices12:51 Improving the Patient Experience18:18 Reducing the Need for Additional Team Members23:26 The Future of Orthodontics: Fully Digitized Practices25:20 Gradual Practice Transformation: Mitigating Costs and Stress28:00 Implementing Technology without Disrupting the Practice31:54 LightForce Orthodontics: Personalized, Modular, and Efficient34:19 Differentiating LightForce Orthodontics from Other Players37:54 The Impact and Scale of LightForce Orthodontics' 3D Printing40:57 LightForce Orthodontics' Commitment to Continuous Improvement45:12 The Importance of Understanding Values in Leadership Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
44:3305/09/2024
Everything You Need to Know about Engaging Younger Patients Authentically

Everything You Need to Know about Engaging Younger Patients Authentically

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I have the pleasure of hosting returning guest Davin Bickford from WildSmiles. Today, Davin is here to discuss the latest trends in marketing and brand messaging within the orthodontic industry. From statistics on market share and growth, to the impact of declining birth rates on practices, we are getting into it. This is an episode you won’t want to miss. Let’s get started! Summary In this conversation, Jill and Davin discuss the importance of focusing on the younger demographic in orthodontic marketing. They highlight the need to attract more kids and their parents to orthodontic practices, as they make up a significant portion of the market. They emphasize the importance of creating a fun and exciting experience for kids and offering a variety of treatment options. They also discuss the challenges and market forces that orthodontists face, such as declining birth rates and increased competition. They suggest that practices should strategize and adapt to these changes to protect their market share. In this conversation, Davin Bickford and Jill discuss the importance of creating a positive and personalized experience for orthodontic patients, particularly children. They emphasize the need for orthodontic practices to focus on the overall experience, from the initial website visit to the in-office treatment. They also highlight the significance of authenticity in messaging and the value of offering choices to patients. Davin shares examples of how practices can enhance the patient experience, such as providing customized pamphlets and interactive tools for children to design their own braces. The conversation concludes with a discussion on the impact of grit and compassion in business. https://www.instagram.com/wildsmilesbraces/ https://www.linkedin.com/company/wildsmilesbraces/ https://www.facebook.com/wildsmilesbraceshttps://www.wildsmilesbraces.com/ Takeaways Focusing on attracting kids and their parents is crucial for orthodontic practicesCreating a fun and exciting experience for kids can help grow the practiceOffering a variety of treatment options and custom braces can attract more patientsOrthodontists should strategize and adapt to market changes to protect their market share Orthodontic practices should prioritize creating a positive and personalized experience for patients, especially children.The patient experience begins with the website and extends to social media and in-office interactions.Authenticity in messaging is crucial to building trust with patients.Offering choices and engaging patients through personalized experiences can enhance their overall satisfaction.Grit and compassion are important business skills that contribute to success.Chapters 00:00 Introduction and Recap of Wild Smiles02:03 Shift in Orthodontic Marketing Focus06:06 The Importance of Focusing on Kids and Parents08:23 Growing Market Share and Observations11:15 Evaluating Demographics for Startup Practices13:35 Protecting Practices from Market Forces17:10 Addressing Declining Birth Rates and Increased Competition21:37 Strategies to Overcome Challenges23:23 The Importance of Custom Braces and Choice25:36 Taking Advantage of Opportunities27:34 Creating a Positive and Personalized Experience29:28 The Role of Authenticity in Messaging32:21 Enhancing the Patient Experience through Choices46:23 The Impact of Grit and Compassion Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-UpRetainers 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
48:3329/08/2024
Follow-Up Mastery: How Practice Ascend Revolutionizes Orthodontic Patient Engagement

Follow-Up Mastery: How Practice Ascend Revolutionizes Orthodontic Patient Engagement

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, I am joined by Dr. Michael Capogna from PracticeAscend. Dr. Capogna is here to discuss the importance of follow-ups in busy practices, how PracticeAscend can make these tasks more manageable, and the role of AI and automation in maintaining a personal touch with patients. We'll also explore the future of AI in orthodontics and how practices can leverage these innovations at different stages of their lifecycle. Let’s get into it!Summary Michael, an orthodontist, discusses his company Practice Ascend, which helps orthodontic practices with systematic patient follow-up. He explains that the idea for the company came about when they realized they weren't effectively following up with patients who didn't start treatment right away. They initially used a notebook and then a Google spreadsheet but wanted a better, simpler way to automate and streamline the follow-up process. Practice Ascend was born out of this need. Michael highlights the importance of follow-up in increasing conversion rates and providing a better patient experience. He also discusses how Practice Ascend uses AI to automate tasks and improve efficiency for treatment coordinators and front desk staff. The system includes features like drag-and-drop follow-up tiles, automated Google reviews, call connect for Google ads and customizable follow-up reminders. Michael emphasizes the simplicity and user-friendliness of Practice Ascend, making it accessible to all levels of technical ability. Practice Ascend is a software that helps with follow-ups and communication in orthodontic practices. It allows practices to track and categorize patients based on their status and automate drip campaigns to reach out to patients who haven't started treatment or have been unresponsive. The software also integrates with email and provides customizable options for follow-ups. In orthodontics, AI is expected to improve virtual monitoring, automate tasks like generating videos for patient support, and enhance digital workflow. It is important for practices to clean up their statuses and have a clear follow-up process in place before implementing Practice Ascend. https://www.practiceascend.io/ Takeaways Practice Ascend helps orthodontic practices with systematic patient follow-upAutomating follow-up tasks improves efficiency and increases conversion ratesAI is used to streamline processes and provide a better patient experienceFeatures like drag-and-drop follow-up tiles and call connect for Google ads simplify the follow-up processPractice Ascend is user-friendly and accessible to all levels of technical ability Practice Ascend is a software that helps with follow-ups and communication in orthodontic practices.The software allows practices to track and categorize patients based on their status and automate drip campaigns.AI in orthodontics is expected to improve virtual monitoring and automate tasks like generating videos for patient support.It is important for practices to clean up their statuses and have a clear follow-up process in place before implementing Practice Ascend.Chapters 00:00 Introduction and Background02:22 The Need for a Better Follow-Up System08:31 The Importance of Follow-Up and Conversion Rates11:10 Using AI to Automate Tasks and Increase Personal Touch18:57 Simplicity and User-Friendliness of Practice Ascend21:37 Follow-Up with Google Ads Patients24:42 Marketing to Cold Leads and Drip Campaigns34:20 The Future of Orthodontics: AI and Virtual Monitoring37:32 Preparing for Success with Practice Ascend Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
45:4522/08/2024
Navigating the Complexities of Data Privacy Laws

Navigating the Complexities of Data Privacy Laws

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 Background03:06 Understanding Data Privacy and its Importance06:12 Navigating Data Privacy Laws 10:13 Consequences of Non-Compliance13:01 Services Provided by Waterpointe Consulting16:08 Considerations for Startups and Existing Practices25:03 Data Privacy and Security Risks28:01 Conducting a HIPAA Risk Assessment32:14 Training Staff on Phishing and Secure Data Handling37:48 Creating a Culture of Data Privacy and Compliance Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-UpRetainers 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
45:2315/08/2024
The Importance of Long-Term Vision and Planning in Real Estate

The Importance of Long-Term Vision and Planning in Real Estate

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/homehttps://towerbrokers.org/evaluationhttps://www.instagram.com/towerbrokers/https://www.facebook.com/towerBrokershttp://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 Mind07:49 Challenges in Finding Suitable Spaces13:09 Key Lease Terms and Negotiation Strategies18:01 Considerations for Space Size and Build-Out21:26 Understanding Lease Terminology25:10 The Role of Banks and Financing29:01 Advice for Starting the Real Estate Process34:01 Conclusion and Contact Information Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - Customizable Presentation Software and Post-Consultation Follow-UpRetainers 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
36:1608/08/2024
A View From 10,000 Feet: Understanding Sleep Apnea in Orthodontics

A View From 10,000 Feet: Understanding Sleep Apnea in Orthodontics

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 Background03:03 Understanding Sleep Apnea07:10 The Importance of Collaboration10:09 Deconstructing Sleep Apnea19:30 Challenges for Younger Doctors23:16 The Evolution of Sleep Medicine26:45 Introduction to the Need for Cross-Collaboration29:23 Screening Tools for Sleep Apnea in Dental Offices31:19 Identifying Red Flags for Sleep Apnea34:24 Understanding the Development of the Airway and Face45:11 Exploring New Technologies in Sleep Apnea Diagnosis and Treatment Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann Killion Audio Engineering by Garrett Lucero
47:1901/08/2024
Reaching a Wider Audience: The Power of Multi-Channel Marketing in Orthodontics

Reaching a Wider Audience: The Power of Multi-Channel Marketing in Orthodontics

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/hipcreativeinchttps://www.instagram.com/hipcreative https://www.youtube.com/channel/UCJzS8x9T9lW0Ycc4PXWxNig https://www.tiktok.com/@hipcreativehttps://www.linkedin.com/company/hip-creative-inchttps://twitter.com/hipcreativeinc Takeaways Focus on long-term goals and building relationships with clientsStand out in the competitive orthodontic industry through brand awareness and recognitionImplement a multi-channel marketing approach to reach a wider audienceConsider Facebook and Instagram ads for lead generationBe 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 Background03:03 Building Relationships and Long-Term Goals10:25 Standing Out in a Competitive Market23:46 Marketing Strategies for Startup Practices31:13 Adaptability and Thinking Outside the Traditional Marketing Funnel39:31 The Sales Process Starts at the First Touchpoint45:36 Consistent Messaging and a Human-Centered Approach52:47 Prioritizing Mindset, Facebook Marketing, and Building a Strong Team59:21 The Potential of AI in the Orthodontic Industry Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
58:1425/07/2024
Visualizing and Optimizing Treatment Outcomes with DIBS AI

Visualizing and Optimizing Treatment Outcomes with DIBS AI

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/DIBSAIhttps://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 OrthoSelect05:27 The Impact of AI in the Orthodontic Industry10:19 The Evolution of Indirect Bonding Methods16:10 Efficiency and Doctor Time Scheduling29:05 Visualizing and Optimizing Treatment Outcomes31:06 The Future of AI in Orthodontics35:09 Challenges in Implementing AI Systems38:49 The Shift to Indirect Systems and Same-Day Starts42:56 Considerations for Building a Practice with AI51:00 The Future of AI in Orthodontics Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
56:1118/07/2024
Investing in the Business Side of Your Practice

Investing in the Business Side of Your Practice

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/Donedeskhttps://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 Desk08:55 Strategies for Single Location and Multi-Location Practices28:01 The Role of Accountability in Achieving Efficiency30:36 Assessing Employees35:25 Adapting to Business Changes38:28 Leveraging Technology for Training and Efficiency45:58 Investing in the Business Side of Your Practice49:01 Managing Work-Related Stress56:21 Advice for Those Getting Started Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero 
56:0311/07/2024
Everything You Need to Know about Financing Your Orthodontic Practice Start-up

Everything You Need to Know about Financing Your Orthodontic Practice Start-up

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/@thepathtoowningithttps://www.youtube.com/@getprovide TakeawaysPrepare 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 Background04:06 Preparing for a Practice Loan08:27 Pitfalls in the Loan Application Process23:23 The Impact of Rising Construction Costs25:58 Finding Dental-Specific Contractors29:20 Costs and Considerations of Starting a Dental Practice36:18 Building Ownership: Is It Worth It?43:21 The Importance of a Team of Advisors 49:06 Leveraging Bank Financing and Saving Personal Funds52:25 The Role of Excel Spreadsheets in Financial Planning53:26 Asking the Right Questions for Financial Decision-Making Connect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroProvide 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.
52:0604/07/2024
The Art of Leadership: Part Two with Dino Watt

The Art of Leadership: Part Two with Dino Watt

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/dinowatthttps://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.Chapters00:00 Introduction and Overview02:00 Promoting Based on Skill and Fit03:24 Not Everyone is Meant to be a Leader04:22 Building Relationships with Existing Practices07:18 Intentional Marketing for Attracting New Patients21:02 The Power of Doctor Appreciation Events28:37 The Trend of Practice Culture and Experiences29:05 The Value of Multiple Mentors30:04 ConclusionConnect With Our Advertisers Kaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero 
30:4327/06/2024
The Art of Leadership: Part One with Dino Watt

The Art of Leadership: Part One with Dino Watt

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/dinowatthttps://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 Watt03:08 The Importance of Leadership and Team Culture in Dentistry08:15 Mentorship and Effective Communication in the Dental Industry22:32 The Hiring Process: Finding the Right FitConnect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
36:2620/06/2024
The Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part Two

The Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part Two

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=1www.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 ownershipThe importance of commitment and time in building a successful practiceThe significance of finding the right people to help achieve business goalsChapters 00:00 Involving Consultants at the Right Time19:40 Tailored Consulting for Different Practice Types25:37 Navigating Consultant Advice vs. Peer Advice in Practice Ownership32:33 The Importance of Commitment in Building a Successful Practice41:34 Finding the Right People to Achieve Business Goals Connect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - 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 AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero 
47:0013/06/2024
The Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part One

The Journey to Jill Allen & Associate: A Peak Behind the Curtain With Jill Part One

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/JillAllenandAssociateshttps://www.tiktok.com/@jillallenandassoc?_t=8mtwB52l9sk&_r=1www.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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - 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 AllenProduced by Jordann Killion 
35:4306/06/2024
Hidden Fees in Your Merchant Services : Tips to Save Your Practice Money

Hidden Fees in Your Merchant Services : Tips to Save Your Practice Money

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/professionaltshttp://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fmerchantcostconsulting.com&title=Merchant%20Cost%20Consultinghttps://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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background03:06 How Merchant Cost Consulting Helps Practices06:32 Integrated vs. Non-Integrated Credit Card Processing09:27 The Truth Behind PCI Compliance Fees12:45 Unpacking Interchange Rates and Markup Fees16:13 Challenges for Startups and Negotiating Rates26:28 The Benefits of ACH Payments31:30 Reducing Fees with Merchant Cost Consulting34:57 Auditing Credit Card Processing Statements41:58 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
40:2630/05/2024
Top Tips for Navigating Orthodontic Practice Transitions

Top Tips for Navigating Orthodontic Practice Transitions

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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background07:27 Key Considerations for Doctors in the Later Stages of Their Careers11:28 Key Considerations for Doctors Looking to Purchase a Practice25:13 The Tipping Point and the Role of Advisors27:10 Vetting Buyers and Identifying Good and Bad Groups29:48 The Importance of Working with Experienced Professionals31:37 Considering All Options: Selling to a DSO or Individual Buyer36:36 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
42:1923/05/2024
Are Your Marketing Dollars Creating a Return on Investment?

Are Your Marketing Dollars Creating a Return on Investment?

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/HenryScheinOnehttps://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 AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Role at Henry Schein One01:15 Understanding Integrated Dental Technology06:28 Meeting Patients' Communication Preferences11:57 Tracking Marketing Success and Converting Patients14:44 Managing Integrated Technology for Younger and Established Doctors23:23 Speed Round25:03 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
26:1716/05/2024
Choosing Joy : The Key to Unlocking Personal and Professional Growth

Choosing Joy : The Key to Unlocking Personal and Professional Growth

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://amandagore.com/ https://www.facebook.com/thejoyproject.amandagore/https://twitter.com/amandagore_joyhttps://www.linkedin.com/in/amandalgorehttps://youtube.com/user/amandagoretvhttps://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 AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00Amanda's Journey to Focusing on Joy03:01The Impact of Joy on Performance and Relationships08:59Creating a Joy-Filled and Fear-Free Workplace25:02Practical Tips for Cultivating Joy in the Workplace32:08Understanding the Power of Self-Awareness and Emotional Intelligence35:23Overcoming Core Fears and Stories for Personal and Professional Growth37:45Practical Strategies for Managing Triggers and Calming the Mind39:36The Importance of Caring and Creating a Culture of Gratitude46:41The ABC of Joy: Awareness, Breathing, Being Present, Making Conscious Choices 52:55Consciously Choosing Joy and Fostering Gratitude59:23Teaching 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
58:3909/05/2024
Navigating Orthodontic Excellence with Virtual Assistants

Navigating Orthodontic Excellence with Virtual Assistants

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/myorthovahttps://www.linkedin.com/company/myorthovahttps://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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Overview of MyOrthoVA01:04 The Inspiration Behind MyOrthoVA and the Need for Virtual Assistants04:07 Defining the Role of Virtual Assistants in Orthodontic Practices07:44 The Tasks and Responsibilities of Virtual Assistants11:23 Expanding the Scope of Virtual Assistants in Orthodontic Practices20:47 The Importance of Onboarding and Communication for Successful Integration29:40 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 KillionAudio Engineering by Johnny Mitchell
29:0202/05/2024
Maximizing Growth Benefits: Incentives and Strategies from OrthoFi

Maximizing Growth Benefits: Incentives and Strategies from OrthoFi

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/OrthoFihttps://www.linkedin.com/company/orthofihttps://www.youtube.com/c/OrthoFihttps://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 OrthoFiOrthoFi has gathered valuable data on patient financials and flexible financing in orthodontic practicesFlexible financing options have become increasingly important in the industry, allowing patients to accept care and practices to growInterest 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 riskThe implementation of flexible financing options may vary depending on the stage of a practice's growth, with more conservative approaches recommended for startup practicesMinimize the growth benefit by changing incentives and adding more “carrot and stick”Adult patients require different treatment and persuasion strategiesThe economy and consumer perception impact adult startsAccurately allocate past due AR to improve financial performancePrepare for potential direct-to-consumer competition in the futureConnect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:20 Insights and Data on Patient Financials07:44 The Evolution of Payment Methods09:39 The Benefits of Flexible Financing13:41 Implementing Interest in Payment Plans26:00 Maximizing Growth Benefit: Incentives and Strategies28:22 Understanding the Impact of the Economy on Adult Starts39:19 Improving Financial Performance through Accurate AR Allocation46:23 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
41:2225/04/2024
From Contact to Contract: Enhancing New Patient Interactions in Orthodontic Practices

From Contact to Contract: Enhancing New Patient Interactions in Orthodontic Practices

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 TakeawaysThe 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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Overview of SmileSuite 01:28 Gathering Data on Busy Times for New Patient Phone Calls12:21 The Impact of Phone Calls on the Patient Experience22:44 Patient Communication Preferences and Trends25:26 Upcoming Developments for SmileSuite28:47 Speed Round: Coffee or Tea, Favorite Podcast, Outdoor Activity, Being Remembered, Best Piece of Advice31:17 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 KillionAudio Engineering by Johnny Mitchell
30:0518/04/2024
The Tipping Point: Mastering Work, Life, and Passion

The Tipping Point: Mastering Work, Life, and Passion

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.facebook.com/ortholifecoachhttps://www.orthovated.com/https://www.facebook.com/orthovated TakeawaysTake 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 MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:38 The Struggle for Work-Life Balance08:00 Setting Proper Goals14:08 The Fulfillment Paradox 19:04 Creating Passion through Action23:11 The Role of Thoughts and Feelings28:36 Time Management and Boundaries37:59 Taking Care of Yourself42:22 Conclusion and Contact Information44:12 Creating the Life You Want45:02 Personal Style and Interests45:41 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
45:3511/04/2024
The Balancing Act: AI Automation vs. Personalization in Digital Orthodontic Marketing

The Balancing Act: AI Automation vs. Personalization in Digital Orthodontic Marketing

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://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 SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 AI's Impact on Google and Local Search Results01:13 Verification Challenges for Startups 04:12 AI's Role in Advertiser Verification05:18 Importance of Business Name and Documentation06:39 AI's Impact on Google Ads and Pay-Per-Click09:47 AI's Influence on Content and Chatbots11:14 AI's Role in Dynamic Ads and Geotargeting12:30 Balancing AI Automation and Human Touch14:23 AI's Impact on Marketing Industry16:07 Challenges of Finding the Right Balance17:41 The Volatility of Google Rankings19:01 The Importance of Accurate and Consistent Information20:22 The Need for Vigilance and Monitoring22:14 The Housekeeping Component of Online Presence23:20 The Consequences of Ignoring Notifications25:07 The Unpredictability of Google's Algorithm26:29 The Future of AI and Technology in the Industry27:34 The Importance of Proofing AI-generated Content29:24 The Value of Human Element and Relationships30:17 The Need for Documentation and Verification31:52 The Importance of Proactive Marketing33:24 The Role of Kaleidoscope as a Resource34:08 The Challenges and Benefits of AI Technology35:15 The Significance of Being a Great Parent35:46 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
39:5304/04/2024
Retaining Smiles & Increasing Revenue: The Retainers for Life Journey

Retaining Smiles & Increasing Revenue: The Retainers for Life Journey

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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background00:59 The Birth of Retainers for Life03:24 The Benefits of Retainers for Life04:04 The Challenges of Retention in Orthodontic Practices05:21 Efficiency and Time-Saving with Retainers for Life06:30 Integration of Retainers for Life into Orthodontic Practices09:16 Building Long-Term Relationships with Patients11:26 The Alumni Concept in Orthodontic Practices12:20 Outsourcing vs. In-House Retainer Production19:08 Implementing Retainers for Life in Practice Systems21:01 Workflow and Protocols for Retainers for Life23:33 Offering Retainers for Life at the End of Treatment24:31 Cost Comparison: Outsourcing vs. In-House Retainer Production26:24 Revenue Sharing and Team Incentives29:18 Getting Started with Retainers for Life31:43 Contacting Retainers for Life34:04 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
29:1128/03/2024
Reflections and Repetitions: The Daily Habits Shaping Orthodontic Leaders

Reflections and Repetitions: The Daily Habits Shaping Orthodontic Leaders

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_IVhttps://www.facebook.com/david.king.96558/https://www.youtube.com/@UCuF9AQXe-aInmSoic15IAZQ https://www.tiktok.com/@david_king_IVTakeaways 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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background03:17 The Need for Personal and Psychological Growth08:16 Challenges Faced by Orthodontists11:23 The Importance of Joy and Happiness18:53 The Four Domain Life 22:21 Overcoming Fear and Seeking Help27:54 Tips for Overcoming Challenges33:39 How to Contact David King36:36 Speed Round37:48 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
37:1121/03/2024
Orthodontics & Ownership: Building Wealth Beyond the Chair

Orthodontics & Ownership: Building Wealth Beyond the Chair

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 AdvertisersKaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background03:20 Passion for Orthodontics09:58 Financial Planning at Different Stages27:50 Trends in Financial Planning33:08 Understanding the Value of a Dental Practice34:02 Trends in Practice Transitions 35:35 Outsourcing and Lean Practices36:27 Customized Treatment Plans 38:22 The Role of Technology in Orthodontics39:25 Managing Team Costs and Lab Bills40:22 Private Practice Sales and Private Equity41:47 The Availability of Practices for Sale43:10 Evaluating Practices from a Private Equity Perspective45:39 Valuing Higher-End Practices 47:53 Taking the Money Off the Table48:18 Financial Planning for Young Doctors49:29 Three Pieces of Advice for Young Doctors55:21 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
48:4314/03/2024
Aligning with Safety: The Role of OSHA in Orthodontics

Aligning with Safety: The Role of OSHA in Orthodontics

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.andreacookconsulting.com/https://www.facebook.com/profile.php?id=100063557741889 TakeawaysOSHA 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.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.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.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.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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:41 Importance of OSHA Compliance08:17 Understanding OSHA Compliance12:26 Implementing OSHA Compliance in Practice16:51 Impact of COVID-19 on OSHA Compliance21:05 Training Team Members on OSHA Compliance24:45 Importance of OSHA Compliance for Non-Clinical Team Members27:41 Consequences of Non-Compliance29:37 Common Areas of Non-Compliance33:30 Overlooked Areas of Compliance36:24 Training Summer Hires and Temporary Staff38:39 Final Thoughts and Advice43:12 Contact Information46:15 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
44:0807/03/2024
Welcome to the Team: Mastering Onboarding in the Orthodontic Industry with Orthovated

Welcome to the Team: Mastering Onboarding in the Orthodontic Industry with Orthovated

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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00Introduction and Background03:56Recognizing the Need for Better Training06:35The Importance of Pre-boarding10:31Onboarding and Long-term Retention12:50Enhancing the New Hire Setup19:47Empowering New Hires through Orthovated30:53Tips for Teaching and Communication37:28Conclusion 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
37:2529/02/2024
Revolutionizing Orthodontic Practice Management Software: Discovering Greyfinch

Revolutionizing Orthodontic Practice Management Software: Discovering Greyfinch

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! SummaryJake 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 AdvertisersKaleidoscope - Orthodontic Digital Marketing Greyfinch - Web Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00Introduction and Inception of Greyfinch04:05Core Features and Unique Offerings of Greyfinch08:32Benefits of Cloud-Based Orthodontic Practice Management Software12:11Streamlining Processes and Improving Efficiency14:31Telehealth Capabilities and Virtual Consultations20:17Advice for Existing Practices Considering Software Change27:36Integration with Third-Party Companies and Future Possibilities31:36Future Trends in Software and Technology35:30Introduction and Discussion of Greyfinch36:19Appreciation for Gray Finch's Approach37:11How to Get in Touch with Greyfinch38:13Speed Round: Jake's Style and Interests39:05Jake's Hobbies: Pickleball and Golf39:45Jake's Hidden Talent: Pizza Making40:12Jake's Goals for Greyfinch41:14Closing 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
38:1022/02/2024
The Future of Treatment Coordinating: Adapting and Excelling with Brooke Oliphant

The Future of Treatment Coordinating: Adapting and Excelling with Brooke Oliphant

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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00Introduction and Background01:19Challenges in Treatment Coordination03:09The Importance of Sales in Treatment Coordination05:22Training Challenges for New Treatment Coordinators08:25Obstacles to Patient Conversion11:45Training New Treatment Coordinators14:19Encouraging Small Wins and Embracing Imperfection18:19Overcoming Obstacles in Treatment Coordination24:19Addressing Newer Obstacles in Treatment Coordination27:47Understanding Changing Demographics32:57Adapting to Emerging Trends38:07Supporting Treatment Coordinators39:34Cross-Training and Lean Teams40:04Walking in Someone Else's Shoes41:26Building Respect and Eliminating Hierarchy41:53Every Position Affects the Patient Experience42:13Consistency in Patient Experience43:18Working with Established Practices44:12Improving Conversion and Patient Satisfaction45:02Speed 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
46:2515/02/2024
Aligning Smiles and Strategies: A Deep Dive into GC Orthodontics

Aligning Smiles and Strategies: A Deep Dive into GC Orthodontics

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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00Introduction and Background02:13Philosophies and Culture03:13Importance of Teaching and Learning07:04GC Heart and Company Philosophy09:02Employees as Associates10:18Importance of Collaboration and Employee Involvement11:20Creating a Positive Work Environment12:48Effective Communication with Customers17:20Building Relationships and Listening to Customers23:47GC and Tomi Products26:46Consistency and Quality of Products33:45Final 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
32:4808/02/2024
Technology in Practice: Learn How It’s Changing Orthodontics

Technology in Practice: Learn How It’s Changing Orthodontics

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! SummaryIn 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. TakeawaysDigitizing 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/orthodocsProhttps://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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:00 Digitizing Forms and E-Signatures07:00 Payment Sliders and Financial Discussions09:00 Impact on Office Design11:00 Orthodontics and the Future13:00 Orthodox Pro Features and Benefits22:00 Obstacles and Solutions for Implementation30:00 Future Enhancements37:00 Contact Information38:00 Speed Round39:00 Best Piece of AdviceAre 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
37:5401/02/2024
Everything You Need to Know About Unleashing Creativity and Authenticity in Orthodontic Marketing

Everything You Need to Know About Unleashing Creativity and Authenticity in Orthodontic Marketing

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! SummaryTony 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. TakeawaysFocus 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 SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:12 Marketing Strategies and Branding08:20 Marketing Ideas for Younger Doctors14:25 Millennial Marketing and Beyond18:47 Expanding Target Demographics22:44 Getting Started with Marketing23:27 Authenticity in Marketing29:34 Expanding Your Following32:16 Top Tips for Marketing39:50 Conclusion and Contact Information41:46 Hidden Talent42:20 Discovering a Different Perspective43:15 Exploring Different Types of Imaginations44:23 Identifying Hidden Talents in the Office45:01 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
40:1525/01/2024
A Year In Review: Breaking Down The Data with Gaidge

A Year In Review: Breaking Down The Data with Gaidge

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we have a special guest, Ryan Moynihan from Gaidge, on the show. In this episode, you will discover how Gaidge gathers and utilizes vast industry data and hear about the most interesting findings from this last year. As we step into 2024, get ready for invaluable advice on navigating the evolving orthodontic landscape. Let’s dive in! https://www.gaidge.com/https://www.facebook.com/GaidgeOrthohttps://www.instagram.com/gaidgeortho/https://www.linkedin.com/company/gaidge/https://www.youtube.com/channel/UCg-TfxTvb1JsqsqyUkDvPJQ SummaryIn this episode, Ryan Moynihan, COO of Gaidge, discusses the highlights and trends of the orthodontic industry in 2023. He shares insights on the stability of the industry, the impact of COVID-19, and the performance of different treatment modalities. Ryan also emphasizes the importance of addressing the 'leaky bucket' in patient conversion and leveraging data to improve practice performance. He highlights the features and enhancements of the Gaidge platform and discusses future plans for the company. In this conversation, Ryan Moynihan discusses surprising data trends in the orthodontic industry, offers advice for the future, and emphasizes the importance of using data for new businesses. He also shares leadership philosophies and highlights the need for simplification and collaboration. The conversation concludes with a speed round and Ryan's big, hairy, audacious goal of finding peace in simplification. TakeawaysThe orthodontic industry has shown stability and resilience, with a compounded annual growth rate of 4.8% over the past five years.The COVID-19 pandemic had a significant impact on the industry, with a spike in growth followed by a period of decline.Adult starts have decreased, while bracket and wire treatments have gained traction compared to aligners.Addressing the 'leaky bucket' in patient conversion is crucial for practice success.Using data analytics platforms like Gaidge can help orthodontists benchmark their performance, identify areas for improvement, and make data-driven decisions. Data trends in the orthodontic industry can be surprising and may require further analysis to understand.It is important for businesses to use data to make informed decisions and maximize profitability.Leadership should focus on collaboration, vulnerability, and understanding different perspectives.New businesses should start paying attention to data from the beginning to establish a strong foundation.Simplification and finding peace in simplicity can lead to greater satisfaction and mental health.Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00Introduction and Background02:05Ryan's Journey in the Industry06:27Highlights and Trends of 202313:28The Leaky Bucket and Patient Conversion19:12Buyer Trends: Adults vs. Kids, Aligners vs. Brackets25:41Using Data to Improve Practice Performance31:47Enhancements and Future Plans for Gaidge33:40Surprising Findings in the Data34:49Surprising Data Trends36:28Advice for the Future39:14Using Data for New Businesses41:36Managing Business Metrics42:37Leadership Philosophies45:50Contacting Gaidge46:38Speed Round51:18Big 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
48:3318/01/2024
The Hidden Ledger: Unraveling Embezzlement in Orthodontics

The Hidden Ledger: Unraveling Embezzlement in Orthodontics

Today, we have David Harris from Prosperident on the show. In this episode, we are talking all about embezzlement and ways you can avoid it in your practice. It is easy to think it can never happen to you, but the reality is it could happen to any of us. Which is why I thought it would be so amazing to bring the topic to light here on Hey Docs! Let’s get into it! https://www.prosperident.com/https://www.facebook.com/Prosperident.Investigators https://www.linkedin.com/company/prosperident/ SummaryIn this conversation, David Harris, CEO of Prosperident, discusses the issue of embezzlement in dental practices. He highlights the prevalence of embezzlement in the industry and the lack of clear signs that indicate an employee may be stealing. David emphasizes the importance of implementing safeguards, such as conducting criminal records checks and drug testing during the hiring process. He also stresses the need for dentists to actively review their practice management software and reconcile collections with deposits to detect any discrepancies. David advises dentists to seek professional help if they suspect embezzlement and cautions against taking immediate action without proper investigation. In this episode, David Harris discusses the importance of taking action and avoiding suspicions when dealing with embezzlement in dental practices. He emphasizes the seriousness of the issue and the potential risks involved. He also provides advice on reaching out for professional help and shares his contact information. The episode concludes with a speed round and a discussion about outdoor activities and David's involvement in search and rescue. David shares his desire to be remembered as a great father and the best piece of advice he has received. TakeawaysEmbezzlement is a prevalent issue in dental practices, with approximately 70% of dentists experiencing it at some point in their careers.Implementing safeguards during the hiring process, such as conducting criminal records checks and drug testing, can help prevent embezzlement.Regularly reviewing practice management software and reconciling collections with deposits is crucial for detecting and preventing embezzlement.If embezzlement is suspected, it is important to seek professional help and conduct a thorough investigation before taking legal action. If you suspect embezzlement in your dental practice, it is important to take immediate action and avoid telegraphing your suspicions to the person you suspect.Embezzlement can have serious consequences, and it is important to seek professional help to navigate the situation and avoid potential risks.David Harris can be reached for a no-cost, no-obligation consultation through his toll-free number or website.David's involvement in outdoor activities and search and rescue highlights his passion for helping others and making a positive impact.Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:30 Red Flags for Embezzlement06:00 Case Study: Office Manager Embezzlement08:17 The Paradox of Embezzlement09:30 Safeguards for Protecting Against Embezzlement12:08 Importance of Correlating Collections and Deposits13:40 Different Forms of Embezzlement19:24 Recognizing and Responding to Embezzlement30:18 Engaging Professional Help35:02 Preserving Evidence and Taking Legal Action38:42 Taking Action and Avoiding Suspicions39:23 The Seriousness of Embezzlement40:15 Reaching Out for Help41:43 Wrap Up and Contact Information41:59 Speed Round43:15 Outdoor Activities and Search and Rescue43:29 Desire to be Remembered43:47 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 KillionAudio Engineering by Johnny Mitchell
41:0211/01/2024
Partnerships, Associateships, and Acquisitions: Everything You Need to Know

Partnerships, Associateships, and Acquisitions: Everything You Need to Know

Today, we are joined by Doug Copple from Bentson Copple & Associates.He is here to share all the ins and outs of partnerships, associateships, and acquisitions. So, no matter where you are in your practice journey, there is something in this episode for you! Summary: The conversation covers various aspects of practice valuation and the importance of clean data. It emphasizes the continuous process of valuation and the need for accurate and up-to-date information. The chapters also discuss the buyer's perspective, including questions and considerations, as well as the importance of practice management consultants. Non-competes and the benefits of practice ownership are also explored. TakeawaysValuation is based on specific dates and requires clean and accurate data.The valuation process is continuous and involves updating information for potential buyers.Clean data is essential for efficient practice management and building trust with buyers.Considerations for sellers include prepaid patients, contract balances, and credits/refunds.Practice management consultants can provide valuable advice and support.Non-competes are important for both buyers and sellers.Ownership offers financial benefits and equity-building opportunities.Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web-Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Valuation and Data Cleanliness34:16 Continuous Process of Valuation35:08 Importance of Clean Data36:05 Examples of Data Cleanup37:05 Buyer's Perspective and Questions38:02 Considerations for Sellers38:58 Prepaid Patients and Contract Balances39:22 Credits and Refunds40:12 Importance of Practice Management Consultants42:15 Non-Competes43:33 Ownership as the Best Route 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
50:4604/01/2024
Sometimes You Fail: A Few Tips For Getting Back Up

Sometimes You Fail: A Few Tips For Getting Back Up

Today, we have a special guest, Dr. Chris Cetta, on the show!I am so excited about this episode because today, we are talking all about failure. A topic I think can and should be a part of all of our stories. Dr. Cetta has an amazing story and some incredible wisdom to share about failure.SummaryDr. Chris Cetta shares his journey in orthodontics, including overcoming failure and embracing digital workflow. He also discusses his experience as an inventor and the process of bringing his invention, the Precision Aligner Button, to market. Additionally, he talks about his podcasting journey and the importance of curiosity in the orthodontic profession. In this episode, Dr. Chris Cetta discusses the importance of storytelling and how everyone has a unique story to share. He also talks about the value of podcasting as a tool for continuous learning and personal growth. Dr. Cetta emphasizes the importance of connecting with listeners and creating a safe space for conversation. He provides his contact information for anyone who wants to reach out to him. The episode concludes with a speed round of fun questions and Dr. Cetta's best piece of advice.TakeawaysEmbrace failure as a learning opportunity and don't be afraid to talk about it.Implementing a digital workflow in orthodontics can improve efficiency and patient experience.Innovation and invention are common among orthodontists, and it's important to explore and pursue ideas.Podcasting is a valuable medium for sharing knowledge and connecting with others in the orthodontic community. Everyone has a story to share, and it's important to listen and learn from others.Podcasting is a valuable tool for continuous learning and personal growth.Creating a safe space for conversation and connecting with listeners is essential.Dr. Chris Cetta can be contacted through email or social media for questions or conversations.Chapters00:00Introduction and Background02:05Journey in Orthodontics04:10Overcoming Failure06:17Digital Workflow in Orthodontics10:05Implementing Digital Workflow12:23Inventing the Precision Aligner Button21:30Becoming an Inventor29:00Podcasting and Curiosity35:26Everyone Has a Story36:28Podcasting and Learning37:16Connecting with Listeners38:14Contacting Dr. Chris Cetta39:32Speed Round42:05Best Piece of Advice42:55Closing Remarks Dr. Chris Cetta | Instagram, Facebook | Linktree 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
36:5428/12/2023
Beyond Words: Communication Mastery in Orthodontics with Amy Demas

Beyond Words: Communication Mastery in Orthodontics with Amy Demas

On this episode, we have a dear friend and returning guest, Amy Demas, back on the show!As you may or may not know, she is an expert in communication and even has a new book out, Communicate Excellence - Link to Purchase.Today, we are diving into communication from the perspective of a leader, and Amy will leave you with some amazing pearls to help you communicate better.https://www.communicateexcellence.com/ https://www.facebook.com/CommunicateExcellence/ https://www.instagram.com/amybcdemas/https://www.youtube.com/channel/UCxVN5zOi11-SYw9VQ1vof0g https://www.linkedin.com/in/amybcdemas/ SummaryIn this episode, Jill interviews Amy Demas, an engineer turned communication coach, about the importance of effective communication in the dental industry. They discuss the changing landscape of communication and the need to adapt to new technologies and patient preferences. Amy emphasizes the importance of structure and framework in communication, allowing for personalization while maintaining a branded message. They also explore strategies for improving communication skills in the practice, including active listening and empathy. Amy shares her involvement in charitable organizations and the importance of giving back.TakeawaysEffective communication is crucial in the dental industry, especially as patient preferences and technologies evolve.Adapting communication strategies to meet the needs of different generations and modes of communication is essential.Structure and framework provide a foundation for effective communication while allowing for personalization and branding.Active listening, empathy, and resolving conflicts are key skills for improving communication in the practice.Supporting charitable organizations and giving back to the community is an important aspect of business.Chapters00:00Introduction and Background02:28The Importance of Communication in the Dental Industry06:06Adapting Communication to the Changing Landscape09:26Key Communication Strategies for New Practices13:36Making Written Communication More Personable19:08Handling Tense Communication Situations26:14Improving Communication Skills in the Practice29:08Supporting Charities and Giving Back33:58Conclusion and FarewellAre 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
30:3921/12/2023
Protecting Your Brand: The Essentials of Online Reputation Management

Protecting Your Brand: The Essentials of Online Reputation Management

Today we have Beth Leach from Practice Retriever on the show! We are discussing the ins and outs of your digital reputation. From reviews to the best pieces of advice, we are covering it all.There is a lot to learn, so let’s get started. https://www.practiceretriever.com/https://www.facebook.com/practiceretrieverhttps://www.youtube.com/user/practiceretrieverAre 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 AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
36:0314/12/2023