エピソード
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"Being engaged is the best thing you can do."
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Adam Braundmeier, the General Counsel of the AAO, discusses his journey into the orthodontic field and the vital role of advocacy in supporting orthodontists. He explains the dual role he plays in managing legal compliance and engaging with members to address regulatory issues. The conversation covers current challenges such as specialty advertising regulations, direct-to-consumer models, and student loan burdens for new orthodontists. Adam emphasizes the importance of member involvement in advocacy efforts and highlights the resources available through the AAO, including legal guidance and support for navigating the complexities of the orthodontic profession. Jill and Adam also explore future trends in technology and patient care, emphasizing the need for orthodontists to maintain clinical discretion amidst rapid advancements.
Connect With Our Guest
American Association of Orthodontists - https://www2.aaoinfo.org [email protected]
Takeaways
Adam Braundmeier joined the AAO as General Counsel in 2023.The AAO's advocacy team works closely with orthodontists to address regulatory issues.Member engagement is crucial for effective advocacy efforts.Specialty advertising regulations are a current focus for the AAO.Direct-to-consumer models pose challenges for patient safety in orthodontics.The AAO supports innovation while ensuring quality care remains a priority.Legal guidance is available through the AAO's Legal Resource Center.Staying informed about advocacy efforts is essential for orthodontists. Insurance coding and billing changes are on the horizon.Doctors should stay informed through newsletters and resources.Maintaining clinical discretion is essential in patient care.Legal accuracy must be communicated effectively to be useful.Members should report trends affecting patient safety.
Chapters
00:00 Introduction
02:53 Meet Adam Braundmeier
05:04 AAO Advocacy Explained
07:28 Specialty Advertising Fight
09:59 Teledentistry and DTC Risks
13:19 Model Laws and Patient Safety
15:43 Student Loans and Policy
19:16 Member Resources and Legal Center
22:04 New Forms HIPAA and Coding Updates
25:02 Staying Informed and Getting Involved
28:37 Future Focus Tech and AI
29:25 How to Contact AAO
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Listen to your gut instinct.”
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Dr. Richard Clabaugh shares his journey from being a general dentist to acquiring and running his own orthodontic practice. He discusses the challenges he faced during the transition, including team dynamics, employee turnover, and the importance of leadership. Richard reflects on his growth as a leader and the lessons learned over the past ten years, emphasizing the significance of building a strong team culture and the need for adaptability in the face of change. Dr. Clabaugh also reflects on the significance of purpose beyond profit, encouraging aspiring practice owners to prioritize their values and family time while navigating the complexities of ownership.
Connect With Our Guest
Dr. Richard Clabaugh - https://clabaughorthodontics.com/
[email protected]
Takeaways
Richard's journey from general dentistry to orthodontics was driven by a desire for ownership.Acquiring a practice involves navigating complex challenges, including team dynamics.Leadership requires a balance of authority and responsibility.Employee turnover is a common challenge during ownership transitions.Building a strong team culture is essential for practice success.It's important to prioritize team health alongside patient care.Leadership can be lonely, and support from peers is invaluable.Recognizing the value of team members is key to retention.Open communication with staff can help navigate changes effectively.Building genuine relationships within the team enhances collaboration.Core values should be recited regularly to maintain focus.Team members should be involved in the hiring process for better fit.Prioritize family and personal time amidst the demands of practice ownership.
Chapters
00:00 Introduction
06:32 Why Choose Acquisition
08:58 Due Diligence Mindset
13:37 Lessons After Purchase
17:30 Leadership Energy On Stage
19:18 Early Ownership Challenges
21:38 Team Turnover Reality
30:52 Hiring the Right Team
35:02 Leading With Humility
39:35 Team Recognition Culture
41:49 Hiring and Letting Go
46:54 Faith and Leadership Reality
48:43 Acquisition Advice
50:26 Meaning Beyond Money
55:40 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
エピソードを見逃しましたか？
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"Quality, not quantity, is what matters in reviews."
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Gal Borenstein discusses the evolving landscape of trust in branding, particularly in the context of digital interactions. He emphasizes the importance of authenticity, customer experience, and adapting to generational communication changes. Gal provides practical advice for enhancing trust and navigating the complexities of digital marketing, especially for orthodontists. He highlights the need for businesses to focus on quality over quantity in reviews and to create a strong digital footprint that resonates with today's consumers.
Connect With Our Guest
The Borenstein Group - https://www.borensteingroup.com
Takeaways
Trust has changed dramatically in branding and advertising.Digital trust is now more important than ever for businesses.Customer experience has evolved, especially post-COVID.Authenticity in reviews is crucial for building trust.Businesses must adapt to generational communication preferences.Quality of reviews matters more than quantity.Creating a strong digital footprint is essential for success.Practices should regularly evaluate their online presence.Engaging with customers authentically can enhance trust.Negative influences can hinder business growth and optimism.
Chapters
00:00 Introduction
02:29 Gal’s Background and Branding
04:28 COVID Shift to Digital Trust
10:41 Reviews and Authenticity
16:10 AI Search and Origin Story
23:08 Gen Z Communication and UX
28:34 Trust Killers in Practice
33:34 Practical Steps Inside vs Outside
36:04 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"It's a one stop shop for all your needs."
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Nathan Hudson discuss the intricacies of starting and managing a practice, focusing on the importance of understanding both clinical and business aspects. They explore the 'Five B's' framework, which includes banker, broker, bean counter, broadcaster, and builder, emphasizing the need for a well-rounded approach to practice management. The discussion also highlights the distinction between tools and toys in equipment purchasing, the significance of budgeting for marketing and branding, and identifying efficiency gaps in practice operations. Nate also touches on various challenges practices face, particularly startups, in navigating equipment choices and emphasizes the need for informed decision-making.
Connect With Our Guest
Renew Digital - https://www.renewdigital.com/
Takeaways
Nate Hudson has a background in engineering and dental sales.The Five B's framework is essential for practice owners.Understanding the difference between tools and “toys” is crucial.Budgeting effectively can lead to greater success in startups.Efficiency gaps often arise from lack of communication within teams.Training is vital when purchasing new technology.Doctors should focus on their long-term goals when making purchases.Not all equipment needs to be brand new to be effective.Team cohesion is necessary for a successful practice. Efficiency in imaging can significantly impact patient flow.The merger of Renew Digital and Voxel Dental creates a comprehensive service offering.Startups should consider future needs when designing their practices.Choosing the right equipment can save significant costs in the long run.Having multiple specialists can ease the burden of equipment selection.
Chapters
00:00 Introduction
02:54 Nathan Hudson’s Background
05:32 The “Five B’s” Framework
11:46 Tools Versus Toys
15:05 Budgeting and Hidden Costs
20:20 Spotting Efficiency Gaps
26:40 Voxel Partnership and Labs
32:58 One Rep or Many Vendors
38:24 How to Contact Renew Digital
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"It's a matter of trusting the people you hire."
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen interviews Shawn Rainey, the director of the design department at Blue Frog, about the intricacies of orthodontic practice design and construction. Shawn shares his extensive background in the field, discussing the transition from traditional bidding processes to a more integrated design-build approach. He emphasizes the importance of functionality in design, the need for collaboration among various stakeholders, and the challenges faced when working with equipment specialists. The conversation highlights the significance of having an in-house design team to streamline processes, control budgets, and ultimately create efficient and practical dental practices. Jill and Shawn also delve into hidden costs that can arise during construction projects, highlighting the need for thorough inspections and contingency planning.
Connect With Our Guest
Blue Frog - https://www.bfrog.net/
Takeaways
Shawn Rainey has extensive experience in orthodontic office design and construction.The design-build process offers more control over budget and efficiency.In-house design teams can provide real-time budget estimates.Collaboration among architects, engineers, and contractors is essential.Choosing the right space is critical for startup practices.Design should prioritize workflow and practical use over aesthetics.Equipment specialists may not fully understand the needs of practices.Lost time often occurs on the front end of projects.It's crucial to involve design teams early in the process.Hidden costs can arise from unexpected issues in construction.Contingency planning is essential for any project.Permitting requirements can vary significantly by location.
Chapters
00:00 Introduction
05:04 Startup Construction Fears
06:39 Bid-Build vs Design-Build Explained
10:23 Design Build Benefits
16:58 Workflow Over Aesthetics
21:37 Choosing Space and Team
27:34 Equipment Specialist Debate
29:47 Design Team First
33:11 Ego Free Collaboration
34:13 Hidden Costs Exposed
38:17 Lease And Site Surprises
40:24 Permits Zoning Feasibility
45:04 Trust The Build Team
47:45 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Get comfortable asking for reviews."
Connect With Our Sponsors
Solventum - https://go.solventum.com/clarity
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Cameron LiButti of Bidview Marketing shares his unique journey from engineering to marketing, emphasizing the importance of market positioning, pricing strategies, and the evolving role of AI in marketing. He discusses how transparency in pricing is becoming crucial for patient engagement and the need for healthcare practices to adapt to competition. The conversation also delves into the significance of operations in marketing success and the future implications of AI on search and marketing strategies. Jill and Cameron also discuss effective strategies for attracting patients to new medical practices, the importance of understanding generational differences in marketing, budgeting for marketing efforts, and the significance of personal branding in healthcare. They emphasize the need for a robust online presence, effective review strategies, and the use of social media to connect with potential patients.
Connect With Our Guest
Bidview Marketing - https://www.bidviewmarketing.com/
Takeaways
Cameron's unique background as an engineer informs his marketing strategies.Transparency in pricing is becoming increasingly important for patient engagement.Understanding your competition is key to developing effective marketing strategies.AI is reshaping the landscape of marketing and search optimization.Businesses should focus on good PR and community involvement to enhance visibility.Traditional SEO practices remain relevant despite the rise of AI.Understanding generational differences is crucial for effective marketing.A robust online presence is essential for new practices.Review strategies should be consistent and well-planned.Investing in quality photography can significantly enhance a practice's brand.Marketing budgets should be tailored to the specific goals of the practice.Data-driven marketing strategies are essential for success.Social media can be a powerful tool for personal branding in healthcare.Humanizing the doctor-patient relationship can improve patient engagement.
Chapters
00:00 Introduction
06:20 Pricing Transparency Debate
13:53 Calls and Conversion Systems
15:19 AI Search and SEO Reality
25:09 Personalized AI Results
28:22 Beating Competition Basics
32:52 Reviews Strategy That Works
35:23 Marketing Across Generations
36:47 AI Search And Lead Sources
40:39 Budgeting Marketing Spend
45:07 Paid Ads Market Share Math
48:08 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"It's not just a transaction."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships and the necessity for both parties to act like owners to ensure a successful collaboration. Jill and Doug also go over the complexities of family practice transactions and the importance of aligning treatment philosophies. They also delve into the financing aspects of partnership buy-ins, emphasizing the need for clear communication and understanding between partners to ensure successful collaborations.
Connect With Our Guest
Bentson Copple Patterson & Associates - https://bcp-advisors.com/
Takeaways
Doug has been in the orthodontic industry since 2004.The DSO market has significantly impacted orthodontic practices.Partnerships are becoming more common among younger doctors.Partnership deals can take years to form and require careful planning.The buy-in process typically involves an association period before ownership is transferred.Financial modeling is crucial for understanding partnership dynamics.Both parties must be comfortable with the financial outcomes to avoid resentment. Doctors should consider tax implications in family practice transactions.Effective communication with CPAs is crucial for financial planning.Partnerships require clear agreements on decision-making authority.Understanding treatment philosophies is essential for successful partnerships.Financial transparency is key to avoiding conflicts in partnerships.
Chapters
00:00 Introduction
02:01 Doug’s Background and Firm
05:08 Why Partnerships Are Rising
09:10 How Partnerships Are Structured
14:13 Buy In Timeline and Profit Split
22:39 Modeling the Deal on Paper
25:45 Tax and Entity Structure Basics
27:39 Family Transactions Tax Traps
31:17 CPA Communication Gaps
32:29 Partnership Control Rules
35:40 Discretionary Spending Fights
38:34 Treatment Philosophy Clashes
41:15 Financing and Real Estate In The Deal
46:15 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"You don't fix a $30,000 problem with a discount."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to technology-driven solutions, and the need for customization based on practice size and needs. Kira emphasizes the significance of purchasing habits and the often-overlooked process of verifying vendor invoices as critical components of effective inventory management. The discussion also covers common areas of overspending, particularly in bonding materials and disposables, and offers strategies for startup practices to establish a solid foundation for inventory management.
Connect With Our Guest
UpTracker - https://www.up-tracker.com/
Takeaways
Kira Woods started Uptracker to address inventory management issues.Doctors need to see both macro and micro inventory data.Many practices rely on one staff member for inventory management.Purchasing habits can significantly impact supply spending.Invoice verification can lead to quick returns on investment.Clerical errors in invoices are common and costly.Understanding true costs includes more than just product prices. If you don't check invoices, you're agreeing to whatever they decide to charge you.The right amount to spend right now is crucial for staying on goals.Incentivizing staff can lead to better budgeting outcomes.Bonding materials can be a significant area of overspending.Startups should prioritize visibility in inventory management.The goal isn't less inventory, it's smarter inventory.
Chapters
00:00 Introduction
04:58 Why Inventory Gets Ignored
06:21 Macro vs Micro Inventory
08:52 From Sticky Notes to Scanning
15:02 Customizable Inventory Strategy
16:26 Purchasing Habits and Spend
24:23 Verifying Vendor Invoices
29:57 Real Time Budgeting Basics
32:56 Staff Incentives And Culture
34:29 Common Spend Leak Examples
37:50 Startup Inventory Playbook
41:34 Cross Training And Controls
44:40 UpTracker Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
“It’s a business killer.”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experiences. Anthony shares insights on how SmileSuite has streamlined the new patient call process and the significance of providing a human touch in patient interactions. They dive into the importance of human interaction in patient communications, the evolution of call handling in dental practices, and the impact of technology on patient satisfaction and practice efficiency. The discussion also covers innovative strategies for improving new patient acquisition and the overall growth of orthodontic practices.
Connect With Our Guest
SmileSuite - https://getsmilesuite.com/
Takeaways
Dr. Anthony Bonavoglia is an orthodontist with 20 years of experience.SmileSuite focuses on handling new patient phone calls for practices.The importance of quickly converting leads into appointments is vital.Many practices struggle with managing patient inquiries effectively.Patients prefer various communication methods, including text and online forms.Automation can enhance efficiency but should not replace human interaction.Understanding generational communication preferences is essential.Creating a positive first impression is crucial for patient retention.Data shows a significant increase in patient bookings with effective call handling.Practices can benefit from outsourcing call management to improve efficiency.Patient satisfaction is directly linked to how calls are handled.Asking about additional needs during calls can increase patient bookings.Virtual consultations can qualify patients without taking up doctor time.
Chapters
00:00 Introduction
01:35 Anthony Background and SmileSuite
04:18 Missed Calls = Lost Patients
06:19 From Contact to Contract
08:31 Speed to Lead Systems
11:48 Generational Communication Shifts
15:08 Call Scripts and Consistency
21:49 Automation Bots and Human Touch
24:11 AI Assisted Humans
26:47 Conversion Lift Data
30:47 Triage Beats Voicemail
32:59 Referral Slip Save
34:34 Call Tips That Convert
37:15 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary Kay
Miller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AI
Overviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the QR code and request a free AI Visibility Audit.
WHAT YOU'LL LEARN
Why showing up in AI results today does not mean you are safe tomorrow (the "false security" problem)The shift from rankings to recommendations and what that means for orthodontic marketingA quick AI readiness self-check any practice can run in 10 minutesWhat AI engines actually look for: content depth, trust signals, structured authority, review dataWhy the average orthodontic practice scores below 40 out of 100 on AI visibilityHow KAL™ audits, optimizes, and monitors your practice across AI search platformsWhy early movers in any market will lock out competitors who wait
KEY QUOTE
"Early adopters will have a decided advantage." — Mary Kay Miller, Kaleidoscope AI™
ABOUT THE GUESTS
Mary Kay Miller is Owner and CEO of Kaleidoscope AI™, the digital marketing agency widely credited with introducing SEO to the orthodontic industry nearly two decades ago. She leads the development of KAL™, the AI Growth System purpose-built for orthodontic and dental practices. Jeff Slater is VP of Operations at Kaleidoscope AI™, where he leads client services and the rollout of KAL™ across the orthodontic industry.
CONNECT WITH KALEIDOSCOPE AI™
Website: https://kaldental.ai
Free AI Visibility Audit: https://kaldental.ai/audit
RESOURCES MENTIONED
- The AI Referral Shift (blog):
[https://kaldental.ai/ai-rreferral-shift-orthodontists-2026/]
- KAL AI Visibility Guide (free download):
[https://kaldental.ai/ai-visibility-guide/]
CHAPTERS
00:00 Introduction
02:20 A new AI audit coming to AAO 2026
05:48 From rankings to recommendations
08:54 Quick AI readiness self-check
12:32 Website content and trust signals
16:22 Showing up now isn't enough
23:18 What AI looks for next
27:01 Review data and trust
29:00 Authority and site structure
31:28 The KAL™ Audit System
38:44 SEO vs. AI visibility
43:00 Startup advantage and speed
44:35 How to contact Kaleidoscope A™ and request a KAL™ audit
SPONSORS
GreyFinch: https://greyfinch.com/jillallen/
A-Dec: https://www.a-dec.com/orthodontics
SmileSuite: https://getsmilesuite.com/
EPISODE CREDITS
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
“IT is not set it and forget it.”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ensure smooth operations. Jordan highlights the need for tailored IT infrastructure, including cabling and network security, to support practice growth. He also explores the differences between cloud-based and server-based management software, emphasizing the importance of network security to ensure a practice’s long-term success. The episode covers ongoing cybersecurity best practices, such as Zero Trust architecture, and the benefits of proactive IT support models.
Connect With Our Guest
Cornerstone Computer Solutions - https://cstonesolutions.net/
Takeaways
Start IT planning during the startup phase to avoid delays and save money.Tailor your IT setup, including cabling and security, to fit your practice's needs and growth.Understand the differences between cloud-based and server-based software for better security.Wired connections can provide from reliable internet than Wi-Fi.Implement ongoing cybersecurity measures like “Zero Trust” architecture.Regularly assess your current IT systems to identify vulnerabilities and upgrade safely.Opt for proactive over “reactive” IT support models to minimize downtime and enhance efficiency.
Chapters
00:00 Introduction
02:46 Startup Tech Priorities
05:08 Four Phases of IT
06:49 Engage IT Early
09:24 Launch and Support
12:51 Cloud Networks and Cabling
17:55 Internet Speed and Redundancy
23:24 Downtime in Established Practices
29:30 Proactive vs Reactive IT
31:50 Monitoring Standards Explained
34:57 Cybersecurity Zero Trust
37:17 Startup Budget Options
40:43 IT Red Flags Checklist
44:21 Contact Cornerstone
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"You don't have to be physically connected to something that’s in your office."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advancements in cloud-based solutions, particularly with Cloud 9. The conversation highlights how AI and industry shifts are reshaping the landscape of orthodontics, offering new opportunities for efficiency and growth. Reid and Kevin stress the importance of continuous training and consultation to ensure successful technology adoption.
Connect With Our Guest
Planet DDS - https://www.planetdds.com/
Takeaways
Reid started Orthotrac, which served a pioneering role in ortho software since the 1980s.There’s been a shift from traditional to cloud-based systems.Cloud 9, now part of Planet DDS, has been at the forefront of cloud-based solutions.Cloud technology can reduce cost and improve accessibility.AI has a growing influence in scheduling, documentation, and financial management.Integrated software ecosystems can benefit multi-specialty practices.Continuous training and consultation is essential in new technology adoption.
Chapters
00:00 Introduction
02:06 Reid Simmons’ Journey
07:35 Kevin Simmons’ Journey
11:01 Planet DDS Merger Vision
15:44 Industry Shifts Since 2010
24:30 AI and API Ecosystems
26:48 AI Beyond Email Hacks
27:50 Transcription to Treatment Plans
29:09 Roadmap Driven by Customers
30:54 True Cloud Explained
36:18 Next Five Years of Tech
38:28 Training and Staying Current
41:52 Where to Learn More
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Digital is here, it's not the future.”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care.
Connect With Our Guest
Solventum - https://www.solventum.com/en-us/home/
Takeaways
Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics.Implementing practice systems and digital workflows is crucial for improving efficiency and patient care.Startups have a unique advantage in adopting advanced systems early in their development.Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions.Emphasizing value per visit rather than cost can lead to better practice outcomes.The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models.
Chapters
00:00 Introduction
01:39 Marylee’s Career Journey
07:54 From 3M to Solventum
11:28 Solventum Name Explained
15:36 Systems Over Products
18:00 Bonding Efficiency Examples
22:04 Startup Practice Advantage
25:21 Startup Systems Matter
26:47 Digital Shift Explained
28:24 Four Pillars of Digital
30:38 Patient Monitoring Mindset
32:15 Differentiating With Tech
35:04 One Ecosystem Advantage
38:26 Efficiency Over Headcount
40:34 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Women are creating more wealth than ever before"
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy.
Connect With Our Guest
Cain Watters - https://www.cainwatters.com
Takeaways
$70-90 trillion of wealth will be transferred over 20 yearsWomen will become the primary wealth holders and creators of new wealthThe demographics of inheritors is shiftingTechnology and social media influence financial literacy and investment approaches for new generationsConversations about wealth, purpose, and values are essential to ensure smooth successionThe value of financial education from an early age and ongoing communication within familiesInherited wealth is often rapidly lostFamilies can prepare for this transfer to approach it with confidence and purpose
Chapters
00:00 Introduction
03:36 Why Money Talk Matters
04:56 Great Wealth Transfer
07:56 Next Gen Wealth Shift
11:04 Small Habits Big Wealth
13:17 How Women Invest Differently
16:48 Confidence and Advisor Gaps
21:29 Next Gen Tech Investing
25:50 Why Wealth Disappears
28:57 Start Money Talks
30:44 Purpose Driven Planning
33:10 Tech Versus Advisors
35:23 Values To Strategy
37:20 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"AI will make staff more efficient, not replace them."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation.
Connect With Our Guest
Greyfinch - https://greyfinch.com/
Takeaways
AI is streamlining practice management and patient interactionData security with AI is essentialGreyfinch is on the forefront of new AI featuresEffective payment strategies and compliance can impact a practice’s financial healthNew practices should focus on building strong foundationsAutomation and outsourcing for efficiencyCloud vs. server-based solutions vary depending on the practiceBalancing work and personal productivityEmbracing change and continuous learning
Chapters
00:00 Introduction
03:05 AI in Ortho Today
05:57 AI Native in Greyfinch
09:36 Payments and Surcharging
12:27 Surcharge Rules by State
14:34 Reducing Fees Without Losing Patients
21:49 Startup Practice Mindset
24:37 Spend Smart and Build Your Brand
26:53 Learn Beyond Your Industry
28:29 Find the Right Whos
30:51 Workflow Automation Reality
34:56 Personal Time Optimization
38:35 Cloud Versus Server Software
43:33 Greyfinch Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
“Focus on your practice as a brand.”
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market.
Connect With Our Guest
WildSmiles Braces - https://www.wildsmilesbraces.com/
Takeaways
Focus on treating patients under 14 to build long-term relationships.Enhance satisfaction and loyalty through personalized care.Establish a strong brand for premium pricing and differentiation.Use fun brace designs can attract young patients and build engagement.Ensure team buy-in for successful implementation of new approaches.Leverage tech and social media to add value and improve outcomes.Positioning your practice as a brand, not just a service, can create greater loyalty.Watch trends to focus on branding and patient-centered care for future success.
Chapters
00:00 Introduction
03:46 WildSmiles Evolution
04:41 Why Under 14 Matters
09:47 Branding Beyond Fees
12:50 Engaging the Ops Pool
14:56 Brackets vs Experience
19:22 Add Value During Observation
22:53 Boosting Observation Conversions
24:55 Overcoming Team Resistance
26:02 CEO Mindset and Market Defense
29:54 Training the Whole Team
33:28 How to Contact WildSmiles
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Patient care is the biggest focus."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners.
Connect With Our Guest
CFS Dental Division - https://www.cfsdentaldivision.com
Takeaways
CFS Dental Division provides comprehensive financial services for orthodontic professionals.It's essential to assess what to do next after a successful startup.Expanding a practice can involve hiring associates or opening new locations.Maintaining patient care quality is crucial when managing multiple locations.Insurance policies must be updated to cover new locations and associates.Investing in real estate can provide long-term financial benefits for practice owners.Training associates is vital to ensure consistent patient care and experience.Younger practice owners often exhibit more drive and ambition.Continuous learning and adaptation are key to success in the dental industry.Paying attention to small details can significantly impact overall practice success.
Chapters
00:00 Introduction
03:30 Right-Sizing Insurance Needs
05:27 Expansion Paths and Examples
08:09 Second Location Deep Dive
13:09 Coverage for Multi-Location Teams
18:32 Real Estate and Owning Your Space
21:36 Associates And Patient Experience
23:10 Training Culture And CE
25:57 Leadership As A Skill
27:22 Traits Of Successful Owners
29:53 Work Hard And Build Wealth
31:05 Contact info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Cash is king."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending.
Connect With Our Guest
Provide - https://www.getprovide.com/
Takeaways
The trend of orthodontists investing in commercial real estate is on the rise.Startup loans are evolving with more options like SBA loans.Understanding the financial landscape is crucial for new practitioners.The Jumpstart Loan can help acquire declining practices effectively.Cash flow management is essential for practice sustainability.Building a strong financial team is key to successful financing.Credit scores play a significant role in loan approvals.Avoid aggressive debt repayment that affects liquidity.Leverage practice equity for real estate purchases.Ground-up construction financing is viable for new practices.
Chapters
00:00 Introduction
04:15 Why Own Real Estate
08:10 SBA Path for Startups
11:43 Lease vs Buy Math
14:07 Buying Declining Practices
16:22 Jumpstart Loan Explained
20:01 Getting Loan Ready
23:09 Liquidity and Guarantors
27:10 Credit Score Hurdles
28:20 Liquidity vs Debt Mistakes
31:59 Ground Up Construction Loans
35:14 Using Practice Equity
37:15 Contact Info & Closing Thoughts
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"Track it from day one."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners.
Connect With Our Guest
The Wyrick Outlook - https://thewyrickoutlook.com/
Takeaways
Megan and her sister Brittany started in orthodontics at a young age.They created an insurance course to help practices navigate insurance billing.The business has expanded to offer multiple courses for various office roles.Practices should be selective about which insurance networks to join.Lifetime maximums can be misunderstood; verification is crucial.Timely filing limits are tightening, impacting cash flow.Insurance companies often request additional information, which has its own deadlines.Technology can aid in claims submission, but traditional methods may still be necessary.Team accountability in insurance management is essential for practice health.Younger doctors are more hands-on with financial management than previous generations.
Chapters
00:00 Introduction
03:35 When to Outsource Insurance Billing
06:18 Pros and Cons of Being In-Network
11:07 Lifetime Maximums 101 + The Two-Step Verification Rule
13:29 Avoiding Costly Benefit Quote Errors
16:51 Timely Filing, Cash Flow, and Patient Trust
23:37 Responding Fast to Info Requests & Denials
24:31 Digital Portals vs Snail Mail
26:43 Protecting Doctor Authority
28:42 In-Network vs Out-of-Network Example
31:14 Team Accountability in Billing
34:40 Know Your Numbers
38:12 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! -
"It's just expensive to do it these days."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership.
Connect With Our Guest
Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroeker
Takeaways
Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.The lending landscape is currently stable with increased loan amounts for startups.Young doctors should focus on financial preparation during their education.Credit card debt can significantly impact future borrowing capabilities.Having savings set aside is crucial for new practice owners.Evaluating existing practices involves analyzing actual financials and cash flow.Startup loans often have a graduated payment structure to ease financial pressure.Building a strong support team is essential for success in practice ownership.Construction and technology costs have significantly increased for new practices.It's important to understand how loan funds will be allocated in a startup.
Chapters
00:00 Introduction
03:30 Current Lending Environment
06:06 Financial Advice for Young Doctors
10:31 Evaluating Practice Purchases
13:58 Markers for a Healthy Practice
17:00 Balancing Practice Purchase with Additional Workl
20:39 The Importance of a Supportive Team
23:41 Discussing Startup Costs and Loan Structures
26:17 The Reality of Startup Loans and Financial Flexibility
31:56 The Importance of Financial Planning and Safety Nets
34:35 Final Thoughts on Acquisitions vs. Startups
36:24 Contact Info
Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?
Reach out to me- www.practiceresults.com.
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.
New episodes drop every Thursday! - もっと表示する
