Hey Docs!

Welcome to the Hey Docs! Podcast with your host, Jill Allen. On this episode we are delving into the cutting-edge world of integrated dental technology with special guest Ali Hyatt from Henry Schein One. Tune in as we explore the challenges and opportunities of staying connected with patients and ensuring every dollar spent is a step towards success. Let’s get started! Summary Ali Hyatt, Chief Customer Experience and Marketing Officer at Henry Schein One discusses the concept of integrated dental technology and its benefits for orthodontic practices. Integrated dental technology aims to make it easy and seamless for orthodontists to focus on patient care by providing a single platform for managing patient information, scheduling appointments, and checking eligibility. The goal is to create a seamless workflow that reduces errors and allows orthodontists to spend more time with patients. In terms of marketing, Hyatt advises practices to focus on simple metrics such as website clicks, form fills, and phone calls to track the success of their marketing efforts. She also emphasizes the importance of meeting patients where they are in terms of communication preferences and utilizing automated digital options like emails and texts. Hyatt highlights the role of Henry Schein One in providing integrated dental software solutions that empower dentists to focus on patient care and achieve their practice goals. https://www.henryscheinone.com/ https://www.facebook.com/HenryScheinOne https://www.instagram.com/henryscheinone/ https://www.linkedin.com/company/18886399/ https://twitter.com/HenryScheinOne Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Role at Henry Schein One 01:15 Understanding Integrated Dental Technology 06:28 Meeting Patients' Communication Preferences 11:57 Tracking Marketing Success and Converting Patients 14:44 Managing Integrated Technology for Younger and Established Doctors 23:23 Speed Round 25:03 Final Thoughts and Advice Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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_joy https://www.linkedin.com/in/amandalgore https://youtube.com/user/amandagoretv https://www.pinterest.com/amandagorejoy/ Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00Amanda's Journey to Focusing on Joy 03:01The Impact of Joy on Performance and Relationships 08:59Creating a Joy-Filled and Fear-Free Workplace 25:02Practical Tips for Cultivating Joy in the Workplace 32:08Understanding the Power of Self-Awareness and Emotional Intelligence 35:23Overcoming Core Fears and Stories for Personal and Professional Growth 37:45Practical Strategies for Managing Triggers and Calming the Mind 39:36The Importance of Caring and Creating a Culture of Gratitude 46:41The ABC of Joy: Awareness, Breathing, Being Present, Making Conscious Choices 52:55Consciously Choosing Joy and Fostering Gratitude 59:23Teaching People to Feel Good About Themselves and Raising Confident Children Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen. In this episode, we're exploring the innovative world of MyOrthoVA, with special guest Casey Bull. Listen in as we delve into the inspiration behind creating a tailored solution for orthodontic needs with Virtual Assistants, the rigorous training their VAs undergo, and the remarkable impact on both in-office efficiency and patient care. Let’s get started Summary Casey Bull, the Chief Operating Officer of MyOrthoVA, discusses the concept of virtual assistants in orthodontic practices. MyOrthoVA provides remote staffing solutions for orthodontic offices, offering virtual assistants who can handle tasks such as phone support, new patient coordination, insurance handling, and administrative support. The goal is to empower orthodontists with a new solution for staffing and improve patient care by allowing the in-office team to focus on patient interaction. The virtual assistants are trained in orthodontic processes, workflows, and patient communication. The onboarding process is crucial to ensure a seamless integration of virtual assistants into the practice. The use of virtual assistants can benefit both large and small practices, providing cost-effective solutions and improving practice culture. https://www.myorthova.com/ https://www.facebook.com/myorthova https://www.linkedin.com/company/myorthova https://www.instagram.com/myorthova Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Overview of MyOrthoVA 01:04 The Inspiration Behind MyOrthoVA and the Need for Virtual Assistants 04:07 Defining the Role of Virtual Assistants in Orthodontic Practices 07:44 The Tasks and Responsibilities of Virtual Assistants 11:23 Expanding the Scope of Virtual Assistants in Orthodontic Practices 20:47 The Importance of Onboarding and Communication for Successful Integration 29:40 Getting in Touch with MyOrthoVA and the Benefits of Virtual Assistants Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, we have special guest Oliver Gelles from OrthoFi joining us on the show! In this episode, we highlight how data-driven strategies are reshaping patient financials and practice efficiency. From the transition to auto-pay systems to the strategic application of interest and flexible financing, we're unpacking how these changes not only align with current data but also significantly enhance patient satisfaction and practice growth. Let’s jump in! Summary In this conversation, Jill interviews Oliver Gelles, the Chief Marketing Officer of OrthoFi. They discuss Oliver's background in the orthodontic industry and his journey with OrthoFi. They also talk about the insights and data gathered by OrthoFi on patient financials and flexible financing in orthodontic practices. They explore the evolution of payment methods in the industry and the benefits of offering flexible financing options. They also discuss the use of interest in payment plans and how it can be implemented in different stages of a practice's growth. In this conversation, Oliver Gelles and Jill discuss strategies for minimizing the growth benefit and increasing incentives for patients. They also explore the impact of the economy on adult starts and the difference in payment options for adult and child patients. They also discuss the importance of accurately allocating past-due AR and the potential for direct-to-consumer competition in the orthodontic industry. https://orthofi.com/ https://www.facebook.com/OrthoFi/ https://twitter.com/OrthoFi https://www.linkedin.com/company/orthofi https://www.youtube.com/c/OrthoFi https://www.instagram.com/ortho_fi/ Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:20 Insights and Data on Patient Financials 07:44 The Evolution of Payment Methods 09:39 The Benefits of Flexible Financing 13:41 Implementing Interest in Payment Plans 26:00 Maximizing Growth Benefit: Incentives and Strategies 28:22 Understanding the Impact of the Economy on Adult Starts 39:19 Improving Financial Performance through Accurate AR Allocation 46:23 Preparing for Potential Direct-to-Consumer Competition Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, we're shining a light on SmileSuite technology with my friend and returning guest, Dr. Anthony Bonavoglia. SmileSuite is changing the game for orthodontists and their practices. Join us as we dive into the metrics that matter, the art of the new patient phone call, and a peek into the future developments from SmileSuite. Let’s dive into it! Summary Anthony Bonavoglia, founder of SmileSuite, discusses the importance of understanding the busiest times for new patient phone calls in orthodontic practices. He shares data that shows the busiest times are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall. He also highlights the trend of patients preferring to schedule appointments through text messaging rather than phone calls. Anthony emphasizes the need for practices to monitor and improve the quality of new patient phone calls, as well as the importance of balancing work and family life. https://getsmilesuite.com/ https://www.facebook.com/MySmileSuite/ https://www.instagram.com/getsmilesuite/ New Patient Phone Call Score Card http://getsmilesuite-7731839.hs-sites.com/smilesuiteinquiry-1 Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Overview of SmileSuite 01:28 Gathering Data on Busy Times for New Patient Phone Calls 12:21 The Impact of Phone Calls on the Patient Experience 22:44 Patient Communication Preferences and Trends 25:26 Upcoming Developments for SmileSuite 28:47 Speed Round: Coffee or Tea, Favorite Podcast, Outdoor Activity, Being Remembered, Best Piece of Advice 31:17 Conclusion and Farewell Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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/ortholifecoach https://www.orthovated.com/ https://www.facebook.com/orthovated Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:38 The Struggle for Work-Life Balance 08:00 Setting Proper Goals 14:08 The Fulfillment Paradox 19:04 Creating Passion through Action 23:11 The Role of Thoughts and Feelings 28:36 Time Management and Boundaries 37:59 Taking Care of Yourself 42:22 Conclusion and Contact Information 44:12 Creating the Life You Want 45:02 Personal Style and Interests 45:41 Hidden Talents 46:26 Big Hairy Audacious Goal Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GC Orthodontics - Manufacturing and Supply Sales SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 AI's Impact on Google and Local Search Results 01:13 Verification Challenges for Startups 04:12 AI's Role in Advertiser Verification 05:18 Importance of Business Name and Documentation 06:39 AI's Impact on Google Ads and Pay-Per-Click 09:47 AI's Influence on Content and Chatbots 11:14 AI's Role in Dynamic Ads and Geotargeting 12:30 Balancing AI Automation and Human Touch 14:23 AI's Impact on Marketing Industry 16:07 Challenges of Finding the Right Balance 17:41 The Volatility of Google Rankings 19:01 The Importance of Accurate and Consistent Information 20:22 The Need for Vigilance and Monitoring 22:14 The Housekeeping Component of Online Presence 23:20 The Consequences of Ignoring Notifications 25:07 The Unpredictability of Google's Algorithm 26:29 The Future of AI and Technology in the Industry 27:34 The Importance of Proofing AI-generated Content 29:24 The Value of Human Element and Relationships 30:17 The Need for Documentation and Verification 31:52 The Importance of Proactive Marketing 33:24 The Role of Kaleidoscope as a Resource 34:08 The Challenges and Benefits of AI Technology 35:15 The Significance of Being a Great Parent 35:46 The Power of Perspective and Framing Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 00:59 The Birth of Retainers for Life 03:24 The Benefits of Retainers for Life 04:04 The Challenges of Retention in Orthodontic Practices 05:21 Efficiency and Time-Saving with Retainers for Life 06:30 Integration of Retainers for Life into Orthodontic Practices 09:16 Building Long-Term Relationships with Patients 11:26 The Alumni Concept in Orthodontic Practices 12:20 Outsourcing vs. In-House Retainer Production 19:08 Implementing Retainers for Life in Practice Systems 21:01 Workflow and Protocols for Retainers for Life 23:33 Offering Retainers for Life at the End of Treatment 24:31 Cost Comparison: Outsourcing vs. In-House Retainer Production 26:24 Revenue Sharing and Team Incentives 29:18 Getting Started with Retainers for Life 31:43 Contacting Retainers for Life 34:04 Conclusion and Final Thoughts Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen. Joining us on the show today is David King from Leaders In Ortho, and in this episode, we are talking about finding joy. As entrepreneurs, it is easy to get weighed down by the pressures of the business, but it doesn’t have to be that way. David has some great information to share with us! Let’s get started! Summary David King, a business and life coach, discusses the importance of personal and psychological growth for orthodontists. He emphasizes the need for orthodontists to leverage their darkness into their greatness and overcome challenges in their personal and professional lives. King introduces the concept of the four domains of life, which include focusing on one's body, mindset, balance, and business. He encourages orthodontists to take inventory of their lives, exercise regularly, and avoid hesitation. King concludes by offering his contact information for those interested in seeking help. https://leadersinortho.com/ https://www.linkedin.com/in/david-king-864053a/ https://www.instagram.com/David_king_IV https://www.facebook.com/david.king.96558/ https://www.youtube.com/@UCuF9AQXe-aInmSoic15IAZQ https://www.tiktok.com/@david_king_IV Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:17 The Need for Personal and Psychological Growth 08:16 Challenges Faced by Orthodontists 11:23 The Importance of Joy and Happiness 18:53 The Four Domain Life 22:21 Overcoming Fear and Seeking Help 27:54 Tips for Overcoming Challenges 33:39 How to Contact David King 36:36 Speed Round 37:48 Conclusion Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:20 Passion for Orthodontics 09:58 Financial Planning at Different Stages 27:50 Trends in Financial Planning 33:08 Understanding the Value of a Dental Practice 34:02 Trends in Practice Transitions 35:35 Outsourcing and Lean Practices 36:27 Customized Treatment Plans 38:22 The Role of Technology in Orthodontics 39:25 Managing Team Costs and Lab Bills 40:22 Private Practice Sales and Private Equity 41:47 The Availability of Practices for Sale 43:10 Evaluating Practices from a Private Equity Perspective 45:39 Valuing Higher-End Practices 47:53 Taking the Money Off the Table 48:18 Financial Planning for Young Doctors 49:29 Three Pieces of Advice for Young Doctors 55:21 Speed Round Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 SafetyCOVID-19 Has Changed the Compliance LandscapeEffective Training is Key to ComplianceAwareness of Common and Overlooked Areas of Non-ComplianceProactive Measures Ensure Better Compliance Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:41 Importance of OSHA Compliance 08:17 Understanding OSHA Compliance 12:26 Implementing OSHA Compliance in Practice 16:51 Impact of COVID-19 on OSHA Compliance 21:05 Training Team Members on OSHA Compliance 24:45 Importance of OSHA Compliance for Non-Clinical Team Members 27:41 Consequences of Non-Compliance 29:37 Common Areas of Non-Compliance 33:30 Overlooked Areas of Compliance 36:24 Training Summer Hires and Temporary Staff 38:39 Final Thoughts and Advice 43:12 Contact Information 46:15 Speed Round Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 https://www.orthovated.com/ https://www.facebook.com/orthovated Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:56 Recognizing the Need for Better Training 06:35 The Importance of Pre-boarding 10:31 Onboarding and Long-term Retention 12:50 Enhancing the New Hire Setup 19:47 Empowering New Hires through Orthovated 30:53 Tips for Teaching and Communication 37:28 Conclusion and Contact Information Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we have a special guest, Jake Gulick from Greyfinch, joining us on the show. In this episode, we are diving into the ins and outs of practice management software. From Telehealth to capabilities to the future of orthodontic practice management technology, we are covering it all. Let’s dive in! Summary Jake Gulick, the founder of Greyfinch, discusses the inception of the cloud-based orthodontic practice management software and its unique features. He emphasizes the importance of understanding the needs and wants of orthodontic practices and patients and how Greyfinch aims to provide a comprehensive solution. The conversation also covers the benefits of cloud-based software, the integration of telehealth capabilities, and the potential for AI and machine learning in scheduling and automation. Jake provides advice for practices considering a software change and highlights the future trends in software and technology. In this episode, Jill interviews Jake Gulick from Greyfinch, a practice management software company. They discuss the benefits of using Greyfinch and how it can help orthodontic practices. Jake emphasizes the importance of putting out quality products and not rushing the development process. He also mentions a special discount for Hey Docs listeners. The conversation then transitions to a speed round where Jake shares his style, interests, and hobbies, including pickleball, golf, and pizza making. Jake concludes by sharing his goals for Greyfinch and expressing his appreciation for the orthodontic industry. Takeaways https://greyfinch.com/ https://www.facebook.com/getgreyfinch/ https://www.linkedin.com/company/greyfinch/ https://twitter.com/i/flow/getgreyfinch Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing Greyfinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Inception of Greyfinch 04:05 Core Features and Unique Offerings of Greyfinch 08:32 Benefits of Cloud-Based Orthodontic Practice Management Software 12:11 Streamlining Processes and Improving Efficiency 14:31 Telehealth Capabilities and Virtual Consultations 20:17 Advice for Existing Practices Considering Software Change 27:36 Integration with Third-Party Companies and Future Possibilities 31:36 Future Trends in Software and Technology 35:30 Introduction and Discussion of Greyfinch 36:19 Appreciation for Gray Finch's Approach 37:11 How to Get in Touch with Greyfinch 38:13 Speed Round: Jake's Style and Interests 39:05 Jake's Hobbies: Pickleball and Golf 39:45 Jake's Hidden Talent: Pizza Making 40:12 Jake's Goals for Greyfinch 41:14 Closing Remarks and Appreciation Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 https://www.straightupsales.com/ https://www.linkedin.com/in/brooke-oliphant/ https://www.facebook.com/orthodonticsalescoaching/ https://www.instagram.com/orthodonticsalescoaching/ Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 01:19 Challenges in Treatment Coordination 03:09 The Importance of Sales in Treatment Coordination 05:22 Training Challenges for New Treatment Coordinators 08:25 Obstacles to Patient Conversion 11:45 Training New Treatment Coordinators 14:19 Encouraging Small Wins and Embracing Imperfection 18:19 Overcoming Obstacles in Treatment Coordination 24:19 Addressing Newer Obstacles in Treatment Coordination 27:47 Understanding Changing Demographics 32:57 Adapting to Emerging Trends 38:07 Supporting Treatment Coordinators 39:34 Cross-Training and Lean Teams 40:04 Walking in Someone Else's Shoes 41:26 Building Respect and Eliminating Hierarchy 41:53 Every Position Affects the Patient Experience 42:13 Consistency in Patient Experience 43:18 Working with Established Practices 44:12 Improving Conversion and Patient Satisfaction 45:02 Speed Round Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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 https://www.gcorthonline.com/ Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 02:13 Philosophies and Culture 03:13 Importance of Teaching and Learning 07:04 GC Heart and Company Philosophy 09:02 Employees as Associates 10:18 Importance of Collaboration and Employee Involvement 11:20 Creating a Positive Work Environment 12:48 Effective Communication with Customers 17:20 Building Relationships and Listening to Customers 23:47 GC and Tomi Products 26:46 Consistency and Quality of Products 33:45 Final Thoughts and Contact Information Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen. I am excited to welcome Mandi Huber, the mind behind orthodocsPRO, to the show. Today, we are covering how key features of digital fee presentation technology, like the payment slider and e-signature, are transforming orthodontic practices. We'll also discuss the evolution of digital workflows and share practical tips for integrating these innovative tools effectively. Let’s get started! Summary In this episode, Mandy Huber discusses the benefits of digitizing forms and using e-signatures in orthodontic practices. She explains how payment sliders can streamline financial discussions and improve patient experience. Mandy also highlights the impact of digital workflows on office design and shares insights into the future of orthodontics. She offers advice for practices looking to implement digital tools and discusses upcoming enhancements to Orthodox Pro. In this conversation, Jill interviews Mandi Huber about her work in the ortho community. They discuss the importance of learning to dance in the rain and finding happiness in any circumstance. Mandi shares her best piece of advice and expresses gratitude for the partnership with Jill. The conversation concludes with closing remarks. Takeaways https://www.orthodocspro.com/ https://www.facebook.com/orthodocsPro https://www.linkedin.com/company/orthodocspro/ https://www.youtube.com/channel/UC-yFPx07FALG-vCbwu5kIOA Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:00 Digitizing Forms and E-Signatures 07:00 Payment Sliders and Financial Discussions 09:00 Impact on Office Design 11:00 Orthodontics and the Future 13:00 Orthodox Pro Features and Benefits 22:00 Obstacles and Solutions for Implementation 30:00 Future Enhancements 37:00 Contact Information 38:00 Speed Round 39:00 Best Piece of Advice Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen. Today we have a special guest Tony Peniche from Peniche & Associates joining us on the show. Tony is an expert in marketing, and has a particular grasp on the millennial generation. From being brave enoughto run with an idea to honing in on your target market, we will cover it all. Let’s get started! Summary Tony Peniche, Chief Innovation Officer at Peniche & Associates, shares his insights on marketing and branding strategies for orthodontists. He emphasizes the importance of authenticity and creating memorable experiences for patients. Tony advises against following trends blindly and encourages doctors to focus on their specific audience and their interests. He also provides tips on turning patients into marketeers and expanding social media following. Tony's hidden talent is his lucid imagination, which allows him to visualize and manipulate ideas in his mind. In this episode, Tony shares his journey of discovering his unique imagination and realizing that not everyone thinks the same way. He explains how he can vividly imagine different environments and experiences, even to the point of physically feeling the sensations. Tony also highlights the importance of identifying individuals with hidden talents in the office and involving them in planning and decision-making processes. Takeaways https://leeannpenicheandassociates.com/ https://www.facebook.com/PenicheAssociates/ https://www.instagram.com/penicheteam/ Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:12 Marketing Strategies and Branding 08:20 Marketing Ideas for Younger Doctors 14:25 Millennial Marketing and Beyond 18:47 Expanding Target Demographics 22:44 Getting Started with Marketing 23:27 Authenticity in Marketing 29:34 Expanding Your Following 32:16 Top Tips for Marketing 39:50 Conclusion and Contact Information 41:46 Hidden Talent 42:20 Discovering a Different Perspective 43:15 Exploring Different Types of Imaginations 44:23 Identifying Hidden Talents in the Office 45:01 Taking Advantage of Superpowers Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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/GaidgeOrtho https://www.instagram.com/gaidgeortho/ https://www.linkedin.com/company/gaidge/ https://www.youtube.com/channel/UCg-TfxTvb1JsqsqyUkDvPJQ Summary In 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. Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 02:05 Ryan's Journey in the Industry 06:27 Highlights and Trends of 2023 13:28 The Leaky Bucket and Patient Conversion 19:12 Buyer Trends: Adults vs. Kids, Aligners vs. Brackets 25:41 Using Data to Improve Practice Performance 31:47 Enhancements and Future Plans for Gaidge 33:40 Surprising Findings in the Data 34:49 Surprising Data Trends 36:28 Advice for the Future 39:14 Using Data for New Businesses 41:36 Managing Business Metrics 42:37 Leadership Philosophies 45:50 Contacting Gaidge 46:38 Speed Round 51:18 Big Hairy Audacious Goal Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

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/ Summary In 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. Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Introduction and Background 03:30 Red Flags for Embezzlement 06:00 Case Study: Office Manager Embezzlement 08:17 The Paradox of Embezzlement 09:30 Safeguards for Protecting Against Embezzlement 12:08 Importance of Correlating Collections and Deposits 13:40 Different Forms of Embezzlement 19:24 Recognizing and Responding to Embezzlement 30:18 Engaging Professional Help 35:02 Preserving Evidence and Taking Legal Action 38:42 Taking Action and Avoiding Suspicions 39:23 The Seriousness of Embezzlement 40:15 Reaching Out for Help 41:43 Wrap Up and Contact Information 41:59 Speed Round 43:15 Outdoor Activities and Search and Rescue 43:29 Desire to be Remembered 43:47 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 Killion Audio Engineering by Johnny Mitchell

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. Takeaways Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing GreyFinch - Web-Based Practice Management Software SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters 00:00 Valuation and Data Cleanliness 34:16 Continuous Process of Valuation 35:08 Importance of Clean Data 36:05 Examples of Data Cleanup 37:05 Buyer's Perspective and Questions 38:02 Considerations for Sellers 38:58 Prepaid Patients and Contract Balances 39:22 Credits and Refunds 40:12 Importance of Practice Management Consultants 42:15 Non-Competes 43:33 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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell