"Forget the noise, go back to the basics."
 
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 Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he launched an e-commerce platform for wedding invitations, and how his path eventually led him to dentistry through his wife, Nora. The conversation delves into the inception of Berry Studio, which aims to streamline the patient intake process in orthodontics using innovative technology, including AI-driven solutions for insurance verification and patient engagement.
Karthik discusses the challenges and opportunities presented by AI in healthcare, particularly in navigating compliance with regulations like HIPAA. The episode also explores the evolving landscape of how AI and digital platforms are reshaping the way patients find and engage with orthodontic practices. Karthik shares valuable insights on marketing strategies for orthodontists, including the significance of user-generated content and the need to adapt to changing patient behaviors in a digital-first world.


Connect With Our Guest

BerryStudio - https://berrystudio.ai/


Takeaways

• Karthik's journey reflects the challenges and opportunities of entrepreneurship.
• Berry Studio aims to revolutionize patient intake and insurance verification with AI.
• AI can enhance patient experiences but must comply with healthcare regulations.
• The importance of understanding HIPAA and data privacy in using AI tools.
• Patient education is crucial for successful consultations in orthodontics.
• The future of patient interactions may shift towards AI-driven platforms.
• Marketing strategies must adapt to the rise of AI in consumer behavior.
• Cloud stacking can enhance online visibility for orthodontic practices.
• User-generated content is vital for building trust in the digital age.

Chapters
 
00:00 Introduction to Karthik and BerrtyStudio
04:48 The Birth of BerryStudio
12:56 Challenges and Innovations in AI for Orthodontics
13:56 HIPAA Compliance and AI in Healthcare
21:48 Personal Anecdotes and Cautionary Tales
25:05 The Role of AI in Orthodontics
26:50 Amazon's AI Search Revolution
30:15 Strategies for Leveraging AI in Orthodontics
36:17 OrthoStudio: Enhancing Patient Intake
42:50 Contact Info and Final 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!

"You need options to have leverage."
 
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 welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He discusses the evolution of his company, which now operates nationally, representing thousands of healthcare providers. The conversation delves into the current state of the commercial real estate market, highlighting the competitive landscape, especially in healthcare, and the importance of understanding lease agreements and ownership options for healthcare professionals. The episode concludes with practical advice for healthcare professionals considering their real estate options, underscoring the need for expert guidance in a complex and evolving market.


Connect With Our Guest

CARR - https://carr.us/


Takeaways

• You can always refinance.
• You have to play the hand you're dealt.
• The number one mistake is trying to do it yourself.
• You need options to have leverage.
• 90% of the time, the lease rate is higher than the landlord would charge a new tenant.
• You can't time the market perfectly.
• The landlord's motivation changes if they know you're willing to move.
• You should always submit the offer, not vice versa.
• Most doctors are off by several months on their lease expiration dates.
• You need to start your lease renewal process at least 12 months in advance.

Chapters
 
00:00 Introduction to Colin and CARR
06:53 The Current Commercial Real Estate Market
12:18 Leasing vs. Owning: Making the Right Choice
23:49 Common Mistakes in Lease Negotiations
26:23 The Pitfalls of DIY Negotiations
27:50 Leveraging Options for Better Lease Terms
29:17 Common Mistakes in Lease Renewals
30:43 The Value of a Commercial Broker
37:49 Timing and Strategy for Lease Renewals
40:26 Negotiating with Landlords: Key Insights
44:22 Final Tips and Contact Information 

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!

"40% of doctor-to-doctor referrals just disappear."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the significance of understanding the referral process, the role of data in improving referral management, and innovative marketing strategies to enhance patient referrals. Liz also addresses how Bright Referral can benefit both startup and established practices, highlighting the need for tailored solutions and the value of fostering trust in professional relationships.


Connect With Our Guest

Bright Referral - https://www.brightreferral.co/


Takeaways

• Bright Referral was founded to solve real problems in orthodontic practices.
• Referral management is a critical aspect of orthodontic marketing strategies.
• Building relationships with referring doctors is essential for successful referrals.
• Technology can significantly improve the referral process and patient experience.
• Understanding the referral process helps practices identify areas for improvement.
• Tailoring solutions to fit different practice needs is crucial for success.
• Data-driven insights can enhance referral management and marketing strategies.
• Innovative marketing approaches can help practices tap into new referral sources.
• Startups can benefit from implementing Bright Referral early in their practice.
• Trust and relationship-building are key components in the referral process.

Chapters
 
00:00 Introduction to Liz and Bright Referral
03:38 Challenges in Referral Management
07:28 Digitizing the Referral Process
10:32 Building Relationships for Business Growth
22:37 Addressing Patient Follow-Up Challenges
24:22 Expanding Referral Sources Beyond Doctors
25:06 Tracking and Managing Referrals Digitally
29:51 Using Data to Improve Referral Processes
36:14 Adapting Bright Referral for Different Practice Stages
38:58 Contact Info and 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!

"You can't change a design flaw easily."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in the design process, the necessity of detailed drawings, and the concept of value engineering to manage costs. The discussion also provides insights for doctors on how to choose the right design services and the importance of investing in a well-thought-out design for long-term success.


Connect With Our Guest

JoeArchitect - https://joearchitect.com/


Takeaways

• Designing an orthodontic office requires a focus on functionality first.
• The difference between architects and designers is significant in service levels.
• Full-service architecture provides comprehensive support throughout the process.
• MEP engineering is crucial for a successful design and construction.
• Detailed drawings are essential to avoid costly surprises during construction.
• Value engineering can help reduce costs without compromising design integrity.
• Doctors should be proactive in understanding their design services.
• Investing in quality design is critical for long-term practice success.
• Communication between all parties is key to a smooth construction process.
• Reaching out early in the design process can save time and money.

Chapters
 
00:00 Introduction to Felipe and JoeArchitect
04:02 The Importance of Functional Design
08:14 Understanding Full Services vs. Limited Packages
14:07 The Role of MEP in Architectural Projects
23:51 The Importance of Detailed Drawings
29:16 Challenges in Construction Detailing
30:33 Visualizing Complete Drawings
33:56 Bidding and Value Engineering
41:18 Advice for Doctors on Design Services
48:38 Contact Information and Final 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!

"Peace of mind about supplies is our goal."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape.


Connect With Our Guest

Details - https://orthodonticdetails.com


Takeaways

• Nick Wangler's background in technology and consulting led to the creation of Details.
• Details aims to simplify the supply ordering process for orthodontic practices.
• Inventory management is crucial for maintaining efficiency and reducing costs.
• Practices often struggle with hidden costs in their supply ordering.
• Technology can help practices modernize their inventory systems.
• Identifying red flags in inventory management can prevent future issues.
• Budgeting for inventory solutions is essential for practice growth.
• Resilience is a key trait for success in business and startups.
• The importance of adapting to new technologies in orthodontics.
• Practices should focus on efficiency to improve patient care and business outcomes.

Chapters
 
00:00 Introduction to Nick Wangler and Details
03:18 Challenges in Orthodontic Supply Management
04:06 Benefits of Using Details for Supply Management
05:37 Inventory Management Insights
08:50 Modernizing Orthodontic Practices
23:20 Planning for the Future: Budgeting and Embracing Technology
24:17 Inventory Management Tips
29:24 Efficiency in Ordering and Outsourcing
31:04 Building a Startup: Lessons and Insights
36:55 Get in Contact and Final 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!

"Private practice conceded the battle."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also highlights the critical role of patient experience and convenience in retaining clients and competing against larger corporate entities.


Connect With Our Guest

John D. Marvin - [email protected] 


Takeaways

• John's journey in healthcare marketing began in the early 80s.
• He emphasizes the importance of consumer research in marketing strategy.
• Private practices must engage with their communities to thrive.
• Convenience is a key factor in patient retention.
• Marketing should focus on building authentic relationships with patients.
• Corporate influences can negatively impact private practices.
• Practices need to justify their pricing through value and service.
• Community involvement can differentiate private practices from corporates.
• Every patient interaction should feel special and engaging.

Chapters
 
00:00 Introduction and Guest Welcome
01:46 John D Marvin's Journey with TSO
06:41 Challenges in Private Practices and Marketing Strategies
13:50 Combating Low-Cost Competitors
19:54 Community Involvement and Private Practice
36:15 Final Thoughts and Contact Information 

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!

"70 million Americans have criminal records."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary
 
In this conversation, Jill Allen and David Harris discuss the critical aspects of hiring practices in orthodontic practices, focusing on how to prevent embezzlement and ensure a safe working environment. They delve into the importance of pre-employment screening, criminal background checks, drug testing, and social media scrutiny. The discussion also covers the significance of dividing duties among team members to mitigate risks, the challenges posed by electronic payments, and the necessity of financial oversight. David emphasizes the need for practice owners to be proactive in safeguarding their practices against potential fraud and to maintain clear communication with their teams.


Connect With Our Guest

Prosperident - https://www.prosperident.com/


Takeaways

• Hiring practices should focus on preventing the wrong hires.
• 70 million Americans have criminal records, making background checks essential.
• Drug testing is becoming easier and should be a standard practice.
• Social media can reveal a lot about a candidate's character.
• Dividing duties among team members can significantly reduce embezzlement risk.
• Electronic payments are easier to divert than physical payments.
• Regularly reconcile collections with bank deposits to catch discrepancies.
• Practice owners should print their own financial reports for accuracy.
• Discrepancies should be investigated through documentation, not just staff explanations.

Chapters
 
00:00 Introduction
01:47 Reintroducing David Harris and His Work
03:00 The Importance of Hiring Right
04:41 Pre-Employment Screening Essentials
05:20 Criminal Records and Background Checks
07:36 Talking to Former Employers
09:05 Drug Testing and Social Media Checks
13:41 Legal Considerations in Hiring
18:57 Dividing Duties to Prevent Embezzlement
26:47 Digital Payments and Fraud Risks
28:32 Preventing Employee Theft
31:16 Reconciling Payments and Deposits
34:44 Ensuring Financial Integrity
41:39 Final Thoughts and Contact Information

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!

"Spear phishing is a direct attack."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary

In this conversation, Gary Salman, CEO of Black Talon Security, discusses the critical importance of cybersecurity in the dental and orthodontic fields. He shares insights on the evolution of cyber threats, particularly focusing on social engineering and phishing attacks. Gary emphasizes the need for comprehensive training for dental staff to recognize and prevent these threats. He also highlights the significance of understanding cyber risk ratings and the role of AI in enhancing cybersecurity measures. The discussion concludes with practical advice for practices to safeguard patient data and navigate the complexities of modern cybersecurity challenges. 


Connect With Our Guest

Black Talon Security - https://www.blacktalonsecurity.com/


Takeaways

• Gary has over 33 years of experience in dental technology.
• He emphasizes the importance of cybersecurity in practices.
• Social engineering is a major threat, often leading to phishing attacks.
• Training staff is crucial as 60% of cyber attacks result from human error.
• Spear phishing is a targeted attack that can compromise email accounts.
• Antivirus software may not detect legitimate software used by hackers.
• Cybersecurity requires a proactive approach, similar to healthcare.
• Understanding cyber risk ratings is essential for practices.
• AI can enhance cybersecurity but requires due diligence.
• Practices must be aware of their vulnerabilities and take action.

Chapters
 
00:00 Introduction
02:02 Gary Salman's Background and Black Talon Security
06:33 Understanding Social Engineering Attacks
14:14 Preventative Measures and Training
25:58 Understanding Cyber Risk in Dental Practices
27:52 The Importance of Cyber Risk Ratings
28:19 Known Exploitable Vulnerabilities and Network Security
33:13 AI in Healthcare: Benefits and Risks
36:09 Best Practices for Using AI in Practices
38:49 Final Thoughts and Contact Information 

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 hard enough doing an ortho startup practice."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary

In this engaging conversation, Jill Allen speaks with husband-and-wife duo Drs. Lauren Carlson and Mike Seelig about their journey in starting an ortho-pedo practice together. They discuss their backgrounds, the challenges of balancing family life with a startup, and the importance of structuring their practice for efficiency. The couple emphasizes the significance of building a supportive team culture and enhancing patient experiences through convenience and communication. They also share insights on fostering relationships with referring doctors and the importance of clear expectations in collaborative care. 


Connect With Our Guest
 
Shine Pediatric Dentistry & Orthodontics - https://shinepdo.com


Takeaways

• Mike and Lauren met in dental school and started their practice together.
• They faced challenges balancing family life with their startup.
• Cross-training staff was crucial for their practice's efficiency.
• They emphasize the importance of a supportive team culture.
• Patient convenience is a top priority in their practice.
• Building relationships with referring doctors is essential.
• They aim to eliminate unnecessary appointments for families.
• Clear communication with referring doctors is vital.
• They encourage staff to grow within the practice.
• Their journey highlights the importance of teamwork.

Chapters
 
00:00 Introduction
01:41 Starting the Conversation: Lauren & Mike’s Background
02:01 The Journey to Opening a Practice
03:37 Challenges and Benefits of Working Together
07:28 Balancing Family and Business
11:04 Structuring the Practice: Ortho and Pedo
18:42 Building a Strong Team Culture
26:10 Continuous Growth as Leaders
29:37 Vision for In-House Patient Experience
35:57 Building Relationships Between Orthodontists and Pediatric Dentists
45:26 Final Thoughts and Contact Information

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!

"Your people are your business."
 
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/


Summary

In this engaging conversation, Cary Smith shares his journey in the orthodontic industry, emphasizing the importance of compliance, risk management, and team engagement. He discusses how business owners can navigate challenges, the significance of a strong team culture, and the need for proactive leadership. The discussion highlights the role of software in modern business practices and the necessity of investing in people to ensure success. Cary encourages listeners to take actionable steps towards improving their practices and achieving their desired outcomes. 


Connect With Our Guest

Done Desk - https://www.donedesk.com/


Takeaways

• Cary Smith has been working with dentists for 15 years.
• Done Desk was created to help dental practices manage compliance and risk.
• Compliance should be viewed as a pathway to business success.
• Proactivity is essential to avoid burnout and stress in business.
• Team engagement directly impacts the success of a practice.
• Investing in people is crucial for business growth.
• Culture is an output of how well a team functions together.
• Leadership should empower team members to take initiative.
• Software plays a vital role in modern business operations.
• Business owners must prioritize their time effectively.

Chapters
 
00:00 Introduction and Guest Introduction
01:45 Cary Smith's Background and Done Desk Overview
02:06 The Importance of Compliance and Training
10:31 Proactivity vs. Reactivity in Business
18:13 Investing in People and Processes
23:15 Addressing Doctor Satisfaction
26:36 Leadership and Team Culture
30:04 Optimizing Employee Roles and Rewards
34:34 The Importance of Culture in Business
38:56 Final Thoughts and Contact Information

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!