Hey Docs!

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

• The busiest times for new patient phone calls in orthodontic practices are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall.
• Patients are increasingly preferring to schedule appointments through text messaging rather than phone calls.
• Practices should monitor and improve the quality of new patient phone calls to ensure a positive patient experience.
• It is important to find a balance between work and family life to maintain overall well-being.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital 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

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!

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

• Take action and create passion through behavior.
• Set proper goals and focus on behaviors rather than outcomes.
• Manage your time effectively and set boundaries.
• Take care of yourself and prioritize self-care. Conduct a work-life audit to assess your current situation and identify areas for improvement.
• Develop a strategic plan to create the life you want, focusing on small steps and consistent progress.
• Apply principles such as self-reflection, goal-setting, and time management to achieve personal growth and fulfillment.
• Embrace your personal style and interests, and make time for activities that bring you joy and relaxation.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital 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

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!

Welcome to the Hey Docs! Podcast with your host Jill Allen.    

Today, I have Jeff Slater from  Kaleidoscope joining me on the show! With AI becoming such a prevalent topic in everything these days, I thought it was time to have “the chat” about what it is and how you should or should not be using it in your practices. From Google pay-per-click ads to A.I. pitfalls, we have a lot to cover.   

Let’s get dive in! 


Summary
 
The conversation explores the impact of AI on Google and local search results, particularly for startups. It discusses the challenges of verification and the increasing scrutiny from Google to eliminate fake businesses. The conversation also highlights the concerns of sharing business information and the need for proper documentation. The role of AI in advertiser verification and its impact on Google Ads and pay-per-click campaigns is examined. The influence of AI on content creation, chatbots, dynamic ads, and geotargeting is discussed. The importance of balancing AI automation with the human touch is emphasized, along with the challenges of finding the right balance. The conversation concludes by highlighting the volatility of AI technology and the need to monitor data and adapt accordingly. 


https://thekaleidoscope.com/ https://www.facebook.com/KaleidoscopeDigitalMarketing https://www.instagram.com/kaleidoscopedigitalmarketing/ https://www.linkedin.com/company/kaleidoscope-digital-marketing/ https://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzw

Takeaways

• AI is affecting Google and local search results, particularly for startups, with increased scrutiny and verification challenges.
• Proper documentation and business name alignment are crucial for successful advertiser verification on Google Ads.
• AI plays a significant role in dynamic ads, geotargeting, and content creation, but the human touch remains important in orthodontic practices.
• Finding the right balance between AI automation and personalization is essential for effective marketing strategies.
• Monitoring data and adapting to the volatility of AI technology is necessary for success in the digital landscape. Vigilance and monitoring of Google profiles are crucial to avoid sudden drops or disappearances.
• Accurate and consistent information is essential for maintaining a strong online presence.
• Ignoring notifications from Google can lead to permanent consequences, such as ads being offline.
• The unpredictability of Google's algorithm requires ongoing attention and adaptation.
• The future of the industry will involve advancements in AI and technology, but the human element and relationships will remain important.
• Documentation and verification are necessary to match online information with real-world branding.
• Proactive marketing and a well-rounded approach are key to success.
• Kaleidoscope serves as a valuable resource for orthodontic practices.
• AI technology presents both challenges and benefits, requiring careful proofing and consideration.
• Being a great parent is a personal goal that Jeff values.
• Perspective and framing play a significant role in finding what you're looking for.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply 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

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!

Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we have a special guest, Dr. Amy Jackson, returning to the show! In this episode we are covering outsourced retainer programs and how they are changing the orthodontic offices of the future. From decreasing chair time to increased revenue and patient satisfaction, we are covering it all.   

Let’s get into it! 

Summary
 
In this episode, Amy Jackson, the founder of Retainers for Life, discusses the benefits of using their program in orthodontic practices. She shares her personal experience and the pain points that led her to create Retainers for Life. Amy explains how the program can save time, improve patient retention, and generate additional revenue for practices. She emphasizes the importance of building long-term relationships with patients and creating a positive experience throughout the retention phase. Amy also provides insights into the implementation process and offers advice for practices considering Retainers for Life.
 
https://www.myretainersforlife.com/

Takeaways

• Retainers for Life is a program that helps orthodontic practices streamline the retention process, save time, and generate additional revenue.
• By outsourcing retainer production and management to Retainers for Life, practices can free up chair time for more productive appointments.
• Retainers for Life allows practices to maintain a long-term relationship with patients even after the completion of orthodontic treatment.
• The program offers financial incentives for practices and team members, creating a win-win situation for everyone involved.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management 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

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!

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

• Orthodontists often face challenges in their personal and professional lives that can hinder their joy and happiness.
• The four domain life, which includes focusing on one's body, mindset, balance, and business, is crucial for achieving fulfillment and success.
• Orthodontists should not hesitate to seek help and support from trusted individuals or coaches.
• Taking small steps, such as exercising regularly and setting aside time for self-reflection, can lead to significant personal and professional growth.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management 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

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!

Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, I have a special guest, Charles Loretto, from Cain Watters & Associates, joining me on the show. I know that financial planning can be a bit of an undertaking for us all, so Charles is here to break it down. From where you should start to market trends and the best pieces of advice, there is a lot to learn! Pull out your notebooks. 

Let’s get into it! 

Summary
 
Charles Loretto, a financial planner specializing in dentistry, shares his journey and passion for orthodontics. He emphasizes the importance of owning a business and provides insights into the financial aspects of starting and growing an orthodontic practice. Charles discusses the different stages of financial planning, from basic accounting to tax planning and wealth building. He also highlights current trends in the industry, such as lower down payments and the impact of private equity on practice valuations. In this conversation, Charles Loretto and Jill discuss the value of dental practices, trends in practice transitions, the role of technology in orthodontics, and the availability of practices for sale. They also touch on private equity and the financial planning considerations for young doctors. 
 
https://www.cainwatters.com/
https://www.facebook.com/CainWatters/
https://www.linkedin.com/company/cain-watters-&-associates/?trk=top_nav_home https://www.youtube.com/channel/UCCu1ZtPhTapsGg_-MPSxRng

Takeaways

• Owning a business offers financial benefits, including increased income, equity building, and tax planning opportunities.
• Financial planning should be tailored to the unique needs of orthodontic practices, including specific accounting practices and projections.
• As practices grow, it is important to graduate to more comprehensive financial planning services that address complex issues like pension planning and investments.
• Trends in the industry include lower down payments for treatment and the continued influence of private equity on practice valuations. Understanding the value of a dental practice is crucial when considering a sale or transition.
• Outsourcing and lean practices are becoming more common in the dental industry.
• Customized treatment plans and the use of technology are shaping the future of orthodontics.
• Private practice sales and private equity investments are impacting the industry.
• Financial planning and surrounding oneself with the right professionals are key for young doctors.

Connect With Our 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

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!

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


Takeaways

1. OSHA Compliance is Crucial for Patient and Staff Safety: Andrea highlights the importance of adhering to OSHA standards in orthodontic practices not just as a legal requirement, but as a fundamental aspect of ensuring the safety and well-being of both patients and staff.
2. COVID-19 Has Changed the Compliance Landscape: The pandemic has introduced new compliance challenges and heightened the significance of existing regulations. Andrea discusses how orthodontic practices have had to adapt to these changes to maintain safety and compliance.
3. Effective Training is Key to Compliance: Andrea underscores the necessity of continuous and effective training for all team members. This includes not only initial training but also ongoing education to keep up with the latest OSHA regulations and best practices.
4. Awareness of Common and Overlooked Areas of Non-Compliance: The conversation sheds light on areas where orthodontic practices commonly fail to comply with OSHA standards, as well as areas that are often overlooked. This insight can help practices audit their own compliance efforts and make necessary adjustments.
5. Proactive Measures Ensure Better Compliance: Andrea offers advice on proactive strategies for ensuring compliance, including staying informed about regulatory updates, implementing regular training sessions, and establishing a culture of safety within the practice. This proactive approach helps prevent non-compliance and its associated consequences.

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management 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

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!

Welcome to the Hey Docs! Podcast with your host, Jill Allen.

Today, we have a special guest, Dr. Robert Trujillo, joining us. He is here to share his company, Orthovated, and how it can help practices with clinical onboarding. From hiring to getting new clinical employees up to speed to employee retention, we cover it all!

Let’s get started!

Summary

Robert Trujillo, an orthodontist and founder of Orthovated, discusses the importance of effective onboarding and training for new hires in the dental industry. He shares his own experience of recognizing the need for better training in his practice and how it led to the creation of Orthovated. Robert emphasizes the significance of pre-boarding, which includes engaging with new hires before their first day of work to make them feel welcomed and supported. He also highlights the four C's of onboarding: compliance, clarification, connection, and culture. Robert provides tips for enhancing teaching and communication to support new hires and improve employee retention.


Takeaways

• Pre-boarding is a crucial phase in the onboarding process that involves engaging with new hires before their first day of work to make them feel welcomed and supported.
• Effective onboarding and training can significantly improve employee retention and create a positive work culture.
• Communication is key in the onboarding process, and it is important to over-communicate and find different ways to convey information to ensure understanding.
• Taking responsibility for effective communication and training is essential for the success of new hires and the overall growth of the practice.

https://www.orthovated.com/
https://www.facebook.com/orthovated

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management 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

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!

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

• Greyfinch is a cloud-based orthodontic practice management software that aims to provide comprehensive solutions for practices and patients.
• Cloud-based software offers numerous benefits, including improved efficiency, accessibility, and convenience.
• Telehealth capabilities, such as virtual consultations, are becoming increasingly important in the orthodontic industry.
• When considering a software change, it is crucial to evaluate the core features and unique offerings of different platforms, as well as the potential for integration with third-party companies.
• The future of software and technology in orthodontics includes AI, machine learning, and automation to enhance scheduling and streamline processes. Greyfinch is a practice management software company that offers benefits to orthodontic practices.
• Putting out quality products and not rushing the development process is important.
• Listeners can get a discount on Greyfinch by visiting Greyfinch.com/jillallen.
• Jake's hobbies include pickleball, golf, and pizza making.

https://greyfinch.com/
https://www.facebook.com/getgreyfinch/
https://www.linkedin.com/company/greyfinch/
https://twitter.com/i/flow/getgreyfinch

Connect With Our 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

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!

Welcome to the Hey Docs! Podcast with your host, Jill Allen.

Today, I am excited to have the founder of Straight Up Sales, Brooke Oliphant joining me on the show. In this episode, we'll discuss challenges in training, share key advice for hiring and smoothly integrating a new TC and explore common barriers to converting patient exams into starts. I promise it’s an episode you won’t want to miss.

Let’s get into it!

Summary

In this conversation, Brooke Oliphant, the owner and founder of Straight Up Sales Orthodontic Coaching, discusses the challenges and strategies in treatment coordination. She emphasizes the importance of sales in treatment coordination and the need for training new treatment coordinators effectively. Brooke also highlights the obstacles to patient conversion and provides advice on overcoming them. She discusses the changing demographics in orthodontic practices and the need to adapt to emerging trends. Overall, the conversation focuses on improving the patient experience and increasing treatment acceptance through effective treatment coordination. In this conversation, Brooke and Jill discuss the importance of supporting treatment coordinators and the challenges they face. They emphasize the need for cross-training and lean teams to ensure continuity and efficiency. They also highlight the value of walking in someone else's shoes to gain a better understanding of different roles and responsibilities. The conversation emphasizes the importance of building respect and eliminating hierarchy within the dental practice. They stress that every position in the practice affects the patient experience and that consistency is key. Finally, they discuss the benefits of working with established practices and share strategies for improving conversion and patient satisfaction.

Takeaways

• Sales play a crucial role in treatment coordination and should be embraced as an essential skill.
• Training new treatment coordinators should focus on empowering them to tap into their unique strengths and personalities.
• Overcoming obstacles to patient conversion requires addressing their primary concerns and providing personalized treatment options.
• Adapting to changing demographics and emerging trends is essential for success in treatment coordination. Supporting treatment coordinators is crucial for delivering a wow experience to new patients.
• Cross-training and lean teams can provide peace of mind and ensure continuity in case of absences or vacations.
• Walking in someone else's shoes helps build respect and understanding among team members.
• Eliminating hierarchy and recognizing the importance of every position in the practice can improve the patient experience.
• Consistency in the patient experience is essential for building trust and earning referrals.
• Working with established practices can provide opportunities for career growth and reignite passion.
• Improving conversion rates and patient satisfaction requires continuous improvement and finding ways to better your best.

https://www.straightupsales.com/
https://www.linkedin.com/in/brooke-oliphant/ https://www.facebook.com/orthodonticsalescoaching/ https://www.instagram.com/orthodonticsalescoaching/

Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management 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

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!