"You need to have someone that owns it."
 
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OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/


Summary
 
In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and future trends in orthodontic software. Jake emphasizes the need for practices to adapt to changing technologies and patient expectations while providing advice on selecting the right software for individual needs.


Connect With Our Guest

Greyfinch - https://greyfinch.com/


Takeaways

• Jake has been in the dental and orthodontic space for almost 20 years.
• GreyFinch aims to change the practice management landscape.
• AI is disrupting traditional orthodontic practices by improving efficiency.
• Automation can help practices reduce staffing needs and improve workflows.
• Open APIs allow for better integration with third-party tools.
• Practices need to identify bottlenecks to improve efficiency.
• The future of orthodontics will heavily involve AI and automation.
• It's essential to have a champion in the office for practice management software.
• Practices should focus on what their patients want, not just what they want.
• Choosing the right practice management software is crucial for long-term success.

Chapters
00:00 Introduction to Jake and GreyFinch
02:51 The Impact of AI on Orthodontics
05:58 Maximizing Practice Management Software
08:53 Automation in Dental Practices
12:05 Understanding and Implementing New Features
15:01 Identifying Bottlenecks and Workflow Efficiency
20:34 Automating Collections and Workflow Efficiency
21:37 Understanding Open APIs and Integrations
24:10 Future-Proofing Your Practice Management Software
25:55 The Role of AI in Practice Management
28:38 Adapting to Change in the Orthodontic Industry
31:55 Key Considerations for Choosing Software
35:32 Final Thoughts and Industry Trends 

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.    
 
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Episode Credits: 
 
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Garrett Lucero