Podcasts about dental office management

What if the most fulfilling, profitable version of your surgical career was just a few strategic shifts away? In this episode, Dr. Grant Stuck welcomes back Dr. Roger Levin, Founder and CEO of Levin Group, to break down the Practice Career Cycle, a four-level framework that shows how oral surgeons evolve in their careers, and why most never make it to the most rewarding stage: Level 4. Dr. Levin shares why Level 3, the stage of maximum work, often becomes a trap and how Level 4 offers a path to greater efficiency, higher profits, and more enjoyment. He also explains how delegation, leadership, and having the right office manager can transform your day-to-day experience and long-term outcomes. If you're feeling stuck, overworked, or simply curious about what's possible, this episode offers a clear and inspiring roadmap to a better practice (and a better life)!Key Points From This Episode:Insight into the four-level framework that defines a surgeon's career.The first three levels: from getting started to building competence to maximum work.Warning signs of burnout and stagnation (and how to overcome them).The hidden costs of not marketing consistently.Reasons that most office managers aren't equipped to lead.What it looks like to do only what you excel at.The “post-it test” and how delegation is the key to profitability and freedom.Viewing your office manager as the COO: hiring, training, and decision-making.Imagining a practice that runs without you running it.Ways that income reflects operational efficiency (and how to make it count!)Building a team and culture that empowers you to perform at your highest level.Customer service and relying on a team of experts as key traits of Level 4 surgeons.The value of continuous education and mastering the skill of learning itself.Actionable strategies and practical tips to help you advance to Level 4.Links Mentioned in Today's Episode:Dr. Roger Levin on LinkedIn — https://www.linkedin.com/in/roger-levin-69ab744/Levin Group — https://levingroup.com/American Association of Dental Office Management — https://www.dentalmanagers.com/Harvard Business Review Newsletters — https://hbr.org/email-newslettersThe Dichotomy of Leadership — https://www.amazon.com/dp/1250195772Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/ Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/ Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/Dr. Grant Stucki Email — grantstucki@gmail.comDr. Grant Stucki Phone — 720-441-6059

If you're feeling overwhelmed trying to balance patient care while navigating all the buzz about AI in dentistry, you're not alone. But today's episode will help clear the confusion and show you how to use AI to your advantage—starting now. To break it down, I've invited Conner Ludlow, founder of Annie, an AI platform that builds virtual front desk assistants for dental practices. With a background as a software engineer and tech leader, Conner knows exactly where AI is truly helpful—and where the hype gets a little too loud. In this episode, we explore the real-world uses of AI for dentists today (without needing expensive software), what "AI hallucinations" mean for your practice, and how tools like Annie can stretch your operational dollars without replacing your team. It's a must-listen if you want practical strategies to make technology work for you—not against you. AI is a tool, not a silver bullet: It can boost efficiency but still needs human oversight to represent your practice properly. Real-world wins with AI: Practices can save time with AI-generated blogs, better market research, and virtual front desk agents like Annie. Customization is key: The most successful use of AI in a dental office feels personalized—not robotic—thanks to intentional setup and continuous fine-tuning. — Soundbites "Our goal is not to replace humans, but to help offices stretch their operational dollars and make sure that they have backup and help to never miss opportunities and make sure that they're capturing all of their revenue potential."– Conner Ludlow "AI is really just a new tool that can help practices and business owners and everybody be more effective in their job."– Conner Ludlow "We tend to overestimate the effect of a technology in the short run and underestimate the effect of the technology in the long run."— Conner Ludlow "Annie is not here to replace a full-time employee—it's a helper. When you bring it into your office, make sure your front desk team knows it's there to make their job easier, not replace them. It's about simplifying their work, not taking it away."-Dr. Len Tau — Keywords: dental AI, dental marketing, front desk automation, dental practice growth, artificial intelligence in dentistry, dental staffing solutions, AI for dentists, AI overhype, Annie AI, dental office management, chatbot dentistry, ChatGPT dental uses   — Key Takeaways 01:40 Introduction to AI in Dentistry 04:04 Understanding AI: Hype vs. Reality 07:03 Practical Applications of AI in Dental Practices 09:13 The Role of AI in Marketing and Content Creation 13:20 AI's Limitations and Challenges 17:04 The Future of AI in Dentistry 23:50 Annie: The AI Assistant for Dental Practices 31:06 Conclusion and Call to Action — Connect with Conner Want to learn more about how Annie can help your dental practice thrive with AI? ✅ Visit helloannie.com to schedule a demo. ✅ Mention you heard about Annie on the Raving Patients Podcast to get an exclusive discount — half off your setup fee plus savings on your monthly dues! ✅ Explore Annie's AI tools and see how you can streamline your front desk without replacing your valuable team.   Follow Conner and Annie for the latest updates:

Listen in to this episode to hear our conversation with Heather Colicchio, founder and president of AADOM (American Association of Dental Office Managers), discussing the organization's 20-year journey and its impact on dental practice management.We discuss:The origin story of AADOM and its evolution into what it is todayThe transformation of dental office management from a job to a careerAADOM's role in creating community and professional development opportunitiesGrowth of local chapters (DPLNs - Dental Professional Learning Networks) across the countryAbout Our Guest:Heather Colicchio is the founder and president of AADOM, which she established in 2005. Prior to founding AADOM, she owned a chain of gourmet cafes in hospitals and medical centers throughout New Jersey.Learn more about AADOM at their website: www.dentalmanagers.com.And see a demo of DI and get a $50 gift card: https://get.dentalintel.com/podcast.

Are you leaving money on the table? My guess is, probably! And in this episode, you'll learn how NOT to do that by enhancing your practice—while still making a difference. You see, dentists are some of the few (if not only) doctors and health practitioners that can diagnose people through their mouths, and by taking advantage of that skill, they can add up to $200K to their practice annually by offering additional services.  “This is all nice to hear, but how can I even start implementing that?” you might ask, and I've got the answer for you… or at least, my guest on the podcast this week does! In this episode of the Raving Patients Podcast, I sit down with Dr. Dar Radfar, also known as Dr. Rad.  Dr. Rad is an international speaker on sleep apnea, snoring, low level laser therapy, marketing, medical billing, and much more. A practice dentist of 22 years, he has a passion for speaking that includes personal development and strategies that help anyone manifest the life of their dreams. In this episode, Dr. Rad will be discussing the types of treatments you can add to your dental practice to add to your EBITDA and boost your profit. Some of the treatments he speaks of today are: Sleep apnea treatment Low-level laser therapy DNA testing Supplements for oral health … and more. Are you ready to take your dental practice to the next level? Then tune in now. — Key Takeaways: Introduction (00:00) Meet Dr. Rad (02:48) More about sleep apnea (06:02) Financial increase brought from sleep apnea treatment (13:39) Let's talk about low-laser therapy (19:41) DNA testing services (21:45) Time for our Q&A (29:20) — Connect with Dr. Rad: Instagram 1 Instagram 2 Facebook LinkedIn — Learn proven dental marketing strategies and online reputation management techniques at DrLenTau.com. This podcast is sponsored by Dental Intelligence. Learn more here. This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more here. Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!  

From a simple idea sparked by a friend's call for help to leading a 10,000-member organization, Heather Colicchio transformed the landscape of dental office management. In this episode, Heather Colicchio discusses the founding and growth of the American Association of Dental Office Management, which supports dental office managers by providing essential business education and fostering a strong, supportive community. Recognizing a lack of resources for dental office managers after a friend's struggles with running a practice, Heather transitioned from being an entrepreneur with a chain of cafes to leading AADOM, now the largest organization of its kind with over 10,000 members, and she envisions the organization continuing to lead in education and professional development as the dental industry evolves toward integrated, care-convergent models. Tune in as Heather Colicchio reveals how AADOM is shaping the future of dental office management with essential education, community, and leadership insights! Resources: Connect with and follow Heather Colicchio on LinkedIn. Follow the American Association of Dental Office Management on LinkedIn, Instagram, and YouTube, and discover their website! Register for the AADOM annual conference here!  Watch the entire episode on YouTube and get more details at Think Oral Health.

Today's Guest:Teresa DuncanPresident of Odyssey ManagementTeresa is a speaker and writer with over 20 years' experience in healthcare. Her areas of expertise include revenue protection using proven accounts receivable and insurance methods; and helping doctors and managers establish solid management systems. A recipient of the Lifetime Achievement Award from the American Association of Dental Office Management, she understands the importance of continuing education.She is the author of Moving Your Patients to Yes: Easy Insurance Conversations and a contributing author to the ADA's Annual CDT Companion Guide™. Teresa is a frequent contributor to multiple dental publications. She was a founding Trustee for the auxiliary-learning focused DALE Foundation. Teresa is a member of several organizations including Women in DSO and the National Association of Dental Plans.She has been named one of the Top 25 Women in Dentistry by Dental Products Report Magazine and is recognized annually as a Leader in Consulting by Dentistry Today. She provided consulting assistance in the development of the American Dental Association's Guidelines for Practice Success™. Her podcasts “Nobody Told Me That!” and “Chew On This!” provide regular coding and management updates. Teresa received her Master's Degree in Healthcare Management from Marymount University.

“If you want rockstars, you've got to have the right culture.” In this episode of The Art of Dental Finance and Management, Art is joined by Laura Nelson, founder of Front Office Rocks. Laura has drawn on firsthand experience as a front office manager to help practices nationwide elevate their culture and advance growth. Now, she's sharing her insights with our listeners, discussing the critical role of customer service systems, the value of a positive work environment, and the importance of structured training for new employees. Tune in to learn how training a rockstar front office team can transform your dental practice!

What's the big deal with the AADOM Conference? New attendees are often surprised by the event so let me share what to expect. The AADOM Conference offers networking and educational sessions plus key opportunities for dental office managers to elevate their careers. ‘Recharged' is a common way to describe how you'll feel after the sessions. I'll cover:   Who attends How it's evolved over the years The quality of education The various awards & designations  This conference is on my “don't miss" list. Hope to see you there! Links: www.AADOMConference.com  ------------- https://www.odysseymgmt.com/synergy NTMT listeners receive a 2 Month Free Trial + a 3rd Month if you buy anything from any vendor during the trial period. Also, new Darby customers receive a $200 Darby statement credit with a purchase.  ------------- My new insurance course is out! Dental Insurance Design and Management is geared toward those who want to understand the how and why of insurance. As a loyal podcast listener, please use "NTMT" for a $75 courtesy toward your investment.  ------------- Visit odysseymgmt.com to check out my book, webinars and courses. ------------- Don't forget to check out my other podcast Chew on This - A Dental Podcast!  **If you like the show then I'd appreciate a good rating. Tell your friends. Even podcasters ask for referrals!** YouTube: https://youtube.com/@odysseymgmt

Join us for an inspiring event as part of the Faces of AADOM series, featuring Terri Green Gutherie's journey into dental office management. Hear firsthand how Terri found her passion and excelled in the dental industry.Terri shares her personal story of discovering her "tribe" within AADOM—a community where she felt truly understood and accepted. Her journey highlights the shared challenges, rewards, and joys that come with a career in dentistry. Terri emphasizes that for those who choose this path, it's more than just a job—it's in their DNA.In this engaging conversation, Heather interviews Terri, delving into her experiences and the pivotal moments that shaped her career. Terri's insights into the importance of self-investment and continuous learning are invaluable for anyone in the dental field. She speaks candidly about how investing in her own knowledge and education has made a significant difference in her role as an office manager.Terri's story is a testament to the power of understanding systems and striving for improvement. Her dedication to her profession shines through as she shares how she identified opportunities for growth and enhanced practice operations.Don't miss out on this enlightening episode, as Terri's journey inspires dental professionals everywhere.ABOUT FACES OF AADOMMeet AADOM members who make up the heartbeat of our community - the diverse and talented individuals who embody the spirit of excellence in dental office management. Every member has a story. "Faces of AADOM" shares members' unique journeys, the path that led them into dentistry, and the moments that define their passion for dental leadership.Subscribe to Faces of AADOM to discover more stories of resilience, growth, and empowerment within the AADOM Community. Learn More About AADOM:https://www.dentalmanagers.com/

Feeling stuck in a rut with your dental practice? Discover strategies to inject excitement and purpose back into your daily routine.  Join Dr. Dave as he draws on insights from renowned entrepreneur Paul Graham's essay, 'How to Do What You Love.' Learn how reigniting passion can dramatically improve your dental office.  This episode offers practical advice on revitalizing your practice, enhancing team dynamics, improving patient care, and boosting profitability—all through creativity and joy.  We'll also examine the cultural reasons behind our dread of work and offer actionable steps to overcome this negative mindset.   Rethink Work Culture: How can addressing our beliefs about work lead to better financial and personal outcomes?   Enhance Team Dynamics: Is a fun and engaging work environment the key to boosting productivity?   Superior Patient Care: Discover how a happier team can provide unparalleled care and generate more word-of-mouth referrals.   Don't resign yourself to lackluster workdays. Listen now and start revitalizing your practice into a more enjoyable and profitable endeavor!   Are you ready to upgrade your practice? Need help implementing the Dentists Ascend Method? Don't miss Dr. Dave's presentation: 'How to Build a Referral-Centric, High-Profit Dental Practice Without the Team Drama — Even if You're Currently Overwhelmed.' This resource is tailored to help you enhance your operations, boost patient referrals, and increase profits while creating a self-managing team. Perfect for any dental practice owner looking to win in today's challenging environment. Check it out now!

AADOM Radio & eAssist Present:Penny Reed-Chief Growth Officer Learning Objectives:Provide strategies for office managers in dental practices to enhance their performance and reduce stress levels.Offer practical advice on communication, time management, patient experience, self-care, and outsourcing dental billing.Empower dental practice leaders with insights to streamline operations, improve patient satisfaction, and ensure the well-being of office managers.More About Penny:Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and theauthor of the book, Growing Your Dental Business. Penny was recruited byher own dentist to run his growing practice, after spending two years as an ITmanager with the Walmart Corporation.Penny has over 30 years of experience as a speaker and dental business coachand has been designated a Leader in Dental Consulting by Dentistry Today from2007 to present. She is a certified “Behavioral Consultant” through the Institutefor Motivational Living, and a former Dale Carnegie Trainer.Penny is the executive team support for the marketing department at eAssist, thenation's leader in outsourced dental billing. She speaks at dental meetings aboutteam coachability, effective revenue cycle management, and practice growth.Penny is a member of the Academy of Dental Management Consultants, TheSpeaking and Consulting Network, and a Speaking/Consulting member of theAmerican Association of Dental Office Management.More About eAssist Dental Solutions:https://dentalbilling.com/eAssist Dental Solutions, a Henry Schein company, is the nation's leading dental billing company. eAssist serves thousands of dental practices by providing them with vetted dental billing specialists, allowing practice owners to fully outsource their billing department to eAssist. This end-to-end solution enhances a dental practice's revenue cycle management and eases the burden on office staff, ultimately helping practices be more efficient, profitable, and patient-focused.More About AADOM:https://www.dentalmanagers.com/

AADOM Radio & eAssist Dental Solutions Present:Penny ReedLearning Objections:By the end of this podcast, listeners will be able to…Evaluate the potential for income and growth as an eAssist dental biller: Through real-life anecdotes and expert insights from Penny Reed, you will learn the financial prospects and career growth potential this side hustle offers.Know the role and responsibilities of an eAssist dental biller: You'll learn the day-to-day tasks and overarching responsibilities associated with being an eAssist dental biller, understanding the value this role brings to dental practices.Recognize the pathway to becoming an eAssist dental biller: You will learn the necessary steps, from beginner to expert, to start your side hustle with eAssist Dental Solutions.More About Penny:Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and the author of the book, Growing Your Dental Business. Penny was recruited by her own dentist to run his growing practice, after spending two years as an IT manager with the Walmart Corporation.Penny has over 30 years of experience as a speaker and dental business coach and has been designated a Leader in Dental Consulting by Dentistry Today from 2007 to present. She is a certified “Behavioral Consultant” through the Institute for Motivational Living, and a former Dale Carnegie Trainer.Penny is the executive team support for the marketing department at eAssist, the nation's leader in outsourced dental billing. She speaks at dental meetings about team coachability, effective revenue cycle management, and practice growth.Penny is a member of the Academy of Dental Management Consultants, The Speaking and Consulting Network, and a Speaking/Consulting member of the American Association of Dental Office Management.More About eAssist Dental Solutions:Is dental insurance giving you a headache? You need an assist from eAssist! eAssist is the industry-leading outsourced dental billing company. With the largest network of dental billing specialists, we offer state-of-the-art, secure claims processing services. Learn more at dentalbilling.com! www.dentalbilling.comMore About AADOM:https://www.dentalmanagers.com/

If you're a dentist, the last thing you'd want is to waste precious time navigating through numerous platforms. Luckily, our special guest for today recognized this significant gap within the dental industry. With an impressive IT background, having worked with industry giants like Facebook, Jonathan Rat took it upon himself to revolutionize dental platforms through a comprehensive cloud-based system. Over the past ten years, Jonathan has been the go-to guy for constructing payment platforms for tech powerhouses. However, when his wife, a dentist herself, shared the hurdles of managing a practice, Jonathan saw an opportunity to apply his technological expertise to the dental world. And this led to the creation of Archy–a cloud-based all-in-one practice management system. Today, Jonathan and I will explore the benefits of operating within a cloud-based framework versus the traditional system., and how Archy differs from other platforms. Let's jump right in!   Key Takeaways:  Introduction (00:00) Meet Jonathan (01:07) How Jonathan started Archy (03:02) Advantages of switching from server to cloud-based platform (09:17) What makes Archy different from other platforms (13:33) The complexity of payments in dentistry (19:11) On being HIPAA compliant and the role of cloud technology (24:36) How to decide which dental platform to use (28:27) Quick Q&A (30:57)   Additional Resources: Are you ready to take your dental business to the next level? Register for my live event today at: https://superchargeyourdentalpractice.com/ *** Use the promo code "RAVING" to get $100 off! --- Learn proven dental marketing strategies and online reputation management techniques at: https://www.drlentau.com This podcast is sponsored by Dental Intelligence. Learn more at: https://www.dentalintel.com/ This podcast is sponsored by The Doc Sites, the leading provider of websites and online marketing for dentists. Find out more at: https://www.docsites.com/ Raving Patients Podcast is your go-to place for the latest and best dental marketing strategies that will help you skyrocket your practice. Follow us for more!

AADOM Radio & eAssist Dental Solutions Presents:Penny Reed-Chief Growth Officer/eAssist Dental SolutionsLearning Objectives:Uncover limiting beliefs regarding outsourcingLearn more about the “genius work” theory and how to boost productivityDiscover how to measure ROI and evaluate other hidden costs such as burnout and turnoverMore About Penny:Penny Reed is the Chief Growth Officer at eAssist Dental Solutions, and the author of the book, Growing Your Dental Business. Penny was recruited by her own dentist to run his growing practice, after spending two years as an IT manager with the Walmart Corporation.Penny has over 30 years of experience as a speaker and dental business coach and has been designated a Leader in Dental Consulting by Dentistry Today from 2007 to present. She is a certified “Behavioral Consultant” through the Institute for Motivational Living, and a former Dale Carnegie Trainer.Penny supports the marketing department at eAssist, the nation's leader in outsourced dental billing. She speaks at dental meetings about team coachability, effective revenue cycle management, and practice growth.Penny is a member of the Academy of Dental Management Consultants, The Speaking and Consulting Network, and a Speaking/Consulting member of the American Association of Dental Office Management.More About eAssist Dental Solutions:eAssist Dental Solutions, a Henry Schein company, is the nation's leading platform for dental billing and patient billing services for dental offices. eAssist serves thousands of dental practices through a proprietary technology platform that connects dental practices to vetted dental billing specialists, allowing practice owners to fully outsource their billing department. The end-to-end solution enhances a dental practice's revenue cycle management and eases the burden on office staff, ultimately helping practices be more efficient, profitable, and patient-focused.Learn more at www.dentalbilling.com, Facebook.com/eAssistMe, and @eAssist.me on InstagramLearn More About AADOM:https://www.dentalmanagers.com/

Guest: Jeff Barsotti, CEO or Recall maxemail: jeff.barsotti@recallmax.comLinkedIn: https://www.linkedin.com/in/jeff-barsotti-851a9746/website: https://www.recallmax.com/LinkedIn: https://www.linkedin.com/company/recallmax/Instagram: https://www.instagram.com/recall_max/Facebook: https://www.facebook.com/recallmaxdentalsoftwareBob Piercy - host- phone - 780-965-2232- email - rhpiercy@me.com - LinkedIn - https://www.linkedin.com/in/robertpiercy/- Website - https://robertpiercy.com- Facebook - https://www.facebook.com/BobPiercyCoTravelPocast

Helpful Links: CDT 2023: Current Dental Terminology Book, eBook and App | https://amzn.to/3rvHdQdCDT 2023 Coding Companion: Training Guide for the Dental Team Book and eBook | https://amzn.to/3rvKuPyAADOM American Association of Dental Office Management | dentalmanagers.com

Listen to this inspiring podcast by practice innovator and coach Allison Lacoursiere. Allison is an expert in Clear Aligner systems and coaches practice teams on efficiency, productivity and growth. She helps create a team culture that sustains productivity and growth. Be enlightened by Allison's wisdom and insight into what creates successful outcomes.Bio:Allison Lacoursiere is an innovator in Clear Aligner Operations and the creator of the Clear Aligner Systemization methodology. As the founder of Clear Coaching, she is an expert in Clear Aligner Systems and helping Dentists streamline their efficiency and increase their production. She has a decade of dental experience, has a lifetime membership to AADOM, is certified as a Registered Dental Assistant, Orthodontic Assistant as well as Dental Office Management through the University of Toronto. Allison is a faculty member of Align Technology, Upgrade Dental, and the Dental Speakers institute.Additionally she is a certified Professional Coach through IPEC and a member of the International Coaches Federation, UC Davis for Coaching as a Manager and is certified as a Transformational Trainer through Lionspeak. Allison is also the co-founder of a bespoke social media marketing agency, Clearly.IG. that not only manages social accounts, but coaches teams on how to operate successful marketing campaigns. She has additionally trained hundreds of individuals to create an ROI on Instagram through her online courses and international speaking.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AADOM Radio Presents:Lorie Streeter, VP of AADOMLearning Objectives:InspirationFunLoveReflectionLearn More About  Lorie:Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 14 years. Lorie is the Current Vice President of AADOM. Lorie's dental career spans 32 years, 12 of which were spent as a dental office manager.  Lorie is dedicated to the growth and development of all teams. Lorie serves on the AADOM advisory council, AADOM Executive team, and on the AADOM Distinctions Board.  In 2015 Lorie was recognized as one of the top 25 Women in Dentistry by Dental Products Report magazine.  Lorie lives in WA state with her husband and son and their two dogs Mac and Tucker!Fun Fact:  Lorie spent many years as a professional singer and was on the Gong Show, The Fernwood Tonight Show and opened for Rascall Flatts at WE FEST in Minnesota in front of a crowd of 50, 000 people!Learn More About AADOM:https://www.dentalmanagers.com/

No matter what industry you're in, learning to build and run a business can be a very lonely road, and learning from others in your field, can be a huge blessing. In today's episode of Beyond Bitewings, the team at Edwards & Associates is joined again by Tamra Whitley who discusses her membership in the American Association of Dental Office Management and how you can impact your practice with AADOM. Tamra is the owner spouse and Practice Administrator of Whitley Family Dental, and she shares her story of how she ended up helping to run the practice with her husband. Tamra shares how she started in the front office, not having any idea what she was about to get into, and how becoming a member of the American Association of Dental Office Management (AADOM) was a complete game-changer for her.  She discusses what an association can help with in terms of understanding potential blind spots, and how you can run your practice more efficiently. She also discusses why it isn't just about her becoming a member, but also training her entire staff to adhere to what AADOM teaches. If you do have specific questions about how you can impact your practice with AADOM, or if you'd like to have another question answered on a future podcast, please make sure to reach out to the Edwards & Associates team. Or contact any one of the excellent ADCPA affiliates across the nation.

Another insurance nerd joins me on the podcast! Rick Garofolo of Practice Mechanics teaches me about the Cures Act - part of me wishes I didn't know anything about it. BUT it's important and we need to be compliant when it goes into effect. We also discussed some hot topics from his classes at the recent American Association of Dental Office Management's Annual Conference. You may be surprised to learn how you should be tracking inactive patients. We talk about chart notes. I hope you get as excited as we did!

In this episode of Just DeW It Podcast, Anne Duffy talks with Allison Lacoursiere the founder of Clear Coaching. They discuss her journey from Canada to Bermuda for her career, family life, and the entrepreneur mindset. As a motivated and intentional individual, Allison discusses her passion for personal development and how she became a coach. Allison Lacoursiere is an innovator in Clear Aligner Operations and the creator of the Clear Aligner Systemization methodology. As the founder of Clear Coaching she is an expert in Clear Aligner Systems and helping Dentists streamline their efficiency and increase their production. She has a decade of dental experience, has a lifetime membership to AADOM, is certified as a Registered Dental Assistant, Orthodontic Assistant as well as Dental Office Management through the University of Toronto. Additionally she is a certified Professional Coach through IPEC and a member of the International Coaches Federation, UC Davis for Coaching as a Manager and is certified as a Transformational Trainer through Lionspeak. A sought after Coach, Consultant, and Speaker, Allison can help any dental office struggling with not enough time, disorganization or inefficiency to better train and delegate amongst their team to improve their office culture and increase their revenues. Clear Coaching - https://www.yourclearalignercoach.com/ Just DeW It Podcast is the official podcast of Dental Entrepreneur Women (DeW), founded by Anne Duffy, RDH. The mission of DeW is to inspire, highlight, empower, and connect all women in dentistry. To join the movement or to learn more, please visit our website - https://www.dew.life/. Together, we can DeW amazing things!

AADOM Radio & Henry Schein One Present:Jill Nesbitt, MBA-Senior Customer Success ManagerLearning Objectives:How you can take care of the clinical team-How to increase the efficiency of administrative tasks-How to oversee collections and insurance to meet benchmarks-Ways to keep the schedule fullMore About Jill-With 20+ years in dental practice management, Jill Nesbitt, MBA, works with dental organizations from emerging groups to national DSOs as one of the Dentrix Ascend experts at Henry Schein One. She started her career managing a multi-specialty group practice, then became an independent dental consultant working with multisite dental groups to achieve measurable outcomes. Jill is pursuing coaching certification so she can best assist practice managers and owners, and she has a special interest in helping dental leaders who believe in dental-medical integration and are dedicated to improving healthcare outcomes. More About Henry Schein One:http://dentrixascend.com/More About AADOM:https://www.dentalmanagers.com/

When it comes to marketing your practice, there is one person who can provide invaluable insights...your office manager.  (perfect timing since September is Office Manager Appreciation Month!)With one 'foot' on the practice side and the other with the patients, your office manager gets to see and experience both sides of the equation, and can help you best determine HOW to move your practice forward. I'm joined by Lorie Streeter, Vice President of AADOM (American Association of Dental Office Management) who brings 31 years of experience to the discussion table, both as an office manager and as a marketer. Join us as we discuss and break down:The unique perspective that your office manager can provideLeveraging the community to attract more patientsImportance of 'mind share' in order to create 'market share'Specific ideas for connecting with schools, nursing homes, and other businesses and organizations within the communityYou don't want to miss this!

AADOM Radio &  Merchant Advocate Present:Cheryl McKennaPodcast Learning Objectives:Lower A/R by using these three features: Vaulting, Recurring Billing, Online PaymentsIncrease Case Acceptance with these two pieces of technology: Mobile Payments, Payment PlansHow to position this to patients: Talking Points to Create SuccessMore About Cheryl:Cheryl McKenna is the Director of New Business at Merchant Advocate. She has 23 years of experience helping people save money and increase efficiency on their patient payment systems. Cheryl has provided consulting services in many areas including Payment Card Compliance, HIPAA Security Rule Compliance, Merchant Agreement Contract Negotiations, Rate and Fee Expense Reduction and Software and Equipment Integration for Practice Management Software. Cheryl is well versed in and has given CE lectures on the following topics:• Payment Card Industry (PCI) and HIPAA Security Rule Compliance Overlap• How PCI requirements provide a litmus test for your IT Firm• E.M.V. (chip credit card) requirements and your liability• Necessary and unnecessary credit card equipment upgrades• Decoding your monthly merchant services statementDuring her time with Merchant Advocate she has supported the American Association of Dental Office Management as both a client and an AADOM Spotlight Product, has co-written several articles on topics as varied as embezzlement and HIPAA Security Rule Compliance and has worked with dental management consultants to support their dental practice clients. Cheryl currently lives in beautiful Erie, Colorado with her son, Parker. More About Merchant Advocate:www.merchantadvocate.comMore about AADOM:www.DentalManagers.com

The one an only Julie Varney came on the podcast this week to talk efficiencies and dental assisting! Julie is a true definition of ROCKSTAR, she is one of the coaches with Simple Solutions Coaching where they come into the practice focusing on calibrating the chairside assistant with their doctor! In 2016 Julie was named Top 25 Women in Dentistry by Dental Products Report Magazine. She was awarded Fellowship with the American Association of Dental Office Management in 2016. Find her on Instagram @ dentalassistantsrock, Facebook @ Simple Solutions Coaching!

Deana is a Regional Territory Manager for RevenueWell with over 26 years in dentistry (She was a HORRIBLE dental assistant for a year, but really great in the front office for 25 years!) She is a Fellow & Lifetime Member in the American Academy of Dental Office Management & a founding member of the Dallas/Ft. Worth AADOM Chapter, and has been a past nominee for Practice Administrator of the Year. She is an educational contributor for the AADOM eCampus. She is a member of the Speakers Consulting Network & a 2018 runner up in Spotlight on Speaking, and has been published in the AADOM Observer & DewLife Magazine. Proudest accomplishments are her children-20 year old Sam & 18 year old Hannah. Deana has been an advocate for autism awareness since her son was diagnosed in 1999 & is raising awareness for Guillian-Barre Syndrome, a very rare auto-immune disorder that causes paralysis, after her own experience in June 2017. The fuel behind Deana's energy is to empower dental team members to continually elevate & realize their value by combining education & networking. The FOREVER optimist, her goal is to unveil the possible when others can only see the impossible. THAT is why others call her the Sunshine Spreader!

AADOM Radio Presents Lorie Streeter, FAADOM, CTC Vice President, AADOM– Lorie has been working with The American Association of Dental Office Management, or AADOM for the past 11 years. Lorie has been speaking to large and small groups on behalf of AADOM educating dental office managers on the benefits of AADOM, Marketing and improving the relationship between doctor and practice leader. Lorie is dedicated to the growth and development of dental practice leaders and business staff. Lorie serves on the AADOM advisory council, AADOM Executive team and is on the advisory board of Efficiency in Group practice magazine. In 2015 Lorie was recognized as one of the top 25 Women in Dentistry.

AADOM Radio & Merchant Advocate are Excited to Present- Cheryl Donahue Are you integrated? Utilizing integrated merchant services to increase case acceptance, handle A/R, and make more money! 99% of practice management software integrates into at least two integrated patient credit card payment solutions. If your software is not integrated with a payment solution, or if it’s not integrated with the best payment solution, you are missing out on some amazing features and benefits. Let's learn about some features and benefits to shrink our outstanding A/R, provide payment options for your patients, digitize any form to save paper, reduce patient checkin in time and increase case acceptance. Learning Objectives Why integration of patient payments into your practice management software creates amazing efficiencies. How to digitize any of your paper forms including disclosure and consent. Provide convenient methods of payment for your patients including payment on your practice website to shrink outstanding A/R. Save patient's credit card information securely to ensure the practice is paid in a timely manner. Mobile payment options and how this feature can increase case acceptance More About Cheryl: Cheryl Donahue is the Director of New Business at Merchant Advocate. She has 20 years of experience in the merchant services industry with the last seven years focused almost exclusively on dental practices. Cheryl has provided consulting services in many areas including Payment Card Compliance, HIPAA Security Rule Compliance, Merchant Agreement Contract Negotiations, Rate and Fee Expense Reduction and Software and Equipment Integration for Practice Management Software. Cheryl is well versed in and has given CE lectures on the following topics: • Payment Card Industry (PCI) and HIPAA Security Rule Compliance Overlap • How PCI requirements provide a litmus test for your IT Firm • E.M.V. (chip credit card) requirements and your liability • Necessary and unnecessary credit card equipment upgrades • Decoding your monthly merchant services statement During her time with Merchant Advocate she has supported the American Association of Dental Office Management as both a client and an AADOM Spotlight Product, has co-written several articles on topics as varied as embezzlement and HIPAA Security Rule Compliance and has worked with dental management consultants and IT firms to support their dental practice clients. She is a proud member of Academy of Dental Management Consultants and an alumni of University of Colorado, Boulder. Cheryl lives in Erie Colorado with her 10 year od son, Parker and her chihuahua, GB.

Heather Colicchio is the founder and president of the American Association of Dental Office Management. Heather is passionate about small business and entrepreneurship. She is excited by visioning and building, and seeing ideas come to life, especially when these ideas empower others. One of her strengths is connecting people to achieve their individual and combined goals. Heather appreciates quality collaboration and thrives working with a talented team of professionals both inside AADOM and within the dental industry. In this Episode, Heather talks about the Advanced Level Courses for Experienced Practice Management Professionals that will be available this year at the AADOM 14th Annual Dental Management Conference in San Antonio, TX July 19th-21st.   Here is a list of those courses: AADOM's Train the Trainer Camp FAADOM Fast Track From Startup to Build Up Your HR GPS The Other Half of the Software Equation-Quickbooks Essentials Your Actions Speak Louder Than Words Network Participation: Is It Working for You? A Day in the Life of a Manager Yes!Yes!Yes! When Do We Start

Heather Colicchio is the founder and president of the American Association of Dental Office Management. Heather is passionate about small business and entrepreneurship. She is excited by visioning and building, and seeing ideas come to life, especially when these ideas empower others. One of her strengths is connecting people to achieve their individual and combined goals. Heather appreciates quality collaboration and thrives working with a talented team of professionals both inside AADOM and within the dental industry. Learn More about the AADOM 14th Annual Dental Manager Conference and Register Today!!

Deana is a Regional Territory Manager for RevenueWell with over 26 years in dentistry (She was a HORRIBLE dental assistant for a year, but really great in the front office for 25 years!) She is a Fellow & Lifetime Member in the American Academy of Dental Office Management & a founding member of the Dallas/Ft. Worth AADOM Chapter, and has been a nominee for Practice Administrator of the Year.  She is a contributor of educational content for the AADOM eCampus. She is a member of the Speakers Consulting Network and has been published in the AADOM Observer & DewLife Magazine. Proudest accomplishment is her children-19 year old Sam & 17 year old (and soon to graduate high school) Hannah. Deana has been an advocate for autism awareness since her son was diagnosed in 1999 & is raising awareness for Guillian-Barre Syndrome, a very rare auto-immune disorder that causes paralysis, after her own experience in June 2017.  The fuel behind Deana’s energy is to empower dental team members to continually elevate & realize their value by combining education & networking. The FOREVER optimist, her goal is to unveil the possible when others can only see the impossible. THAT is why others call her the Sunshine Spreader!   http://www.revenuewell.com/

Julie Varney, CDA, FAADOM, Director of Dental Practice Coaching and Team Training for Darkhorse Tech, Inc is a motivational in-office coach, empowering while equipping dental teams with Simple Solutions Today for Powerful Results Tomorrow.   Julie earned her CDA from Hudson Valley Community College and in 2016 was awarded Fellowship with the American Association of Dental Office Management, where she is an active member as a Chapter President. In 2016, she was named Top 25 Women in Dentistry by Dental Products Report magazine. Focusing on building confidence and organizing chaos in the dental practice, Julie’s mission is to enhance each dental team members career, by embracing their passion and bringing out the leaders within them.   www.julievarney.com

What kind of communities do you belong to and are they helpful? The value of mentorship is always underestimated. Is it time to look for your own tribe? We also go through the last few classes we've given on industry insiders and insurance - did we scare the crowd? Probably. The talks of contracts and fee schedules are heating up. Millennials and the workplace were the next topic - are they that bad? Doesn't every generation have the potential to produce horrible employees? That led to the topic of marijuana in Nevada and Colorado. We missed out on the cash train, it seems! Links: IgniteDA.net – online community for clinical teams IgniteDDS.com – new and younger doctors American Association of Dental Office Management’s Dental Spouse Business Network – join DentalManagers.com using code TD2017 Dental Marketing Project FB group Kevin's speaking information Teresa's speaking information

On this episode, award-winning educator, speaker and writer, Teresa Duncan, talks to Justin and Jeff about how more dentists can start moving their patients to yes, simply by having an educated conversation with them about insurance.  Check out her website by going to: http://www.odysseymgmt.com Teresa is a speaker and writer with over 20 years experience in healthcare. Her areas of expertise include revenue protection using proven accounts receivable and insurance methods; and helping doctors and managers establish solid management systems. Recently bestowed the award of Educator of the Year by the Association of Dental Implant Auxiliaries - a component of the International Congress of Oral Implantologists, she understands the importance of continuing education. Currently she is the Insurance Editor for Dental Product Reports magazine and a contributor to The Progressive Dentist and Dr. Bicuspid. Teresa serves a founding Trustee for the auxiliary-learning focused DALE Foundation. She is a member of the Association of Certified Fraud Examiners, Academy of Dental Management Consultants, and the National Speakers Association. She is a proud Lifetime member and Fellow of the American Association of Dental Office Management. She was recently named one of the Top 25 Women in Dentistry by Dental Products Report Magazine and is regularly recognized as a Leader in Consulting by Dentistry Today. Most recently she provided consulting assistance in the development of the American Dental Association's Guidelines for Practice Success™. Teresa received her Master's Degree in Healthcare Management from Marymount University.