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Guest: Jason Bourne DDS MS https://www.bourneorthodontics.com/ Host: Serv Wahan MD DMD https://www.drwahan.com/ content type Interview primary goal Educational summary In this engaging interview, Dr. Serv Wahan MD, DMD, chats with orthodontist Dr. Jason Bourne about orthodontics, sleep medicine, impacted teeth, and the latest in dental technology. Discover expert insights, practical tips, and the evolving landscape of orthodontic care. keywords orthodontics, sleep apnea, impacted teeth, cone beam CT, adult orthodontics, wisdom teeth, clear aligners, dental technology, oral surgery, treatment timing, Jason Bourne orthodontist, Bourne orthodontics key topics Sleep apnea treatment with orthodontics Impacted teeth management and timing Age considerations in orthodontics Advances in dental imaging technology Challenges in impacted molar and canine cases Titles The Truth About Sleep Apnea and Orthodontics Impacted Teeth: When to Act and When to Wait sound bites "Impacted canines are best treated early" "Teeth shift just like everything else with age" "Orthodontists should refer wisdom teeth early" Chapters 00:00 Introduction to Dr. Jason Bourne 02:03 Journey into Orthodontics 04:01 The Role of Orthodontics in Sleep Medicine 10:09 Challenges of Treating Adults vs. Children 16:09 Managing Impacted Canines 20:37 Understanding Tooth Impaction in Adults vs. Children 23:06 Challenges of Tooth Extraction and Bone Healing 25:38 The Importance of Timing in Orthodontic Treatment 28:00 Brackets Placement and Its Impact on Treatment 29:57 The Role of Technology in Orthodontics 31:59 Navigating Complex Cases: Second Molars and Wisdom Teeth 34:58 The Impact of General Dentists on Orthodontic Outcomes 37:48 Innovative Techniques in Treating Impacted Canines 41:44 Navigating Pediatric Oral Surgery 46:13 Challenges in Orthodontics 51:44 Understanding Wisdom Teeth and Their Impact 56:33 Collaboration Between Orthodontists and Oral Surgeons
"You can never have enough cash.” Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill chats with Chandler Wrightenberry from Live Oak Bank to discuss the intricacies of healthcare lending, particularly focusing on practice purchases and real estate investments. Chandler shares insights from his extensive experience at Live Oak Bank, emphasizing the importance of understanding costs, building a supportive team, and maintaining transparency in banking conversations. They explore the current market conditions, project timelines, and the significance of long-term investments in healthcare real estate. Jill and Chandler also touch on the complexities of construction timelines, the importance of zoning, and the necessity of having the right team when expanding an orthodontic practice. They emphasize the need for realistic expectations regarding project durations and financial preparedness, including cash management strategies. Connect With Our Guest Live Oak Bank - https://www.liveoak.bank/Chandler's Phone Number: (828) 337-1374 Takeaways Chandler Wrightenberry has over 12 years of experience in healthcare lending.Live Oak Bank is the largest SBA lender in the country by volume.Building a supportive team is crucial for successful real estate projects.Transparency in financial discussions leads to better outcomes.Interest rates are currently stable and reasonable for borrowing.It's important to have early conversations with lenders about financing.Investing in real estate is a long-term commitment that can yield significant returns.Doctors often experience growth after relocating to new facilities. You should have an expectation of working with a city to get everything finalized in about six months.Ground-up construction typically takes nine to twelve months for planning and an additional 18 to 24 months for completion.Zoning issues can significantly delay project timelines, so it's crucial to ensure proper zoning before purchasing a property.Having a specialized commercial real estate agent is essential for navigating zoning and permits.Expect projects to take longer and be more expensive than initially anticipated.Financial preparedness is key; saving cash and having a safety net is crucial for large projects.A good rule of thumb is to have at least 10% of the project cost in cash reserves.Investing in liquid assets can provide quick access to cash when needed for projects.Chapters 00:00 Introduction04:35 Market Reality Check07:16 Costs and Rates Today11:25 Build Your Project Team15:04 Be Candid With Lenders19:21 Realistic Project Timelines22:23 Remodel vs Ground Up Schedule23:29 Zoning Pitfalls and Team26:08 Lease Timing and Overlap28:03 Cash Reserves and Liquidity32:00 How to Contact Chandler Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
What if I told you the biggest threat to your orthodontic practice isn't aligners, competition, or GPs doing ortho—it's your inability to let go of the wrong work?In this Five Minute Friday, I'm talking about one of the most common mistakes I see orthodontists make when adopting new technology: trying to “make it their own” before they let it actually do what it was designed to do. Whether it's remote monitoring, financial follow-up, aligners, or any other system, too many doctors create stress by micromanaging tools that are supposed to make their lives easier.I break down why outsourcing isn't a weakness—it's one of the keys to operational efficiency. If you want your team focused on the work that truly moves the practice forward, you have to stop burdening them with tasks that can be done better, faster, and more consistently by people trained specifically to do them. The future of orthodontics belongs to doctors who do great ortho, lead well, and build systems that let their team focus on what matters most.
“We can track everything.” Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Scott Hansen to discuss his journey in the orthodontic field and the creation of LeadSigma, a company focused on improving patient engagement and practice growth through innovative solutions. The discussion highlights the critical importance of managing new patient calls, leveraging AI technology for better patient interaction, and understanding patient attribution to make informed marketing decisions. The conversation emphasizes the need for collaboration between orthodontic practices and marketing agencies to achieve optimal results. Jill and Scott discuss the integration of marketing and operational systems in healthcare practices, emphasizing the importance of a feedback loop to measure marketing investments. They explore the role of AI in enhancing business efficiency, sharing insights on practical applications and the need for cohesive team collaboration. The discussion highlights the potential of technology to transform practices and improve patient engagement, while also addressing the challenges of implementation and the importance of providing value in networking. Connect With Our Guest LeadSigma - https://www.leadsigma.com/ AI Model Training Spreadsheet: https://docs.google.com/spreadsheets/d/1Pb6FFSHbguxIQwCxbC_lSYDUeKYoQhuNi3IU8u-iAjk/edit?usp=sharingTakeaways Scott Hansen went from managing an orthodontic practice to founding LeadSigma.Missed new patient calls represent a significant revenue loss for practices.LeadSigma's AI technology helps practices manage patient calls effectively.Understanding patient attribution is crucial for marketing success.Data-driven decisions empower practices to optimize their marketing strategies.Collaboration between doctors and marketing agencies enhances practice growth.Practices often overlook the importance of follow-up on missed calls.Tracking leads and conversions provides valuable insights for practices.Effective communication is key to converting leads into patients. The integration of marketing and operational systems is crucial for practice success.A feedback loop is essential for measuring marketing investments.Practical tools and systems must be in place for effective AI implementation.Team collaboration is key to leveraging AI effectively.Networking should focus on providing value to be effective.Chapters 00:00 Introduction04:38 Missed Calls and Lost Revenue10:14 CoPilot AI Receptionist13:39 Marketing Attribution and ROI21:38 Feedback Loop and Accountability24:55 Using AI Inside LeadSigma28:54 AI Call Coaching and HIPAA34:00 Context Engineering Tips34:29 How to Contact Scott and LeadSigma Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
What if I told you the reason your practice isn't growing isn't your marketing, your team, or your patients—it's your systems?In this Five Minute Friday, I'm challenging orthodontists to take an honest look at their operational efficiency. Too many practices assume their systems are working simply because the practice is surviving. But surviving is not the same as scaling, and “good enough” might be exactly what's keeping you from building a more profitable, less stressful practice.I break down why bringing in the right technology and expert support early—whether it's remote monitoring, financial systems, scheduling, or front desk workflows—can save you time, reduce staffing dependency, and make your practice more profitable. This episode is a reminder that being penny-wise and pound-foolish with technology can cost you far more than the investment itself.
"Don't wait for IT issues to arise." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill interviews Jack Wiley from Legend Networking about the critical role of IT in orthodontic and dental practices. They discuss the importance of maintaining updated technology, especially for established practices, and the risks associated with outdated systems. Jack emphasizes the need for younger doctors to consider technology when acquiring practices and provides insights on building a strong technology foundation for startups. The conversation also touches on the challenges of HIPAA compliance and the necessity of ongoing employee training in cybersecurity. Jill and Jack also discuss the critical aspects of cybersecurity, backup strategies, and the differences between Mac and PC usage in healthcare settings. The discussion also touches on the distinctions between managed services and static IT, highlighting the benefits of a proactive IT strategy. Connect With Our Guest Legend Networking - https://www.legendnt.com/https://www.cyber.mil/cyber-awareness-challenge Takeaways Jack Wiley works at Legend Networking, a dental-specific IT provider.IT infrastructure is crucial for the growth of practices.Many established practices operate on outdated technology, risking patient data.Younger doctors often overlook technology when acquiring practices.Evaluating the age of computers and network equipment is essential during acquisitions.Startups should prioritize hardwired connections over wireless for reliability.Planning for future growth in technology is vital for new practices.HIPAA compliance is an ongoing challenge for orthodontic practices.Regular technology evaluations can prevent costly upgrades later. Employee training is often the cause of network vulnerabilities.Backups should be incremental and frequent for quick recovery.Macs can be secure but require specific considerations.Proactive IT management prevents costly downtime.Regular checkups on IT systems can reveal vulnerabilities.Chapters 00:00 Introduction04:55 Aging Hardware Risks08:31 Acquisition IT Checklist14:45 Startup Tech Foundation23:30 Security and HIPAA Basics26:32 Backups and Access Control28:15 Mac vs PC in Ortho31:43 WiFi Segmentation Story33:35 Managed IT Explained36:23 How to Contact Legend Networking Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
Hey sad bois (gender neutral), in response to their upcoming hiatus Mark and Dan are covering the discography of Tulsa natives Cliffdiver, starting with a collection of their early material. Join us as we decide which one is the best and which one is good enough (enough for anyone)! Donate to the below causes: https://translifeline.org/donate/ https://www.pcrf.net/ https://www.newdisabledsouth.org/donate Playlist: https://open.spotify.com/playlist/2USpYXZEOolw3RXyxIAGffTimestamps: Intro - 0:00 It should have been MUNA - 1:52 Audience Review - 4:08 Current Media - 5:29 --------------------------------Small Hours:01. You Sir, Are Obviously Not A Golfer - 18:39 02. Teaching A Narwhal Empathy - 21:52 03. Why Wouldn't I Wear A Windbreaker? - 26:00 04. Satan Parked My Car - 29:51 At Your Own Risk01. Elwoods - 34:18 02. Are You Still Seeing Graig, the Orthodontist? - 40:01 03. Alone in Your Apartment - 44:05 04. Cameron Diaz - 48:52 05. Lost in IKEA - 52:54 Singles01. The Water Temple is Filled With My Tears and Now I Am Drowning in Sorrow - 57:37 02. Gas City - 1:01:33 03. Cat Heaven Is A Beautiful Place But You Don't Get There If You're Euthanized - 1:06:01 --------------------------------Ranking Time - 1:10:33 Follow or contact us at: the3rdonesucks.bsky.social the3rdonesucks@gmail.com https://letterboxd.com/dellismulligan Hosted by Mark Beall and Dan Ellis. Mixed & Edited by Mark Beall and Dan Ellis. Intro/Outro Music by Dan Ellis. The 3rd One Sucks is a Retrograde Orbit Radio production. Find more great shows like this at www.retrogradeorbitradio.com
The cliffhanger is paid off in this highly anticipated follow-up episode! Alan welcomes back Dr. Matt Standridge to finish their deep dive into the American Association of Orthodontists (AAO) controversial white paper on Sleep Disordered Breathing (SDB). Matt pulls back the curtain on the paper's actual citation list, exposing questionable sample sizes, misplaced reference numbers, and instances where the AAO's conclusions directly contradict the very research they cited. From the true diagnostic value of CBCT scans to the data surrounding tongue ties, premolar extractions, and palatal expansion, this episode explores the standard of evidence-based medicine in modern orthodontics and highlights the massive opportunity ahead for practitioners willing to follow the science. Some links from the show: Sleep-disordered Breathing and Orthodontics: An American Association of Orthodontists white paper update Matt Standridge's VERY thorough rebuttal Matt would like to thank some mentors/friends for the inspiration: Drs Mark Deluke, Audrey Yoon, Tracey Nguyen, Jeff Rouse, and Marianna Evans Join the Very Dental Facebook Group using one of these passwords: Timmerman, Paul, Bioclear, Hornbrook, Gary, McWethy, Papa Randy, Frank or Lipscomb! The Very Dental Podcast network is and will remain free to download. If you'd like to support the shows you love at Very Dental then show a little love to the people that support us! We're proud to be supported by the folks at Net32! I'm a big fan of the Bioclear Method! I think you should give it a try and I've got a great offer to help you get on board! Use the exclusive Very Dental Podcast code VERYDENTAL8TON for 15% OFF your total Bioclear purchase, including Core Anterior and Posterior Four day courses, Black Triangle Certification, and all Bioclear products. Crazy Dental has everything you need from cotton rolls to equipment and everything in between and the best prices you'll find anywhere! If you head over to verydentalpodcast.com/crazy and use coupon code "VERYSHIP" you'll get free shipping on your order! Go save yourself some money and support the show all at the same time! The Wonderist Agency is basically a one stop shop for marketing your practice and your brand. From logo redesign to a full service marketing plan, the folks at Wonderist have you covered! Go check them out at verydentalpodcast.com/wonderist! Enova Illumination makes the very best in loupes and headlights, including their new ergonomic angled prism loupes! They also distribute loupe mounted cameras and even the amazing line of Zumax microscopes! If you want to help out the podcast while upping your magnification and headlight game, you need to head over to verydentalpodcast.com/enova to see their whole line of products! CAD-Ray offers the best service on a wide variety of digital scanners, printers, mills and even their very own browser based design software, Clinux! CAD-Ray has been a huge supporter of the Very Dental Podcast Network and I can tell you that you'll get no better service on everything digital dentistry than the folks from CAD-Ray. Go check them out at verydentalpodcast.com/CADRay!
Alan is once again joined by podcast veteran Dr. Matt Standridge to dissect the American Association of Orthodontists' (AAO) controversial 2026 white paper on sleep-disordered breathing (SDB) and orthodontics. Together, they pull back the curtain on the document's surprising omissions—including a shrinking author panel that entirely removed sleep physicians—and critique its heavy, restrictive reliance on full polysomnography (PSG) as a gatekeeper for early pediatric intervention. Dr. Standridge highlights how the paper's narrow scope and questionable citations conflict with both well-established historical data and contemporary European medical guidelines, framing the white paper more as a defensive "CYA" document than a progressive guide for patient care. Some links from the show: Sleep-disordered Breathing and Orthodontics: An American Association of Orthodontists white paper update Matt Standridge's VERY thorough rebuttal Matt would like to thank some mentors/friends for the inspiration: Drs Mark Deluke, Audrey Yoon, Tracey Nguyen, Jeff Rouse, and Marianna Evans Join the Very Dental Facebook Group using one of these passwords: Timmerman, Paul, Bioclear, Hornbrook, Gary, McWethy, Papa Randy, Frank or Lipscomb! The Very Dental Podcast network is and will remain free to download. If you'd like to support the shows you love at Very Dental then show a little love to the people that support us! We're proud to be supported by the folks at Net32! I'm a big fan of the Bioclear Method! I think you should give it a try and I've got a great offer to help you get on board! Use the exclusive Very Dental Podcast code VERYDENTAL8TON for 15% OFF your total Bioclear purchase, including Core Anterior and Posterior Four day courses, Black Triangle Certification, and all Bioclear products. Crazy Dental has everything you need from cotton rolls to equipment and everything in between and the best prices you'll find anywhere! If you head over to verydentalpodcast.com/crazy and use coupon code "VERYSHIP" you'll get free shipping on your order! Go save yourself some money and support the show all at the same time! The Wonderist Agency is basically a one stop shop for marketing your practice and your brand. From logo redesign to a full service marketing plan, the folks at Wonderist have you covered! Go check them out at verydentalpodcast.com/wonderist! Enova Illumination makes the very best in loupes and headlights, including their new ergonomic angled prism loupes! They also distribute loupe mounted cameras and even the amazing line of Zumax microscopes! If you want to help out the podcast while upping your magnification and headlight game, you need to head over to verydentalpodcast.com/enova to see their whole line of products! CAD-Ray offers the best service on a wide variety of digital scanners, printers, mills and even their very own browser based design software, Clinux! CAD-Ray has been a huge supporter of the Very Dental Podcast Network and I can tell you that you'll get no better service on everything digital dentistry than the folks from CAD-Ray. Go check them out at verydentalpodcast.com/CADRay!
"Being engaged is the best thing you can do." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Adam Braundmeier, the General Counsel of the AAO, discusses his journey into the orthodontic field and the vital role of advocacy in supporting orthodontists. He explains the dual role he plays in managing legal compliance and engaging with members to address regulatory issues. The conversation covers current challenges such as specialty advertising regulations, direct-to-consumer models, and student loan burdens for new orthodontists. Adam emphasizes the importance of member involvement in advocacy efforts and highlights the resources available through the AAO, including legal guidance and support for navigating the complexities of the orthodontic profession. Jill and Adam also explore future trends in technology and patient care, emphasizing the need for orthodontists to maintain clinical discretion amidst rapid advancements. Connect With Our Guest American Association of Orthodontists - https://www2.aaoinfo.org advocacy@aaortho.org Takeaways Adam Braundmeier joined the AAO as General Counsel in 2023.The AAO's advocacy team works closely with orthodontists to address regulatory issues.Member engagement is crucial for effective advocacy efforts.Specialty advertising regulations are a current focus for the AAO.Direct-to-consumer models pose challenges for patient safety in orthodontics.The AAO supports innovation while ensuring quality care remains a priority.Legal guidance is available through the AAO's Legal Resource Center.Staying informed about advocacy efforts is essential for orthodontists. Insurance coding and billing changes are on the horizon.Doctors should stay informed through newsletters and resources.Maintaining clinical discretion is essential in patient care.Legal accuracy must be communicated effectively to be useful.Members should report trends affecting patient safety.Chapters 00:00 Introduction02:53 Meet Adam Braundmeier05:04 AAO Advocacy Explained07:28 Specialty Advertising Fight09:59 Teledentistry and DTC Risks13:19 Model Laws and Patient Safety15:43 Student Loans and Policy19:16 Member Resources and Legal Center22:04 New Forms HIPAA and Coding Updates25:02 Staying Informed and Getting Involved28:37 Future Focus Tech and AI29:25 How to Contact AAO Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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 Reddit Readings Wednesday on the Reddit On Wiki podcast! Usually, we're live with you guys in the chat, but we're taking a quick break from our live shows while Josh is busy digging the footings and building the ICF walls for his new house. So, welcome to a special "Wednesday Not Live" episode! This week, Sean and Josh are having a conversational deep-dive into heavy relationship drama, massive red flags, and complex family dynamics. We're breaking down a heartbreaking confession from a poster who can't stop crying over what their orthodontist told them, and unpacking the drama of starting a relationship with a brother's best friend. Plus, we discuss a parent trying to punish their daughter over something she wrote, a delivery driver reported for allegedly dodging work, the frustrating cycle of men panicking when things get real, and a massive debate over splitting damages after a son wrecks someone else's property. Let's get into the Reddit drama! Support Our Sponsors: Quince: Refresh your everyday with luxury you'll actually use. Head to quince.com/reddit for free shipping on your order and 365-day returns. Whisker: Maintain your cat's litter while focusing on your growing family. Go to whisker.com/WIKI and get an additional $50 off bundles. Support The Show: Become a Patron or YouTube Member for ad-free episodes and bonus stories every Monday and Friday, as well as exclusive content! Patreon: https://www.patreon.com/cw/cultiv8podcastnetwork/membership YouTube Membership: https://www.youtube.com/@RedditOnWiki Timestamps:(Timestamps are approximate due to dynamic ad insertion. Become a Patron or YouTube member for ad-free episodes) (00:00) - Intro (01:42) - r/redditonwiki: I Cry When I Think About What My Orthodontist Told Me (10:44) - I Started Dating My Brother's Best Friend (16:57) - r/amiwrong: Am I Wrong for Trying to Punish My Daughter After We Found What She Wrote? (28:12) - r/AmItheAsshole: Am I the Asshole for Reporting a Delivery Driver Who I Thought Was Lying to Get Out of Doing More Work? (37:59) - Why Does It Feel Like I Keep Meeting Men Who Think I'm Great, Say All the Right Things, and Then Panic When Things Become Real? (51:46) - r/AmItheAsshole: AITA for Saying No to a 50/50 Split Damages Payment After My Son Damaged Someone Else's Property? (58:41) - Outro Follow Us: Hit like, subscribe, and follow us on all social media platforms for all things Reddit on Wiki! All Social and Donation Links: https://linktr.ee/redditonwiki Learn more about your ad choices. Visit megaphone.fm/adchoices
Zach spent over a decade in the corporate world at American Airlines before helping build a multi-location healthcare company from the ground up. Along the way, he discovered that many growing businesses don't need another employee—they need access to the kind of executive-level expertise that helps organizations scale, solve problems, and avoid costly mistakes. Whether it's finance, operations, marketing, HR, or strategy, Zach explains how fractional C-suite leaders can provide the guidance and experience most practices can't afford to hire full-time.If you've ever felt stuck, overwhelmed, or unsure how to get your practice to the next level, this conversation will help you identify the blind spots that may be holding you back—and show you a practical way to overcome them.
What if I told you the CEO your practice “needs” might actually be the most expensive mistake you're about to make?In this Five Minute Friday, I'm challenging orthodontists to think carefully before hiring a CEO, COO, or high-level executive for their practice. Too many doctors hit $2–3 million in production, feel stretched, and assume the next move is bringing in a $250K–$300K leader. But in most cases, you're not ready for that—and you probably don't know how to hire that person yet.Instead, I break down why a fractional C-suite executive may be the smarter move. Whether you're dealing with capacity issues, technology decisions, growth opportunities, or confusion about whether to expand into satellites, this episode will help you think like a business owner—not just an orthodontist. You'll walk away with a clearer sense of when to ask for executive-level help, what kind of help you actually need, and why growing your main practice may be far better than chasing expansion too soon.
Email: bidemiologunde@gmail.comIn this episode, host Bidemi Ologunde speaks with Dr. Robert B. Kerstein (DMD), a pioneer in computerized bite analysis and digital occlusal technology, about how dentistry can move beyond subjective guesswork toward more precise, data-driven treatment. What does a patient's bite reveal about TMJ symptoms, headaches, prosthesis failure, and overall comfort? Why does much of dentistry still rely on outdated methods when real-time digital measurements are available? And how can tools like T-Scan help clinicians improve outcomes while reducing treatment time?Dr. Kerstein earned his D.M.D. in 1983 and his Prosthodontic certificate in 1985 from Tufts University School of Dental Medicine, where he later served as a clinical professor of Fixed and Removable Prosthodontics for 13 years. Beginning in 1984, he has studied every generation of T-Scan technology, from the original T-Scan 1 to the current T-Scan 10 Novus, and over the past four decades has become the leading authority in Computerized Occlusal Analysis. He has published extensively in leading dental journals and edited nine research volumes on T-Scan applications. A pioneer and academic advocate for digital occlusal technology, Dr. Kerstein teaches a measured, data-driven approach that improves bite-related treatment outcomes, enhances patient comfort, reduces prosthesis failure and remakes, and shortens overall treatment time.
"Listen to your gut instinct.” Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Dr. Richard Clabaugh shares his journey from being a general dentist to acquiring and running his own orthodontic practice. He discusses the challenges he faced during the transition, including team dynamics, employee turnover, and the importance of leadership. Richard reflects on his growth as a leader and the lessons learned over the past ten years, emphasizing the significance of building a strong team culture and the need for adaptability in the face of change. Dr. Clabaugh also reflects on the significance of purpose beyond profit, encouraging aspiring practice owners to prioritize their values and family time while navigating the complexities of ownership. Connect With Our Guest Dr. Richard Clabaugh - https://clabaughorthodontics.com/richard@clabaughorthodontics.com Takeaways Richard's journey from general dentistry to orthodontics was driven by a desire for ownership.Acquiring a practice involves navigating complex challenges, including team dynamics.Leadership requires a balance of authority and responsibility.Employee turnover is a common challenge during ownership transitions.Building a strong team culture is essential for practice success.It's important to prioritize team health alongside patient care.Leadership can be lonely, and support from peers is invaluable.Recognizing the value of team members is key to retention.Open communication with staff can help navigate changes effectively.Building genuine relationships within the team enhances collaboration.Core values should be recited regularly to maintain focus.Team members should be involved in the hiring process for better fit.Prioritize family and personal time amidst the demands of practice ownership.Chapters 00:00 Introduction06:32 Why Choose Acquisition08:58 Due Diligence Mindset13:37 Lessons After Purchase17:30 Leadership Energy On Stage19:18 Early Ownership Challenges21:38 Team Turnover Reality30:52 Hiring the Right Team35:02 Leading With Humility39:35 Team Recognition Culture41:49 Hiring and Letting Go46:54 Faith and Leadership Reality48:43 Acquisition Advice50:26 Meaning Beyond Money55:40 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
What if I told you the secret to building a thriving orthodontic practice isn't just clinical excellence—it's creating a culture where your team wants to build their future with you?I've met a lot of orthodontists over the years, but few embody positivity, leadership, continuous learning, and team development quite like Dr. Alyssa Carter. In this episode, we dive into what it's like to build a successful orthodontic practice in a small Texas town, why investing in your people matters more than ever, and how creating opportunities for growth can transform both your team and your practice.Alyssa shares her journey from growing up in rural Texas to becoming one of the most respected clinicians and lifelong learners in our profession. We discuss leadership, efficiency, delegation, remote monitoring, aligner systems, CE, team retention, and why today's team members need more than just a job—they need a vision for their future. If you're looking to improve your culture, elevate your systems, and become a better leader, this episode is packed with practical insights you can implement immediately.
Every orthodontist who talks to us eventually asks the same thing: how do I rank number one for "orthodontist in my city," and how do I stay there? Local SEO for orthodontists is not a single trick. It is on-page work on your website and Google Business Profile, then authority built through link building, applied in the right order for the footprint your practice actually has. This post breaks down how Luke Infinger and James, the SEO lead at HIP Creative, approach that problem on the GrowOrtho podcast. It covers where to start, why link building does the heavy lifting, which page you should be trying to rank, and how to handle the awkward cases: one location serving a dozen towns, or several offices spread across a region. The short version is that ranking is earned by closing the gap between your site and the practice currently sitting in the top spot, then out-building them on authority. Here is how that plays out step by step. Key takeaways Ranking starts on-page. Run a comprehensive audit of your live website and Google Business Profile, then a competitive analysis that identifies exactly what the number-one practice has that you are missing, and close that gap first. Link building is what builds authority and is the hardest part to implement correctly. The order is citations first, then press, then industry-relevant links. Start citations with business directories: Apple Maps, Yelp, and lesser-known local options like Yellow Book and Brown Book. Your name, address and phone number must match your Google Business Profile exactly. Which page ranks depends on locations. Multiple offices in one metro means optimizing the homepage as the hub with neighborhood location pages under it. A single office or offices far apart means powering up individual location pages instead. One location that wants to rank for many nearby communities should build neighborhood supporting pages linked from an "areas we serve" section, and research whether the town belongs to a larger market worth chasing. Optimize the Google Business Profile completely, then use GMB Everywhere to copy the categories, services and descriptions of the top-ranked competitor and run a weekly posting strategy (Invisalign for teens one week, braces for kids the next). To start backlinks locally, Google "local media kits," buy placements that produce a real article and brand mention with a link, and enter "Best of" contests run by Gannett and USA Today for social proof plus a backlink.
"Quality, not quantity, is what matters in reviews." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Gal Borenstein discusses the evolving landscape of trust in branding, particularly in the context of digital interactions. He emphasizes the importance of authenticity, customer experience, and adapting to generational communication changes. Gal provides practical advice for enhancing trust and navigating the complexities of digital marketing, especially for orthodontists. He highlights the need for businesses to focus on quality over quantity in reviews and to create a strong digital footprint that resonates with today's consumers. Connect With Our Guest The Borenstein Group - https://www.borensteingroup.com Takeaways Trust has changed dramatically in branding and advertising.Digital trust is now more important than ever for businesses.Customer experience has evolved, especially post-COVID.Authenticity in reviews is crucial for building trust.Businesses must adapt to generational communication preferences.Quality of reviews matters more than quantity.Creating a strong digital footprint is essential for success.Practices should regularly evaluate their online presence.Engaging with customers authentically can enhance trust.Negative influences can hinder business growth and optimism.Chapters 00:00 Introduction02:29 Gal's Background and Branding04:28 COVID Shift to Digital Trust10:41 Reviews and Authenticity16:10 AI Search and Origin Story23:08 Gen Z Communication and UX28:34 Trust Killers in Practice33:34 Practical Steps Inside vs Outside36:04 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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 a one stop shop for all your needs." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Nathan Hudson discuss the intricacies of starting and managing a practice, focusing on the importance of understanding both clinical and business aspects. They explore the 'Five B's' framework, which includes banker, broker, bean counter, broadcaster, and builder, emphasizing the need for a well-rounded approach to practice management. The discussion also highlights the distinction between tools and toys in equipment purchasing, the significance of budgeting for marketing and branding, and identifying efficiency gaps in practice operations. Nate also touches on various challenges practices face, particularly startups, in navigating equipment choices and emphasizes the need for informed decision-making. Connect With Our Guest Renew Digital - https://www.renewdigital.com/ Takeaways Nate Hudson has a background in engineering and dental sales.The Five B's framework is essential for practice owners.Understanding the difference between tools and “toys” is crucial.Budgeting effectively can lead to greater success in startups.Efficiency gaps often arise from lack of communication within teams.Training is vital when purchasing new technology.Doctors should focus on their long-term goals when making purchases.Not all equipment needs to be brand new to be effective.Team cohesion is necessary for a successful practice. Efficiency in imaging can significantly impact patient flow.The merger of Renew Digital and Voxel Dental creates a comprehensive service offering.Startups should consider future needs when designing their practices.Choosing the right equipment can save significant costs in the long run.Having multiple specialists can ease the burden of equipment selection.Chapters 00:00 Introduction02:54 Nathan Hudson's Background05:32 The “Five B's” Framework11:46 Tools Versus Toys15:05 Budgeting and Hidden Costs20:20 Spotting Efficiency Gaps26:40 Voxel Partnership and Labs32:58 One Rep or Many Vendors38:24 How to Contact Renew Digital Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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 a matter of trusting the people you hire." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Shawn Rainey, the director of the design department at Blue Frog, about the intricacies of orthodontic practice design and construction. Shawn shares his extensive background in the field, discussing the transition from traditional bidding processes to a more integrated design-build approach. He emphasizes the importance of functionality in design, the need for collaboration among various stakeholders, and the challenges faced when working with equipment specialists. The conversation highlights the significance of having an in-house design team to streamline processes, control budgets, and ultimately create efficient and practical dental practices. Jill and Shawn also delve into hidden costs that can arise during construction projects, highlighting the need for thorough inspections and contingency planning. Connect With Our Guest Blue Frog - https://www.bfrog.net/ Takeaways Shawn Rainey has extensive experience in orthodontic office design and construction.The design-build process offers more control over budget and efficiency.In-house design teams can provide real-time budget estimates.Collaboration among architects, engineers, and contractors is essential.Choosing the right space is critical for startup practices.Design should prioritize workflow and practical use over aesthetics.Equipment specialists may not fully understand the needs of practices.Lost time often occurs on the front end of projects.It's crucial to involve design teams early in the process.Hidden costs can arise from unexpected issues in construction.Contingency planning is essential for any project.Permitting requirements can vary significantly by location.Chapters 00:00 Introduction05:04 Startup Construction Fears06:39 Bid-Build vs Design-Build Explained10:23 Design Build Benefits16:58 Workflow Over Aesthetics21:37 Choosing Space and Team27:34 Equipment Specialist Debate29:47 Design Team First33:11 Ego Free Collaboration34:13 Hidden Costs Exposed38:17 Lease And Site Surprises40:24 Permits Zoning Feasibility45:04 Trust The Build Team47:45 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
What if I told you your marketing budget isn't the problem — your tracking is?In this Five Minute Friday, I'm breaking down the three things every orthodontic practice needs to make marketing actually work: a plan, a reliable way to track where patients came from, and a clear understanding of ROI. Too many practices are throwing money at PTAs, community events, online ads, referral gifts, and sponsorships without knowing what's truly producing starts.I'll show you the exact question I ask every new patient, why your TC needs to hear the answer, and how a simple spreadsheet can help you stop guessing and start investing smarter. When you know where your growth is coming from, you can double down on what works, fix what doesn't, and grow your practice with far more confidence.Quotes“You need to have a marketing plan. You need to write things down about how you're going to market.” — Dr. Glenn Krieger“You will not be guessing where you should be spending your money. You will be spending it smartly, and your practice will grow as a result.” — Dr. Glenn Krieger
"Get comfortable asking for reviews." Connect With Our SponsorsSolventum - https://go.solventum.com/clarityGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Cameron LiButti of Bidview Marketing shares his unique journey from engineering to marketing, emphasizing the importance of market positioning, pricing strategies, and the evolving role of AI in marketing. He discusses how transparency in pricing is becoming crucial for patient engagement and the need for healthcare practices to adapt to competition. The conversation also delves into the significance of operations in marketing success and the future implications of AI on search and marketing strategies. Jill and Cameron also discuss effective strategies for attracting patients to new medical practices, the importance of understanding generational differences in marketing, budgeting for marketing efforts, and the significance of personal branding in healthcare. They emphasize the need for a robust online presence, effective review strategies, and the use of social media to connect with potential patients. Connect With Our Guest Bidview Marketing - https://www.bidviewmarketing.com/ Takeaways Cameron's unique background as an engineer informs his marketing strategies.Transparency in pricing is becoming increasingly important for patient engagement.Understanding your competition is key to developing effective marketing strategies.AI is reshaping the landscape of marketing and search optimization.Businesses should focus on good PR and community involvement to enhance visibility.Traditional SEO practices remain relevant despite the rise of AI.Understanding generational differences is crucial for effective marketing.A robust online presence is essential for new practices.Review strategies should be consistent and well-planned.Investing in quality photography can significantly enhance a practice's brand.Marketing budgets should be tailored to the specific goals of the practice.Data-driven marketing strategies are essential for success.Social media can be a powerful tool for personal branding in healthcare.Humanizing the doctor-patient relationship can improve patient engagement.Chapters 00:00 Introduction06:20 Pricing Transparency Debate13:53 Calls and Conversion Systems15:19 AI Search and SEO Reality25:09 Personalized AI Results28:22 Beating Competition Basics32:52 Reviews Strategy That Works35:23 Marketing Across Generations36:47 AI Search And Lead Sources40:39 Budgeting Marketing Spend45:07 Paid Ads Market Share Math48:08 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us Fan MailMore Efficient Results, More Personal Attention ... Less Visits - The Day a Patient Disappeared and the Clinical Results were Astonishing w/ CoHost Dr. Robert Shafer A patient can go a full year on aligners without an in-office check and still finish beautifully, and that fact should change how you think about orthodontic remote monitoring. We sit down with Dr. Robert Schaefer, one of the most effective users of remote monitoring we've ever seen, to unpack what actually happens when you stop treating virtual scans like a side project and start building your workflow around them. The result is less chaos, fewer wasted appointments, and a calmer way to run aligner treatment day to day.We talk through the real reasons practices say “remote monitoring doesn't work” while still scheduling chair time that no one can explain. The core issue is usually training and default settings: teams and doctors often look at a scan and jump straight to “bring them in,” instead of asking “how can we keep them progressing without disrupting their life?” We also dig into the control problem, the common belief that patients need to see you to justify the fee, and why convenience is often the strongest value you can deliver for busy families.You'll hear practical takeaways on aligner tracking, catching noncompliance early, avoiding the dreaded surprise appointment, and when it does make sense to bring someone in (like certain elastic or bite checks). We also cover how fewer in-person visits can free time to upgrade your patient experience, education, and coaching, plus why dabbling with a “10-case pilot” often leads to failure. If you want better Invisalign and aligner outcomes with fewer fires to put out, this one is for you.Subscribe for more, share this with a doctor or team lead who's still on the fence, and leave a five-star review if you want us to keep pushing into what modern orthodontic practice management can look like.Click here to follow The Brian Wright Show PodcastClick here to subscribe and watch on The Brian Wright Show YouTube Station Thank you to our SponsorsNew Patient GroupWrightChat
"It's not just a transaction."Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships and the necessity for both parties to act like owners to ensure a successful collaboration. Jill and Doug also go over the complexities of family practice transactions and the importance of aligning treatment philosophies. They also delve into the financing aspects of partnership buy-ins, emphasizing the need for clear communication and understanding between partners to ensure successful collaborations. Connect With Our Guest Bentson Copple Patterson & Associates - https://bcp-advisors.com/ Takeaways Doug has been in the orthodontic industry since 2004.The DSO market has significantly impacted orthodontic practices.Partnerships are becoming more common among younger doctors.Partnership deals can take years to form and require careful planning.The buy-in process typically involves an association period before ownership is transferred.Financial modeling is crucial for understanding partnership dynamics.Both parties must be comfortable with the financial outcomes to avoid resentment. Doctors should consider tax implications in family practice transactions.Effective communication with CPAs is crucial for financial planning.Partnerships require clear agreements on decision-making authority.Understanding treatment philosophies is essential for successful partnerships.Financial transparency is key to avoiding conflicts in partnerships.Chapters 00:00 Introduction02:01 Doug's Background and Firm05:08 Why Partnerships Are Rising09:10 How Partnerships Are Structured14:13 Buy In Timeline and Profit Split22:39 Modeling the Deal on Paper25:45 Tax and Entity Structure Basics27:39 Family Transactions Tax Traps31:17 CPA Communication Gaps32:29 Partnership Control Rules35:40 Discretionary Spending Fights38:34 Treatment Philosophy Clashes41:15 Financing and Real Estate In The Deal46:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
Hello voices from the bench community, John Wilson here and I wanted to share some news about the evolution of the Programill lineup. Most importantly, Ivoclar's new PrograMill 7. What stands out right away is the reduced air consumption this mill requires, but what you'll notice first is that impressive new touchscreen. For us, the biggest advantage has been increased spindle power. My laboratory's known for these larger cases with complex geometries, and I can tell you that extra power really makes a difference. Next time you see your Ivoclar representative, be sure to ask about the PrograMill 7 and tell them John Wilson sent you. Thank you. At exocad Insights in beautiful Mallorca, we finally caught up with Felix from Imagine USA—and the timing couldn't have been better. As an exocad dealer on the front lines of digital dentistry, Felix shared his excitement about the strong turnout, the familiar faces, and most importantly, the innovation coming from exocad. What stood out most? The new exocad Hub and its cloud-based capabilities, along with powerful AI-driven tools inside DentalDB designed for efficient batch processing. For Felix and the Imagine team, it's not just about seeing what's new—it's about putting it to the test. By running new features through their own production facility first, they ensure real-world performance before bringing solutions to their customers. Beyond the technology, Felix emphasized the value of being there in person—connecting face-to-face with partners, having meaningful conversations, and stepping back to see where the industry is headed. And of course, doing it all in Mallorca doesn't hurt either. From wire-bending machines and digital ortho workflows to Vulcanite dentures and photogrammetry, this episode from the DLAT floor is packed with stories, laughs, and a whole lot of dental lab wisdom. First up, the crew sits down with Jason Dyas — better known these days as the man behind Ortho Outlaw and everyone's favorite outlaw mascot, Clyde. Jason shares his journey from construction work and garage-built orthodontic appliances to running successful ortho labs and diving headfirst into digital technology. What started with fax-machine marketing and Walmart bench grinders eventually evolved into automated wire-bending machines, digital scanning, social media content creation, and a growing mission to help older labs embrace modern workflows instead of shutting their doors. The conversation covers everything from AI-driven ortho tech and the future of wire bending to building a brand, traveling to industry events around the world, and how Ortho Outlaw became one of the most recognizable new names in orthodontic lab social media. Then the podcast catches up with longtime friend of the show Jim Collis for an incredible deep dive into 45 years of dental technology experience. Jim talks about teaching hands-on courses at DLAT, helping labs transition from analog workflows into digital dentures and 3D printing, and why education is still the key to success in modern dentistry. From discussing AI-assisted denture design and automated workflows to reminiscing about fixing Vulcanite dentures and the earliest days of implants, Jim delivers one amazing story after another. Along the way, he shares lessons from his CDT journey, the mentors who shaped his career, his passion for consulting and education, and why he still loves this industry after nearly five decades. It's equal parts history lesson, technology discussion, and classic Voices From the Bench chaos — complete with Star Trek references, Slurpee stories, and enough off-topic tangents to make Barb proud.Special Guests: Clyde, Jason Dyas, and Jim Collis CDT.
"You don't fix a $30,000 problem with a discount." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to technology-driven solutions, and the need for customization based on practice size and needs. Kira emphasizes the significance of purchasing habits and the often-overlooked process of verifying vendor invoices as critical components of effective inventory management. The discussion also covers common areas of overspending, particularly in bonding materials and disposables, and offers strategies for startup practices to establish a solid foundation for inventory management. Connect With Our Guest UpTracker - https://www.up-tracker.com/ Takeaways Kira Woods started Uptracker to address inventory management issues.Doctors need to see both macro and micro inventory data.Many practices rely on one staff member for inventory management.Purchasing habits can significantly impact supply spending.Invoice verification can lead to quick returns on investment.Clerical errors in invoices are common and costly.Understanding true costs includes more than just product prices. If you don't check invoices, you're agreeing to whatever they decide to charge you.The right amount to spend right now is crucial for staying on goals.Incentivizing staff can lead to better budgeting outcomes.Bonding materials can be a significant area of overspending.Startups should prioritize visibility in inventory management.The goal isn't less inventory, it's smarter inventory.Chapters 00:00 Introduction04:58 Why Inventory Gets Ignored06:21 Macro vs Micro Inventory08:52 From Sticky Notes to Scanning15:02 Customizable Inventory Strategy16:26 Purchasing Habits and Spend24:23 Verifying Vendor Invoices29:57 Real Time Budgeting Basics32:56 Staff Incentives And Culture34:29 Common Spend Leak Examples37:50 Startup Inventory Playbook41:34 Cross Training And Controls44:40 UpTracker Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send us Fan Mail“Culture” is the most overused word in business and one of the least defined, which is exactly why so many teams drift into drama, burnout, and inconsistent performance. We wanted a definition you can actually use, not a slogan on a wall. So we start by grounding everything in experience: the full set of cognitive, emotional, sensory, and behavioral responses people have across the entire journey, before and after they work with you, buy from you, or join your team. When you see experience end-to-end, it becomes obvious why organizational culture is the first lever that shapes every outcome downstream.Click here: Schedule an Online Consultation with our Podcast Host and Founder & CEO, of New Patient Group, Brian WrightListen to Brian Wright on Dr. Glenn Krieger's OrthoPreneur Podcast https://podcasts.apple.com/us/podcast/the-orthopreneurs-podcast-with-dr-glenn-krieger/id1446375553?i=1000751184177Thank you to our Sponsorshttps://newpatientgroup.comhttps://wrightchat.comThen we break culture into four practical parts you can audit immediately. First is the invisible blueprint: what your team does when nobody is watching, especially at the end of a hard day. Second is shared language, because the phrases you allow (“we don't have time,” “we can't,” “why change?”) quietly set the mood, effort level, and follow-through of the whole workplace culture. If you want a proactive team, you have to lead the language from the top and make it consistent across the group.From there we get into behavioral standards, including the uncomfortable truth that your “best performer” can be your biggest culture leak if they treat people badly. Great leadership sets a floor for acceptable behavior and refuses to reward results that come with disrespect. Finally, we talk accountability as the social contract that makes the other three parts real and repeatable, creating a culture that attracts and retains exceptional talent. If you found this useful, subscribe, share it with a colleague, and leave a five-star review so more leaders can build a healthier, higher-performing team.
“It's a business killer.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experiences. Anthony shares insights on how SmileSuite has streamlined the new patient call process and the significance of providing a human touch in patient interactions. They dive into the importance of human interaction in patient communications, the evolution of call handling in dental practices, and the impact of technology on patient satisfaction and practice efficiency. The discussion also covers innovative strategies for improving new patient acquisition and the overall growth of orthodontic practices. Connect With Our Guest SmileSuite - https://getsmilesuite.com/ Takeaways Dr. Anthony Bonavoglia is an orthodontist with 20 years of experience.SmileSuite focuses on handling new patient phone calls for practices.The importance of quickly converting leads into appointments is vital.Many practices struggle with managing patient inquiries effectively.Patients prefer various communication methods, including text and online forms.Automation can enhance efficiency but should not replace human interaction.Understanding generational communication preferences is essential.Creating a positive first impression is crucial for patient retention.Data shows a significant increase in patient bookings with effective call handling.Practices can benefit from outsourcing call management to improve efficiency.Patient satisfaction is directly linked to how calls are handled.Asking about additional needs during calls can increase patient bookings.Virtual consultations can qualify patients without taking up doctor time.Chapters 00:00 Introduction01:35 Anthony Background and SmileSuite04:18 Missed Calls = Lost Patients06:19 From Contact to Contract08:31 Speed to Lead Systems11:48 Generational Communication Shifts15:08 Call Scripts and Consistency21:49 Automation Bots and Human Touch24:11 AI Assisted Humans26:47 Conversion Lift Data30:47 Triage Beats Voicemail32:59 Referral Slip Save34:34 Call Tips That Convert37:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/
In this episode of Ortho Marketing, host Dean Steinman is joined by John Iuzzini, Director of Accounts at Ortho Marketing, to break down key areas every practice must get right when working with a marketing agency. They cover why having the right budget is essential in a competitive market, how speed-to-lead can make or break your ability to convert inquiries, and why most practices lose opportunities due to weak follow-up systems. The conversation also highlights the importance of confirming appointments properly and the critical role treatment coordinators play in turning leads into starts. If your practice is generating leads but not seeing real growth, this episode will help you identify what's missing and where to improve.What You'll Learn:Why orthodontic marketing is “pay-to-play” and how the right budget impacts visibility and resultsHow competitor research helps determine effective ad spend and positioningWhat “speed-to-lead” is and why responding within minutes increases conversionsThe importance of multi-touch follow-up and confirming (not just reminding) appointments to reduce no-showsWhy treatment coordinators and internal team alignment are critical to turning leads into startsAbout John Iuzzini John Iuzzini is the Director of Accounts at Ortho Marketing, where he leads the Account Management Team and oversees day-to-day operations to ensure clients receive the best experience possible. With a passion for client satisfaction and operational excellence, John is dedicated to driving results and fostering strong, lasting relationships with the orthodontic and dental practices Ortho Marketing serves. Outside of work, John is a devoted family man who enjoys spending time with his wife and two sons. He's also an avid cook and passionate musician, always finding creativity both in the kitchen and through music.Be our next guest or elevate your practice: https://orthomarketing.com/contact-us/
AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary KayMiller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AIOverviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the QR code and request a free AI Visibility Audit.WHAT YOU'LL LEARNWhy showing up in AI results today does not mean you are safe tomorrow (the "false security" problem)The shift from rankings to recommendations and what that means for orthodontic marketingA quick AI readiness self-check any practice can run in 10 minutesWhat AI engines actually look for: content depth, trust signals, structured authority, review dataWhy the average orthodontic practice scores below 40 out of 100 on AI visibilityHow KAL™ audits, optimizes, and monitors your practice across AI search platformsWhy early movers in any market will lock out competitors who waitKEY QUOTE"Early adopters will have a decided advantage." — Mary Kay Miller, Kaleidoscope AI™ABOUT THE GUESTSMary Kay Miller is Owner and CEO of Kaleidoscope AI™, the digital marketing agency widely credited with introducing SEO to the orthodontic industry nearly two decades ago. She leads the development of KAL™, the AI Growth System purpose-built for orthodontic and dental practices. Jeff Slater is VP of Operations at Kaleidoscope AI™, where he leads client services and the rollout of KAL™ across the orthodontic industry.CONNECT WITH KALEIDOSCOPE AI™Website: https://kaldental.aiFree AI Visibility Audit: https://kaldental.ai/auditRESOURCES MENTIONED- The AI Referral Shift (blog):[https://kaldental.ai/ai-rreferral-shift-orthodontists-2026/]- KAL AI Visibility Guide (free download):[https://kaldental.ai/ai-visibility-guide/]CHAPTERS00:00 Introduction02:20 A new AI audit coming to AAO 202605:48 From rankings to recommendations08:54 Quick AI readiness self-check12:32 Website content and trust signals16:22 Showing up now isn't enough23:18 What AI looks for next27:01 Review data and trust29:00 Authority and site structure31:28 The KAL™ Audit System38:44 SEO vs. AI visibility43:00 Startup advantage and speed44:35 How to contact Kaleidoscope A™ and request a KAL™ auditSPONSORSGreyFinch: https://greyfinch.com/jillallen/A-Dec: https://www.a-dec.com/orthodonticsSmileSuite: https://getsmilesuite.com/EPISODE CREDITSHosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
I've had hundreds of conversations with orthodontists about DSOs, OSOs, and private equity—and here's the truth: most of you are making decisions based on incomplete, outdated, or just plain wrong information. In this episode, I sit down with Connor Jorgensen, Director at Tusk Practice Sales, to cut through the noise and talk about what's actually happening in today's market.If you've ever wondered what your practice is worth, how equity really works, or whether you're leaving money (or opportunity) on the table… This episode will give you clarity—and probably challenge a few assumptions along the way.Quotes“When someone tells you you're going to get a 5–7x return on your equity… that's unrealistic. If you're making decisions based on that, you need to run for the hills.” — Connor Jorgensen“If you're going to count DSO equity as zero, then you have to count your private practice as zero too. You're just trading one form of equity for another.” — Connor JorgensenKey TakeawaysIntro (00:00)Why “just say no to DSOs” is bad advice (00:16)Connor's background and insider perspective (04:08)OSO vs DSO vs multi-specialty: what actually matters (06:24)How brokers work—and who they really represent (09:09)Equity vs cash: what orthodontists misunderstand (11:19)Why 5–7x equity claims are misleading (13:12)The biggest mistake advisors make about equity value (16:18)Why selling often beats holding long-term (18:07)How OSOs improve profitability overnight (24:55)Cultural myths: what really happens after you sell (28:02)Why education—not opinion—should drive your decision (29:57)Additional ResourcesConnor and the team at Tusk Practice Sales will walk you through a complimentary orthodontic valuation analysis—no pressure, no obligation, just real numbers and real insight so you can make the right decision for your future.
What if I told you the smartest way to approach airway isn't to become the hero in the room — it's to become the gatekeeper who knows exactly when, where, and how to refer?In this episode of 5 Minute Friday, I tackle one of the most polarizing conversations in orthodontics: airway and sleep-disordered breathing. There's so much noise, ego, and misinformation around this topic that a lot of orthodontists either jump in too aggressively or back away completely. My take is simple: neither extreme serves patients well. We don't need to diagnose everything ourselves — but we do need to know enough to recognize red flags, evaluate the orthodontic pieces we are responsible for, and collaborate with the right interdisciplinary team.Quotes“We are part of a bigger puzzle. We're just one piece and if we work together with the science and our referral base, we'll be able to treat people really, really well.” — Dr. Glenn Krieger“We need to be gatekeepers and we need to work with ENTs and oral surgeons and myofunctional therapists and pediatric dentists.” — Dr. Glenn KriegerKey TakeawaysIntro (00:00)Why the airway conversation has become so overblown in orthodontics (00:25)Why orthodontists should be gatekeepers — not lone diagnosticians (00:46)The real problem with extreme pro-airway vs. anti-airway positions (02:17)How to use symptoms, occlusion, anatomy, and CBCT responsibly (04:55)When to treat the occlusion and when to refer to the interdisciplinary team (06:11)Why ENTs, oral surgeons, myofunctional therapists, and radiologists matter (06:32)What Dr. Krieger's Scottsdale airway course will teach orthodontists and teams (06:43)Why collaborative care creates better outcomes than ideology ever will (08:24)A real example of how orthodontic-ENT collaboration changed a child's life (10:08)Additional ResourcesI've seen firsthand how airway and sleep-disordered breathing can become one of the most rewarding parts of an orthodontic practice — but only when we stay in our lane, know what we're looking at, and work with the right team. If you want to learn how to evaluate these cases more thoughtfully, collaborate more effectively, and treat patients with greater confidence, keep an eye out for the upcoming airway and sleep-disordered breathing meeting in Scottsdale. And if you want to learn more about Orthopreneurs RD, message me directly.Register for the Make More Money Meeting: https://ortho4m.com/home - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/
“IT is not set it and forget it.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ensure smooth operations. Jordan highlights the need for tailored IT infrastructure, including cabling and network security, to support practice growth. He also explores the differences between cloud-based and server-based management software, emphasizing the importance of network security to ensure a practice's long-term success. The episode covers ongoing cybersecurity best practices, such as Zero Trust architecture, and the benefits of proactive IT support models. Connect With Our Guest Cornerstone Computer Solutions - https://cstonesolutions.net/ Takeaways Start IT planning during the startup phase to avoid delays and save money.Tailor your IT setup, including cabling and security, to fit your practice's needs and growth.Understand the differences between cloud-based and server-based software for better security.Wired connections can provide from reliable internet than Wi-Fi.Implement ongoing cybersecurity measures like “Zero Trust” architecture.Regularly assess your current IT systems to identify vulnerabilities and upgrade safely.Opt for proactive over “reactive” IT support models to minimize downtime and enhance efficiency.Chapters 00:00 Introduction02:46 Startup Tech Priorities05:08 Four Phases of IT06:49 Engage IT Early09:24 Launch and Support12:51 Cloud Networks and Cabling17:55 Internet Speed and Redundancy23:24 Downtime in Established Practices29:30 Proactive vs Reactive IT31:50 Monitoring Standards Explained34:57 Cybersecurity Zero Trust37:17 Startup Budget Options40:43 IT Red Flags Checklist 44:21 Contact Cornerstone Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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 don't have to be physically connected to something that's in your office." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advancements in cloud-based solutions, particularly with Cloud 9. The conversation highlights how AI and industry shifts are reshaping the landscape of orthodontics, offering new opportunities for efficiency and growth. Reid and Kevin stress the importance of continuous training and consultation to ensure successful technology adoption. Connect With Our Guest Planet DDS - https://www.planetdds.com/ Takeaways Reid started Orthotrac, which served a pioneering role in ortho software since the 1980s.There's been a shift from traditional to cloud-based systems.Cloud 9, now part of Planet DDS, has been at the forefront of cloud-based solutions.Cloud technology can reduce cost and improve accessibility.AI has a growing influence in scheduling, documentation, and financial management.Integrated software ecosystems can benefit multi-specialty practices.Continuous training and consultation is essential in new technology adoption.Chapters 00:00 Introduction02:06 Reid Simmons' Journey07:35 Kevin Simmons' Journey11:01 Planet DDS Merger Vision15:44 Industry Shifts Since 201024:30 AI and API Ecosystems26:48 AI Beyond Email Hacks27:50 Transcription to Treatment Plans29:09 Roadmap Driven by Customers30:54 True Cloud Explained36:18 Next Five Years of Tech38:28 Training and Staying Current41:52 Where to Learn More Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
The future of orthodontics is becoming fully digital and AI is playing a central role. In this episode of Ortho Marketing, host Dean Steinman sits down with orthodontist, inventor, and Celebrace founder Dr. Mehdi Peikar to explore how AI-driven systems and custom digital braces are transforming the way orthodontic treatment is planned and delivered. Dr. Peikar breaks down how AI is used throughout the workflow from scanning and tooth identification to treatment planning and bracket design and how fully customized, 3D-printed brackets are evolving beyond traditional “one-size-fits-all” approaches. He also shares how adopting digital technology can improve efficiency, reduce guesswork, and help practices stand out in a competitive market. If you want to understand where orthodontics is headed and how to stay ahead of rapid technological change, this episode is a must-listen!What You'll Learn:How AI is used in orthodontics from scanning to treatment planningThe limitations of traditional “one-size-fits-all” bracesHow fully customized brackets improve precision and efficiencyThe role of digital workflows in modern orthodontic practicesHow AI assists with diagnosis, segmentation, and treatment designWhy adopting new technology can help practices stand outKey trends shaping the future of orthodontics and digital treatmentAbout Mehdi PeikarDr. Mehdi Peikar is an orthodontist, inventor, and founder of Celebrace, the world's first fully digital, AI-driven custom fixed orthodontic system. He holds a PhD in Biomechanics from Johns Hopkins University, a Master's in Quantum Mechanics and Condensed Matter from the University of Illinois, and completed his orthodontic residency at UCLA. Dr. Peikar holds more than 60 patents and previously invented the Independent Mover technology (Brius/Brava). He now leads Celebrace in developing fully customized brackets and digital bonding trays to bring precision engineering into orthodontics.Learn more about Celebrace: https://celebrace.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/
The future of orthodontics is becoming fully digital and AI is playing a central role. In this episode of Ortho Marketing, host Dean Steinman sits down with orthodontist, inventor, and Celebrace founder Dr. Mehdi Peikar to explore how AI-driven systems and custom digital braces are transforming the way orthodontic treatment is planned and delivered. Dr. Peikar breaks down how AI is used throughout the workflow from scanning and tooth identification to treatment planning and bracket design and how fully customized, 3D-printed brackets are evolving beyond traditional “one-size-fits-all” approaches. He also shares how adopting digital technology can improve efficiency, reduce guesswork, and help practices stand out in a competitive market. If you want to understand where orthodontics is headed and how to stay ahead of rapid technological change, this episode is a must-listen!What You'll Learn:How AI is used in orthodontics from scanning to treatment planningThe limitations of traditional “one-size-fits-all” bracesHow fully customized brackets improve precision and efficiencyThe role of digital workflows in modern orthodontic practicesHow AI assists with diagnosis, segmentation, and treatment designWhy adopting new technology can help practices stand outKey trends shaping the future of orthodontics and digital treatmentAbout Mehdi PeikarDr. Mehdi Peikar is an orthodontist, inventor, and founder of Celebrace, the world's first fully digital, AI-driven custom fixed orthodontic system. He holds a PhD in Biomechanics from Johns Hopkins University, a Master's in Quantum Mechanics and Condensed Matter from the University of Illinois, and completed his orthodontic residency at UCLA. Dr. Peikar holds more than 60 patents and previously invented the Independent Mover technology (Brius/Brava). He now leads Celebrace in developing fully customized brackets and digital bonding trays to bring precision engineering into orthodontics.Learn more about Celebrace: https://celebrace.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/
"Digital is here, it's not the future.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care. Connect With Our Guest Solventum - https://www.solventum.com/en-us/home/ Takeaways Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics.Implementing practice systems and digital workflows is crucial for improving efficiency and patient care.Startups have a unique advantage in adopting advanced systems early in their development.Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions.Emphasizing value per visit rather than cost can lead to better practice outcomes.The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models.Chapters 00:00 Introduction01:39 Marylee's Career Journey07:54 From 3M to Solventum11:28 Solventum Name Explained15:36 Systems Over Products18:00 Bonding Efficiency Examples22:04 Startup Practice Advantage25:21 Startup Systems Matter26:47 Digital Shift Explained28:24 Four Pillars of Digital30:38 Patient Monitoring Mindset32:15 Differentiating With Tech35:04 One Ecosystem Advantage38:26 Efficiency Over Headcount40:34 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
In this episode, I sit down with Kara Pfister, a speech-language pathologist and certified orofacial myofunctional therapist, to unpack one of the most misunderstood—and underutilized—areas in orthodontics: function. We break down what myofunctional therapy actually is, when you should be referring (and when you shouldn't), and why working without a team is one of the biggest mistakes you can make in modern orthodontics.If you've ever wondered why some cases relapse, why certain patients struggle with expansion or open bites, or how to actually build a referral network that improves outcomes—not just checkboxes—this episode will give you practical, real-world insight you can apply immediately. More importantly, it might completely change how you view your role as an orthodontist—not just as a tooth mover, but as a gatekeeper for long-term function and health.Quotes“We're not just fixing speech—we're often preventing bigger problems before they even start.” — Kara Pfister“If they release the tongue without addressing function… it's like doing surgery on a hip and expecting someone to just walk again.” — Kara PfisterKey TakeawaysIntro (00:00)Why orthodontists must act as “gatekeepers” for function (00:30)What a myofunctional therapist actually does (01:17)Why most speech issues aren't being caught early enough (02:46)The real causes: airway, tongue tie, and oral habits (14:35)Why school speech screenings often miss these problems (13:04)How to identify when to refer (31:22)The truth about tongue ties—when they matter (29:53)Why releasing a tongue tie without therapy fails (30:58)Expansion vs. tongue tie timing—what comes first (36:17)How improper function leads to relapse (34:49)Building a referral team that actually works (40:51)Where to find qualified myofunctional therapists (44:11)Additional ResourcesIf you're serious about improving outcomes—not just finishing cases—you need to stop working in isolation.Start by building your team:Find a qualified myofunctional therapist through https://iaom.com (International Association of Orofacial Myology)Connect with specialists (ENTs, oral surgeons, therapists) who share your philosophyAnd if you want to reach Kara directly:
"Women are creating more wealth than ever before" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways $70-90 trillion of wealth will be transferred over 20 yearsWomen will become the primary wealth holders and creators of new wealthThe demographics of inheritors is shiftingTechnology and social media influence financial literacy and investment approaches for new generationsConversations about wealth, purpose, and values are essential to ensure smooth successionThe value of financial education from an early age and ongoing communication within familiesInherited wealth is often rapidly lostFamilies can prepare for this transfer to approach it with confidence and purposeChapters 00:00 Introduction03:36 Why Money Talk Matters04:56 Great Wealth Transfer07:56 Next Gen Wealth Shift11:04 Small Habits Big Wealth13:17 How Women Invest Differently16:48 Confidence and Advisor Gaps21:29 Next Gen Tech Investing25:50 Why Wealth Disappears28:57 Start Money Talks30:44 Purpose Driven Planning33:10 Tech Versus Advisors35:23 Values To Strategy37:20 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
AAO membership delivers far more than most orthodontists realize, and the CEO of the American Association of Orthodontists, Trey Lawrence, is here to prove it. In this episode of the Golden Age of Orthodontics, Dr. Leon Klempner and Amy Epstein sit down with Trey to explore how the American Association of Orthodontists is evolving to meet today's most pressing challenges. From a powerful legal toolkit for new orthodontists to exclusive buying group benefits for 19,000 members, the AAO is fighting hard on multiple fronts. Trey breaks down the association's bold stance on AI in orthodontic treatment planning and why keeping the human in command is non-negotiable as technology reshapes the specialty.What You Will Learn In This Episode:AAO membership benefits extend well beyond continuing education. Trey walks through the new legal toolkit for orthodontists, including a contract guide designed to protect recent graduates from dangerous rookie mistakes in their first associate employment agreements.The AAO's human-in-command framework establishes that no AI treatment-planning tool should operate without a licensed clinician holding ultimate responsibility, thereby protecting both patient safety and the doctor-patient relationship.The AAO's consumer awareness program is actively shaping how AI-powered search and large language models like ChatGPT answer patient questions, ensuring that searches about orthodontic care consistently point toward board-certified orthodontists.Subscribe to the Golden Age of Orthodontics and our sister podcast, Practice Talk, hosted by Lacie Ellis, wherever you listen to stay updated on orthodontic innovation and real-world practice strategies. Visit People in Practice for more insights and to connect with our team for practice growth solutions.TIMESTAMPS: 00:00 Is AAO membership still worth the dues? Introduction of Trey Lawrence, CEO of the American Association of Orthodontists05:03 Trey details the AAO's new legal toolkit for orthodontists and how the associate contract guide protects new grads11:14 How the AAO is tackling rising orthodontic practice overhead through endorsed partnerships, cybersecurity, and 401 (k) benefits18:07 Trey explains the AAO's human-in-command policy and its AI in orthodontic treatment planning position paper24:30 The AAO's consumer awareness program and how it is influencing AI search engines to direct patients to orthodontists29:52 Trey addresses what orthodontists are telling him: concerns over general dentist competition and the state of orthodontic practice management36:54 A preview of the AAO annual session in Orlando, including the Universal Studios buyout and what members can expect from world-class CE and networkingKEY TAKEAWAYS: Signing an orthodontic associate employment agreement without fully understanding it is one of the costliest mistakes new graduates make. The AAO's contract guide provides critical commentary on every clause, including the warning that verbal promises from employers mean nothing once ownership changes hands.The AAO is proactively engaging with the FDA and state dental boards through a formal white paper on AI in orthodontics, ensuring regulators view the association as a trusted authority before harmful policies are enacted.General dentist competition in orthodontics is real, but Trey argues that orthodontists who embrace smart pricing strategies, remote monitoring, and digital efficiency will make choosing a specialist an obvious decision for the vast majority of patients.ABOUT THE GUEST: Trey Lawrence currently serves as Chief Executive Officer for the American Association of Orthodontists. Before assuming the CEO role in March 2024, Trey led the AAO's Legal and Advocacy teams as General Counsel for several years. Trey frequently discusses legal issues for orthodontic practices in podcast appearances, interviews, and articles, and he has conducted the AAO's Resident Legal Course at residency programs throughout the nation for the past five years. Trey has also shared legal information and resources with orthodontists and practices through his Instagram account, @theorthattorney. Before joining the AAO in 2018, Trey spent nearly 20 years in law practice with Thompson Coburn LLP, a law firm of approximately 600 attorneys based in St. Louis with offices across the United States. Trey received his law degree from Washington University in St. Louis and a master's degree from Harvard University.AAO Legal ToolkitRESOURCES MENTIONED:People + Practice - Website Practice TalkDr. Leon Klempner - People + Practice
"AI will make staff more efficient, not replace them." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways AI is streamlining practice management and patient interactionData security with AI is essentialGreyfinch is on the forefront of new AI featuresEffective payment strategies and compliance can impact a practice's financial healthNew practices should focus on building strong foundationsAutomation and outsourcing for efficiencyCloud vs. server-based solutions vary depending on the practiceBalancing work and personal productivityEmbracing change and continuous learningChapters 00:00 Introduction03:05 AI in Ortho Today05:57 AI Native in Greyfinch09:36 Payments and Surcharging12:27 Surcharge Rules by State14:34 Reducing Fees Without Losing Patients21:49 Startup Practice Mindset24:37 Spend Smart and Build Your Brand26:53 Learn Beyond Your Industry28:29 Find the Right Whos30:51 Workflow Automation Reality34:56 Personal Time Optimization38:35 Cloud Versus Server Software43:33 Greyfinch Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
“Focus on your practice as a brand.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/ SmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market. Connect With Our Guest WildSmiles Braces - https://www.wildsmilesbraces.com/ Takeaways Focus on treating patients under 14 to build long-term relationships.Enhance satisfaction and loyalty through personalized care.Establish a strong brand for premium pricing and differentiation.Use fun brace designs can attract young patients and build engagement.Ensure team buy-in for successful implementation of new approaches.Leverage tech and social media to add value and improve outcomes.Positioning your practice as a brand, not just a service, can create greater loyalty.Watch trends to focus on branding and patient-centered care for future success.Chapters 00:00 Introduction03:46 WildSmiles Evolution04:41 Why Under 14 Matters09:47 Branding Beyond Fees12:50 Engaging the Ops Pool14:56 Brackets vs Experience19:22 Add Value During Observation22:53 Boosting Observation Conversions24:55 Overcoming Team Resistance26:02 CEO Mindset and Market Defense29:54 Training the Whole Team33:28 How to Contact WildSmiles Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
"Patient care is the biggest focus." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners. Connect With Our Guest CFS Dental Division - https://www.cfsdentaldivision.com Takeaways CFS Dental Division provides comprehensive financial services for orthodontic professionals.It's essential to assess what to do next after a successful startup.Expanding a practice can involve hiring associates or opening new locations.Maintaining patient care quality is crucial when managing multiple locations.Insurance policies must be updated to cover new locations and associates.Investing in real estate can provide long-term financial benefits for practice owners.Training associates is vital to ensure consistent patient care and experience.Younger practice owners often exhibit more drive and ambition.Continuous learning and adaptation are key to success in the dental industry.Paying attention to small details can significantly impact overall practice success.Chapters 00:00 Introduction03:30 Right-Sizing Insurance Needs05:27 Expansion Paths and Examples08:09 Second Location Deep Dive13:09 Coverage for Multi-Location Teams18:32 Real Estate and Owning Your Space21:36 Associates And Patient Experience23:10 Training Culture And CE25:57 Leadership As A Skill27:22 Traits Of Successful Owners29:53 Work Hard And Build Wealth31:05 Contact infoEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
I know this episode may ruffle feathers. That's okay. If you've ever felt skeptical about sleep and airway, overwhelmed by the noise online, or frustrated by sensational claims from bad actors — this conversation is for you.In this episode, I sit down with Dr. Anil Rama — neurologist and Stanford-trained sleep medicine physician — to zoom out and look at the bigger picture. Not from an orthodontic silo. Not from a social media debate. But from a multidisciplinary, science-based lens.Quotes“Sleep apnea isn't the disease — it's often the symptom of something bigger.”— Dr. Anil Rama“If orthodontists don't step into this space responsibly, someone else will — and they may not understand craniofacial growth the way we do.”— Dr. Glenn KriegerKey TakeawaysWhy this conversation requires an open mindSleep apnea as a symptom — not just a diagnosis (07:01)The orthodontist's role: quarterback or team member? (09:26)Why expansion alone is never the whole answer (14:19)The danger of practicing in silos (24:35)How a WatchPAT test can transform your diagnostic awareness (41:19)Why many ENTs still miss airway-driven sleep issues (44:51)The brain impact of sleep-disordered breathing (34:03)Why humility — not ego — moves this field forward (59:14)Additional Resources
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Send a textClick here: Learn More & Register for NPG Iconic ... The Greatest Leadership & Culture Event Ever Created for Orthodontists Click here: Schedule an Online Consultation with our Podcast Host and Founder & CEO, of New Patient Group, Brian WrightListen to Brian Wright on Dr. Glenn Krieger's OrthoPreneur Podcast https://podcasts.apple.com/us/podcast/the-orthopreneurs-podcast-with-dr-glenn-krieger/id1446375553?i=1000751184177Thank you to our Sponsorshttps://newpatientgroup.comhttps://wrightchat.comQuotas get checked off. Legacies get talked about for years. We're pulling back the curtain on why “good” numbers can coexist with low morale, vanishing initiative, and creeping turnover—and how to flip that dynamic by leading people, not spreadsheets.We start with a simple tale that's all too common: a top performer saves hundreds of hours with an automated workflow and gets dinged for being five minutes late. That's transactional leadership in a nutshell—an exchange of time for money and compliance for praise—efficient in the short term and corrosive over time. From there, we unpack the traits of transactional cultures: rigid rules, quarterly thinking, burnout, and a blind spot for investments that free time and lift quality. Then we go deeper into transformational leadership, where recognition, opportunity, and mentorship replace micromanagement, and where initiatives that challenge “how we've always done it” get a genuine pilot, not a polite burial.You'll hear why Howard Schultz refused to cut healthcare for part-time partners at Starbucks—despite a $300M “savings”—and how that choice slashed turnover and compounded loyalty. We contrast that with Blockbuster's fixation on late fees, a classic data-trap that protected today's slice while forfeiting tomorrow's market. We also rewrite our opening story with a different leader, one who sets aside the keyboard, studies the idea, and gives the innovator a platform to teach. The result isn't a one-time spike; it's a culture shift from renters to owners.Along the way, we share scenario drills you can use right now: how to respond to a missed deadline, test a bold policy change, staff an emergency weekend without bribery, and run an annual review that charts a three-year path. Expect clear, practical takeaways rooted in leadership fundamentals—individualized consideration, intellectual stimulation, inspirational motivation, and modeling the behavior you want repeated.If you're ready to retain great people, attract better ones, and build a patient or customer experience that keeps winning, hit play. Then share this with a manager who still thinks bonuses are the only lever. Subscribe, leave a quick review, and tell us: which habit are you changing first?
"Cash is king." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending. Connect With Our Guest Provide - https://www.getprovide.com/ Takeaways The trend of orthodontists investing in commercial real estate is on the rise.Startup loans are evolving with more options like SBA loans.Understanding the financial landscape is crucial for new practitioners.The Jumpstart Loan can help acquire declining practices effectively.Cash flow management is essential for practice sustainability.Building a strong financial team is key to successful financing.Credit scores play a significant role in loan approvals.Avoid aggressive debt repayment that affects liquidity.Leverage practice equity for real estate purchases.Ground-up construction financing is viable for new practices.Chapters 00:00 Introduction04:15 Why Own Real Estate08:10 SBA Path for Startups11:43 Lease vs Buy Math14:07 Buying Declining Practices16:22 Jumpstart Loan Explained20:01 Getting Loan Ready23:09 Liquidity and Guarantors27:10 Credit Score Hurdles28:20 Liquidity vs Debt Mistakes31:59 Ground Up Construction Loans35:14 Using Practice Equity37:15 Contact Info & Closing Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
"Track it from day one." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners. Connect With Our Guest The Wyrick Outlook - https://thewyrickoutlook.com/ Takeaways Megan and her sister Brittany started in orthodontics at a young age.They created an insurance course to help practices navigate insurance billing.The business has expanded to offer multiple courses for various office roles.Practices should be selective about which insurance networks to join.Lifetime maximums can be misunderstood; verification is crucial.Timely filing limits are tightening, impacting cash flow.Insurance companies often request additional information, which has its own deadlines.Technology can aid in claims submission, but traditional methods may still be necessary.Team accountability in insurance management is essential for practice health.Younger doctors are more hands-on with financial management than previous generations.Chapters 00:00 Introduction03:35 When to Outsource Insurance Billing06:18 Pros and Cons of Being In-Network11:07 Lifetime Maximums 101 + The Two-Step Verification Rule13:29 Avoiding Costly Benefit Quote Errors16:51 Timely Filing, Cash Flow, and Patient Trust23:37 Responding Fast to Info Requests & Denials24:31 Digital Portals vs Snail Mail26:43 Protecting Doctor Authority28:42 In-Network vs Out-of-Network Example31:14 Team Accountability in Billing34:40 Know Your Numbers38:12 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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!
Running a successful orthodontic practice doesn't mean you need to control everything. In fact, the more you try to do that, the more you risk losing team members, burning out, and stunting your growth. In this episode, I'm pulling back the curtain on how I've transformed my management style over the years—and how letting go has made me a better leader, clinician, and business owner.I'll walk you through the exact approach I use today, including how we build systems without me being at the center of every decision. If you've ever felt overwhelmed trying to oversee every part of your practice—or you've struggled with team accountability—this one's for you. You'll walk away with a practical framework to create a culture of ownership, while giving your team the tools and authority to thrive.If you want to stop micromanaging and start scaling, this might be your wake-up call.Quotes“If you want to take home seven figures a year from your practice, then you gotta work at it—and that means letting go.”— Dr. Glenn Krieger“There are two kinds of problems in this world: my problem, and not my problem. I'll help you solve your problem—but it's still not my problem.” — Dr. Glenn KriegerKey TakeawaysIntro (00:00) — How I used to micromanage—and why it failed.(01:30) — My evolution from control freak to team enabler.(03:00) — Why your org chart matters more than your to-do list.(04:50) — Empowering your team to own their systems and policies.(05:30) — The two kinds of problems: “My problem” and “not my problem.”(06:45) — How to build one high-impact system per team member in 90 days.(08:00) — The true cost of micromanagement (it's higher than you think).Additional ResourcesIf you've been feeling stretched thin in your practice or you know you're spending too much time managing instead of leading, start by building that org chart. Sit down with your team, hand out real ownership, and step back from the day-to-day. Let your systems—and your people—work for you.And if this episode sparked something for you, send me a message. I love hearing how these ideas show up in your practice.Register for Ortho Vanguard: https://www.opvanguard.com - For more information, visit: https://orthopreneurs.com/- Join our FREE Facebook group here: https://www.facebook.com/groups/
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