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"None of us is as smart as all of us." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Tina discuss the complexities of insurance billing in orthodontics, emphasizing the importance of understanding diagnostic codes, strategic billing practices, and the need for continuous education in a rapidly changing insurance landscape. They provide insights for startup practices on navigating insurance networks and maximizing reimbursements while maintaining compliance and effective patient communication. In this conversation, Jill and Tina Byrne delve into the complexities of navigating insurance in dental practices, emphasizing the importance of understanding the business aspect of insurance, the necessity of thorough verification processes, and the innovative solutions like IMAX that can aid practices. They also discuss the ongoing need for education in the field and the resources available for practitioners. Connect With Our Guest Tina Byrne's iMaxX - https://imaxx.startmoresmiles.com/ Takeaways A lot of money is left on the table when billing insurance.Strategic thinking is essential in navigating insurance billing.Changing language around billing can improve patient understanding.Complacency in insurance practices can lead to missed opportunities.Understanding diagnostic codes is crucial for maximizing reimbursements.Continuous education is necessary to keep up with insurance changes.Startups should do thorough research before deciding on insurance networks.Using third-party administrators can improve fee schedules.Documentation is key for successful insurance claims.Consistency in billing practices is vital for compliance. You cannot just black or white or react to something.Insurance is a business, not a benefit for people.Verification has become a significant part of the process.IMAX was a huge undertaking for the company.Ongoing education is crucial in the insurance field.A massage chair should be a standard perk in workplaces.COVID has changed the way we do business.Managing people can be challenging as one advances in their career.None of us is as smart as all of us in consulting.The insurance landscape is constantly evolving.Chapters 00:00 Maximizing Insurance Billing Opportunities06:04 Understanding Diagnostic Procedures and Codes12:02 Staying Informed in a Changing Insurance Landscape17:20 Advice for Startups Navigating Insurance20:37 Navigating Insurance Challenges in Dental Practices22:41 Understanding the Business of Insurance24:10 The Importance of Verification in Insurance Claims26:56 IMAX: A Solution for Insurance Management30:47 The Need for Ongoing Education in Insurance Practices31:18 Connecting with Tina Byrne: Resources and Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
In this episode of The Burleson Box, Dustin Burleson speaks with Steve Anderson about his book The Bezos Letters: 14 Principles to Grow Your Business Like Amazon. Listeners will discover key principles and lessons from Amazon founder Jeff Bezos's annual shareholder letters, breaking down Amazon's journey to becoming one of the world's most valuable companies. The book identifies Bezos's strategies and provides insights into Amazon's success, organized around fourteen "Growth Principles" within four broad themes:Experiment and Embrace Failure: Amazon uses a culture of experimentation and “successful failures” to foster innovation and pursue big, transformative ideas.Obsess Over Customers and Think Long-Term: Prioritizing customer needs and maintaining a long-term focus drive sustainable growth and loyalty.Simplify Complexity and Leverage Technology: Amazon aims to make processes simpler and more efficient through technology, creating time-saving solutions.Maintain a Startup Mindset and Embrace Bold Risks: Amazon's “Day 1” mentality and willingness to take significant risks keep the company agile and prepared for future opportunities.Links:Learn more about TheBezosLetters.comFollow Steve Anderson on LinkedInGet your copy of The Bezos Letters***The Burleson Box is brought to you by OrthoFi:You know orthodontics, we know how to grow your practice. Start More Smiles with OrthoFi.OrthoFi is the industry-leading solution for patient acquisition, insurance management, and patient collections. Our end-to-end software and services help practices achieve dynamic growth, balanced cash flow, and smoother operations.OrthoFi's practices experience a 2.25 times higher same-day conversion rate compared to the industry average, thanks to our expertise in same-day contracts. We take on the full burden of managing patient onboarding, collections, and insurance processing, allowing your team to focus on delivering best-in-class service.Our comprehensive 180-day collection protocol sets the gold standard for delinquency management, achieving an average net collection rate of 98%.Dr. Tara Gostovich of TG Orthodontics shared:"I feel like the cost is less than a staff member, but yet you have an entire team. So, I don't look at the cost of OrthoFi as it's too expensive. It's too expensive to not have it."Learn more today at StartMoreSmiles.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
In this episode of The Burleson Box, Dustin Burleson sits down with Francesca Sipma, a breathwork coach, entrepreneur, and creator of Hypno Breathwork. Francesca shares her journey from the corporate world to becoming a leading figure in breathwork, detailing how it has helped her and countless others unlock their full potential. Her new book, Unblock Your Purpose, dives into healing past traumas, aligning with the present, and creating a purposeful future.Key Topics:The power of breathwork and its physiological effectsHow Hypno Breathwork combines breathwork, hypnosis, and visioningOvercoming skepticism about breathwork with scientific backing from research at StanfordHow breathwork can help release subconscious blocks and improve decision-makingThe role of intuition in achieving a flow statePractical examples of how breathwork can transform personal and professional livesLinks:Learn more about Francesca SipmaFollow Francesca on Instagram: @FrancescaSipmaGet your copy of Unblock Your Purpose***The Burleson Box is brought to you by OrthoFi:You know orthodontics, we know how to grow your practice. Start More Smiles with OrthoFi.OrthoFi is the industry-leading solution for patient acquisition, insurance management, and patient collections. Our end-to-end software and services help practices achieve dynamic growth, balanced cash flow, and smoother operations.OrthoFi's practices experience a 2.25 times higher same-day conversion rate compared to the industry average, thanks to our expertise in same-day contracts. We take on the full burden of managing patient onboarding, collections, and insurance processing, allowing your team to focus on delivering best-in-class service.Our comprehensive 180-day collection protocol sets the gold standard for delinquency management, achieving an average net collection rate of 98%.Dr. Tara Gostovich of TG Orthodontics shared:"I feel like the cost is less than a staff member, but yet you have an entire team. So, I don't look at the cost of OrthoFi as it's too expensive. It's too expensive to not have it."Learn more today at StartMoreSmiles.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
Justin Coke, CEO of 7 to 7 Dental & Kevin Gladstone, Director of National Accounts of OrthoFI discuss orthodontics and adding specialty dentistry to your dental group. Justin and Kevin focus on: Patient volume & treatment acceptance Current business conditions Financing ortho treatment Ortho business & clinical metrics Much more To learn more about OrthoFi's patient acquisition, RCM and data & analytics solutions visit - https://startmoresmiles.com/ You can reach Kevin Gladstone - kevin.gladstone@orthofi.com To learn more about 7 to 7 Dental visit - https://www.7to7dental.com/ You can reach Justin Coke - jcoke@7to7dental.com
In this episode of The Burleson Box, we sit down with Dr. Ben Fishbein, a powerhouse in the orthodontic world, founder of Fishbein Orthodontics, and the driving force behind Fishbein Fundamentals. With nine offices and a track record of exceptional patient care and practice growth, Dr. Fishbein has transformed the business of orthodontics. We dive deep into his journey, from expanding his practice to delegating effectively, and the importance of knowing what you truly want before pursuing growth.Dr. Fishbein also shares insights into the Fishbein Foundation and their community work, providing free orthodontic care to children who need it most. His dedication to growth, both professionally and philanthropically, is truly inspiring. Whether you're a dentist, orthodontist, or practice manager, you'll walk away with actionable takeaways on building a successful practice and giving back to your community.Key Topics:Dr. Ben Fishbein's journey from a single practice to nine officesThe challenges and strategies of rapid practice growthDelegation: The art of trusting your teamThe Fishbein Foundation's impact on the communityFishbein Fundamentals and its role in teaching othersAdvice for hiring associates and expanding your teamLinks:Learn more about Fishbein Fundamentals: FishbeinFundamentals.comFollow Dr. Ben Fishbein on Instagram: @FishOrtho***The Burleson Box is brought to you by OrthoFi:You know orthodontics, we know how to grow your practice. Start More Smiles with OrthoFi.OrthoFi is the industry-leading solution for patient acquisition, insurance management, and patient collections. Our end-to-end software and services help practices achieve dynamic growth, balanced cash flow, and smoother operations.OrthoFi's practices experience a 2.25 times higher same-day conversion rate compared to the industry average, thanks to our expertise in same-day contracts. We take on the full burden of managing patient onboarding, collections, and insurance processing, allowing your team to focus on delivering best-in-class service.Our comprehensive 180-day collection protocol sets the gold standard for delinquency management, achieving an average net collection rate of 98%.Dr. Tara Gostovich of TG Orthodontics shared:"I feel like the cost is less than a staff member, but yet you have an entire team. So, I don't look at the cost of OrthoFi as it's too expensive. It's too expensive to not have it."Learn more today at StartMoreSmiles.com*** Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
In this episode, Jake Puhl, CEO of The Dentist Entrepreneur Organization, hosts Kevin Gladstone, Director of Sales at OrthoFi, and Jay Hogan, Vice President and Co-Founder of PerfectFitOrtho. They discuss a powerful partnership aimed at helping dental practices offer more orthodontic care, streamline treatment plans, and simplify payment processes for patients. Kevin and Jay share how combining flexible financing with efficient workflows can boost case acceptance and profitability. If you're a dental entrepreneur looking to grow your ortho cases and enhance patient satisfaction, this episode is for you!
In this episode of The Burleson Box, Dr. Dustin Burleson sits down with Dr. Rooz Khosravi, a trailblazer in digital orthodontics and interdisciplinary treatment planning. Dr. Khosravi shares insights from his years of experience in implementing digital solutions within orthodontic practices, discussing how digital tools such as 3D printing and aligner therapy have revolutionized patient care. He emphasizes the critical role of collaboration between orthodontists and other dental specialists in delivering optimal treatment outcomes, noting how digital dentistry can simplify complex interdisciplinary cases.Listeners will hear about Dr. Khosravi's journey, from his early exposure to dentistry in his mother's practice to his cutting-edge work at PORTH Personalized Orthodontics, where he leads fully digital clinics. Dr. Khosravi also reflects on the barriers to adopting interdisciplinary care and how digital solutions can help overcome them, offering practical advice on integrating technology into everyday practice. Whether you are looking to enhance patient care or streamline operations, this conversation is packed with valuable takeaways for orthodontists, dentists, and anyone interested in the future of dental technology.Tune in for a deep dive into how technology is reshaping the field of orthodontics and interdisciplinary care, and learn how to implement these innovations in your own practice.***The Burleson Box is brought to you by OrthoFi:You know orthodontics, we know how to grow your practice. Start More Smiles with OrthoFi.OrthoFi is the industry-leading solution for patient acquisition, insurance management, and patient collections. Our end-to-end software and services help practices achieve dynamic growth, balanced cash flow, and smoother operations.OrthoFi's practices experience a 2.25 times higher same-day conversion rate compared to the industry average, thanks to our expertise in same-day contracts. We take on the full burden of managing patient onboarding, collections, and insurance processing, allowing your team to focus on delivering best-in-class service.Our comprehensive 180-day collection protocol sets the gold standard for delinquency management, achieving an average net collection rate of 98%.Dr. Tara Gostovich of TG Orthodontics shared:"I feel like the cost is less than a staff member, but yet you have an entire team. So, I don't look at the cost of OrthoFi as it's too expensive. It's too expensive to not have it."Learn more today at StartMoreSmiles.com***Resources Mentioned in the Episode with Dr. Rooz KhosraviAcademic Publications by Rooz Khosravi, DMD, PhDPORTH Personalized OrthodonticsUniversity of Washington Interdisciplinary Care ClinicSprintRay and FormLabsAmerican Academy of Dental Sleep MedicineEuropean Aligner Society ***Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
“We've got to stop thinking about ‘patients' and ‘case acceptance,' and start thinking about ‘human beings.'” ~Dr. Victoria Peterson Join Investment Grade Practices Podcast host Dr. Victoria Peterson as she sits down with Marla Merritt from AcceptCare, a leader in patient finance solutions. Together, they explore innovative strategies that can help your patients say “yes” to care, even in challenging economic times.
In this episode, I speak with Dr. Scott De Rossi about the questions that shape our personal and professional journeys. Our guest opens up about the reflective questions that have guided his path, offering a treasure trove of insights for anyone looking to evolve and grow.One of the most compelling aspects of the discussion revolves around the concept of mastery. Dr. De Rossi poses the question, "What mastery have I developed that I can offer?" This invites us to reflect on our unique skills and how they can be leveraged to make a meaningful impact. It's a call to recognize and hone our strengths, ensuring that we bring our best selves to every endeavor.Another pivotal question is, "What do I want my days to look like?" This isn't just about career aspirations but about envisioning a holistic life that brings joy and fulfillment. It's about balancing professional ambitions with personal happiness, and understanding the trade-offs we're willing to make. Dr. De Rossi emphasizes the importance of this balance, urging listeners to create a life that they won't look back on with regret.The episode also touches on the idea of continuous improvement. "What's getting better about my life?" is a question that encourages us to celebrate our progress, no matter how small. It's a reminder that growth is a journey, and every step forward is a victory.Perhaps the most profound question discussed is, "How do I tap into my purpose and my superpower?" Our guest shares the realization that his true strength lies in connecting people, ideas, and resources to advance health and education. This insight is a powerful testament to the impact of finding and harnessing one's unique abilities.By the end of the episode, listeners are left with a toolkit of questions that can guide their own journeys. Whether you're looking to advance in your career, improve your personal life, or make a difference in the world, these questions offer a roadmap to success.Tune in to this enlightening episode to discover how you can connect people, ideas, and resources to create positive change in health and education. It's a conversation that promises to inspire and empower you to tap into your own purpose and superpower.***The Burleson Box is brought to you by OrthoFi:You know orthodontics, we know how to grow your practice. Start More Smiles with OrthoFi.OrthoFi is the industry-leading solution for patient acquisition, insurance management, and patient collections. Our end-to-end software and services help practices achieve dynamic growth, balanced cash flow, and smoother operations.OrthoFi's practices experience a 2.25 times higher same-day conversion rate compared to the industry average, thanks to our expertise in same-day contracts. We take on the full burden of managing patient onboarding, collections, and insurance processing, allowing your team to focus on delivering best-in-class service.Our comprehensive 180-day collection protocol sets the gold standard for delinquency management, achieving an average net collection rate of 98%.Dr. Tara Gostovich of TG Orthodontics shared:"I feel like the cost is less than a staff member, but yet you have an entire team. So, I don't look at the cost of OrthoFi as it's too expensive. It's too expensive to not have it."Learn more today at StartMoreSmiles.com***Resources Mentioned in the Episode with Dr. Scott De Rossi:Friday Perspectives NewsletterSerendequity PartnersWorkman School of Dental Medicine***Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
Drawing from the largest data set of consumer buying habits in orthodontics, Reynolds and Gelles reveal a statistical approach to running a successful practice. Their system, developed with orthodontist Jeff Kozlowski and engineer Dave Ternan, eliminates guesswork and trial-and-error, setting a new gold standard for practice management.With insights from 430,000 patient starts and over $2.2 billion in production, the book demonstrates how data analytics can increase starts, production, and profits. Reynolds and Gelles provide practical steps to implement unique payment solutions, improve cash flow, streamline insurance processing, and more.If you're ready to transform your practice, "Level the Curve" is your key to unlocking greater efficiency and profitability. I'm excited to dig into the conversation today with Oliver Gelles.***The Burleson Box is brought to you by Retainer Club:Realize new revenue in your practice this year with Retainer Club! Upgrading your retainer program has never been more straightforward. Patients want online and easy. You want simple and profitable. Retainer Club gives you both. Built by dental professionals, Retainer Club's technology platform is built to manage everything about your retainer program including billing, retainer fulfillment, KPI data and more.Retainer Club's customized Smile Care Plan allows you to offer a flexible membership program that brings 5 new revenue streams to grow your practice. Retainer Club's platform gives patients access to easy, fast, affordable online retainer ordering 24/7, and regular retainer replacement without ever having to call your office.On average, a Smile Care Plan can increase your practice revenue by $100,000 annually. We have built our program with first-hand industry insights to support the needs of practices and DSOs from the ground up. From on-boarding and client success planning to tech-enabled marketing solutions to support new patient growth, Retainer Club has you covered. Get started today at RetainerClub.com***Resources Mentioned in the Episode with Oliver Gelles:Level the CurveStartMoreSmiles.com***Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, exclusive study guides, special edition books each quarter, powerpoint and keynote presentations and two tickets to Dustin Burleson's Annual Leadership Retreat.http://www.theburlesonbox.com/sign-up Stay Up to Date: Sign up for The Burleson Report, our weekly newsletter that is delivered each Sunday with timeless insight for life and private practice. Sign up here:http://www.theburlesonreport.com Follow Dustin Burleson, DDS, MBA at:http://www.burlesonseminars.com
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Treatment Coordinator BootCamp https://newpatientgroup.com/ortho-bootcamps/transform-your-treatment-coordinator-into-a-financial-expert/Dr. Marc Olsen and Brian Wright National Webinar https://us06web.zoom.us/webinar/register/5417133761301/WN_aI77kUvbRw-o0ggkWzkPhg#/registrationNPG Iconic Registration page https://newpatientgroup.com/npg-iconic/Embark on a quest for customer service mastery as we reveal the secrets to transforming your practice into a beacon of excellence. With the energy of our seventh season's launch still buzzing, we're taking cues from the rousing success of our AAO workshop. Feel the pulse of innovation and draw inspiration from our newest offering: a boot camp designed to perfect your approach to case and financial presentations. We're not just talking about the mechanics – we're fostering a culture where every patient encounter is an opportunity to shine, much like the United pilot in our story, where meticulous attention to detail leads to sky-high satisfaction.Oliver from OrthoFi joins us to share his wealth of knowledge, bridging the gap between theory and practice with actionable insights. Together, we unpack the essentials of delivering a standout patient experience consistently, mirroring the care and precision exemplified by the world's most attentive flight attendants. It's a journey through the heart of customer service, exploring the critical elements that set trailblazing practices apart from the rest. Tune in for a series that promises to equip you with the tools to make your brand synonymous with excellence, ensuring your place in the community as the gold standard in patient care.www.WrightChat.comWe answer your new patient phone calls, speak just like own your own employees, remote into your management software and schedule new patients according to your protocols. We can answer all your new patient phone calls or the new patient calls you are missing. We are a fully personalized new patient call answering concierge. All agents are USA based, highly trained and once you experience our service you will never go back. www.NewPatientGroup.com - The Patient Experience CompanyThe Future of Online Marketing and Practice Consulting. There are three essentials to operating a practice and a business at the highest of levels. We include them all under one roof to help you streamline them all. They include: 1) Leadership and Culture. 2) Team Training. 3) Online Marketing. Leadership and culture services all include business coaching, life coaching, career coaching for your team, and much more. Team training focuses on training your team on skill-sets that include sales, hospitality, customer service, verbiage, presentation, consumer psychology and more. We then teach them how to apply those skill-sets to the new patient phone call, new patient experience, digital workflow, treatment coordinator exam, doctor exam, financial case presentation, pending treatment, observation and also every consumer interaction they will have with patients that have bought treatment from you. Online marketing services include a fully personalized approach that customizes everything according to the vision you have and the business you want to be. Services include custom website design, search engine optimization, social media marketing and management, youtube video marketing, logo creation, professional blogging and more! Trusted by the Best: WrightChat and/or New Patient Group customers include:Dr. Stu FrostDr. Drew FerrisDr. Alyssa CarterDr. John GrahmDr. Regina BlevinsDr. Jep PaschalDr. Davi
Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, we have special guest Oliver Gelles from OrthoFi joining us on the show! In this episode, we highlight how data-driven strategies are reshaping patient financials and practice efficiency. From the transition to auto-pay systems to the strategic application of interest and flexible financing, we're unpacking how these changes not only align with current data but also significantly enhance patient satisfaction and practice growth. Let's jump in! Summary In this conversation, Jill interviews Oliver Gelles, the Chief Marketing Officer of OrthoFi. They discuss Oliver's background in the orthodontic industry and his journey with OrthoFi. They also talk about the insights and data gathered by OrthoFi on patient financials and flexible financing in orthodontic practices. They explore the evolution of payment methods in the industry and the benefits of offering flexible financing options. They also discuss the use of interest in payment plans and how it can be implemented in different stages of a practice's growth. In this conversation, Oliver Gelles and Jill discuss strategies for minimizing the growth benefit and increasing incentives for patients. They also explore the impact of the economy on adult starts and the difference in payment options for adult and child patients. They also discuss the importance of accurately allocating past-due AR and the potential for direct-to-consumer competition in the orthodontic industry. https://orthofi.com/https://www.facebook.com/OrthoFi/https://twitter.com/OrthoFihttps://www.linkedin.com/company/orthofihttps://www.youtube.com/c/OrthoFihttps://www.instagram.com/ortho_fi/ Takeaways Oliver Gelles has over 25 years of experience in the orthodontic industry and is currently the Chief Marketing Officer of OrthoFiOrthoFi has gathered valuable data on patient financials and flexible financing in orthodontic practicesFlexible financing options have become increasingly important in the industry, allowing patients to accept care and practices to growInterest in payment plans can be a valuable tool; it can provide incentives for patients to choose shorter plans and help practices manage cash flow and riskThe implementation of flexible financing options may vary depending on the stage of a practice's growth, with more conservative approaches recommended for startup practicesMinimize the growth benefit by changing incentives and adding more “carrot and stick”Adult patients require different treatment and persuasion strategiesThe economy and consumer perception impact adult startsAccurately allocate past due AR to improve financial performancePrepare for potential direct-to-consumer competition in the futureConnect With Our AdvertisersKaleidoscope - Orthodontic Digital MarketingGC Orthodontics - Manufacturing and Supply SalesSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00 Introduction and Background03:20 Insights and Data on Patient Financials07:44 The Evolution of Payment Methods09:39 The Benefits of Flexible Financing13:41 Implementing Interest in Payment Plans26:00 Maximizing Growth Benefit: Incentives and Strategies28:22 Understanding the Impact of the Economy on Adult Starts39:19 Improving Financial Performance through Accurate AR Allocation46:23 Preparing for Potential Direct-to-Consumer Competition Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits:Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
AAO MasterClass Registration https://startmoresmiles.com/aao-2024-masterclass/NPG Iconic Registration page https://newpatientgroup.com/npg-iconic/www.WrightChat.comWe answer your new patient phone calls, speak just like own your own employees, remote into your management software and schedule new patients according to your protocols. We can answer all your new patient phone calls or the new patient calls you are missing. We are a fully personalized new patient call answering concierge. All agents are USA based, highly trained and once you experience our service you will never go back. www.NewPatientGroup.comThe Future of Online Marketing and Practice Consulting. There are three essentials to operating a practice and a business at the highest of levels. We include them all under one roof to help you streamline them all. They include: 1) Leadership and Culture. 2) Team Training. 3) Online Marketing. Leadership and culture services all include business coaching, life coaching, career coaching for your team, and much more. Team training focuses on training your team on skill-sets that include sales, hospitality, customer service, verbiage, presentation, consumer psychology and more. We then teach them how to apply those skill-sets to the new patient phone call, new patient experience, digital workflow, treatment coordinator exam, doctor exam, financial case presentation, pending treatment, observation and also every consumer interaction they will have with patients that have bought treatment from you. Online marketing services include a fully personalized approach that customizes everything according to the vision you have and the business you want to be. Services include custom website design, search engine optimization, social media marketing and management, youtube video marketing, logo creation, professional blogging and more! Trusted by the Best: WrightChat and/or New Patient Group customers include:Dr. Stu FrostDr. Drew FerrisDr. Alyssa CarterDr. John GrahmDr. Regina BlevinsDr. Jep PaschalDr. David BoschkenDr. Bryn CooperDr. Jamie ReynoldsDr. Donna GalanteDr. Bob SkopekDr. Sean CarlsonDr. Boyd WhitlockToday's Podcast:Dive into an ocean of innovation with Dr. Bob Skopak as we explore the transformative world of Blue Ocean Orthodontics, where standing out isn't just an option—it's a necessity. Our latest fireside chat isn't your average orthodontic discussion; it's a revelation of how a clear vision and strategic outsourcing can lead to a thriving practice and personal fulfillment. Hear about the journey from conventional methods to a tech-empowered, team-oriented practice that still honors the essence of healthcare provision.Orthodontics is evolving, and we're here to guide you through its tides of change. From amusing tales that lighten the mood, we navigate to serious talks of overcoming financial strain and leveraging technologies such as OrthoFi and Dental Monitoring. Experience the candid account of embracing digital tools and fostering patient relationships remotely—proving that care isn't confined within four walls. This episode is packed with real-life lessons and the unwavering spirit needed to cultivate a successful and gratifying practice.Looking towards the horizon, we cast our vision on the future of orthodontics. We discuss the nuances of aligning business models with consumer trends and share strategies for enhancing patient experience and practice profitability. Embrace the synergy of efficiency, unique branding, and remote monitoring as we dissect the blueprint for an orthodontic practice that not only survives but thrives in today's market. Join us, and be inspired to craft your own blueprint for success in
Wanting to improve your business culture through better leadership? Want to increase new customers, referrals and revenue? Want to decrease stress, chaos and advertising expenses? If you answered yes, you have come to the right place. Welcome to The Brian Wright Show, a podcast dedicated to entrepreneurs, business owners, their team members and all their families. Brian Wright is the lead business consultant and global speaker for AlignTechnology, the Makers of Invisalign and many others across the globe. He specializes in growing businesses by improving leadership, culture, This episode will dive into all of the following: Culture, leadership, sales, new customers, customer experience, entrepreneur mindset, business owner success, marketing, increasing revenue, motivation, online marketing. Today's description: Imagine unlocking the secret to not only dodging the worst complaints your business could face but turning them into five-star reviews and glowing video testimonials. That's the goldmine we're exploring today, with insights into how such a proactive stance not only shields your reputation but also turbocharges your digital marketing across platforms like YouTube, TikTok, Instagram, and Facebook. Our candid discussion pulls back the curtain on creating a company culture that breathes customer satisfaction, and we dive into the art of transforming potential negatives into brand-building positives. With the help of an inspiring talk at the recent OrthoFi event in Denver, we bring personal experiences and audience connections to the fore, giving you an inside look at the powerful impact of engaging directly with your community.This episode is a masterclass in amplifying your business's success by leveraging the unsung power of unspoken customer complaints. We share the infinite mindset required by CEOs and business owners to pre-empt issues and foster a loyal fan base that does more than buy—they promote. From the nuanced dance of in-person customer interactions to the digital waltz of website user experience, we cover it all, ensuring you're equipped to craft a journey for your customers that's seamless, satisfying, and share-worthy. Tune in as we dissect the strategies that can lead to a thriving community of supporters who'll champion your brand at every turn, providing an authentic sales force that money can't buy.This episode will dive into all of the following: sales, increasing new customers, customer experience, entrepreneur mindset, business owner success, marketing, increasing revenue, motivation, online marketing.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Register for NPG Iconic: https://newpatientgroup.com/getstarted/Register for our February Bootcamp: www.Bootcamp.NewPatientGroup.comwww.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! Transform your practice by outsourcing to our team of new patient phone call experts.www.NewPatientGroup.comAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. Embarking on a journey of true entrepreneurial enlightenment, this episode peels back the curtain on the complex dance of selling family-owned practices to the voracious appetite of corporate giants. I, Brian Wright, with a treasure trove of insights as a former plastic surgery corporation CEO, lay bare the crucial mindset shifts and the embrace of coachability that can turn your business struggles into golden opportunities. Also in the spotlight is the resounding success of our MPG Iconic event, setting a new paradigm for orthodontic industry gatherings that you simply can't afford to miss.The conversation then pivots to the future, where we're lighting the way with our new initiatives. I'm thrilled to welcome Dr. Bob Skopek for our first CEO fireside chat, promising no-holds-barred business banter that you can catch on our podcast. With the advent of 'Thursday Thoughts', our digital marketing maestros will be serving up weekly wisdom that's sure to elevate your online presence. And for those craving to disrupt the status quo, my upcoming keynote at OrthoFi's Nexus National Event will challenge your perceptions on leadership and entrepreneurship.In the final stretch, we get up close and personal with the trials that accompany business ownership. From my own trenches at New Patient Group, I recount the siren call of short-term fixes and the salvation that lies in delegation and trust. I underscore the significance of quality and consistency over quick, cheap solutions, especially when standing your ground against corporate takeovers. Concluding with a rallying cry, I advocate for the power of professional coaching and a strategic business approach that can transform selling your practice from an act of desperation to a crowning achievement.This podcast is dedicated to orthodontists that own their own practice, their employees and their families. It is also followed by other doctors that include dentists and every other type of doctor there is. It is also followed by restaurant owners and many other types of business owners.
Get Off the Dental Treadmill Podcast: Great Dentistry by Dentists Who Lead
Marla Merritt is with us today to speak on Treatment Acceptance among our patients. How do we maximize treatment acceptance to better our practice? Marla is the VP of Strategic Partnerships for OrthoFi where she coordinates a broad range of company growth initiatives through strategic affiliations. Marla is known for her passionate and high-energy approach to leadership, marketing, and relationships with customers and partners. Marla joined OrthoFi's Executive Leadership Team in 2020. Prior to joining OrthoFi, Marla was CMO for OrthoBanc LLC where she lead the marketing, sales, training, and customer support teams. During her tenure there, OrthoBanc received 5 consecutive mentions on the Inc 5000 Fastest Growing Companies list and Marla won both the Exhibitor Magazines Sizzle award and the coveted Tradeshow Marketing All-Star award for her creativity in creating memorable exhibit spaces for industry meetings. Marla takes every opportunity to empower those around her and continually looks for ways to improve herself. Marla has raised 4 daughters and has 5 grandkids. She enjoys traveling with her husband, and game nights with family and friends.
Today, I am excited to have Dan Santiago from OrthoFi on the show. Dan is the Vice President of Customer Success and leads all client-facing teams through the OrthoFi practice lifecycle. We are discussing financials in a practice and some of the things OrthoFi does to make it easier. Whether or not you have considered outsourcing your patient financials, this is an episode you won't want to miss. https://orthofi.com/ https://www.instagram.com/ortho_fi/https://www.facebook.com/OrthoFi/https://www.linkedin.com/company/orthofi/https://www.youtube.com/c/OrthoFihttps://twitter.com/i/flow/login?redirect_after_login=%2FOrthoFi Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits:Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
In this Ortho Marketing Podcast, Dean Steinman is joined by Oliver Gelles, Chief Marketing Officer at OrthoFi. They discuss how to fix no shows and many more!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Oliver GellesOliver Gelles is the Chief Marketing Officer for OrthoFi and OrthoBanc. Widely recognized as one of the industry's foremost strategic brand-building experts, he has 20 years of experience in the orthodontic industry. Oliver recently published a book on practice management called, “Level the Curve”, a #1 bestseller in 6 categories on Amazon.com. He has a passion for the specialty, leveraging his zeal for data & analytics and business acumen to lecture around the world on many of the core concepts that prompted the creation of OrthoFi. Oliver graduated from Georgetown University's Foreign Service Program with focus in international business and currently lives in Southern California with his family.
In this Ortho Marketing Podcast, Dean Steinman is joined by Oliver Gelles, Chief Marketing Officer at OrthoFi. They discuss how to fix no shows and many more!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/About Oliver GellesOliver Gelles is the Chief Marketing Officer for OrthoFi and OrthoBanc. Widely recognized as one of the industry's foremost strategic brand-building experts, he has 20 years of experience in the orthodontic industry. Oliver recently published a book on practice management called, “Level the Curve”, a #1 bestseller in 6 categories on Amazon.com. He has a passion for the specialty, leveraging his zeal for data & analytics and business acumen to lecture around the world on many of the core concepts that prompted the creation of OrthoFi. Oliver graduated from Georgetown University's Foreign Service Program with focus in international business and currently lives in Southern California with his family.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! www.NewPatientGroup.com/FreeCoursesAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.Today's Podcast Description:What if the secret to successful business management lay hidden in the process of stew-making? Well, we've unlocked that secret in our Season 6 finale podcast episode. We reflect on the wisdom gained from our recent NISO event in Montreal, where we stirred the pot with our listeners, developing ideas and solutions for business growth. Echoing the spirit of self-reflection, our adventures in Montreal, including a memorable night out at a Montreal Canadians hockey game, have played a pivotal role in our journey to becoming better entrepreneurs.Bouncing back from a stumble in stew-making, we navigate through common business missteps and underline the significance of interpreting numbers accurately for future progress. Our recent family transition from Houston to Colorado Springs has not only amplified health issues but has also drawn attention to the necessity of identifying weaknesses and areas of growth in business, particularly during prosperous times. We underscore the dire need to stay focussed and observant even when the business landscape appears to be thriving. The final wrap-up of Season 6 shifts focus to the role of detail in business, especially in a dwindling economy. We discuss strategies to face the worst and emerge at our finest, ponder over the financial implications of paper-click, and deliberate on the five biggest challenges our listeners faced this year. Before closing Season 6, we extend a challenge to our listeners to contemplate their five most significant struggles and devise ways to improve. Stay tuned, as we offer a complimentary business consultation and stress on the necessity of leaving reviews and ratings for our podcast.A podcast dedicated to orthodontists that own their own practice as well as any other business owner or employee looking to advance their career and life forward!
On today's episode, join us for a conversation that delves into the world of patient care and treatment financing as Dr. Mark Costes sits down with Marla Merritt, the VP of Strategic Partnerships for OrthoFi/AcceptCare. Marla brings a wealth of experience to the table, having been a key player in the dental industry. Discover Marla Merritt's impressive journey and current role as the VP of Strategic Partnerships for OrthoFi, where she orchestrates strategic affiliations to fuel company growth. Her expertise and insights have led her to become an integral part of OrthoFi's Executive Leadership Team since 2020. Marla sheds light on AcceptCare, a revolutionary patient-centric approach to treatment financing. Learn about Patient Choice, where treatment plans and payment options are presented together, empowering patients to make informed decisions. Uncover the innovation of Multi-lender, One Device - an industry first that offers loan options for patients with varying credit scores, all on a single platform. Explore the power of Actionable Reminders, a tool designed to enable patients to review, apply, and approve treatment loans remotely. Marla's insights reveal that 32% of patients approve treatment up to 30 days after their office visit through this method. Additionally, dive into the realm of Robust Reporting, as AcceptCare seamlessly integrates with Practice Management Systems to provide comprehensive insights into diagnosed treatment stages. The automation of payment posting ensures accurate case acceptance metrics, a crucial aspect of tracking treatment acceptance rates. To revolutionize your patient care and enhance your practice's treatment financing strategies, explore AcceptCare today. EPISODE RESOURCES acceptcare.com https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Click here to access our Free On-Demand Courseswww.WrightChat.com Have you ever wondered what separates an exceptional leader from an average one? Join me as I take you on a journey through my personal experiences as a professional baseball umpire and a pilot, highlighting the pivotal role of curiosity in leadership and how this trait can be a game-changer in business scenarios.From high-stakes situations in the cockpit to intense moments on the baseball field, these experiences have taught me invaluable lessons about calmness amidst chaos, and the importance of non-coachable traits in leadership. Listen in for an intriguing account of a plane nose-diving due to a pilot's mistake, where I emphasize the significance of staying composed in nerve-wracking situations. We then switch gears to the world of professional baseball, shedding light on what evaluators look for in umpires, and how chaos can actually be a great platform to showcase one's skills.Navigating through the complexities of leading in a down economy, we discuss why it's crucial to inspire and motivate your team beyond just numbers. We delve into strategies to handle difficult circumstances, like angry patients, and turn negative situations into positive outcomes. Wrapping up, we explore the idea of leading with empathy, clear guidance, and focusing on controllable aspects during turbulent times. Tune in to discover how commitment to practice and self-improvement is the key to effective leadership, even when things go south. Join us and turn your leadership around!Click here to access our Free On-Demand Courseswww.WrightChat.comWe answer, speak as your employee and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.comAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We work with practices that want to increase their Invisalign or other types of clear aligner share to chairWe are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs. In this months podcast we discuss culture building at your practice and how it can transform the lives of others.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Click here to access our Free On-Demand Courseswww.WrightChat.comWe answer, speak as your employee and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.comAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We work with practices that want to increase their Invisalign or other types of clear aligner share to chairWe are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs. In this months podcast we discuss culture building at your practice and how it can transform the lives of others.
Aldo Benedetto, Chief Operating Officer of Orthodontic Partners, Dan Smelter, Chief Revenue Officer of D4C Dental Brands & Kevin Gladstone, Director of National Account of Abella AR and OrthoFI join the GDN Show. The panelists discuss: Growing, supporting and scaling orthodontic services Changes in the specialty marketplace Challenges - hiring, RCM, & integration 3rd party vs. in-house solutions Much more To learn more about OrthoFi and Abella AR visit - https://orthofi.com/ or https://www.abellaar.com/ You can also contact Kevin Gladstone at kevin.gladstone@OrthoFI.com To reach Dan Smelter of D4C Dental Brands email - dan.smelter@D4C.com To reach Aldo Benedetto of Orthodontic Partners email - aldo.benedetto@orthdonticpartners.com Learn much more by listening to this podcast. If you like our podcast, please give us a ⭐⭐⭐⭐⭐ review on iTunes http://apple.co/2Nejsfa and a Thumbs Up on YouTube. Our podcast series brings you dental support and emerging dental group practice analysis, conversation, trends, news and events. Listen to leaders in the DSO and emerging dental group space talk about their challenges, successes, and the future of group dentistry. The Group Dentistry Now Show: The Voice of the DSO Industry has listeners across North & South America, Australia, Europe, and Asia. If you like our show, tell a friend or a colleague.
Tune into this episode for insights on the patient journey & increasing dental treatment acceptance. Oliver Gelles, the Chief Marketing Officer at OrthoFi, joins us to discuss patient choice, tech's role in acceptance rates, streamlining payment options, and more.This episode is sponsored by OrthoFi
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Click here to watch our Live Workshop from AAO 2023 in Chicago.Click here to access our Free On-Demand Courses www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.com/FreeCoursesAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs. In this months podcast we discuss culture building at your practice and how it can transform the lives of others.
This special episode is sponsored by Dental City. Dental City invites their partners to the podcast. These partnered companies assist Dental City in providing services to their emerging dental group practice and DSO customers. Guests include: Jordan Lorenz, Director of Special Markets at Dental City Jane Levy, Co-CEO of Plan Forward Shawn Lehmann, Director of Equipment at Dental Whale / Dental Fix Kevin Gladstone, Director of DSO Sales at Abella / OrthoFi They discuss: Why they have formed a partnership with Dental City Benefits to emerging dental groups and DSOs of this partnership Guest each share their insights Much More To learn more about these companies visit: Plan Forward - https://www.planforward.io/dentalcity/ Dental Whale / Dental Fix - https://blog.dentalcity.com/dental-fix/ Abella / OrthoFi - https://www.abellaar.com/dental-city/ Thank you to Dental City for sponsoring this podcast. To learn more by visit https://dentalcity.com or email Jordan Lorenz jlorenz@dentalcity.com If you like our podcast, please give us a ⭐⭐⭐⭐⭐ review on iTunes http://apple.co/2Nejsfa and a Thumbs Up on YouTube. Our podcast series brings you dental support organization and emerging dental group practice analysis, conversation, trends, news and events. Listen to leaders in the DSO and emerging dental group space talk about their challenges, successes, and the future of group dentistry. The Group Dentistry Now Show: The Voice of the DSO Industry has listeners across North & South America, Australia, Europe, and Asia. If you like our show, tell a friend or a colleague.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
Click here to watch our Live Workshop from AAO 2023 in Chicago.www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.com/FreeCoursesAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
This week Marla Merritt from OrthoFi is joining me on the show!Marla led the commercial team at OrthoBanc LLC for 20 years by continually cultivating a customer-focused mindset. When OrthoBanc and OrthoFi became Stronger Together, Marla's role shifted to focus solely on industry relationships and partnerships. Today she is here to talk about OrthoFi and OrthoBanc merging and how a company like this could be an answer to your “outsourced” employee need. If you like what we are doing here on Hey Docs! be sure to Like, Subscribe, and Review our show, so we can keep bringing you this awesome content. https://orthofi.com/https://www.facebook.com/OrthoFi/https://twitter.com/OrthoFihttps://www.linkedin.com/company/orthofi/https://www.youtube.com/c/OrthoFihttps://www.instagram.com/ortho_fi/Episode Credits:Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered!www.NewPatientGroup.com/FreeCoursesAt New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.WrightChat.comWe answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! www.NewPatientGroup.com/FreeCourses At New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and digital marketing company bringing outside of orthodontics expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.NewPatientGroup.com/FreeCourses www.WrightChat.com - We answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! At New Patient Group, we are more than just orthodontic practice consultants. We are a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
www.BrianWrightShow.com - Hire Brian to Speak at your Next Event! www.WrightChat.com The Answering Service that Made all Others Obsolete!Want to increase sales, revenue and referrals, while reducing advertising costs, headaches and other stress associated with running a business? If yes, this podcast is for you. The Brian Wright Show is consistently rated the best entrepreneur podcast and dedicated to business owners, entrepreneurs, their employees and the family members of all the previously mentioned. About your host:Brian Wright is an entrepreneur, business and life coach, leader, philanthropist and motivational speaker and business growth consultant for some of the finest companies in the world, such as AlignTechnology, The Makers of Invisalign. He has helped thousands of business owners increase sales revenue and referrals, while reducing advertising costs and other common headaches associated with owning a business. He is trusted by some of the most well known entrepreneurs across the globe as their business and life coach as well as some of the most well known companies in the world. His life is dedicated to helping business owners, their employees and their family members thrive during any economy. Brian's company WrightChat has revolutionized the answering service industry and made all previous answering services obsolete. WrightChat is a revolutionary answering service that helps businesses solve missed incoming calls as new patients or new prospective customers no longer leave voicemails. They simply call another business and you lose out on the revenue and the referral stream that would have come from that new client or new patient. This cause millions in lost opportunities and why answering services that just take a message are obsolete in the new economy. new patient phone call answering service designed for the new economy where new patients no longer leave voicemails when you don't answer .... they simply call another practice and buy from them. This causes millions in lost opportunities for practices. Enter WrightChat. We make all answering services obsolete by answering your new patient phone calls or new prospective customer phone calls, remotely accessing your scheduling software and scheduling them as if we were sitting in your office as your own employee. We can either answer the new patient calls (new prospective customer calls) you miss or replace the need for you to hire, train, etc. by answering all of them. The process is seamless, the prospect has no idea it wasn't your business and our in-house IT team makes it easy on you as we use your phone system, your phone number and your scheduling/ management software. We also handle your live web chat and contact prospective customers that submit a contact submission on your website. to get them scheduled on behalf of your business. Our plug and play system instantly increases your new patients/new customers, sales and revenue, while reducing advertising costs, stress and other headaches associated with running a business. WrightChat agents are trained by our Co-Founder, Brian Wright. He is a global speaker for Invisalign, OrthoFi, DentalMonitoring, Henry Schein and other well respected companies in orthodontics and dentistry. He is a renowned expert in sales, customer service, consumer. psychology, presentation skills and more. Once you hear our agents answer your new patient calls you will never want your own employees to answer one again! Our commitment to weekly trainings, intense role plays, culture building and the highest levels of accountability create exceptional employee performance that will grow your practice and simultaneously reduce your workload. Contact us today!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.NewPatientGroup.com/FreeCourseswww.WrightChat.com - We answer and schedule your new patient phone calls either as your primary or backup - Stop using outdated answering services as nobody leaves voicemails anymore ... We speak just like your own employees, remote in and schedule new patients and they never know a "third party" answered! At New Patient Group, we are more than just orthodontic consultants. We are a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients while spending virtually nothing on advertising. We are founded by Brian Wright, a world-renowned expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world, including Invisalign, Henry Schein, Dental Monitoring, OrthoFi, and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients, and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice, and how we can customize something specific to your wants/needs.
www.BrianWrightShow.comwww.WrightChat.com The Answering Service that Made all Others Obsolete!Want to increase sales, revenue and referrals, while reducing advertising costs, headaches and other stress associated with running a business? If yes, this podcast is for you. The Brian Wright Show is consistently rated the best entrepreneur podcast and dedicated to business owners, entrepreneurs, their employees and the family members of all the previously mentioned. About your host:Brian Wright is an entrepreneur, business and life coach, leader, philanthropist and motivational speaker and business growth consultant for some of the finest companies in the world, such as AlignTechnology, The Makers of Invisalign. He has helped thousands of business owners increase sales revenue and referrals, while reducing advertising costs and other common headaches associated with owning a business. He is trusted by some of the most well known entrepreneurs across the globe as their business and life coach as well as some of the most well known companies in the world. His life is dedicated to helping business owners, their employees and their family members thrive during any economy. Brian's company WrightChat has revolutionized the answering service industry and made all previous answering services obsolete. WrightChat is a revolutionary answering service that helps businesses solve missed incoming calls as new patients or new prospective customers no longer leave voicemails. They simply call another business and you lose out on the revenue and the referral stream that would have come from that new client or new patient. This cause millions in lost opportunities and why answering services that just take a message are obsolete in the new economy. new patient phone call answering service designed for the new economy where new patients no longer leave voicemails when you don't answer .... they simply call another practice and buy from them. This causes millions in lost opportunities for practices. Enter WrightChat. We make all answering services obsolete by answering your new patient phone calls or new prospective customer phone calls, remotely accessing your scheduling software and scheduling them as if we were sitting in your office as your own employee. We can either answer the new patient calls (new prospective customer calls) you miss or replace the need for you to hire, train, etc. by answering all of them. The process is seamless, the prospect has no idea it wasn't your business and our in-house IT team makes it easy on you as we use your phone system, your phone number and your scheduling/ management software. We also handle your live web chat and contact prospective customers that submit a contact submission on your website. to get them scheduled on behalf of your business. Our plug and play system instantly increases your new patients/new customers, sales and revenue, while reducing advertising costs, stress and other headaches associated with running a business. WrightChat agents are trained by our Co-Founder, Brian Wright. He is a global speaker for Invisalign, OrthoFi, DentalMonitoring, Henry Schein and other well respected companies in orthodontics and dentistry. He is a renowned expert in sales, customer service, consumer. psychology, presentation skills and more. Once you hear our agents answer your new patient calls you will never want your own employees to answer one again! Our commitment to weekly trainings, intense role plays, culture building and the highest levels of accountability create exceptional employee performance that will grow your practice and simultaneously reduce your workload. Contact us today!
www.BrianWrightShow.comwww.WrightChat.comWant to increase sales, revenue and referrals, while reducing advertising costs? If yes, this podcast is for you. The Brian Wright Show is consistently rated the best entrepreneur podcast and dedicated to business owners, entrepreneurs, their employees and the family members of all the previously mentioned. About your host:Brian Wright is an entrepreneur, business and life coach, leader, philanthropist and motivational speaker and business growth consultant for some of the finest companies in the world, such as AlignTechnology, The Makers of Invisalign. He has helped thousands of business owners increase sales revenue and referrals, while reducing advertising costs and other common headaches associated with owning a business. He is trusted by some of the most well known entrepreneurs across the globe as their business and life coach as well as some of the most well known companies in the world. His life is dedicated to helping business owners, their employees and their family members thrive during any economy. Brian's company WrightChat has revolutionized the answering service industry and made all previous answering services obsolete. WrightChat is a revolutionary answering service that helps businesses solve missed incoming calls as new patients or new prospective customers no longer leave voicemails. They simply call another business and you lose out on the revenue and the referral stream that would have come from that new client or new patient. This cause millions in lost opportunities and why answering services that just take a message are obsolete in the new economy. new patient phone call answering service designed for the new economy where new patients no longer leave voicemails when you don't answer .... they simply call another practice and buy from them. This causes millions in lost opportunities for practices. Enter WrightChat. We make all answering services obsolete by answering your new patient phone calls or new prospective customer phone calls, remotely accessing your scheduling software and scheduling them as if we were sitting in your office as your own employee. We can either answer the new patient calls (new prospective customer calls) you miss or replace the need for you to hire, train, etc. by answering all of them. The process is seamless, the prospect has no idea it wasn't your business and our in-house IT team makes it easy on you as we use your phone system, your phone number and your scheduling/ management software. We also handle your live web chat and contact prospective customers that submit a contact submission on your website. to get them scheduled on behalf of your business. Our plug and play system instantly increases your new patients/new customers, sales and revenue, while reducing advertising costs, stress and other headaches associated with running a business. WrightChat agents are trained by our Co-Founder, Brian Wright. He is a global speaker for Invisalign, OrthoFi, DentalMonitoring, Henry Schein and other well respected companies in orthodontics and dentistry. He is a renowned expert in sales, customer service, consumer. psychology, presentation skills and more. Once you hear our agents answer your new patient calls you will never want your own employees to answer one again! Our commitment to weekly trainings, intense role plays, culture building and the highest levels of accountability create exceptional employee performance that will grow your practice and simultaneously reduce your workload. Contact us today!
www.BrianWrightShow.com www.WrightChat.comThis podcast is dedicated to business owners, entrepreneurs, their employees and the family members of all the previously mentioned. About your host:Brian Wright is an entrepreneur, business and life coach, leader, philanthropist and motivational speaker and business growth consultant for some of the finest companies in the world, such as AlignTechnology, The Makers of Invisalign. He has helped thousands of business owners increase sales revenue and referrals, while reducing advertising costs and other common headaches associated with owning a business. He is trusted by some of the most well known entrepreneurs across the globe as their business and life coach as well as some of the most well known companies in the world. His life is dedicated to helping business owners, their employees and their family members thrive during any economy. Brian's company WrightChat has revolutionized the answering service industry and made all previous answering services obsolete. WrightChat is a revolutionary answering service that helps businesses solve missed incoming calls as new patients or new prospective customers no longer leave voicemails. They simply call another business and you lose out on the revenue and the referral stream that would have come from that new client or new patient. This cause millions in lost opportunities and why answering services that just take a message are obsolete in the new economy. new patient phone call answering service designed for the new economy where new patients no longer leave voicemails when you don't answer .... they simply call another practice and buy from them. This causes millions in lost opportunities for practices. Enter WrightChat. We make all answering services obsolete by answering your new patient phone calls or new prospective customer phone calls, remotely accessing your scheduling software and scheduling them as if we were sitting in your office as your own employee. We can either answer the new patient calls (new prospective customer calls) you miss or replace the need for you to hire, train, etc. by answering all of them. The process is seamless, the prospect has no idea it wasn't your business and our in-house IT team makes it easy on you as we use your phone system, your phone number and your scheduling/ management software. We also handle your live web chat and contact prospective customers that submit a contact submission on your website. to get them scheduled on behalf of your business. Our plug and play system instantly increases your new patients/new customers, sales and revenue, while reducing advertising costs, stress and other headaches associated with running a business. WrightChat agents are trained by our Co-Founder, Brian Wright. He is a global speaker for Invisalign, OrthoFi, DentalMonitoring, Henry Schein and other well respected companies in orthodontics and dentistry. He is a renowned expert in sales, customer service, consumer. psychology, presentation skills and more. Once you hear our agents answer your new patient calls you will never want your own employees to answer one again! Our commitment to weekly trainings, intense role plays, culture building and the highest levels of accountability create exceptional employee performance that will grow your practice and simultaneously reduce your workload. Contact us today!
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
How your Accountant is Sabotaging your Success - Four Ways that Redefine Cost and Overhead www.NewPatientGroup.com/freecourseswww.WrightChat.com - Let us answer all your new patient calls or answer and schedule the new patient calls you miss.New Patient Group is a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to thrive in the new economy. We come from outside your orthodontic practice “bubble” with real expertise in all the non-clinical skill-sets you and your team must have to succeed in today's commoditized orthodontic industry. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest orthodontist names as clients, while spending virtually nothing on advertising. We are founded by Brian Wright, a world renown expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world including Invisalign, Henry Schein, Dental Monitoring, OrthoFi and others. He has been described as a combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their practices, advance their careers, break through plateaus, improve conversion, increase new patients and more! Schedule a Free Consultation today and let us learn more about you, your orthodontic practice and how we can customize something specific to your wants/needs.
Oliver Gelles, Chief Marketing Officer at OrthoFi, talks with Jeremy about sharing data and information as a content marketing strategy.Highlights:How sharing data can establish your company as an authority in your spaceHow to compel other companies to use your dataTips for developing a plan to share data and becoming a trusted authorityLearn more about OrthoFiConnect with Oliver on LinkedInMemorable Quotes:"Our strategy of building our brand has been around establishing ourselves as an authority. So we believe that we can actually improve outcomes, but in order to say, you can improve outcomes, you need to show what the before and the benchmark is and what the out outcomes are. And so we believe that we establish our authority by using data and establishing credibility.""It is one of our brand features is that everyone knows that we know all the data and that has driven a lot of indirect traffic back to us. Not just the traditional outbound, you know, sales and marketing effort and then response. But really that halo back to us, along with a whole number of other things."" If you have a product, and whether it's direct function or it's indirect function is to gather all kinds of actual data, consumer behavior data, anything like that, I believe that you can leverage it positively, not by being selfish, but being selfless." The B2B Content Show is produced by Connversa, a podcast production agency helping B2B brands connecting with prospects, generates TONS of content, and grow revenue. Learn more at connversa.com
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
www.NewPatientGroup.com/PodcastFree On-Demand Courses - www.NewPatientGroup.com/FreeCoursesLet us answer your new patient phone calls for you at www.WrightChat.comNew Patient Group is a transformational coaching and marketing company bringing outside of healthcare expertise to orthodontic practices wanting to stand out amongst their competition and thrive in the new economy. We are described by others as having an “underground cult following” with a client retention rate of over 98% and the biggest names in orthodontics as clients, while spending virtually nothing on advertising. With many choices out there what makes us unique to all of them is the relationship we have with our clients and the fact we come from outside your “practice bubble” with expertise on the hundreds of non-clinical skill-sets you must have in order to thrive in today's commoditized environment. We are founded by Brian Wright, a world renown expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world including Invisalign, Henry Schein, Dental Monitoring, OrthoFi and others. He has been described by many as the combination of the team from Shark Tank and Marcus Lemonis from The Profit. The best orthodontists in the world utilize our innovative coaching and marketing services to become better versions of themselves, streamline their business, advance their careers, break through plateaus, improve conversion, increase new patients and more! Schedule a Free Consultation today and let us learn more about you, your practice and how we can customize something specific to your wants/needs.
Today on the show, we have an orthodontist who wears many hats.Dr. Jamie Reynolds is a great clinician with a genuine desire to provide the best care possible to all his patients.He is also a co-founder of OrthoFi, a software and service solution for new patient onboarding, exam conversion, and financial processing & collections. In addition, he is one of the co-founders of Orthodontic Partners OSO.He also lectures on the Damon System, advanced orthodontic technologies, soft-tissue lasers, and aligners.He does all this while also growing his practice in Detroit, Michigan, which is currently at 4 locations.In this episode, he shares his brilliant insights on many things happening in our profession and the role each one of us can play to define our collective future. But amidst all the changes and debates around things like OSO consolidation or competition from other quarters, one thing Dr. Reynolds believes will help our profession regardless of what model you are in is high-quality patient care and great customer experience.All of us need to continue doing the right thing as best as we can and embracing change, not resisting it, regardless of what form that comes in.Tune in to this episode as we look at the changing face of OrthodonticsKey Takeaways- Growing a multi-location practice (01:20)- What to look for in an associate (05:45)- Founding OrthoFi (11:01)- Orthodontics embracing their entrepreneurial side (14:51)- Co-founding Orthodontic Partners OSO (23:42)- Does the quality of care decrease with an OSO (28:31)- Embracing changes to grow (39:28)- Economic confirmation bias (44:08)Additional Resources
New Patient Group™ (Formally known as the Doctor Diamond Club Podcast)
How your Receptionist is Costing you Millions: https://www.youtube.com/watch?v=YAT3NSojzmk Podcast: www.NewPatientGroup.com/PodcastOn-Demand Courses: www.NewPatientGroup.com/On-DemandNew Patient Group is a transformational coaching and marketing company bringing outside of healthcare expertise to practices wanting to stand out amongst their competition and thrive in any economy. We are founded by Brian Wright, a world renown expert in business growth, sales, customer service, and consumer psychology. He is also a trusted speaker for the finest companies in the world including Invisalign, Henry Schein, Dental Monitoring, OrthoFi and others. The best doctors and employees in the world utilize our coaching and marketing services to become better versions of themselves, streamline their business, advance their careers, break through plateaus, improve conversion, increase new patients and more!
If there's one thing that all orthodontic practice owners have in common, it's that we love to increase profitability—especially when it doesn't require much additional effort or expense. On this episode of TDO: Live!, I'm joined by three financial experts: Dr. Ben Dyches from Dr. Tax Credit discusses the R&D tax credit and how it can net clients anywhere from $15,000 to $100,000; Oliver Gelles, Senior VP at OrthoFi, shares his perspective on the new patient exam and the changes you can make to start more new patients; and Hunter Satterfield from Cain Watters and Associates squeezes his greatest tax and financial planning tips into 20 minutes. Note: This content is for informational purposes only. You should not construe the information provided as legal, tax, investment, or financial advice. All content presented is information of a general nature and does not address the circumstances of any particular individual or entity. Thank you! Special thanks to our episode sponsor, OrthoBanc!
If there's one thing that all orthodontic practice owners have in common, it's that we love to increase profitability—especially when it doesn't require much additional effort or expense. On this episode of TDO: Live!, I'm joined by three financial experts: Dr. Ben Dyches from Dr. Tax Credit discusses the R&D tax credit and how it can net clients anywhere from $15,000 to $100,000; Oliver Gelles, Senior VP at OrthoFi, shares his perspective on the new patient exam and the changes you can make to start more new patients; and Hunter Satterfield from Cain Watters and Associates squeezes his greatest tax and financial planning tips into 20 minutes. Note: This content is for informational purposes only. You should not construe the information provided as legal, tax, investment, or financial advice. All content presented is information of a general nature and does not address the circumstances of any particular individual or entity. Thank you! Special thanks to our episode sponsor, OrthoBanc!
OrthoBanc recently joined with OrthoFi and this has led to a lot of questions from the clients of both companies. In this episode, Dr. Krieger had the opportunity to sit down with Dave Ternan, the CEO of OrthoFi, to talk about what the future holds for all clients of OrthoFi and OrthoBanc.
Smart business leaders make decisions based on hard facts and nobody knows more about what goes on in ortho practices than OrthoFi. Take a listen and find out what they've learned about down payments, lengths of treatment and ways that we can have more productive practices.
JAMIE REYNOLDS Dr. Jamie Reynolds is a dynamic and dedicated professional and one of the nation's leading voices on high-tech and accelerated orthodontics. He is a leading authority in his field, an in-demand speaker, a relentless innovator, and a successful private-practice orthodontist at Spillane & Reynolds Orthodontics in Novi, Rochester Hills, Troy, and West Bloomfield, Michigan. Dedicated to bringing the best in orthodontic care to his local community and beyond, he co-founding OrthoFi to help make cutting-edge orthodontic treatments an affordable option for more people, and the metro-Detroit chapters of Smile for a Lifetime and Smiles Change Lives, two national foundations that provide “smile scholarships” for children of low-income families. In 2019, he partnered with Dr. Jeff Kozlowski to co-found Orthodontic Partners, a regional group orthodontic practice focused on helping doctors provide best practices from a clinical and business process standpoint. Dr. Reynolds is regularly interviewed by the media and has been featured in US News and World Report Health, Woman's World Magazine and New York Daily News, among others. A “Certified Damon Educator," the recipient of Hour Detroit Magazine's “Top Orthodontist” awards every year the award has been given (2009-2018). Dr. Reynolds received his undergraduate and dental degrees from the University of Michigan and his master's degree in orthodontics from the University of Detroit-Mercy. He is a Diplomate of the American Board of Orthodontics, Member of American Dental Association and the American Association of Orthodontists, and travels across the country and around the world for continuing education to stay abreast of the latest orthodontic technology and trends. Also the author of World-Class Smiles, Made in Detroit: The Straight-Shooting Orthodontist's Guide to Your Amazing Smile, he cuts through the jargon to clearly answer the most common questions about orthodontics, such as what age is best to seek orthodontic care, how to achieve accelerated results, and the pros and cons of the most current treatment options available. Dr. Jamie B. Reynolds is one of the most renowned and respected authorities in orthodontics with an unrivaled dedication to philanthropy, education, and the advancement of orthodontic treatment. He lives in the Detroit area with his wife, Dawn, and their three children and can be found bumming around JEFF KOZLOWSKI Dr. Kozlowski graduated with a BS in Economics from Syracuse University prior to receiving his DDS and Orthodontic Specialty Certificate from the State University of New York at Buffalo. He has been published in numerous orthodontic journals, including Seminars in Orthodontics, Journal of Clinical Orthodontics, Clinical Impressions and The Progressive Orthodontist. An avid cyclist and endurance athlete, he has completed the Ironman Triathlon 5 times and the grueling Mt. Washington Bicycle Hillclimb 10 times. Dr. Kozlowski has practices in New London and East Lyme, CT where he lives with his wife, Amy, a pediatric dentist, and their two children. SHOW NOTES: Never Split the Difference by Chris Voss The Culture Code: The Secrets of Highly Successful Groups by Daniel Coyle Nudge: Improving Decisions About Health, Wealth and Happiness by Cass Sunstein and Richard Thaler Predictably Irrational by Dan Ariely Pre-Suasion: A Revolutionary Way to Influence and Persuade by Robert Cialdini Range: Why Generalists Triumph in a Specialized World by David Epstein For more information and queries, you contact: Jamie Reynolds – email jamesbreynolds18@gmail.com Jeff Kozlowski – email jeff@kozbraces.com DINO'S BIO: Dino Watt is a dynamic, highly sought after keynote speaker, private practice business advisor, best selling author, and certified body language and communication expert. As a business relationship expert, Dino understands that people are the heart of any business. His interactive training style will bring your audience to roaring laughter and move them to tears. Whether he is training on C.O.R.E Culture, Sales and Sales Support, or Making love and business work, your audience will rave about Dino and the energy he brings to every event. Dino has spoken for MKS, American Association of Orthodontists, PCSO, Pitts Progressive Study Group, The Shulman Study Club, Keller Williams, Sotheby's, DentalTown, Ortho2, OrthoVoice, and many others. Out of all the accolades Dino has received, the one he is proudest of is title of PHD, Passionate Husband and Dad. Dino has been married to his wife Shannon for 24 years and together they have raised 3 amazing adults.
While orthodontist are the "CEOs" of our practices, we're really not trained in business and there's a huge distinction between us and those who went to business school. Listen to the Dave Ternan, CEO of Orthofi explain some of the ways in which OrthoFi was designed to make our practice lives easier while he explains some of the insights gleaned from the data they've collected.
Oliver Gelles is currently OrthoFi's Sr. Vice President of Customer Success. He has over 15 years in the Orthodontic industry, establishing himself as a strategic brand-building expert, contributing to Ormco's leadership in self-ligation, continuing education events and technology innovation for nearly a decade. Oliver has a passion for the specialty, and has leveraged his zeal for data and analytics and his business acumen to lecture to practices around the world on many of the core concepts that prompted the creation of OrthoFi. Oliver graduated from Georgetown University's Foreign Service Program with focus in international business, and currently lives in Southern California with his family. SHOW NOTES: Here are some of the benefits of combining technology in your practice: Increase conversion rate and groom patients to start the same day. Free up time for your team so they can focus more on providing the best care for your patients. Simplify your life. For more information on Oliver Gelles and Orthofi, you can visit their website at www.startmoresmiles.com or send them an email at sales@orthofi.com DINO'S BIO: Dino Watt is a dynamic, highly sought after keynote speaker, private practice business advisor, best selling author, and certified body language and communication expert. As a business relationship expert, Dino understands that people are the heart of any business. His interactive training style will bring your audience to roaring laughter and move them to tears. Whether he is training on C.O.R.E Culture, Sales and Sales Support, or Making love and business work, your audience will rave about Dino and the energy he brings to every event. Dino has spoken for MKS, American Association of Orthodontists, PCSO, Pitts Progressive Study Group, The Shulman Study Club, Keller Williams, Sotheby's, DentalTown, Ortho2, OrthoVoice, and many others. Out of all the accolades Dino has received, the one he is proudest of is title of PHD, Passionate Husband and Dad. Dino has been married to his wife Shannon for 24 years and together they have raised 3 amazing adults.