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Dr. Bryan Laskin joins hosts Dr. Maggie Augustyn, Dr. Chad Johnson, and Regan Robertson to expose the truth about dental data. From HIPAA misunderstandings to unethical software vendors, Bryan breaks down what every dentist must know about protecting their practice, empowering patients, and staying compliant in a post-CURES Act world.
What if your firm could cut its tech stack in half while delivering faster results to clients? In this episode, Blake and David explore the consolidation revolution in accounting software as practice management tools secure massive funding rounds. They also break down how private equity is reshaping the profession's business model, with some firms now prohibiting CPAs from using their credentials in email signatures. Plus, discover why a proposed Florida bill eliminating the Board of Accountancy could have nationwide implications for licensed professionals. Learn why shorter turnaround times—not lower prices—might be your most cost-effective path to happier clients in today's AI-transformed landscape.SponsorsOnPay - http://accountingpodcast.promo/onpayRelay - http://accountingpodcast.promo/relayREFRAME 2025 - http://accountingpodcast.promo/reframe2025 Payhawk - http://accountingpodcast.promo/payhawkChapters(01:14) - Today's Topics Overview (03:53) - Travel Stories and Observations (05:14) - Conference Highlights and Industry Insights (16:50) - Florida CPA Threat and Licensing Issues (21:21) - Private Equity in Accounting Firms (39:39) - IRS Workforce Reduction Update (44:04) - IRS and ICE Data Sharing Agreement (45:42) - Proposed Bill to Regulate Tax Preparers (47:37) - Americans' Perception of Tax Fairness (52:16) - Improving Client Satisfaction in Tax Services (01:01:36) - Consolidation in Accounting Tech: Xero and Bill.com (01:03:43) - Gusto Expands into AR and AP (01:12:02) - The Impact of AI on Accounting Jobs Show NotesFirms with AI report higher per-employee revenue vs others https://www.accountingtoday.com/news/firms-with-ai-report-higher-per-employee-revenue-vs-others50% of finance teams still take over a week to close the books https://www.cfo.com/news/50-of-finance-take-week-to-close-books-ledge-month-end-close-time-cfo-three-day-close-myth-/746085/Shorter Turnaround Equals Happier Tax Clients https://www.cpatrendlines.com/2025/05/shorter-turnaround-equals-happier-tax-clients/Less than half of Americans believe federal income taxes are fair, Gallup poll finds https://news.gallup.com/poll/taxes-fairness-poll-2025.aspxFlorida bill threatens to eliminate Board of Accountancyhttps://www.goingconcern.com/florida-bill-threatens-to-eliminate-board-of-accountancy/13 regional accounting firms unite under Sorin brand backed by private equity https://www.accountingtoday.com/news/13-regional-accounting-firms-unite-under-sorin-brandBennett Thrasher rejects private equity, champions independence https://www.accountingtoday.com/news/bennett-thrasher-rejects-private-equity-champions-independenceInterest in accounting rising among students, CAQ survey finds https://www.thecaq.org/accounting-interest-students-survey-2025/Treasury to stop issuing and accepting paper checks effective September 30, 2025 https://home.treasury.gov/news/press-releases/paper-checks-phase-out-2025IRS and ICE reach agreement to share immigrants' tax information https://www.irs.gov/newsroom/information-sharing-agreement-ice-2025Bill to regulate tax preparers introduced in Congress https://www.congress.gov/bill/tax-preparer-regulation-2025Canopy raises $70 million Series C for practice management software https://www.canopytax.com/blog/70-million-series-c-funding-2025Thoma Bravo invests $100 million in HubSync for accounting technology growthhttps://www.hubsync.com/news/thoma-bravo-investment-100-millionXero and Bill forming alliance for embedded bill pay in the US https://www.xero.com/blog/2025/05/bill-partnership-announcement/Melio to embed payments for AR and AP inside Gusto https://www.melio.com/blog/melio-gusto-partnership-2025Need CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser:
I'd love to hear from you 'text the show'Welcome to this week's episode of the Treat Your Business Podcast! I'm your host, Katie Bell, and I'm thrilled to bring you a fascinating conversation with Darren Rieck, physiotherapist, former clinic owner, and co-founder of Nookal, this episode's sponsor.In this episode, Darren and I dive into one of the most important metrics every clinic owner needs to track to ensure profitability and long-term success. ✨ Here's what we cover:Why retention rates are one of the most critical metrics for clinic profitability.The psychology of patient retention and how to create a seamless patient experience.How to use data and benchmarks to make informed, objective business decisions.The power of automation and AI in improving clinic efficiency and patient outcomes.Practical tips for building trust and achieving better patient retention.
In today's episode, Libby Rothschild, founder of Dietitian Boss and registered dietitian, explores the role of practice management software for dietitians and whether it's worth the investment. She covers what an EMR (Electronic Medical Record) is, the benefits of tools like Practice Better, and how AI-driven features can boost efficiency and reduce burnout. Libby also emphasizes the importance of HIPAA compliance and gives tips for both beginners and advanced users on selecting the right software for their needs. What you'll learn from this episode: Understanding EMRs: Learn what an electronic medical record (EMR) is and why it's essential for efficient and compliant practice. The Power of AI: Discover how AI-powered charting tools can save you time and improve accuracy. HIPAA Compliance: Ensure you're protecting patient privacy and avoiding legal pitfalls. Choosing the Right Software: Consider your practice's needs and explore options like Practice Better, Simple Practice, and more. Streamlining Your Workflow: Learn how to automate tasks, reduce paperwork, and improve client experience. Connect with Libby: Instagram: @libbyrothschild | @dietitianboss YouTube: Dietitian Boss Are you ready to get support? Team Dietitian Boss offers support to help you start, grow and scale your private practice. Book a call to learn more about what options we offer to help you based on your stage of business. Discover the seamless experience of Practice Better through our referral link! Join us on a journey of enhanced wellness and efficiency. Start here! Join our membership The Library HERE Are You Maximizing Your Marketing? Take the Quiz to Find Out and Unlock Your Full Potential as a Dietitian! Want to hear client success stories? Review here. Disclaimer: This episode contains affiliate links. If you make a purchase through these links, we may earn a small commission at no additional cost to you. We only recommend products and services we genuinely use and believe in. Your support helps keep the podcast running—thank you!
In this episode, I had the pleasure of chatting with Colin from Chckup about the transformative power of data in veterinary practices. We dove deep into how leveraging practice management software and online booking systems can significantly enhance operations, drive growth, and improve client engagement. This episode is packed with key insights and actionable advice for veterinary professionals looking to optimize their practices. We started by discussing the critical role of data in veterinary practices. Data offers invaluable insights into client behavior, operational efficiency, and revenue drivers. Colin emphasized the importance of tracking Key Performance Indicators (KPIs) such as revenue sources, appointment types, and client segments. By understanding these metrics, practices can make informed decisions that enhance service offerings and client satisfaction. We also explored how practice management software can streamline operations by automating processes and simplifying data management. Colin shared how Checkup provides tools that automatically pull relevant data and present it in an actionable format, making it easier for practice managers to review daily performance metrics and make necessary adjustments. We then shifted our focus to optimizing online booking systems. A user-friendly online booking system is essential for modern veterinary practices, as it not only increases appointment volume but also provides valuable data on client preferences and behaviors. Colin pointed out that online booking can guide practices in making informed decisions about where to invest their resources. We also discussed the importance of follow-up reminders to reduce no-show rates and how online booking systems can free up staff to focus on building relationships with clients. Finally, we touched on effective marketing strategies, including the importance of multiple touchpoints, collecting client reviews, and segmenting clients to tailor marketing efforts. This episode underscores the necessity for veterinary practices to embrace data-driven strategies and implement effective communication tools to thrive in a competitive market.
AffiniPay is historically a fintech company with a big presence in legal. Their flagship product is LawPay used by law firms to bill clients and accept payments. Dru joined the company in 2021 and right around that time, the company ventured beyond the world of payment software and acquired MyCase, which is law practice management software used by law firms to keep all case details and documents in a single location, keep track of tasks and streamline client communications. Growing up, Dru wanted to be a lawyer because she comes from family of lawyers, including her father. She studied law at the University of Chicago, but after a couple of gigs with law firms, she figured out that maybe the law wasn't for her. So, she finished her MBA and went to work for Boston Consulting. After a few years as a consultant, she needed a break, and, being somewhat of a foodie, she went to work in the kitchens of some of New York's finest dining establishments. She took lessons learned from the kitchen into her later work as a co-founder of a baby monitor start-up and ultimately roles as CEO of the property management company Grace Hill and now AffiniPay. In this episode, Dru talks about: Joining AffiniPay and its mission The company's acquisition of MyCase and expansion into practice management software Affirm, AffiniPay's Buy now, pay later product and its impact The company's AI plans and integration within the platform Core responsibilities of a CEO and what has surprised her in her role as a CEO Want to keep up to date about new episodes? Technically Legal Update List. Want to learn more about Percipient (percipient.co)? Follow Chad on Linkedin: Chad Main | LinkedIn Follow the podcast on LinkedIn: Technically Legal | LinkedIn Follow the podcast on Instagram: Technically Legal | Instagram Follow the podcast on X: Technically Legal | X Episode Credits Editing and Production: Grant Blackstock Theme Music: Home Base (Instrumental Version) by TA2MI
In today's episode of "AI Lawyer Talking Tech," we dive into the latest developments in legal technology that are reshaping the way law firms and legal professionals operate. We'll explore how PocketIP is revolutionizing global trademark management, AffiniPay's expansion into comprehensive practice management, and the strategic partnerships driving innovation in contract lifecycle management. Additionally, we'll discuss the groundbreaking role of AI in legal research with LawLLM, the FCC's new regulations on AI in robocalling, and much more. Stay tuned as we unpack these cutting-edge technologies and their impact on the future of the legal industry. Legal Tech Meets IP: Olena Polosmak on Building PocketIP28 Aug 2024Legaltech on MediumAffiniPay's Evolution: From Payment Platform to Practice Management Software and Beyond (Dru Armstrong, CEO)28 Aug 2024Technically Legal - A Legal Technology and Innovation PodcastCLM à Trois: Icertis, Harvey….and Evisort Too28 Aug 2024Artificial LawyerLaw Meets AI: A Deep Dive into LawLLM's Potential in Legal Research27 Aug 2024Legaltech on MediumHow AI is Revolutionizing the Legal Industry27 Aug 2024Legaltech on MediumTelephone and Texting Compliance News: Regulatory Update — FCC Resolves Investigation of Lingo Telecom, Finalizes Proposed Rulemaking on AI in Robocalling27 Aug 2024Mintz LevinNJ Execs on How They Use Artificial Intelligence, and Which AI Apps Work Best for Their Organizations27 Aug 2024GibbonsPatent Protection for AI Creations – Landmark decision by the German Federal Court of Justice27 Aug 2024WilmerHaleIs Your Law Firm Ready for the Sling Shot?28 Aug 2024Elevate ServicesSupio: Law Firm Data Structuring Company Secures $25 Million (Series A)28 Aug 2024Pulse 2.0Mexico City to play host to international lawyers attending the IBA Annual Conference from over 100 jurisdictions28 Aug 2024LegalNews.comIllinois To Increase Court Access Through Local Libraries28 Aug 2024EffinghamRadio.comThinking About Experience Management as a Product27 Aug 2024JD SupraThe critical relationship between general counsel and supply chain management27 Aug 2024Financial Thomson ReutersEconomic Uncertainty Exposes Fraud: Can Legal Teams Handle the Influx?27 Aug 2024Legal ReaderPractice Makes Perfect - or at Least Better!27 Aug 2024RIPS Law Librarian Blog20 Best Law Firm Branding Ideas26 Aug 2024Digital SilkOn LawNext: All About Spellbook's New AI Agent, Capable of Performing Complex Legal Tasks, with CEO Scott Stevenson27 Aug 2024LawSitesGDPR Breach Compensation: Maximize Your Claim Effortlessly26 Aug 2024NeedToKnow.co.ukTransform your legal productivity with GenAI and CoCounsel Drafting27 Aug 2024Financial Thomson Reuters
I'll discuss the differences between an EMR, EHR, and a practice management software so that you can choose which is best for you and your practice. Episode Show Notes: kayladas.com/episode78 Free Boosting Business Community: facebook.com/groups/exclusiveprivatepracticecommunity Jane App: kayladas.com/jane When you sign up for Jane App with the promotional code EVASPARE1MO you receive your first month free. Our Podcast Sponsor Therapist Private Practice Accelerator Program: empoweringtherapists.com Credits & Disclaimers Music by ItsWatR from Pixabay The Designer Practice Podcast and Evaspare Inc. has an affiliate and/or sponsorship relationship for advertisements in our podcast episodes. We receive commission or monetary compensation, at no extra cost to you, when you use our promotional codes and/or check out advertisement links. References Garrett, P. & Seidman, J. Technology (2011, January 4). EMR vs. EHR – What is the Difference? Retrieved from https://www.healthit.gov/buzz-blog/electronic-health-and-medical-records/emr-vs-ehr-difference Jane App. (n.d.) Online Appointments and Privacy Laws. Retrieved from https://jane.app/guide/online-appointments-and-privacy-laws
In this episode with Andrea & David, they talk with Nancy Dewitz about Practice Management Software selection for a veterinary practice. Nancy educates us on the importance of selecting the right PMS, the importance and cautions on AI, and third-party software integrations. This is one you won't want to miss! Join us, grab a cup of coffee, or pour a glass of wine, and enjoy the session! Stay happy and sane! Guest Links: https://www.linkedin.com/in/nancy-dewitz-8a18a2b/ Show Links: Website: https://www.pawsitiveleaders.com/ FB: https://www.facebook.com/PAWSitiveLeaders IG: https://www.instagram.com/pawsitiveleaders/ Furpaws Consulting: https://www.furpawsconsulting.com/ Andrea Crabtree-Wood (Host) LinkedIn: https://www.linkedin.com/in/andrea-crabtree-bs-cvpm-sphr-phrca-ccfp-fear-free-000a7985 David Liss (Host) LinkedIn: https://www.linkedin.com/in/david-liss-mba-cvpm-rvt-6915743b/ To learn more about our social media: http://www.dogdaysconsulting.com LinkedIn: https://www.linkedin.com/in/rhondabellcvpm/
Run your dental practice the smart way with InfoTech! This practice management system was built to make Salt Lake City dentists efficient, with all tech in one place. Go to https://www.info-tech.co/dental or call them at 801-210-1651 to book a demo! InfoTech Enterprise Solutions City: Provo Address: 1675 N Freedom Blvd Website: https://www.info-tech.co/dental Phone: +1 801 210 1651 Email: sales@utahinfotech.com
This week Chris and Andy had the pleasure of chatting to Abhi Krishna, CEO of Carestack, the dental Practice Management Software company that has recently entered the UK market. In this episode, Abhi talks about his childhood and growing up in India, his career and entrepreneurial journey and the stepping stones that led him to where he is now operating in the hi-tech and commercial world of the west. He tells us more about Carestack, the problem it fixes in the UK dental sector and background to the strong company culture and vision. He also talks about the new tech such as AI that Carestack is harnessing to allow dentists to run more efficient dental practices, how clients (aka ‘partners') are helping to develop the business and what he believes the future holds for Carestack. Topics: - Tell us about your childhood in India - Your career journey & the stepping stones that led you to where you are today - Carestack – what problem does it fix? - The vision and culture of the business - How is Carestack harnessing new tech to allow dentists to run more efficient dental practices? - How do your clients (partners) help develop Carestack? - What is imperfectly perfect? - Why are you impatient? - What one day in your life would you like to re-live? - What does the future hold for Carestack? - What does success look like for you? - One learning from your entrepreneurial journey
On this episode of Great Practice, Great Life, Steve continues his discussion with attorney Daniel Miller, exploring the nitty-gritty of practice management software for law firms. We're tackling how software can transform your legal practice by tracking every file's journey from inception to completion, providing insights into staff performance, and pinpointing any bottlenecks in your workflows. Discover the art of task management through client workflows and how tools like Kanban boards can revolutionize your approach to client service, leading to enhanced productivity and a standout client experience. Daniel shares his expert strategies, helping you fine-tune your firm's operational efficiency with the right practice management tools. We delve into features like accurate time tracking, secure client portals, and integrated billing systems that streamline your firm's financial dealings. Moreover, we discuss how incorporating phone systems can ensure seamless client communication. This conversation will help you balance professional growth, efficient practice management, and the personal joy of life's moments—because success isn't just about work; it's about making time for what matters most. In this episode, you will hear: Attorney Daniel Miller on practice management software in enhancing law firm efficiency and client experience Monitoring file progress, staff performance, workflow bottlenecks, and utilizing Kanban boards for visual task management The importance of secure client portals, accurate time tracking, and integrated billing systems to improve security, efficiency, and client relations Maintaining work-life balance by managing time effectively and establishing efficient processes How structured practice management systems contribute to successful legal practices while ensuring personal time for family and life events Customizable reporting within practice management tools for tracking business performance and identifying improvement areas Integrating practice management software with phone systems to facilitate communication tracking and billing for client interactions Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: My Great Life® Planner: https://atticusadvantage.com/product/my-great-life-planner/ Miller & Miller Law Group PLLC: https://www.nycelderlawyers.com/ What to Look for in a CRM and Practice Management Software Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we have a special guest, Jake Gulick from Greyfinch, joining us on the show. In this episode, we are diving into the ins and outs of practice management software. From Telehealth to capabilities to the future of orthodontic practice management technology, we are covering it all. Let's dive in! SummaryJake Gulick, the founder of Greyfinch, discusses the inception of the cloud-based orthodontic practice management software and its unique features. He emphasizes the importance of understanding the needs and wants of orthodontic practices and patients and how Greyfinch aims to provide a comprehensive solution. The conversation also covers the benefits of cloud-based software, the integration of telehealth capabilities, and the potential for AI and machine learning in scheduling and automation. Jake provides advice for practices considering a software change and highlights the future trends in software and technology. In this episode, Jill interviews Jake Gulick from Greyfinch, a practice management software company. They discuss the benefits of using Greyfinch and how it can help orthodontic practices. Jake emphasizes the importance of putting out quality products and not rushing the development process. He also mentions a special discount for Hey Docs listeners. The conversation then transitions to a speed round where Jake shares his style, interests, and hobbies, including pickleball, golf, and pizza making. Jake concludes by sharing his goals for Greyfinch and expressing his appreciation for the orthodontic industry. Takeaways Greyfinch is a cloud-based orthodontic practice management software that aims to provide comprehensive solutions for practices and patients.Cloud-based software offers numerous benefits, including improved efficiency, accessibility, and convenience.Telehealth capabilities, such as virtual consultations, are becoming increasingly important in the orthodontic industry.When considering a software change, it is crucial to evaluate the core features and unique offerings of different platforms, as well as the potential for integration with third-party companies.The future of software and technology in orthodontics includes AI, machine learning, and automation to enhance scheduling and streamline processes. Greyfinch is a practice management software company that offers benefits to orthodontic practices.Putting out quality products and not rushing the development process is important.Listeners can get a discount on Greyfinch by visiting Greyfinch.com/jillallen.Jake's hobbies include pickleball, golf, and pizza making.https://greyfinch.com/https://www.facebook.com/getgreyfinch/https://www.linkedin.com/company/greyfinch/https://twitter.com/i/flow/getgreyfinch Connect With Our AdvertisersKaleidoscope - Orthodontic Digital Marketing Greyfinch - Web Based Practice Management SoftwareSmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up Chapters00:00Introduction and Inception of Greyfinch04:05Core Features and Unique Offerings of Greyfinch08:32Benefits of Cloud-Based Orthodontic Practice Management Software12:11Streamlining Processes and Improving Efficiency14:31Telehealth Capabilities and Virtual Consultations20:17Advice for Existing Practices Considering Software Change27:36Integration with Third-Party Companies and Future Possibilities31:36Future Trends in Software and Technology35:30Introduction and Discussion of Greyfinch36:19Appreciation for Gray Finch's Approach37:11How to Get in Touch with Greyfinch38:13Speed Round: Jake's Style and Interests39:05Jake's Hobbies: Pickleball and Golf39:45Jake's Hidden Talent: Pizza Making40:12Jake's Goals for Greyfinch41:14Closing Remarks and Appreciation Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits:Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Johnny Mitchell
Join the Compliance Divas for a conversation with Dayna Johnson, Dentrix trainer extraordinaire and founder of Novonee. Dayna shares her expertise with practice management software utilization related to HIPAA and OSHA compliance and data integration.Dayna Johnson's website: https://novonee.com/ https://www.thecompliancedivas.com
Episode 12 is brought to you by Power Diary. Danielle Weedon (B Physio) and Clare Jones (B Occ Thy) are joined by Damien Adler, registered Psychologist, private practice owner and developer of Power Diary. After experiencing the challenges of establishing, operating, and working in a private practice first hand, Damien saw a need for management software specifically designed for healthcare practices. From there the Power Diary journey began. We discuss how Power Diary streamlines business operations, freeing up time for busy practice owners and clinicians; the easy process of transferring to Power Diary; the 12 month risk free trial period; and the positive impact Power Diary has on the patient/client experience.For more information visit Power Diary Subscribe to Allied Health PodcastSign up for Job Alerts Follow Us on LinkedIn, Facebook, Instagram and Twitter Connect on LinkedInDanielle WeedonClare JonesDamien AdlerSee omnystudio.com/listener for privacy information.
Jared spoke with a vice president at a case management software company about how niche tools may be the wave of the future, plus AI! Episode Highlights 05:20 The evolution and prospects of case management software for different practice areas 09:08 How lawyers should approach AI in their work 13:25 Misuse of the term 'AI' in legal tech 14:42 Potential mergers and consolidations in legal tech 20:14 Blade Runner 2049 and the similarities of its 'smart robots' to emerging AI technology like chatbots 23:06 The level of feasibility of the 'ceasefire on marketing' concept 24:11 Advice for attorneys looking for case management software Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Chad Sands https://www.cloudlex.com/
In this episode of Business Ninjas, Andrew is joined by Anne Chong, owner of Visual-Eyes, creators of practice management software for the eye care industry.Visual-Eyes® is the premiere practice management software solution for the Eye Care Industry. Visual-Eyes® was built from the ground up by optometrists who wanted a system that was simple to use, easy to customize, and promoted efficiency throughout the practice. For Visual-Eyes, data conversions, expert training and consultation services, and multi-location data sharing is what sets them apart from the rest.Learn more: https://visual-eyes.ca/ -----Do you want to be interviewed for your business? Schedule time with us, and we'll create a podcast like this for your business: https://www.WriteForMe.io/-----https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/ https://www.pinterest.com/andysteuer/Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away! Check out WriteForMe, more than just a Content Agency! See the Faces Behind The Voices on our YouTube Channel!
The EMR and calendar software from Interactive Advanced Medicine was created for and by physical therapists - find out if it's right for your practice by calling 1-833-554-2678!Book a demo by visiting https://iam-pt.com Interactive Advanced Medicine City: Odessa Address: 701 N. Grant Ave Website https://iam-pt.com/ Phone +1-833-554-2678 Email info@paradigmpt.com
Jared Correia talked to experts in the space about law practice management software + its value to law firms. Episode Highlights 06:09 Impressions of AI in the legal tech field right now 08:09 Thoughts on AI's impacts on legal technology 10:35 The ability of taking a look at the wider picture when dealing with cases 14:21 Importance of secure, safe, and private use of AI and the potential of AI in document automation 17:03 How case management software has been impacted by the shift to virtual or hybrid practices 19:56 Benefits of centralized case management and the role of legal software in facilitating remote work and collaboration 22:45 How artificial intelligence can increase efficiency and the consideration of its role in determining legal fees 23:55 The significant role of lawyers despite advanced AI 26:51 The part that Clio's legal trends report on modern payment solutions plays in their case management software Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon and Christopher Lafferty joshua.lenon@clio.com clafferty@getcaret.com https://www.clio.com/ https://getcaret.com/
Crossover Episode!! In this episode, originally published on the Uncharted Veterinary Podcast, Dr. Andy Roark and Practice Management Goddess Stephanie Goss talk about the lessons they wish they'd known BEFORE they started managing people and leading teams! If you like this episode, you can check out part 2 over at the Uncharted Veterinary Podcast! LINKS: Uncharted Events: https://unchartedvet.com/upcoming-events/ FREE CE: Updates in Canine Pancreatitis: Treatment Innovation with fuzapladib sodium for injection 2023 - Date: 8/8/2023, 12pm - 1pm EST Registration Link: https://drandyroark.com/CaninePancreatitis Dr. Andy Roark Exam Room Communication Tool Box Team Training Course: https://drandyroark.com/on-demand-staff-training/ Dr. Andy Roark Charming the Angry Client Team Training Course: https://drandyroark.com/charming-the-angry-client/ Dr. Andy Roark Swag: drandyroark.com/shop All Links: linktr.ee/DrAndyRoark ABOUT OUR GUEST: Stephanie Goss started in the veterinary field quite by accident but fell in love with the experience of being able to serve people and their pets. With over 15 years of experience both on the floor and in the office, Stephanie is passionate about staff education, team culture, management and training. Stephanie loves helping managers and owners control their inventory and leverage their profits by maximizing their home delivery using online pharmacies. She is a vet med nerd who loves to geek out about technology, especially Practice Management Software. She has experience as a practice manager in both private and corporate practices, ranging in size from one to seven doctors. She has experience as a consultant and trainer with AVImark software, paperlite/paperless transitions, practice management and staff. Stephanie is the Director of Community Development for the Uncharted Veterinary Conference. More notably she's the co-host of the Uncharted Veterinary Podcast where her laughter highlights the start of every episode and her knowledge bombs reign down like massive chunks of enlightenment from on high.
Welcome to The Dental Practice Launch Podcast presented by Crimson Media with your host Shane Simmons! In this episode, we dive into the world of dental practice management software and how it can help dentists close more cases in their practice. Our special guest today is Dr. Rania Saleh, a seasoned dentist with years of experience and expertise in implementing efficient systems for dental practices. In this conversation, Dr. Saleh shares her insights on the challenges dentists face when it comes to case acceptance and how Oryx, a revolutionary dental practice management software, can transform the game. With its innovative features and user-friendly interface, Oryx has proven to be a game-changer for dentists across the globe. Dr. Saleh delves into the unique functionalities of Oryx that can help dentists streamline their workflow, improve patient communication, and ultimately increase case acceptance. She highlights the software's ability to store and organize patient records, automate appointment reminders, and simplify treatment planning. Throughout the episode, Dr. Saleh and Shane explore real-life scenarios where Oryx has made a significant impact on case acceptance. From seamless treatment plan presentations to comprehensive reporting, this software has been designed to address the specific needs of dental practices and enhance the patient experience. Join us as we uncover the secrets to boosting case acceptance rates and learn how Oryx can revolutionize the way dentists run their practices. If you're a dentist looking to close more cases and provide exceptional care to your patients, this episode is a must-listen.
Anyone who's been paying attention knows that the future of practice management software lies in the cloud. But many practice owners have been hesitant to jump in. It this episode of the Very Dental podcast Alan talks with Gary Long of Curve Dental. Curve has been in the cloud software space as long as any dental practice management software and Alan grills Gary about the pros and cons of moving into the cloud! Some links from the show: Curve Dental Join the Very Dental Facebook group using the password "Timmerman," Hornbrook" or "McWethy," or "Lipscomb!" The Very Dental Podcast network is and will remain free to download. If you'd like to support the shows you love at Very Dental then show a little love to the people that support us! -- Crazy Dental has everything you need from cotton rolls to equipment and everything in between and the best prices you'll find anywhere! If you head over to verydentalpodcast.com/crazy and use coupon code “VERYDENTAL10” you'll get another 10% off your order! Go save yourself some money and support the show all at the same time! -- The Wonderist Agency is basically a one stop shop for marketing your practice and your brand. From logo redesign to a full service marketing plan, the folks at Wonderist have you covered! Go check them out at verydentalpodcast.com/wonderist! -- Enova Illumination makes the very best in loupes and headlights, including their new ergonomic angled prism loupes! They also distribute loupe mounted cameras and even the amazing line of Zumax microscopes! If you want to help out the podcast while upping your magnification and headlight game, you need to head over to verydentalpodcast.com/enova to see their whole line of products! -- CAD-Ray offers the best service on a wide variety of digital scanners, printers, mills and even their very own browser based design software, Clinux! CAD-Ray has been a huge supporter of the Very Dental Podcast Network and I can tell you that you'll get no better service on everything digital dentistry than the folks from CAD-Ray. Go check them out at verydentalpodcast.com/CADRay!
So… Are you going out on your own? If you are starting up or planning to start up your firm this podcast is for you. Being a solo- practitioner is where we all start. It can be a scary move, but it is well worthwhile! When you're starting your firm, you want to be focused on getting clients in the door so that you can have a healthy cash flow and climb to the next level. Automating as much as possible is essential and starting with the right practice management software helps you with that. Let me go into more detail about what is happening with the practice management landscape, especially here in Australia. Just recently, in one of our masterclasses at the Scalable Business Lounge, we invited a software practice management systems guru to speak to us about all the options on the market. Having someone who knows an awful lot about these practice management software products, what they do and what they don't do which ones are good for what types of firms, sizes, and practice areas were invaluable to all the lawyers in the group. In my law firm, we have had the same software platform since 2009; we haven't always been happy with it. So I tried to move to a new platform, but that journey is so overwhelming and difficult that I am stuck with this ridiculous lock-in contract I learned later that you could negotiate terms that don't involve lock-in contracts. Now we have a further option in Australia with Clio now a player. Last year I went to the Clio conference in Nashville and learnt that I love everything about this company and product. What I love about this product that sets them apart and why I'm so excited! No lock-in contract and the user fee is affordable Clio Manage - standard legal software management system Clio Grow, this add-on allows you to manage your front-end marketing (intake form, calendar, email marketing) inside your software. Everything integrates into CLIO…so you are able to streamline your law firm in a way that no other practice management software can. If you want to learn more about what practice management system is right for your firm, join the SCALABLE BUSINESS LOUNGE SBL is specifically for law firms that are from the start-up stage to a team of five employees. What Happens in the SBL We are working on working on who your ideal target clients How to implement 3 pronged marketing approach across three different funnels Test your marketing using data collection Cash flow and predictability, and systemising enable you to up-level your firm. We also offer: Masterclass every single month that is relevant to how to run your business One-on-one coaching calls on what not to do so you don't have to waste time and money Hot Seats we talk about your issue so you won't have to be alone in this journey. Because no matter how good you are in your specific practice area of law and how great you are in getting results for your client, if you are fumbling through how to run your business, then join us at the Lounge. Where I teach you how not to waste your money through the beginning of your business. Lean into having flexibility and FREEDOM! If this is how you love to start your firm. Then join us! You can have a lifestyle where you enjoy more Profit and FREEDOM. CONNECT WITH CARALEE: Instagram @caralee.fontenele Facebook: @caraleefontenele LinkedIn: @caraleefontenele CONNECT WITH SCALABLE LAW: Instagram: @scalable_law Facebook: @scalablelaw LinkedIn: @scalablelaw Website: www.scalablelaw.com Are you subscribed to my podcast? If you're not, you need to! I don't want you to miss an episode. Click here.
For today's episode with Joshua Hostilo, Blake Roberts, Marie Burgess, and Igor Selizhu, we discuss legal technology through case management software. Each guest suggests using automation and work plans to increase efficiency, as well as native language support and other features to improve the client experience. They also highlighted the importance of mergers and acquisitions in the field and advised attorneys and law firms to stay aware of changes such as non-lawyer-owned law firms. Episode Highlights Their best New Year's Resolutions failures - 2:34 How lawyers can use law practice management software and recession-proofing a law practice. - 6:40 Improvements in case management software for a better client experience. - 11:58 Benefits of utilizing case management software for law firms. - 15:53 The future of law management software. - 14:42 Adding automations in the case management software - 21:11 Impact of mergers and acquisitions in the technology space. - 24:29 Their favorite case management report and why. - 30:18 Essential integrations for case management software. - 32:19 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://filevine.com/ https://lawmatics.com/ https://joinparadigm.com/ https://smartadvocate.com/
An exclusive end-of-year offer at practice management software company Power Diary waives subscription fees until Feb. 1, 2023 for new accounts subscribing by Dec. 31, 2022, with 50% off for the next 6 months. Book a free demo now! Learn more at https://www.powerdiary.com
In this episode, I welcome Joyce Bradford and Bob Culliton to talk about case management software and how it can be used as an accountability tool for lawyers. Joyce and Bob discuss how important it is for attorneys to have access to modern software platforms that can help them manage their work more effectively. They highlight some of the key features that are essential for any case management software, such as time and billing, client and matter management, and contact management. They also talk about how knowledge management is a particularly important feature that can help attorneys be more efficient and effective in their work. Highlights Who are the guests for today? - 1:24 Ice breaker: What's the most annoying Christmas gift a child asks them? - 1:55 One problem that a case management software platform can resolve. - 5:24 Best features of the case management software. - 8:37 Dealing with lawyers and their ability to place data and label into the system. - 10:47 What can be improved to be made to the case management space? - 13:49 The future of case management software. - 17:32 The value of reporting. - 23:37 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://www.cosmolex.com/ https://zencase.com/ https://www.linkedin.com/in/joyce-brafford https://www.linkedin.com/in/bobculliton
Let's talk about practice management, tech, and production. How do you find and apply the right tech tools that help you deliver what you've promised to your clients? Acquiring new clients, moving cases through the process, reaching successful outputs, and applying the right business metrics that help you understand your business performance all require the right technologies. Did you know, even the simple habit of waiting until the end of the day to enter your billable time can cost you money? There's a tech solution for virtually every aspect of your legal business. Tech is racing forward. The COVID-19 pandemic changed the way we work. Maybe you are being left behind. It's more important than ever to understand what changed. Payments, marketing data, key points, cloud tech, it's all a new game. Practice management and success today is about data, how you understand your value, your pricing, key performance indicators, and, ultimately, your profitability. From intake to case management to corporate success, tech is what's driving the legal profession. Life moves pretty fast. If you don't stop and look around once in a while, you could miss it – Ferris Bueller
Let's talk about practice management, tech, and production. How do you find and apply the right tech tools that help you deliver what you've promised to your clients? Acquiring new clients, moving cases through the process, reaching successful outputs, and applying the right business metrics that help you understand your business performance all require the right technologies. Did you know, even the simple habit of waiting until the end of the day to enter your billable time can cost you money? There's a tech solution for virtually every aspect of your legal business. Tech is racing forward. The COVID-19 pandemic changed the way we work. Maybe you are being left behind. It's more important than ever to understand what changed. Payments, marketing data, key points, cloud tech, it's all a new game. Practice management and success today is about data, how you understand your value, your pricing, key performance indicators, and, ultimately, your profitability. From intake to case management to corporate success, tech is what's driving the legal profession. Life moves pretty fast. If you don't stop and look around once in a while, you could miss it – Ferris Bueller
AADOM Radio & Curve Dental Present:Christy BenchLearning Objectives:1. Learn what to expect from your practice management software partner2. See how sharing your ideas can result in feature releases that make a difference for your practice3. Learn how to get maximum value from your software experienceMore About Christy:Christy is a Training Content Manager with Curve Dental. She creates the training content for offices and Curve trainers, including Quick Guides and training videos. She also hosts Curve webinars to introduce and demonstrate large feature releases.Prior to this position, Christy worked as a Curve trainer to help new offices become proficient on Curve practice management software.Before joining the Curve Dental team, she worked for nine years as the office manager helping her practice grow from one doctor and two hygienists to four doctors and nine hygienists, and more than quadrupling monthly revenue.More About Curve Dental:https://www.curvedental.com/More About AADOM:https://www.dentalmanagers.com/
In this episode of the podcast, Jeremy and Chris talk about their different approaches to workflow management, capacity management and engagement management. The key takeaways from the episode are: · How ticketing software can be used to manage the workflow of a firm. · What is practice management software? · What's the difference between practice management software and project management software? · The importance of tracking the history of client engagements – digitally! · How these platforms can help you share information across the team · Are we still using email or are we using one of these other systems? · How does the month end close tie into the practice management system? · What analytics are important to layer on a project/workflow management system? · How does a CRM system fit into a firm management software ecosystem? · How important is integrated data within a firm? Follow the show on Twitter @CPAAdvisoryShow Jeremy Wells on Twitter @JWellsCFO Chris Hervochon on Twitter @ChrisHervochon --- Send in a voice message: https://anchor.fm/cpaadvisoryshow/message
Many law practice management software vendors have been working to provide one-stop shop platforms that meet all the basic needs of a law firm, thereby streamlining processes formerly served by multiple vendors. Sharon Nelson and Jim Calloway discuss all the latest trends and happenings (including the Affinipay's MyCase acquisition) with industry expert Niki Black. She talks through processes for choosing software for your law firm and explains how to find the functionality that will best meet your needs. Niki Black is an attorney and the Legal Technology Evangelist at MyCase.
Many law practice management software vendors have been working to provide one-stop shop platforms that meet all the basic needs of a law firm, thereby streamlining processes formerly served by multiple vendors. Sharon Nelson and Jim Calloway discuss all the latest trends and happenings (including the Affinipay's MyCase acquisition) with industry expert Niki Black. She talks through processes for choosing software for your law firm and explains how to find the functionality that will best meet your needs. Niki Black is an attorney and the Legal Technology Evangelist at MyCase.
Jennifer Whigham talks with Lawyerist's legal tech advisor, Zack Glaser, about the components to a successful law practice management system. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Albatross Legal Workspaces, Postali, and Posh Virtual Receptionists for sponsoring this episode.
Jennifer Whigham talks with Lawyerist's legal tech advisor, Zack Glaser, about the components to a successful law practice management system. If today's podcast resonates with you and you haven't read The Small Firm Roadmap yet, get the first chapter right now for free! Thanks to Albatross Legal Workspaces, Postali, and Posh Virtual Receptionists for sponsoring this episode.
Ian Vacin is the Co-founder and Chief Customer Officer of Karbon, a collaborative practice management platform for accounting firms. Ian has over 25 years of experience in technology and more than 15 years of leadership experience in the accounting profession. Before starting Karbon, he was the Vice President of Marketing and Product at Xero and the Offering Leader and Group Manager of Intuit's QuickBooks ProAdvisor Program. In this episode: When is the right time to use practice management software? Can software promote efficiency and the provision of services to clients? Ian Vacin wanted practice management software that could ensure both consistency and flexibility for knowledge workers in the accounting profession. He also wanted to boost employee communication and collaboration to improve productivity, prevent deviations from set standards, and drive company growth. So, he co-founded Karbon, a practice management software platform to help his company achieve those goals. Ian Vacin, the Co-founder and Chief Customer Officer of Karbon, is Adi Klevit's guest in this episode of the Systems Simplified podcast. Ian talks about the need for practice management software for professional service companies. He also discusses the key performance indicators (KPIs) for accounting firms, when to use special practice management software, and the importance of utilizing practice management software.
One of the most significant challenges dentists face today is implementing new technologies that can assist with both clinical and front office tasks to deliver high-quality care for patients. Dental software expert Travis Rodgers, also known as 'The Dental Software Guy,' joins me to share some tips on effectively managing new dental practice management software. Tune in to learn more! Travis is considered a leader in dental innovation and technology, having launched over 200 products for top brands in the dental industry and built 18 dental software programs. He also pioneered integrating dental practice management software into lab management systems. We discuss what causes dental practices to fail in implementing new systems, how to remove impediments to implementing new technology, and the 3 C's of implementing change. Key Takeaways How to effectively implement new dental practice management software (00:00) Travis's background in dentistry and technology (01:40) The 3 'C's' of implementing change (03:41) The key to implementing new technologies (09:38) Why it's a good idea to hire a consultant when introducing new software (17:16) Lightning round questions (25:05) Additional Resources Learn proven dental marketing strategies and online reputation management techniques at: https://www.drlentau.com Schedule a free consultation with Travis at: https://www.travisrodgers.com/ This podcast is sponsored by Cloud Dentistry, the largest dental talent marketplace. Find out more at: http://www.clouddentistry.com/Len
Practice management software is a weak spot in dentistry. Much of what we use today is based on database technology from 20+ years ago. PMS hasn't kept up with the rest of the technology world. Alan recently sat down with Dr. Rania Saleh to talk about a cloud based practice management software called Oryx. Rania is the creator and CEO of Oryx Dental Software. It's an all inclusive, cloud based software. I'll be blunt...this is the future of dental practice management software and you're going to be hearing a lot about it from me in coming months! Some links from the show: Oryx Dental Software Kois Center If you'd like to support the Very Dental Podcast Network then you should support our sponsors! Listen, most dental practices are wasting an enormous amount of time and money on disorganization. Zirc's Color Method takes all of your instruments and all of your materials and organizes it perfectly into color-coded tubs, trays, and cassettes. You gotta look into this for your practice and if you're thinking, “Alan I do not have time for this!” you're in luck because Zirc just launched a new service department where they will do it all for you! Go to verydentalpodcast.com/colormethod and they'll give you 50% off their Deeper Assessment consulting plan. Our friends at Cosmedent want to give you a polishing secret weapon. What's that secret weapon? It's called Enamelize! This Cosmedent Top Seller is an aluminum oxide polishing paste that creates a beautiful final polish on composites, porcelain, metal and natural tooth structure. Using Enamelize will greatly increase the gloss, luster and surface smoothness of your restoration. Go get your polishing secret weapon at verydentalpodcast.com/Enamelize! I've been using a Medit scanner from CAD-Ray since early 2019. I just upgraded to the i700 and I really like it. Medit has a lot to offer including a very appealing price point, no monthly fees and support that only CAD-Ray can offer! If you're ready to bring digital dentistry into your practice, you need to check out verydentalpodcast.com/CADray! Our friends at Enova Illumination have your magnification and lighting needs all figured out. Whether you're looking at new loupes, a surgical headlight like no other or the amazing line of Zumax microscopes, Enova Illumination has you covered! Go check them out at verydentalpodcast.com/Enova and take advantage of the discounts they have for Very Dental Podcast Network listeners! Do you need help with a logo, website design or anything marketing? Our friends at Wonderist can definitely help! Keep your eyes open for the updated Very Dental Podcast website coming soon! It's amazing and it was designed by the pros at the Wonderist Agency! Want more information? Go check them out at verydentalpodcast.com/wonderist! Do you want an easy way to support the Very Dental Podcast network? Go check out the monthly deals from our friends at Crazy Dental! Each month Crazy Dental will be offering high value coupons on the product you're using most! Head over to verydentalpodcast.com/crazy to see the monthly deals they have in store for you!
The global medical billing outsourcing market was valued at 10.2 billion in 2020 & is expected to expand at 12.66% from 2021 to 2028. Part 1 of 10 - Upcoming Videos: 2. Medical Billing as a Business 3. Setting up Your Business 4. Practice Management Software, 5. Clearinghouse & EMR 6. Necessary Equipment 7. Contracts with Providers 8. Pricing Your Business 9. Marketing Your Business --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/the-jaded-medical-biller/message Support this podcast: https://anchor.fm/the-jaded-medical-biller/support
Join us for a live episode of The Bookkeepers' Podcast as we speak to Amy Spillard, Head of Partnerships at Senta by IRIS. We'll be discussing how practice management software can help you build and take control of your practice. Senta are delighted to offer 6 Figure Bookkeeper members an exclusive 20% discount from the standard £29 monthly fee, for your first 12 months. See the full details in The 6 Figure Bookkeepers' Club on Facebook at 6figurebookkeeper.club. All you need to do is sign up here for a free 30-day trial and notify us that you are members of the 6 Figure Bookkeepers' Club. https://bit.ly/3umkXuR
Patrik Inzinger Company url: www.appointmed.com Company Linkedin Profile URL: https://www.linkedin.com/company/appointmed What does your company do in 5 words or less? Practice Management Software for Healthcare Professions Bio Designer, entrepreneur and startup advisor with a passion for product & interface design. In addition to more than 17 years of working with brands like The Ritz-Carlton, Porsche, ERSTE Bank and multiple successful startups, I'm also the founder of a healthcare company called appointmed.
What's a Law Practice Management System? What's the purpose of using it? How does it help a firm or a lawyer in their day-to-day workflows and business operations? These are just a few of the questions that Jared, along with his guests, Joshua Lenon of Clio, Dr. Cain Elliot of Filevine, Matt Spiegel of Lawmatics, Tomas Suros of AbacusNext, and Karrtik Rao of Moxtra answered. Together, they discuss the most compelling feature-based argument for a law firm to adopt a case management software as well as how a law practice management system can help in integrating lead management and utilizing data. Highlights The guests for today's show: Who are they? - 1:15 Sharing their New Year's Resolutions: Should you do it or are they cliche? - 2:52 The most compelling feature-based argument for a law firm to adopt a case management software or move to a different one. - 8:09 The stats or KPIs that law firms should look for now. - 15:27 How does law practice management software effectively connect lawyers and staff to the law firm data that they can utilize? - 19:38 Why is having their own payment tools advantageous for lawyers and law firms? - 21:56 Can a law practice management system do a better job of integrating lead management and how? - 27:31 Law practice management software supporting the client interaction workflows. - 30:46 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Joshua Lenon, Cain Elliot, Matt Spiegel, Tomas Suros and Karrtik Rao https://www.abacusnext.com/ https://moxtra.com/ https://www.clio.com/ https://www.filevine.com/ https://www.lawmatics.com/
In our newest podcast, Ortho Marketing President, Dean Steinman, talks with Mike Ressel, CEO of Cloud 9, and Phyllis Fernandez, Sr. Director of Customer Success at Cloud 9 Software. Cloud 9 Software is a browser-based practice management system for orthodontics, pediatric dentistry, group practices, and DSOs/OSOs which provides 24/7 live access to treatment planning, images, and patient data from any internet-enabled device.Tune in to hear: - How your Practice Management Software can help you optimize your practice - The difference between a cloud-based and a local-based model- How Practice Management Softwares are adapting to virtual trends- What the future of Practice Management Software looks likeCheck Them Out! cloud9.software
In our newest podcast, Ortho Marketing President, Dean Steinman, talks with Mike Ressel, CEO of Cloud 9, and Phyllis Fernandez, Sr. Director of Customer Success at Cloud 9 Software. Cloud 9 Software is a browser-based practice management system for orthodontics, pediatric dentistry, group practices, and DSOs/OSOs which provides 24/7 live access to treatment planning, images, and patient data from any internet-enabled device.Tune in to hear: - How your Practice Management Software can help you optimize your practice - The difference between a cloud-based and a local-based model- How Practice Management Softwares are adapting to virtual trends- What the future of Practice Management Software looks likeCheck Them Out! cloud9.software
Jared interviews Ruchie Chada, Rohit Parekh, Nikhita Iyar, Claude Simpson, and Joshua Lenon about the Law Practice Management Software being used by several law firms today. Each guest shares not only about the latest trend in law practice management but also what they think about the future trends in law practice management software. Highlights Introducing the guests of today's show. - 1:20 The main focus of today's topic. - 2:03 Icebreaker: How's your vacation? - 3:12 The latest trend in law practice management. - 10:31 Moving towards automation by using a case management system. - 15:34 What are the future trends in law practice management? - 18:29 Technology leads law practice management to be predictive, rather than reactive. - 23:58 The hidden gems: What are the most overlooked features of case management software? - 27:55 Episode Resources 7 Habits of Highly Effective People by Stephen Covey Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with the Guests https://www.smokeball.com/ https://matter365.com/ https://moxtra.com/ https://smartadvocate.com/ https://clio.com/
Jared interviewed three vendors on the features of law practice management software. They explain the software and why it's important. Highlights Technology conversations direct to lawyers - 0:40 Law practice management software - 2:21 Rohit's insights about law practice management software - 3:43 Collaboration is essential - 4:41 Joshua's insights about becoming “centralized” - 5:58 Migration and onboarding are two different things - 7:34 Learning the tool and how to maximize the tool - 8:40 A point of inflection for legal - 11:11 Clients do not want to go back to the “old way” - 14:15 Using a cloud-based software - 15:32 What happens when you have everything in the cloud - 17:51 About VPN - 18:38 How to contact Cain, Joshua or Rohit - 20:05 The best productivity hack - 20:44 Zapier as an excellent integration software - 23:22 Episode Resources Connect with Jared Correia jared@redcavelegal.com https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Cain Elliott, Joshua Lenon, and Rohit Parekh Cain Elliott cain@filevine.com Joshua Lenon joshua@clio.com Rohit Parekh rohit@matter365.com
Every healthcare provider I know complains about the hassles associated with their EHR charting. When you're an employed physician, you basically get stuck using whatever software your employer has purchased, and it's super easy to complain about something that you have no control over. But when you are the practice owner, you choose the EHR--an admittedly overwhelming process. And before we get started, let me explain the difference between EMR and EHR. EMR stands for electronic medical record. Restated, this is your note. EHR stands for Electronic health record. This includes all sorts of other documents including lab and imaging results, notes from other providers and all sorts of miscellaneous documentation. 1. Determine whether you want an EHR that's enterprise or cloud based. enterprise-based Enterprise-based EHRs live on your server or servers in your officeDo you have a server? How much does a server cost? What happens when the server goes down? Do you have in-house IT person for when your server isn't working?Cloud based EHR sits in the cloud and can be accessed from any device.You don't need a server.You need a stable internet connectionBandwidth and internet speed affect performanceThere are obvious differences in the costs between enterprise- and cloud-based products but the cost differences may not be as great as you would initially think. Tip: Create a spreadsheet so that you can compare all of the costs. What type of infrastructure do you need and what does that cost? (Servers vs. wiring for the fastest internet connection)Cost of the internet service with the bandwidth needed to run a cloud-based program.What is the purchase price? And what does that include?For the enterprise-based is there a yearly maintenance fee? Costs associated with cloud based—how much do you pay per month? Is it by user? How often do they raise their prices? 2. Determine whether you want a standalone EHR and standalone Practice Management Software or an integrated product. EHR and Practice Management Software are not the same thing.EHR--all of the clinical infoPractice Management--the business side of medicine Eligibility, prior authorization, billing, and patient statementsScheduling can be part of EHR and/or Practice Management SoftwareAnd you need both in order for your practice to function. Deciding whether you want an enterprise based system or cloud based system and whether you want a standalone EHR with standalone Practice Management software vs. an integrated product will have the biggest impacts on your budget and workflow. These decisions will also guide your consideration of specific vendors and their products. If you'd like to hear more tips on how to start, run and grow your practice and related medical businesses, please sign up for my newsletter at https://www.thepracticebuildingmd.com. And, be sure to join my FB group, The Private Medical Practice Academy. Enroll in my course, How To Start Your Own Practice and get the step-by-step process for opening your doors. Or join The Private Medical Practice Academy Membership for live group coaching, expert guest speakers and everything you need to know to start, grow and leverage your private practice.
Join Brad & Dr. Jay, as they explore Dr. Brian Capra's experience in practice management software development. As owner of Genesis Chiropractic Software, Dr. Capra has played an integral part in shaping workflow and automation requirements. Genesis has revolutionized cloud-based technology by improving practice revenue, retention, compliance and efficiency.
I spoke with Sabina Horgan, the vice president of market development for Thread Legal, a practice management software provider based in Dublin. We discussed the genesis of Thread Legal, how small and mid-sized law firms can leverage technology to gain a competitive advantage, and the state of legal tech in Ireland.
It's Columbus Day and little did you know that Columbus himself has valuable lessons on dental start-ups and practice management software. Joining Ryan Vet on this episode is 20-year dental industry executive and veteran, Andy Jensen. Not only is Andy passionate about implementing software to improve your practice, he is a history buff. In this conversation, Ryan and Andy explore the history of Christopher Columbus. Andy pulls leadership and change management lessons from the life of this well-known explorer.Also, on this episode, don't miss a real patient phone call provided by PatientPrism. As always, be sure to subscribe to this dental podcast and visit our website at www.TheDentalPodcast.com