25 APR 2024 · 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/OrthoFi https://www.linkedin.com/company/orthofi https://www.youtube.com/c/OrthoFi https://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 OrthoFi - OrthoFi has gathered valuable data on patient financials and flexible financing in orthodontic practices - Flexible financing options have become increasingly important in the industry, allowing patients to accept care and practices to grow - Interest 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 risk - The implementation of flexible financing options may vary depending on the stage of a practice's growth, with more conservative approaches recommended for startup practices - Minimize the growth benefit by changing incentives and adding more “carrot and stick” - Adult patients require different treatment and persuasion strategies - The economy and consumer perception impact adult starts - Accurately allocate past due AR to improve financial performance - Prepare for potential direct-to-consumer competition in the future Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GC Orthodontics - https://www.gc.dental/america/campaigns/gcoa-jillallen-2024 SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 03:20 Insights and Data on Patient Financials 07:44 The Evolution of Payment Methods 09:39 The Benefits of Flexible Financing 13:41 Implementing Interest in Payment Plans 26:00 Maximizing Growth Benefit: Incentives and Strategies 28:22 Understanding the Impact of the Economy on Adult Starts 39:19 Improving Financial Performance through Accurate AR Allocation 46:23 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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

18 APR 2024 · Welcome to the Hey Docs! Podcast with your host, Jill Allen.   Today, we're shining a light on SmileSuite technology with my friend and returning guest, Dr. Anthony Bonavoglia. SmileSuite is changing the game for orthodontists and their practices. Join us as we dive into the metrics that matter, the art of the new patient phone call, and a peek into the future developments from SmileSuite.   Let’s dive into it!  Summary   Anthony Bonavoglia, founder of SmileSuite, discusses the importance of understanding the busiest times for new patient phone calls in orthodontic practices. He shares data that shows the busiest times are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall. He also highlights the trend of patients preferring to schedule appointments through text messaging rather than phone calls. Anthony emphasizes the need for practices to monitor and improve the quality of new patient phone calls, as well as the importance of balancing work and family life.   https://www.ortholifecoach.com/ https://www.facebook.com/ortholifecoach https://www.instagram.com/getsmilesuite/ New Patient Phone Call Score Card  http://getsmilesuite-7731839.hs-sites.com/smilesuiteinquiry-1 Takeaways - The busiest times for new patient phone calls in orthodontic practices are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall. - Patients are increasingly preferring to schedule appointments through text messaging rather than phone calls. - Practices should monitor and improve the quality of new patient phone calls to ensure a positive patient experience. - It is important to find a balance between work and family life to maintain overall well-being. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GC Orthodontics - https://www.gc.dental/america/campaigns/gcoa-jillallen-2024 SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Overview of SmileSuite  01:28 Gathering Data on Busy Times for New Patient Phone Calls 12:21 The Impact of Phone Calls on the Patient Experience 22:44 Patient Communication Preferences and Trends 25:26 Upcoming Developments for SmileSuite 28:47 Speed Round: Coffee or Tea, Favorite Podcast, Outdoor Activity, Being Remembered, Best Piece of Advice 31:17 Conclusion and Farewell   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- http://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 Allen  Produced by Jordann Killion Audio Engineering by Johnny Mitchell

11 APR 2024 · Welcome to the Hey Docs! Podcast with your host, Jill Allen.   Today, we have returning guest Dr. Robert Trujillo joining us on the show. In the last episode, we learned all about his company, Orthovated, and how he helps practices with clinical onboarding. In this episode, we are focusing on another passion: his coaching and mental health. There is a lot to unpack.   Let’s get into it!   Summary   In this conversation, Robert Trujillo discusses the importance of work-life balance and setting proper goals. He emphasizes the need to take action and create passion through behavior. Robert also highlights the role of thoughts and feelings in achieving happiness and fulfillment. He provides tips on time management and the importance of setting boundaries. Finally, Robert shares his contact information for those interested in coaching sessions. In this episode, Robert Trujillo discusses how to create the life you want by conducting a work-life audit and developing a strategic plan. He emphasizes the importance of taking small steps and applying various principles to achieve personal growth and fulfillment. https://www.ortholifecoach.com/ https://www.facebook.com/ortholifecoach https://www.orthovated.com/ https://www.facebook.com/orthovated Takeaways - Take action and create passion through behavior. - Set proper goals and focus on behaviors rather than outcomes. - Manage your time effectively and set boundaries. - Take care of yourself and prioritize self-care. Conduct a work-life audit to assess your current situation and identify areas for improvement. - Develop a strategic plan to create the life you want, focusing on small steps and consistent progress. - Apply principles such as self-reflection, goal-setting, and time management to achieve personal growth and fulfillment. - Embrace your personal style and interests, and make time for activities that bring you joy and relaxation. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GC Orthodontics - https://www.gc.dental/america/campaigns/gcoa-jillallen-2024 SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 03:38 The Struggle for Work-Life Balance 08:00 Setting Proper Goals 14:08 The Fulfillment Paradox  19:04 Creating Passion through Action 23:11 The Role of Thoughts and Feelings 28:36 Time Management and Boundaries 37:59 Taking Care of Yourself 42:22 Conclusion and Contact Information 44:12 Creating the Life You Want 45:02 Personal Style and Interests 45:41 Hidden Talents  46:26 Big Hairy Audacious Goal  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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

4 APR 2024 · Welcome to the Hey Docs! Podcast with your host Jill Allen.     Today, I have Jeff Slater from  Kaleidoscope joining me on the show! With AI becoming such a prevalent topic in everything these days, I thought it was time to have “the chat” about what it is and how you should or should not be using it in your practices. From Google pay-per-click ads to A.I. pitfalls, we have a lot to cover.    Let’s get dive in!  Summary   The conversation explores the impact of AI on Google and local search results, particularly for startups. It discusses the challenges of verification and the increasing scrutiny from Google to eliminate fake businesses. The conversation also highlights the concerns of sharing business information and the need for proper documentation. The role of AI in advertiser verification and its impact on Google Ads and pay-per-click campaigns is examined. The influence of AI on content creation, chatbots, dynamic ads, and geotargeting is discussed. The importance of balancing AI automation with the human touch is emphasized, along with the challenges of finding the right balance. The conversation concludes by highlighting the volatility of AI technology and the need to monitor data and adapt accordingly.  https://thekaleidoscope.com/ https://www.facebook.com/KaleidoscopeDigitalMarketing https://www.instagram.com/kaleidoscopedigitalmarketing/ https://www.linkedin.com/company/kaleidoscope-digital-marketing/ https://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzw Takeaways - AI is affecting Google and local search results, particularly for startups, with increased scrutiny and verification challenges. - Proper documentation and business name alignment are crucial for successful advertiser verification on Google Ads. - AI plays a significant role in dynamic ads, geotargeting, and content creation, but the human touch remains important in orthodontic practices. - Finding the right balance between AI automation and personalization is essential for effective marketing strategies. - Monitoring data and adapting to the volatility of AI technology is necessary for success in the digital landscape. Vigilance and monitoring of Google profiles are crucial to avoid sudden drops or disappearances. - Accurate and consistent information is essential for maintaining a strong online presence. - Ignoring notifications from Google can lead to permanent consequences, such as ads being offline. - The unpredictability of Google's algorithm requires ongoing attention and adaptation. - The future of the industry will involve advancements in AI and technology, but the human element and relationships will remain important. - Documentation and verification are necessary to match online information with real-world branding. - Proactive marketing and a well-rounded approach are key to success. - Kaleidoscope serves as a valuable resource for orthodontic practices. - AI technology presents both challenges and benefits, requiring careful proofing and consideration. - Being a great parent is a personal goal that Jeff values. - Perspective and framing play a significant role in finding what you're looking for. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GC Orthodontics - https://www.gc.dental/america/campaigns/gcoa-jillallen-2024 SmileSuite - http://getsmilesuite.com/ Chapters 00:00 AI's Impact on Google and Local Search Results 01:13 Verification Challenges for Startups 04:12 AI's Role in Advertiser Verification 05:18 Importance of Business Name and Documentation 06:39 AI's Impact on Google Ads and Pay-Per-Click 09:47 AI's Influence on Content and Chatbots 11:14 AI's Role in Dynamic Ads and Geotargeting 12:30 Balancing AI Automation and Human Touch 14:23 AI's Impact on Marketing Industry 16:07 Challenges of Finding the Right Balance 17:41 The Volatility of Google Rankings 19:01 The Importance of Accurate and Consistent Information 20:22 The Need for Vigilance and Monitoring 22:14 The Housekeeping Component of Online Presence 23:20 The Consequences of Ignoring Notifications 25:07 The Unpredictability of Google's Algorithm 26:29 The Future of AI and Technology in the Industry 27:34 The Importance of Proofing AI-generated Content 29:24 The Value of Human Element and Relationships 30:17 The Need for Documentation and Verification 31:52 The Importance of Proactive Marketing 33:24 The Role of Kaleidoscope as a Resource 34:08 The Challenges and Benefits of AI Technology 35:15 The Significance of Being a Great Parent 35:46 The Power of Perspective and Framing  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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

28 MAR 2024 · Welcome to the Hey Docs! Podcast with your host, Jill Allen.   Today, we have a special guest, Dr. Amy Jackson, returning to the show! In this episode we are covering outsourced retainer programs and how they are changing the orthodontic offices of the future. From decreasing chair time to increased revenue and patient satisfaction, we are covering it all.    Let’s get into it!  Summary   In this episode, Amy Jackson, the founder of Retainers for Life, discusses the benefits of using their program in orthodontic practices. She shares her personal experience and the pain points that led her to create Retainers for Life. Amy explains how the program can save time, improve patient retention, and generate additional revenue for practices. She emphasizes the importance of building long-term relationships with patients and creating a positive experience throughout the retention phase. Amy also provides insights into the implementation process and offers advice for practices considering Retainers for Life.   https://www.cainwatters.com/ Takeaways - Retainers for Life is a program that helps orthodontic practices streamline the retention process, save time, and generate additional revenue. - By outsourcing retainer production and management to Retainers for Life, practices can free up chair time for more productive appointments. - Retainers for Life allows practices to maintain a long-term relationship with patients even after the completion of orthodontic treatment. - The program offers financial incentives for practices and team members, creating a win-win situation for everyone involved. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 00:59 The Birth of Retainers for Life 03:24 The Benefits of Retainers for Life 04:04 The Challenges of Retention in Orthodontic Practices 05:21 Efficiency and Time-Saving with Retainers for Life 06:30 Integration of Retainers for Life into Orthodontic Practices 09:16 Building Long-Term Relationships with Patients 11:26 The Alumni Concept in Orthodontic Practices 12:20 Outsourcing vs. In-House Retainer Production 19:08 Implementing Retainers for Life in Practice Systems 21:01 Workflow and Protocols for Retainers for Life 23:33 Offering Retainers for Life at the End of Treatment 24:31 Cost Comparison: Outsourcing vs. In-House Retainer Production 26:24 Revenue Sharing and Team Incentives 29:18 Getting Started with Retainers for Life 31:43 Contacting Retainers for Life 34:04 Conclusion and Final Thoughts  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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

21 MAR 2024 · Welcome to the Hey Docs! Podcast with your host Jill Allen.   Joining us on the show today is David King from Leaders In Ortho, and in this episode, we are talking about finding joy. As entrepreneurs, it is easy to get weighed down by the pressures of the business, but it doesn’t have to be that way. David has some great information to share with us!   Let’s get started!   Summary   David King, a business and life coach, discusses the importance of personal and psychological growth for orthodontists. He emphasizes the need for orthodontists to leverage their darkness into their greatness and overcome challenges in their personal and professional lives. King introduces the concept of the four domains of life, which include focusing on one's body, mindset, balance, and business. He encourages orthodontists to take inventory of their lives, exercise regularly, and avoid hesitation. King concludes by offering his contact information for those interested in seeking help.   https://leadersinortho.com/ https://www.linkedin.com/in/david-king-864053a/ https://www.instagram.com/David_king_IV https://www.facebook.com/david.king.96558/ https://www.youtube.com/@UCuF9AQXe-aInmSoic15IAZQ https://www.tiktok.com/@david_king_IV Takeaways - Orthodontists often face challenges in their personal and professional lives that can hinder their joy and happiness. - The four domain life, which includes focusing on one's body, mindset, balance, and business, is crucial for achieving fulfillment and success. - Orthodontists should not hesitate to seek help and support from trusted individuals or coaches. - Taking small steps, such as exercising regularly and setting aside time for self-reflection, can lead to significant personal and professional growth. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 03:17 The Need for Personal and Psychological Growth 08:16 Challenges Faced by Orthodontists 11:23 The Importance of Joy and Happiness 18:53 The Four Domain Life 22:21 Overcoming Fear and Seeking Help 27:54 Tips for Overcoming Challenges 33:39 How to Contact David King 36:36 Speed Round 37:48 Conclusion  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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

14 MAR 2024 · Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, I have a special guest, Charles Loretto, from Cain Watters & Associates, joining me on the show. I know that financial planning can be a bit of an undertaking for us all, so Charles is here to break it down. From where you should start to market trends and the best pieces of advice, there is a lot to learn! Pull out your notebooks.  Let’s get into it!  Summary   Charles Loretto, a financial planner specializing in dentistry, shares his journey and passion for orthodontics. He emphasizes the importance of owning a business and provides insights into the financial aspects of starting and growing an orthodontic practice. Charles discusses the different stages of financial planning, from basic accounting to tax planning and wealth building. He also highlights current trends in the industry, such as lower down payments and the impact of private equity on practice valuations. In this conversation, Charles Loretto and Jill discuss the value of dental practices, trends in practice transitions, the role of technology in orthodontics, and the availability of practices for sale. They also touch on private equity and the financial planning considerations for young doctors.    https://www.cainwatters.com/ https://www.facebook.com/CainWatters/ https://www.linkedin.com/company/cain-watters-&-associates/?trk=top_nav_home https://www.youtube.com/channel/UCCu1ZtPhTapsGg_-MPSxRng Takeaways - Owning a business offers financial benefits, including increased income, equity building, and tax planning opportunities. - Financial planning should be tailored to the unique needs of orthodontic practices, including specific accounting practices and projections. - As practices grow, it is important to graduate to more comprehensive financial planning services that address complex issues like pension planning and investments. - Trends in the industry include lower down payments for treatment and the continued influence of private equity on practice valuations. Understanding the value of a dental practice is crucial when considering a sale or transition. - Outsourcing and lean practices are becoming more common in the dental industry. - Customized treatment plans and the use of technology are shaping the future of orthodontics. - Private practice sales and private equity investments are impacting the industry. - Financial planning and surrounding oneself with the right professionals are key for young doctors. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters   00:00 Introduction and Background 03:20 Passion for Orthodontics 09:58 Financial Planning at Different Stages 27:50 Trends in Financial Planning 33:08 Understanding the Value of a Dental Practice 34:02 Trends in Practice Transitions 35:35 Outsourcing and Lean Practices 36:27 Customized Treatment Plans 38:22 The Role of Technology in Orthodontics 39:25 Managing Team Costs and Lab Bills 40:22 Private Practice Sales and Private Equity 41:47 The Availability of Practices for Sale 43:10 Evaluating Practices from a Private Equity Perspective 45:39 Valuing Higher-End Practices 47:53 Taking the Money Off the Table 48:18 Financial Planning for Young Doctors 49:29 Three Pieces of Advice for Young Doctors 55:21 Speed Round  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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

7 MAR 2024 · Welcome to the Hey Docs! Podcast with your host Jill Allen. Today, we're delving into the world of orthodontics and OSHA compliance with Andrea Cook. From learning how to stay compliant, the impact of COVID-19 on regulations, and the common challenges practices face with infection control and training we’re covering it all. There is a lot to learn… Let’s get started. Summary In this conversation, Jill interviews Andrea about the importance of OSHA compliance in orthodontic practices. They discuss the impact of COVID-19 on compliance, training team members, consequences of non-compliance, common areas of non-compliance, and overlooked areas of compliance. Andrea emphasizes the need for ongoing training and staying up to date with regulations. She also provides advice on how to train team members and ensure compliance effectively. The conversation concludes with a speed round of fun questions. https://www.straightupsales.com/ https://www.facebook.com/profile.php?id=100063557741889 Takeaways - OSHA Compliance is Crucial for Patient and Staff Safety: Andrea highlights the importance of adhering to OSHA standards in orthodontic practices not just as a legal requirement, but as a fundamental aspect of ensuring the safety and well-being of both patients and staff. - COVID-19 Has Changed the Compliance Landscape: The pandemic has introduced new compliance challenges and heightened the significance of existing regulations. Andrea discusses how orthodontic practices have had to adapt to these changes to maintain safety and compliance. - Effective Training is Key to Compliance: Andrea underscores the necessity of continuous and effective training for all team members. This includes not only initial training but also ongoing education to keep up with the latest OSHA regulations and best practices. - Awareness of Common and Overlooked Areas of Non-Compliance: The conversation sheds light on areas where orthodontic practices commonly fail to comply with OSHA standards, as well as areas that are often overlooked. This insight can help practices audit their own compliance efforts and make necessary adjustments. - Proactive Measures Ensure Better Compliance: Andrea offers advice on proactive strategies for ensuring compliance, including staying informed about regulatory updates, implementing regular training sessions, and establishing a culture of safety within the practice. This proactive approach helps prevent non-compliance and its associated consequences. Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 03:41 Importance of OSHA Compliance 08:17 Understanding OSHA Compliance 12:26 Implementing OSHA Compliance in Practice 16:51 Impact of COVID-19 on OSHA Compliance 21:05 Training Team Members on OSHA Compliance 24:45 Importance of OSHA Compliance for Non-Clinical Team Members 27:41 Consequences of Non-Compliance 29:37 Common Areas of Non-Compliance 33:30 Overlooked Areas of Compliance 36:24 Training Summer Hires and Temporary Staff 38:39 Final Thoughts and Advice 43:12 Contact Information 46:15 Speed Round 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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

29 FEB 2024 · Welcome to the Hey Docs! Podcast with your host, Jill Allen. Today, we have a special guest, Dr. Robert Trujillo, joining us. He is here to share his company, Orthovated, and how it can help practices with clinical onboarding. From hiring to getting new clinical employees up to speed to employee retention, we cover it all! Let’s get started! Summary Robert Trujillo, an orthodontist and founder of Orthovated, discusses the importance of effective onboarding and training for new hires in the dental industry. He shares his own experience of recognizing the need for better training in his practice and how it led to the creation of Orthovated. Robert emphasizes the significance of pre-boarding, which includes engaging with new hires before their first day of work to make them feel welcomed and supported. He also highlights the four C's of onboarding: compliance, clarification, connection, and culture. Robert provides tips for enhancing teaching and communication to support new hires and improve employee retention. Takeaways - Pre-boarding is a crucial phase in the onboarding process that involves engaging with new hires before their first day of work to make them feel welcomed and supported. - Effective onboarding and training can significantly improve employee retention and create a positive work culture. - Communication is key in the onboarding process, and it is important to over-communicate and find different ways to convey information to ensure understanding. - Taking responsibility for effective communication and training is essential for the success of new hires and the overall growth of the practice. https://www.straightupsales.com/ https://www.linkedin.com/in/brooke-oliphant/ Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ GreyFinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Background 03:56 Recognizing the Need for Better Training 06:35 The Importance of Pre-boarding 10:31 Onboarding and Long-term Retention 12:50 Enhancing the New Hire Setup 19:47 Empowering New Hires through Orthovated 30:53 Tips for Teaching and Communication 37:28 Conclusion and Contact Information 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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell

22 FEB 2024 · 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! Summary Jake 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://www.straightupsales.com/ https://www.linkedin.com/in/brooke-oliphant/ https://www.facebook.com/orthodonticsalescoaching/ https://www.instagram.com/orthodonticsalescoaching/ Connect With Our Advertisers Kaleidoscope - https://www.contactkl.com/ Greyfinch - https://greyfinch.com/jillallen/ SmileSuite - http://getsmilesuite.com/ Chapters 00:00 Introduction and Inception of Greyfinch 04:05 Core Features and Unique Offerings of Greyfinch 08:32 Benefits of Cloud-Based Orthodontic Practice Management Software 12:11 Streamlining Processes and Improving Efficiency 14:31 Telehealth Capabilities and Virtual Consultations 20:17 Advice for Existing Practices Considering Software Change 27:36 Integration with Third-Party Companies and Future Possibilities 31:36 Future Trends in Software and Technology 35:30 Introduction and Discussion of Greyfinch 36:19 Appreciation for Gray Finch's Approach 37:11 How to Get in Touch with Greyfinch 38:13 Speed Round: Jake's Style and Interests 39:05 Jake's Hobbies: Pickleball and Golf 39:45 Jake's Hidden Talent: Pizza Making 40:12 Jake's Goals for Greyfinch 41:14 Closing 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- http://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 Allen Produced by Jordann Killion Audio Engineering by Johnny Mitchell