Practice Consulting & Team Coaching

Elevate Your Practice with Align My Practice: A Transformative Journey to Growth

Partner with Align My Practice to achieve extraordinary growth through our tailored suite of 7 Master Classes, each designed to empower every role within your practice. Whether virtual or in-person, these meticulously crafted classes align with your unique goals and growth areas, ensuring an engaging and effective learning experience on the platform of your choice.

A Personalized Approach to Success

We begin our partnership with a complimentary discovery call and a comprehensive questionnaire. This foundational step allows us to understand your practice’s vision, team dynamics, and specific needs, creating a training experience that is uniquely yours—no cookie-cutter solutions here.

Whether it’s one-on-one coaching for key team members, dynamic full-team sessions, or business optimization guidance for practice owners and directors, we provide tailored support. We specialize in:

  • Private practice orthodontic offices aiming for exponential growth.
  • GP practices integrating clear aligners to enhance patient care and expanded services such as airway/MARPE treatment.
  • Pediatric offices adding Phase 1 Orthodontics or Airway Treatment, including MSE, MARPE, FME and other advanced techniques.
  • Onboarding new associate orthodontists with strategies that drive confidence, streamline new operations and provide overall patient satisfaction.

With proven results like growing practices from zero to Invisalign Diamond Plus in under a year and over a decade of experience and growing Airway Focused practices rapidly and efficiently, our Master Classes and consulting services are designed to help not only meet but exceed your goals.

A Unique Approach: No Big Venues, No High Fees

At Align My Practice, we don’t believe in coaching multiple practices in large venues across the country and charging a fortune. We pride ourselves on creating intimate connections with our clients, delivering a personalized experience that makes a lasting impact. We intentionally keep our services affordable, pricing our consulting and coaching at around 25% below industry standards—because your success should never come at a prohibitive cost.

When you have us onsite at your office for a week, the cost is less than a single comprehensive orthodontic treatment. That’s right—an investment in your practice and team with Align My Practice offers an unmatched return on investment. You get decades of experience, passionate dedication, and a support system that feels like an extension of your own team, all at a price that’s within reach.

What’s Included in Our 7 Master Classes?

Each Master Class delivers:

  • Flexible training options, available virtually or in person at a day and time that fits your schedule. Each 6 ½-hour course is thoughtfully designed to maximize learning and retention, with a recommended format of two morning sessions to avoid disrupting your busy patient afternoons.
  • A comprehensive 70+ page handbook for ongoing reference and reinforcement.
  • Ready-to-use templates, spreadsheets, and scripts that streamline your systems.
  • Three months of personalized, one-on-one support to ensure accountability, empowerment and seamless integration.
  • A collaborative coaching approach where we immerse ourselves as an extension of your leadership team to foster lasting success.

Your Success is Our Passion

At Align My Practice, your growth is our ultimate goal. We’re committed to ensuring your practice thrives by tailoring every class and service to your unique needs and aspirations.

Our Masterclasses

  • The New Patient Experience
  • TC Excellence
  • Lead, Align & Thrive
  • Ground Marketing & Community Engagement
  • Ortho Financials & Insurance Simplified
  • Front Desk Success
  • Empowering Your Ortho Clinical Team

The New Patient Experience

The All-Team New Patient Experience Master Class

Transform your practice’s approach to new patient consultations and elevate the entire patient experience with this engaging, all-team master class. Designed to empower your team with actionable strategies, this collaborative and fun day redefines every touchpoint of the new patient journey—from the first phone call to treatment acceptance.

Why Onsite Training Makes a Difference
While this course can be delivered virtually, we strongly recommend hosting it onsite at your office for a hands-on, immersive experience. By walking in your patients’ shoes, our team can identify opportunities for improvement and collaborate with yours to create a truly memorable patient journey. This personalized approach is adaptable to any dental specialty, from Ortho, GP or Pediatric offices, and ensures your practice stands out in the competitive landscape.

What to Expect in This Course

  • Mastering First Impressions: Learn how to make every interaction count, from the first phone call to the moment patients walk through your doors.
  • Leveraging Dr. Cialdini’s 7 Principles of Influence: Discover how to create impactful “aha” moments that guide patients to say "yes" with strategies rooted in reciprocity and commitment.
  • Designing Captivating Welcome Tours: Treat patients like guests in your home, leaving a lasting impression with each visit.
  • Role-Playing for Success: Engage in team exercises to perfect professional, welcoming dialogue and ensure clear communication.
  • Mastering Patient Hand-Offs: Build trust and clarity with proper hand-off techniques at every appointment.
  • The Ritz-Carlton Gold Standard: Learn how to apply the Ritz-Carlton Credo, Motto, and 3 Steps of Service to elevate your patient experience.

Elevate Your Team, Culture, and Results
This master class is more than just training—it’s a game-changer for your team and practice culture. With expert guidance, actionable insights, and a focus on patient-centered care, you’ll create a winning team and a patient experience that practically sells itself.

TC Excellence

TC Excellence Master Class

The TC Excellence Master Class is designed to unlock the sales superstar within your Treatment Coordinator. This personalized 1-on-1 coaching experience transforms TCs into confident sales champions, empowering them with the skills needed to exceed industry conversion standards and achieve remarkable results, including same-day starts.

What You'll Learn
This master class equips your TC to:

  • Master the New Patient Welcome Call: Build trust and rapport with patients right from the start, ensuring a seamless and engaging experience.
  • Deliver Red Carpet New Patient Experiences: Create an environment where treatment practically sells itself through exceptional patient-centered care.
  • Unleash Sales Superpowers: Utilize Cialdini's Principles of Influence authentically, aligning patient goals and values with your practice’s mission.
  • Optimize the New Patient Consultation: Perfect the timeline and flow of doctor interactions, TC roles, records, and financial presentations to drive results.
  • Overcome Patient Objections: Learn to address the top five objections with confidence and ease.
  • Achieve Same-Day Starts: Tap into strategies that inspire patients to begin treatment immediately.
  • Maintain Engagement with Pending Patients: Implement systematic follow-ups to nurture relationships and secure commitments.
  • Own the Role: Cultivate a business-savvy approach to elevate the TC’s contribution to your practice's success.

Comprehensive Resources and Support
Participants receive:

  • A 70+ page workbook featuring letter templates, scripting, spreadsheets, and actionable strategies.
  • Three months of one-on-one support to reinforce learning, celebrate achievements, and tackle challenges.

Why Choose This Course?
Whether you’re a GP practice integrating airway or clear aligner therapy, a pediatric office adding Phase 1 orthodontics, or a private orthodontic practice, this course is tailored to meet your needs.

Bonus Insight: Many of our clients choose to bring in one of our experienced AMP consultants for onsite implementation post-training, offering real-time guidance during consultation days to ensure immediate success.

Lead, Align & Thrive

Lead, Align & Thrive Master Class

Formerly known as our Office Manager Success Course, the Lead, Align & Thrive Master Class is a transformative resource designed to elevate your practice's operational excellence through strategic leadership, effective team management, and talent acquisition. Whether you’re a practice owner juggling multiple roles or looking to empower your office manager, this course offers a clear roadmap to success, available in both onsite and virtual formats.

What to Expect
In this immersive session, we focus on key areas that transform leadership and operations, including:

  • Mastering Leadership Dynamics: Inspire respect and loyalty by fostering accountability and positivity within your team.
  • Strategic Talent Acquisition: Learn how to hire the right people and build a dream team of difference-makers.
  • Crafting Job Expectations & Pay Strategies: Create clear expectations and implement pay strategies that drive peak performance.
  • HR Excellence: Dive into SOP creation, conflict resolution, termination guidelines, and fostering a thriving workplace culture.
  • Business Mastery: Gain insights into industry trends, managing overhead, collection strategies, and maximizing profits.
  • Marketing Investments: Understand how to run a lean, financially healthy practice with a focus on long-term growth.

Comprehensive Tools & Ongoing Support
This master class includes:

  • A 70+ page handbook packed with actionable tools and resources.
  • Ready-to-use letters, HR templates, job descriptions, and scripts to simplify implementation.
  • Three months of personalized, one-on-one support to celebrate successes and guide you through challenges as you transform your team.

Build Your Dream Practice & Team
This course goes beyond business growth—it’s about aligning your mission and vision, freeing you from day-to-day operational fires, and creating an environment where both you and your team thrive. With a focus on joy, structure, and purpose, this master class is your pathway to the practice and dream team you’ve always envisioned.

Ground Marketing & Community Engagement

Ground Marketing & Community Engagement Master Class

The Ground Marketing & Community Engagement Master Class is designed to empower your Marketing Coordinator to become a dynamic and strategic force, driving your practice to new heights. This comprehensive course equips your MC with essential tools and resources to establish a powerful local presence, develop sustainable referral programs, refine brand awareness, and craft a robust community engagement strategy.

What You'll Learn

This masterclass will equip your Marketing Coordinator with the tools and strategies to:

  • Craft Strategic Campaigns: Design creative and targeted marketing campaigns that captivate ideal patients, generate excitement, and drive engagement to help your practice stand out in a competitive market.
  • Leverage Data-Driven Insights: Run detailed reports to track referral sources, capture essential marketing data, and identify where to invest your marketing dollars for maximum impact. Learn how much to allocate for marketing each month to maintain a financially healthy practice.
  • Strengthen Social Media Presence: Build organized content calendars, partner with influencers effectively, and use multiple social platforms to deepen patient connections and boost your brand.
  • Build Community Connections: Create meaningful partnerships with local businesses, schools, and youth sports organizations to establish long-term relationships and reliable referral networks.
  • Master Internal Marketing: Transform your office space into a powerful marketing tool and leverage your team as your best resource to promote your practice authentically and effectively.
  • Maximize Local Event ROI: Learn how to make the most of local events by generating quality leads, achieving strong ROI, and ensuring success through strategic participation.
  • Elevate Patient Reviews: Develop systems to increase 5-star reviews, capture compelling video testimonials, and enhance your online reputation.
  • Stay Ahead of Industry Trends: Gain insights into current marketing trends and best practices to keep your business competitive and innovative in a constantly evolving landscape.

Comprehensive Resources and Ongoing Support
Participants will receive:

  • A 75+ page workbook packed with letter templates, effective scripting, gifting ideas, spreadsheets, and marketing flyer templates.
  • Insights into digital design for easy creation of impactful content.
  • Three months of dedicated support to ensure confidence in implementation, celebrate successes, and address challenges as they arise.

Why It Matters
At Align My Practice, we believe your Marketing Coordinator should be the creative visionary driving your practice's growth. By equipping them with these tools, you can build a thriving, engaged community while enhancing patient relationships and loyalty.

Ortho Financials & Insurance Simplified

Ortho Financials & Insurance Simplified

The Ortho Financials & Insurance Simplified Master Class is a pivotal resource designed to empower your financial coordinator in mastering the critical role of managing patient accounts, presenting contracts, and maximizing patient insurance benefits. This role is vital for building patient trust, streamlining financial processes, and maintaining a financially healthy practice with A/R at or below industry benchmarks.

Whether you're an orthodontic private practice or a GP or pediatric office integrating orthodontics, Phase 1, or clear aligners, this course is tailored to your needs. Orthodontic billing, financials, and insurance require specialized knowledge, and this master class provides the confidence and clarity necessary to excel in these areas.

What to Expect
In this comprehensive course, participants will dive deep into:

  • Mastering Financial Operations: Learn to monitor weekly and monthly reports to verify insurance and patient payments accurately, identify discrepancies, and uncover areas for improvement.
  • Maximizing Insurance Benefits: Discover tips and tricks to optimize insurance benefits—even out of network—while ensuring transparency about treatment fees, contracts, dual insurances, work in progress claims and denials. 
  • Achieving A/R Goals: Explore actionable strategies to meet A/R benchmarks, distinguish between in-network and out-of-network practices, and navigate claims submission with accuracy.
  • Handling Challenges with Confidence: Gain skills to manage insurance denials, resolve payment disputes professionally, how to talk to patients with confidence and enhance revenue generation.
  • Refining Financial Presentation Skills: Deliver financial information effortlessly to patients, including contracts, insurance disclosures, and payment options.

Comprehensive Tools & Ongoing Support
This master class includes:

  • A 70+ page workbook packed with actionable resources.
  • Essential letter templates, effective scripting, tracking spreadsheets, coding guidelines, and sample claim forms to streamline operations.
  • Three months of personalized support to build confidence, celebrate successes, and address challenges as you implement these strategies.

Elevate Your Practice's Financial Health
With this master class, your financial coordinator will be equipped to handle the unique challenges of orthodontic financials and insurance, ensuring patient trust and practice profitability. Register now for the "Ortho Financials & Insurance Simplified Master Class" and take a critical step toward financial excellence!

Front Desk Success

Front Desk Success: The Heartbeat of Your Orthodontic Practice

This Master Class is designed to transform your scheduling coordinator (or "concierge team") into a key driver of success, culture, and patient satisfaction. As the face and voice of your practice, the front desk role is essential in creating a seamless, welcoming patient experience. With the right mindset, systems, and processes in place, your front desk can elevate your practice to new heights.

In this course, we'll cover:

  • Phone & Scheduling Mastery: Perfect phone scripts, efficient scheduling, managing no-shows, and optimizing appointments for maximum productivity.
  • Customer Service Excellence: Creating a WOW factor with every patient interaction and building lasting relationships through personalized service.
  • Streamlined Systems: Implementing effective check-in/check-out procedures, managing OTC collections, and ensuring smooth workflows across all areas.
  • Insurance & Billing Fundamentals: Gaining essential insurance verification skills and understanding basic billing knowledge.
  • Conflict Resolution: Handling patient conflicts with professionalism and empathy to maintain a positive atmosphere.
  • Mastering the New Patient Call: Setting the tone for a lasting relationship with a strong first impression and building trust from the start.
  • Generating 5-Star Reviews: Earning positive reviews and ensuring patients leave with an exceptional experience.
  • Professionalism & Terminology: Maintaining a professional demeanor, learning key orthodontic terminology, and applying the dos and don’ts for front desk conduct.
  • Upselling & Objection Handling: Introducing additional treatment options and overcoming patient objections to drive practice growth and happy patients.

Invest In The Face & Voice Of Your Practice

With the right personality and mindset, your front desk team will become the backbone of your practice’s success. This course will ensure they are equipped with the tools and skills to create exceptional patient experiences that lead to loyalty and long-term growth.

Empowering Your Ortho Clinical Team

Empowering Your Orthodontic Clinical Team Master Class
The Empowering Your Orthodontic Clinical Team Master Class is designed to transform your clinic into a streamlined, efficient, and patient-focused operation. Led by our expert Practice Consultant Courtney, with over 15 years of orthodontic clinical leadership and training experience, this personalized course equips Clinical Leads and doctors with the tools to deliver exceptional care while optimizing workflows and building cohesive, high-performing teams.

Onboarding and training your clinical team is essential—not just for retaining team members but for fostering a positive culture and improving overall team performance. By providing a clear pathway to success, you empower your team members with confidence, eliminate frustrations caused by unclear expectations, and set your practice up for long-term success. Clear expectations and timelines for learning lead to mutual achievement for the entire team.

What You'll Learn

This Master Class empowers your team to:

Clinic Leadership & Team Empowerment:

  • Implement structured training phases to onboard new assistants efficiently.
  • Develop leadership skills to guide patient flow and create a positive, high-performing culture.
  • Set clear expectations and timelines to foster mutual success and confidence in team members.
  • Learn the foundation of building your own Clinical Handbook for Success

Streamlined Organization & Efficiency:

  • Optimize workflows with tray setups, sterilization protocols, and patient care best practices.
  • Manage supplies effectively to stay stocked without exceeding budgets, and ensure financial efficiency.

Clinical Knowledge & Patient Interaction:

  • Master the basics in orthodontic anatomy, instrument names, treatment types, and appropriate buzzwords.
  • Enhance patient and parent communication, including charting, oral hygiene tips, and post-care instructions.
  • Perfect patient greeting, seating, and overall interaction to build trust and satisfaction.

Records & Compliance Mastery:

  • Nail clinical photography, impressions, lab techniques, and scanning protocols.
  • Take and interpret X-rays, including CBCTs, ensuring patient comfort and safety.
  • Maintain OSHA and HIPAA compliance, including gloving protocols and MSDS audit readiness.

Building a Seamless Clinical Environment:

  • Establish efficient systems to minimize downtime and maximize productivity.
  • Create a clear pathway for your team to succeed, fostering retention and enhancing culture.

Comprehensive Resources and Support

Participants receive:

  • A 70+ page handbook packed with letters, scripting, templates, and actionable guidelines.
  • Three months of one-on-one support to solidify learning, overcome challenges, and celebrate wins.

Why Choose This Course?

This course is tailored for:

  • Clinical Leads ready to elevate their team and create a top-performing clinic.
  • Doctor/owners seeking effective SOPs for onboarding and training clinical staff.

Elevate Your Clinical Team Today

Take the next step in building a world-class orthodontic clinic. Partner with Align My Practice to empower your team, streamline your operations, and deliver exceptional patient care. Ask for Courtney—your expert ally in clinical excellence!

Other Services

In addition to our Master Classes and KPI business reporting, we also offer the following valuable services.

Recruiting & Talent Acquisition

Recruiting & Talent Acquisition: Building Your Dream Team with Align My Practice

At Align My Practice, we understand that assembling a skilled, motivated team is essential to the success and growth of your orthodontic or dental practice. Finding the right talent can be a complex and time-consuming process, but with our expertise, we simplify it for you. With decades of experience in recruitment and onboarding, we know what it takes to build a team that drives results and delivers exceptional patient care.

Our approach is tailored to your practice’s specific needs. We collaborate closely with you to understand your goals and the qualities you seek in candidates. From crafting targeted job ads to leveraging our extensive network of dental professionals, we take care of every step, including:

  • Resume Screening & Applicant Vetting: Thoroughly reviewing resumes, conducting initial phone interviews, and performing reference checks.
  • Skills Assessments & Salary Analysis: Ensuring the best fit by evaluating candidates' skills and offering competitive yet smart compensation packages.
  • Comprehensive Onboarding Support: Providing job descriptions, crafting offer letters, and guiding the seamless integration of new hires into your team.
  • Ongoing Support: From salary analysis to offer letter creation, we provide continuous support to ensure a smooth hiring process.

Unlike large corporate staffing agencies that charge up-front retainers and hefty fees (18-25% of the first-year salary), Align My Practice offers a more cost-effective solution. We focus on one recruitment at a time, giving your practice the attention it deserves while continuing our consulting and coaching services. We charge a flat 15% of the new hire’s annual salary, with payment due only once the candidate starts their first day on the job.

Our commitment doesn’t end there: We offer a 90-day guarantee. If the new hire isn't the right fit, we’ll restart the process at no additional charge.

Practice Observation & KPI Reporting

Practice Observation & KPI Reporting Day

At Align My Practice, we recognize the power of a comprehensive evaluation to uncover your practice's strengths and areas for improvement. The Practice Observation & KPI Reporting Day is not a traditional master class but an unparalleled opportunity for our team to immerse ourselves in your daily operations. By spending a full day in your practice, we’ll review over 200 key performance indicators, we conduct a full onsite assessment designed to identify actionable insights and drive meaningful change.

What to Expect
During this onsite day, we serve as a neutral observer, arriving before your team to witness your practice in action in all areas. Here’s what we assess:

  • Morning and Administrative Operations: Observe start-of-day procedures, team huddles, and administrative workflows, systems and scripting to identify efficiencies and potential enhancements.
  • New Patient Experience: Evaluate the processes that turn shoppers into buyers, ensuring conversion percentages exceed industry standards.
  • Clinical Systems: Review clinical workflows and protocols to maximize schedule efficiency and ensure seamless patient care.
  • Financial and Insurance Systems: Examine billing, collections, and insurance strategies to maintain delinquent accounts below industry benchmarks and maximize profitability.
  • Team Culture and HR: Analyze team dynamics, culture, and HR processes to foster a positive and accountable environment.
  • Marketing Efforts: Review marketing systems to ensure alignment with your target audience and effective multi-channel engagement.
  • Standard Operating Procedures (SOPs): Assess overall practice SOPs for effectiveness, efficiency, and reduced stress.
  • Financial Health & KPIs: Dive deep into business statistics to uncover opportunities for reducing overhead expenses and improving profitability.

Tailored Reporting and Recommendations
At the end of the observation, we provide the doctor with a detailed report including:

  • Prioritized action items for immediate and long-term improvements.
  • Recommended training sessions to address identified needs.
  • Strategic suggestions to capitalize on strengths and optimize underperforming areas.

This foundational day is ideal as the starting point for deeper collaboration with Align My Practice. Many clients opt for a 3-5 day onsite integration where this observation day sets the stage for custom-tailored training and coaching sessions for your team.

Why Onsite Matters
This course is exclusively offered onsite, as it requires in-person observation to truly understand the nuances of your practice. Being present allows us to provide the most accurate and actionable insights, ensuring our recommendations are grounded in real-time observations of your team's processes and dynamics.

AMP Up Your Practice Program

AMP Up Your Practice Program: Your Long-Term Growth & Support Partnership

At AMP, we’re committed to walking alongside you every step of the way. We don’t simply train your team and leave; we are with you for the long haul. The AMP Up Your Practice Program is designed to help your team members not only retain their new skills and confidence post-training but also to evolve and refine their expertise in their roles. This program acts as an extension of your leadership team, fostering a culture of accountability, support, and trust throughout your practice.

Available in 6-month and 12-month packages, the program is super affordable tailored to the unique needs of both the doctor and the team. Our focus includes:

  • Reviewing Business Metrics: Tracking key trends and maintaining benchmark goals for sustainable growth.
  • Fostering Accountability: Helping your team stay on track and aligned with your practice’s vision.
  • Celebrating Successes: Acknowledging milestones and achievements to boost morale.
  • Collaborating on Obstacles: Identifying challenges and finding effective solutions together.
  • Prioritizing Practice Goals: Ensuring that your action items and long-term goals remain in focus.

We believe in the power of collaboration and long-term partnerships. At Align My Practice, we’re not just a service provider; we’re an ally—an integral part of your team. Let’s work together to create lasting growth and success for your practice.

Why Choose Align My Practice?

We're not just another training service—we're your team member, your partner, your biggest supporter, and your trusted ally. Our master classes and personalized services are meticulously crafted to ignite immediate impact while nurturing sustainable growth and unparalleled success.

By equipping your team with the tools, unwavering support, and a sense of accountability, we pave the way for lasting transformation. With months of dedicated support bundled into our master classes, our partnership serves as a beacon of relief for both managers and doctors, fostering a collaborative environment that thrives on collective achievement.

Together, we celebrate the power of teamwork, recognizing that unity truly makes dreams come alive. At the heart of our ethos lies a profound commitment to becoming an indispensable part of your team, igniting a passion for career enrichment and growth among your staff.

Our ultimate goal? To position your practice as a beacon of excellence in your community, out performing your competitors and establishing you as a true leader in your field. Choose Align My Practice and embark on a journey of transformation, where success is not just a destination but a way of life.

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