This Month’s Masterclass Highlight: Orthodontic Insurance & Financials Mastery

For practices growing their financial excellence, this course is designed to help your team:

• Own the Financial Coordinator role with clear responsibilities and KPIs
• Manage A/R with benchmarks, aged-balance targets, and actionable follow-ups
• Verify insurance for both in-network and out-of-network plans accurately
• Navigate dual insurance, COB, and work-in-progress with confidence
• Track payments from patients and insurers using reliable, auditable systems
• Maximize reimbursements through correct, compliant coding and documentation
• Present fees and financials clearly to improve understanding and acceptance
• Handle refunds, disputes, follow-ups, and de-escalation professionally

Whether you’re onboarding a new Financial Coordinator or integrating orthodontics into your practice, this training builds a solid foundation for A/R, financial health and insurance. Available virtually or onsite.

Client Success Story

“Working with Align My Practice has been an outstanding experience from start to finish. Their team brings a rare combination of industry expertise, strategic insight, and hands-on support that has made a measurable impact on our orthodontic practice.

From operational efficiency to clinical workflow optimization, their consultants demonstrated a deep understanding of the unique challenges faced by orthodontists today. What truly sets them apart is their customized approach—rather than offering one-size-fits-all solutions, they took the time to understand our goals, analyze our practice data, and provide tailored strategies that actually work.

Their guidance helped us improve case acceptance rates, streamline scheduling, and enhance the overall patient experience. Beyond the numbers, they’ve also been a pleasure to work with: responsive, professional, and genuinely invested in our success.

Whether you’re launching a new practice, scaling an existing one, or simply looking to improve systems and profitability, I highly recommend Align My Practice. Their expertise is a game-changer.”
— Vivian Lee Orthodontics

Industry News

We’re excited to share a free on-demand webinar created in collaboration with WildSmiles Braces: Turning Patient Excitement into Practice Growth, led by AMP founder Shelley Bostrom.

In this session, your team will learn how to:

• Plug WildSmiles into TC and clinical workflows
• Confidently address common parent FAQs
• Empower patients and parents to say “yes” faster
• Leverage the science behind effective consultations
• Stay solution-focused to grow team and patient confidence

This resource is ideal for Treatment Coordinators and any team integrating or thinking about integrating WildSmiles into their presentation toolkit. Access it here: https://wildsmiles.activehosted.com/f/97

Impact: Teams report higher engagement, clearer messaging, and improved conversion rates.

Coming in November — two discounted LIVE Zoom masterclasses

• Mari’s List Exclusive Collab: Ordering Efficiency & Clinical Organization (ideal for Orthodontic Clinical Leads) — Friday, Nov 14 • 9:00 AM PST • 4 hours
• MARPE Success (Live via Zoom) — Thursday–Friday, Nov 20–21 9:00 AM PST •3.5 hours each day

Register early—space is limited and savings apply.

Contact Us:

Website: alignmypractice.com
Email: shelley@alignmypractice.com
Phone: 949.329.4620