Services | Align My Practice

Practice Consulting & Team Coaching

Join forces with Align My Practice for an unparalleled journey of practice growth, facilitated by our comprehensive suite of 5 unique Master Classes. Available in both in-person and virtual formats, these classes are designed to cater to your convenience and ensure an optimal learning experience. But that's just the beginning—we also offer a range of additional valuable business services meticulously tailored to supercharge your practice growth, enhance team performance, and elevate sustainable success.

To initiate our partnership, we'll kick things off with a discovery call and a detailed questionnaire. This ensures that our training aligns perfectly with your practice and team enrichment goals. We recognize that every practice is unique, with its own distinct visions and team compositions, and we customize our support accordingly. We don't believe in a one-size-fits-all approach to training; instead, we tailor our programs to meet your specific needs and aspirations.

Whether you're seeking targeted one-on-one training for key team members, comprehensive training for your entire team, engaging team-building activities for the entire office, or seeking business optimization guidance as the practice owner, we've got the expertise to fulfill your requirements.

All of our 5 unique Master Classes come complete with comprehensive handbooks, letter templates, spreadsheets, and scripting, along with 3 months of dedicated support to ensure you and your team feel fully empowered and supported.

Our Services

Align My Practice specializes in practice management consulting services tailored specifically for orthodontic offices, as well as general practitioner and pediatric offices seeking to seamlessly integrate orthodontics, airway-centric treatment, and clear aligner therapy into their practice.

Distinguished by our unique Master Classes, our offerings are meticulously designed to cater to your individual objectives. Whether through engaging group webinars, personalized one-on-one sessions for select team members, or convenient onsite and virtual options, we ensure a learning experience that aligns perfectly with your preferences and scheduling needs.

We invite you to explore our array of Master Classes and specialty services, meticulously crafted to elevate your practice to new heights. Schedule a Discovery Call with Shelley today to uncover how our classes and programs can drive success for your practice!

The New Patient Experience

Introducing The New Patient Experience Master Class, meticulously crafted to revolutionize your practice's approach to new patient consultations. This immersive journey is a collaborative endeavor aimed at empowering your entire team with the tools and strategies essential for transforming every aspect of the new patient experience, from the initial phone call to treatment acceptance.

Under the guidance of our founder, Shelley Bostrom, our comprehensive onsite course offers a unique opportunity for your team to delve deep into your current procedures, gaining invaluable insights by stepping into the shoes of your patients. Through the integration of innovative techniques, we'll assist you in sculpting a memorable patient journey that not only leaves an indelible impression but also establishes your practice as a frontrunner in the competitive orthodontic industry. Whether you operate in GP or Pediatric offices, rest assured, this course seamlessly adapts to any dental specialty.

In this dynamic master class, we explore essential topics such as mastering the art of first impressions, refining new patient call scripting, and optimizing appointment conversion rates. Drawing inspiration from Dr. Robert Cialdini's renowned principles of influence, we equip your team with the skills necessary to not only meet but exceed patient expectations. From securing same-day commitments to orchestrating welcome tours that captivate, integrating virtual consultations with professionalism, and coaching your team in requesting those all-important 5-star reviews, we cover it all.

Embark on this transformative team journey, fostering both personal and professional growth for all, while enhancing your practice's culture through a fun and engaging day. As a practice owner, you deserve a winning team, and this master class is designed to help you achieve precisely that. Register now for "The New Patient Experience Master Class" and unlock a treasure trove of insights, strategies, and resources poised to propel your practice to unprecedented success.

TC Excellence

Our popular TC Excellence Master Class is meticulously crafted to unleash the sales superstar within your Treatment Coordinator. Led by Shelley, our esteemed founder and award-winning TC, this personalized 1-on-1 coaching experience is available in both in-person and virtual formats, transforming TCs into sales champions armed with exceptional skills and newfound confidence. Prepare to witness conversion rates soaring above industry standards and unlock the magic of same-day starts!

Whether you've recently expanded your practice with services like clear aligners, MARPE appliances, or specialty braces, Shelley, also known as ‘The Closer,’ brings her innovative approach and unparalleled sales prowess to revolutionize your TC’s talents. With a track record of taking practices from zero to Diamond Plus within months, and growing practices globally in the buzzing airway-focused industries, she’s got you covered.

Embark on an enriching journey within our intensive master class, where TCs receive expert guidance on proper phone etiquette, authentic scripting/scheduling tactics aimed at minimizing the risk of no-shows and ensuring a full schedule of new patients. Delve deep into TC welcome calls that establish trust and leverage human psychology to foster genuine patient relationships. Optimize your new patient consultation process for maximum efficiency and effectiveness, ensuring you stay on schedule while mastering the art of gracefully handling patient objections without resorting to pushy sales tactics. Simplify financial conversations to streamline treatment acceptance, implement robust Obs/Growth and Development programs for patient retention, and devise strategies for effective patient follow-up using an organized system and custom spreadsheet to enhance efficiency and re-engage patients for treatment starts.

This comprehensive course is available onsite or virtual, includes a 70+ page workbook, letter templates, scripting, SOPs, and three months of dedicated support to ensure your success. Doctors, give your TC the gift of expert TC coaching—it's a win-win-win-win for you, your team, your patients, and your practice. Partner with Align My Practice today and embark on this journey to success today!

Team Building & Culture Enrichment

Welcome to our Team Building & Culture Enrichment Day—an indispensable opportunity to nurture a thriving and united team environment within your practice. While it may not follow a traditional Master Class format, it's a highly coveted day among our clients who understand the vital role of team cohesion, well-being, and productivity in practice success.

As practice owners or office managers, leading your team with authenticity is paramount. Our heartfelt mission is to empower you in creating an extraordinary work environment characterized by trust, inspiring leadership, open communication, and genuine camaraderie.

Prepare to invite us into your office home for an exceptional and enjoyable experience as we bring our expertise directly to your team. “Brace” yourself for a day brimming with engaging activities aimed at bolstering teamwork, collaborative communication, and supportive kindness. We'll kick things off by crafting a new morning huddle outline that involves the entire team, setting a positive tone for each day and collectively addressing any workflow challenges with team-built solutions.

Furthermore, we'll guide your team through exercises designed to foster empathy and understanding by exploring each member's passions, core values, and their impact on patient care and practice success. Prior to our visit, each team member will complete a Myers and Katharine Briggs personality typology assessment. During our interactive session, we'll unveil everyone’s personality type, providing valuable insights into individual strengths, communication styles, and natural talents. This process will foster a deeper understanding of teamwork dynamics and enable optimal role placements to unlock each team member's full potential. This is usually each team members favorite part of the day!

Expect some lighthearted "minute to win it" games designed to foster teamwork, communication, and create laughter and bonding among your team. At Align My Practice, we firmly believe that a vibrant team culture is not only essential for practice growth but also for long-term success, employee retention, and optimum performance.

For practices investing in onsite training and coaching with Align My Practice, we highly recommend allocating a day for this enriching and enjoyable experience for your team. Let us guide you in leading your team towards a vibrant, harmonious, and fulfilling work environment that promotes collaboration and cultivates outstanding patient care.

Office Manager Success

Introducing our Office Manager Success Master Class, a game-changing resource meticulously designed to elevate your practice's operational excellence through strategic leadership, talent acquisition, and dynamic team management. Whether you're a practicing doctor juggling the roles of practice owner and office manager or aiming to empower your current office manager, this course provides a comprehensive roadmap to success, available in both onsite and convenient virtual training formats.

Embark on a transformative journey within the immersive framework of our master class, where participants dive deep into mastering leadership dynamics, strategic talent acquisition, and fostering a vibrant practice culture. From effective HR management to building employee accountability and loyalty, our aim is to create an office environment that radiates joy, inspiring both you and your team to approach each day with enthusiasm and purpose. Our focus extends beyond mere business growth; we aim to reduce stress, align your practice's mission and vision, and cultivate a sense of balance and fulfillment in your professional life.

Our program offers invaluable insights into decoding team member roles, establishing specific job duties for accountability, and implementing effective pay strategies that drive performance and operational efficiency, all while ensuring financial health remains a cornerstone of your practice. Expert coaching is provided on building a healthy and lean financial structure, gaining a deeper understanding of your business, streamlining overhead costs, maximizing profits, and adhering to industry standards. Additionally, essential aspects such as inventory management are covered to ensure smooth practice operations.

Our program doesn't stop at mere instruction; it's a comprehensive package featuring an extensive 80+ page handbook and three months of dedicated support. This ensures you're not only equipped with knowledge but also guided through implementation, celebrating successes, and overcoming obstacles that may arise along the way. Register now for our Office Manager Success Master Class and unlock the secrets to building a thriving, high-performing dental or orthodontic practice while unleashing the super star potential of your dream team.

Ground Marketing & Community Engagement

Our Ground Marketing & Community Engagement Master Class, where we specialize in empowering your Marketing Coordinator (MC) to become a dynamic and strategic powerhouse, propelling your practice to unprecedented heights. Our comprehensive course is available onsite or virtual and is guaranteed to equip your MC with essential tools and resources to establish a formidable local and global SEO presence, craft exceptional social media strategies, develop sustainable referral programs, create a memorable new patient experience, refine brand awareness, and establish an unrivaled community presence.

At Align My Practice, we firmly believe that your MC should serve as the creative visionary driving your practice to success. That's why our expert team collaborates closely with them, offering personalized coaching and support tailored to your practice's unique needs for growth and demographics. We aim to help your MC develop campaigns and content that captivate your target patients, showcase your office's culture, generate excitement, and foster engagement, ensuring your practice stands out in the highly competitive market.

In our master class, MCs will dive into defining their marketing funnel, gaining insight into guiding patients from shoppers to buyers. They'll learn to enhance online visibility with optimized global and local SEO, create a robust social media presence with organized content calendars, utilize influencers to their advantage, and leverage different platforms to build patient relationships. Community engagement is another crucial aspect covered, where your MC will discover best practices for building relationships within the community, including cross-marketing with other small businesses, local schools, and youth sports.

We'll also develop sustainable doctor referral programs to strengthen relationships within the professional community and explore creating a branded patient rewards program aligned with the practice's values to incentivize loyalty and referrals. Additionally, participants will learn how to create impactful patient video testimonials, ramp up 5-star reviews, and much more.

To support your MC's journey, they will receive three months of dedicated support, along with a comprehensive 75+ page workbook, including letter templates, scripting, gifting ideas, spreadsheets, marketing flyer templates, and a bird's-eye view into easy digital design. Ready to empower your Marketing Coordinator to own their role and drive growth for your practice, both internally and externally? We'd love to partner with you!

Financial & Insurance Coordinator

Introducing our Orthodontic Financial & Insurance Coordinator Master Class, a pivotal resource designed to empower professionals in the essential role of managing financial transactions and maximizing patient benefits within dental or orthodontic practices. This role holds immense significance in fostering patient trust and ensuring the overall health of the practice.

Whether you represent an orthodontic specialty practice or are in a GP or Pediatric practice looking to integrate orthodontics, phase 1, or clear aligners, this course is tailored for you. Orthodontic billing, financials, and insurance present unique challenges, and it's crucial to approach your role with confidence and clarity.

In this comprehensive course, participants will gain insights into monitoring weekly and monthly reports to verify insurance and patient payments accurately, identifying discrepancies, and areas for improvement. Effective communication with patients, transparency about treatment fees, contracts, payment options, and insurance benefits are emphasized, establishing the Coordinator as a linchpin in the patient experience.

Participants will delve into A/R goals and benchmarks, mastering distinctions between in-network and out-of-network practices, navigating claims submission, and estimating benefits accurately. Strategies for managing insurance denials, handling patient disputes gracefully, and optimizing revenue generation methods will be explored.

Additionally, the course covers the presentation of financial information effortlessly to patients, including financial contracts, insurance disclosures, daily ledger checklists, and patient collection letters, ensuring smooth financial interactions and adherence to best practices.

Available in both onsite and virtual formats, this master class includes a comprehensive 70+ page workbook, along with letter templates, effective scripting, tracking spreadsheets, coding guidelines, sample claim documents, and much more. Participants will also receive three months of personalized support to ensure confidence in implementation and celebrate successes together while addressing any obstacles or questions that arise.

Prepare to dive into a wealth of knowledge and emerge empowered to excel in your role as an Orthodontic Financial and Insurance Coordinator, driving financial health and patient satisfaction within your practice.

Observation & Reporting Day

At Align My Practice, we understand the paramount importance of conducting a comprehensive evaluation to uncover the strengths and areas for improvement within your practice. This day isn't a taught master class; instead, it's an opportunity for Align My Practice to be a fly on the wall, reviewing over 200 Key Performance Indicators (KPIs) of your business. We conduct a thorough investigation, leaving no stone unturned, analyzing critical aspects.

With meticulous attention to detail, we methodically examine every aspect of your practice to generate a comprehensive report for the doctor. This report entails prioritized action items, recommended training, and practical suggestions, enabling you to optimize your strengths and address areas requiring attention. By overviewing and then enhancing your practice's performance, we empower you to take it to the next level.

We arrive at your office before the team, observing start-of-the-day procedures and assessing your team's morning huddle, administrative processes, and the creation of a memorable new patient experience. We review TC processes to ensure effectiveness in converting patients from shoppers to buyers and maintaining conversion percentages above industry standards. Additionally, we assess clinical systems and protocols to ensure a seamless patient workflow and maximized schedule efficiency.

Evaluation of financial, insurance, and collection systems is conducted to ensure optimization for maximum profitability, with a focus on maintaining delinquent accounts at or below industry standards for a healthy practice. We also evaluate team culture and HR processes to foster a positive and productive work environment that encourages accountability and positivity.

Our assessment extends to marketing efforts and systems to ensure effective engagement with the target audience across various channels. We also review overall practice SOPs to ensure efficiency, effectiveness, and minimized stress, aiming for improved doctor joy and team morale.

Lastly, we evaluate the practice's financial health & business statistics identifying opportunities for improvement in overhead expenses to ensure lean and healthy operations within guidelines for profitability. While this highly valuable day isn't mandatory to partner with Align My Practice, it's highly suggested and effective before we begin coaching you and your team on any of our five master classes.

As the doctor/practice owner, you'll receive our KPI reporting within 1-3 business days of our onsite visit, outlining exceptional areas of your practice and those needing improvement, along with suggested training from Align My Practice to address them. We'd love to be another set of eyes for your practice and partner with you to elevate your practice's success, making your mission and vision a reality.

Other Services

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

Recruiting & Talent Acquisition

At Align My Practice, we recognize the pivotal importance of assembling a highly competent team for the success of your orthodontic or dental practice. Hiring the right talent can be challenging and time-consuming, often requiring specialized support to streamline the process. That's where our expertise shines. With decades of experience in recruitment and onboarding, we possess a deep understanding of what it takes to assemble a stellar team that drives practice success.

We partner closely with you to understand your needs fully. From crafting targeted advertisements to leveraging our vast network of dental professionals, we handle resume screening, applicant vetting, initial phone interviews, reference checks, thorough application and skills assessments. We provide support throughout the hiring process, including writing offer letters, discussing compensation packages, providing job descriptions, and outlining onboarding tips for seamless integration of new team members into your office.

Our fees are significantly more affordable than those of large corporate staffing agencies. Plus, we offer you personalized attention, recruiting for only three doctors at a time to ensure you receive the dedicated support you deserve. You don't pay us until your new team member starts on their first day, and we offer a 90-day guarantee. If they're not the right fit, we'll restart the recruitment process at no additional charge. We're committed to finding your perfect team member and setting the bar high through our partnership.

Ready to build your dream team? We're eager to partner with you and make it happen!

Integrating Clear Aligners

Are you a GP or Pediatric office looking to expand your treatment options by integrating Clear Aligners into your practice? Whether you're considering bringing in an associate Orthodontist or implementing independent clear aligner therapy, Align My Practice is your dedicated partner throughout the entire process. With a proven track record of rapidly elevating practices to Diamond Plus status within months, and a history of successfully supporting GP and Pediatric Dentists in adding this treatment from its inception, we're well-prepared to help you achieve your practice goals.

We'll work closely with you to grasp your objectives for clear aligner integration, leveraging your existing patient base, and educating your team on seamlessly incorporating this treatment option. From providing guidance to your hygienists on patient education to expanding your practice's reach through effective online, social media, and community engagement strategies, we'll ensure that clear aligner therapy becomes an indispensable part of your practice.

Our comprehensive approach addresses every facet of integrating clear aligners into your workflow. This includes optimizing your patient schedule, defining appointment frequencies, and refining the new patient process. Additionally, we'll assist in implementing virtual monitoring and establishing transparent fee structures, utilizing patient records and digital scanners to enhance patient acceptance.

Furthermore, we'll provide extensive support to your Financial Coordinators, ensuring they are proficient in orthodontic billing, fee structuring, financing options, and contract management. Additionally, our expertise extends to empowering your Treatment Coordinators in building strong patient relationships, conducting effective consultations, mastering the art of selling, re-engaging pending patients, and implementing growth and development programs for younger patients.

Clear aligner therapy presents a substantial opportunity for revenue generation, patient attraction, and practice differentiation. Contact Align My Practice today to explore how we can collaborate with your team as an extension of your leadership, guiding you towards achieving your practice goals through the seamless implementation and optimization of clear aligners.

Incorporating MARPE & Airway Treatments

Embarking on the journey to integrate MARPE/Airway Treatment into your practice opens doors to a realm of immense patient benefits and unparalleled business opportunities. With nearly a decade of experience, our founder Shelley brings invaluable insight gained from working alongside the esteemed Dr. Richard Ting, a pioneer in this field. Her tenure as Office Manager and Treatment Coordinator has nurtured a deep passion and understanding for the transformative potential of these services, not only in patient care but also in carving out a distinctive niche to elevate your practice above competitors and lead in the realm of airway-focused orthodontics and orthotropics.

If you're ready to dive into integrating MARPE into your practice, we're here to guide you. Dr. Richard Ting and Shelley host quarterly sessions at Dr. Ting's exquisite office in Orange County, California. This comprehensive course offers 8 CE credits, featuring live patient demonstrations, intensive lectures, manufacturer discounts, hands-on Piezo workshops, and so much more. While the course is available via Zoom, in-person attendance is limited to just 15 doctors, promising an immersive experience primed to equip you clinically for integrating this treatment seamlessly into your practice.

However, the journey towards successful MARPE integration encompasses more than just clinical expertise. Shelley knows from firsthand experience that true success requires comprehensive support, which is where Align My Practice steps in. We work closely with you to craft a tailored plan that aligns with your practice goals and growth objectives. From team training and protocol establishment to crafting effective marketing strategies, community networking, and billing and insurance protocols, we leave no stone unturned in ensuring every aspect of integration is strategically aligned for success.

Moreover, we provide you with invaluable resources to facilitate successful implementation. From MARPE suggested consents, contracts, and handouts to billing codes, patient communication strategies, and scripting, we equip you with the tools and guidance needed to navigate the integration process seamlessly. With Align My Practice by your side, you'll be well-prepared to embark on this transformative journey with confidence and clarity.

Whether you're eager to enroll in one of Dr. Ting's upcoming courses or seeking guidance on growing this aspect of your business, reach out to us today. Let's embark on this transformative journey together and unlock the full potential of MARPE/Airway Treatment in your practice.

Long Term Growth & Support Partnership Program

Our Growth & Support Partnership Program represents the pinnacle of our commitment to your practice's ongoing success. Beyond the completion of our Master Class training and initial consultation period, most of our esteemed clients discover immense value in our supportive approach and choose to integrate Align My Practice as long-term team members through our exclusive Growth And Support Partnership Program.

At AMP, we're dedicated to accompanying you every step of the way in your business journey—we don't simply train your team and then disappear. Our Growth & Support Partnership Program is meticulously tailored to ensure that your team members not only maintain their brilliance and skills post-training but also continuously evolve, refining their expertise in their specific roles. This bespoke program acts as an extension of your leadership, fostering a culture of team member accountability, support, and trust. With this support in place, you, as the doctor, can devote your full attention to providing exceptional patient care.

We offer three levels of support within our Growth & Support Partnership Program, each varying in frequency and delivery options, including both virtual and onsite support. Our focus spans a spectrum of business statistics, maintaining benchmark goals for growth, fostering accountability, celebrating successes, and collaboratively addressing obstacles with effective solutions—all while prioritizing your practice goals and action items.

We firmly believe that we are better together, and we're thrilled at the prospect of forming a long-term partnership with you. Let's embark on this journey towards sustained growth and success together!

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.