Orthodontic Consulting

OPTIMIZE YOUR OPERATIONS WITH GUIDANCE FROM EXPERT ORTHODONTIC CONSULTANTS

In today’s competitive dental and orthodontic landscape, running a successful practice requires more than just clinical expertise—it requires efficient operations, a strong team, and a clear growth strategy.

At Align My Practice, our orthodontic consultants provide services designed to help practices like yours optimize every aspect of their operation. From team development to marketing strategies, we focus on sustainable growth and helping your practice reach its full potential.

Why Your Orthodontic Practice Might Need Consulting

Running an orthodontic practice involves much more than just providing excellent care. Here are some reasons why you may benefit from consulting services:

You’re Struggling with Growth
Your practice might be stagnating, and you’re unsure how to increase patient volume or expand services effectively.

You Want to Improve Patient Retention
Keeping patients long-term can be a challenge, and a consultant can help develop strategies to improve retention.

Your Team Needs Better Training
Your staff may require support in improving skills, efficiency, and communication to enhance the patient experience.

You’re Facing Operational Issues
Inefficient workflows or unclear processes can be draining your resources. A consultant can help streamline operations.

You’re Not Maximizing Your Marketing Potential
If your marketing efforts aren’t bringing in the desired results, it may be time for expert advice on how to boost visibility and attract new patients.

You Want to Stay Competitive
The orthodontic field is constantly evolving. A consultant can help you stay updated on new technologies and trends to remain competitive.

Meet Your Orthodontic Consultant – SHELLEY BOSTROM

With nearly 30 years of experience, Shelley brings a unique combination of clinical expertise and business acumen to the table. Her journey began as a Registered Dental Assistant at the age of 19 and expanded to a successful career in sales, where she became a PaceSetter and AllStar at Nordstrom. This blend of hands-on healthcare experience and service excellence shapes her approach to orthodontic consulting.

Shelley is passionate about helping doctors and their teams achieve both personal and professional success. Her mission is to create a culture where operational excellence aligns with exceptional patient care, driving practice growth and fostering loyal patient relationships.

At Align My Practice, Shelley works closely with practices to assess their strengths, refine their processes, and set the stage for sustained success. Together, you’ll raise the bar for your practice and enhance its presence in the community.

What We Offer: Comprehensive Orthodontic Consulting Services

Our consulting approach is built around practical, results-driven solutions that have been developed through years of experience working with orthodontic practices of all sizes. We don’t just give you the tools—you’ll learn how to use them effectively in your practice.

Master Classes for Sustainable Growth

One of the cornerstones of our consulting service is our Master Classes. These are not just generic seminars—they are specialized programs designed to address the specific needs of orthodontic practices at every level.

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 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 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 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

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: 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 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!

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.

Other Services

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

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 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: 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.

Customized Support for Long-Term Success

At Align My Practice, we understand that every orthodontic practice is unique. While our Master Classes provide a solid foundation, we also offer customized support designed to address the specific challenges your practice may face.

On-Site and Virtual Support

In-Person Consulting
For practices looking for deeper, more personalized support, our in-person consulting provides direct interaction and real-time solutions. We’ll visit your practice, observe operations, meet with your team, and offer practical strategies to enhance performance.

Virtual Consulting
For added convenience, we also offer virtual consulting. Through video calls, we can review your practice’s systems, help resolve challenges, and ensure your team stays on track. Virtual consulting is ideal for busy practices that need support without disrupting their schedule.

Practice Optimization and Streamlined Operations

Operational Assessments
We will assess your practice’s current workflows, identifying areas that may be slowing down your team or impacting patient satisfaction. From scheduling to patient communication, we’ll recommend actionable changes to improve efficiency.

System Integration
Many orthodontic practices use multiple systems that don’t always work well together. We help integrate your practice management software with other tools, so you can track patient data, manage appointments, and handle billing with ease.

Performance Tracking
We’ll help you implement performance tracking tools to monitor your practice’s progress. This will allow you to measure improvements in key areas such as patient retention, treatment acceptance rates, and overall financial health.

Team Development & Recruitment Services

Training & Development
We provide hands-on training for your team in areas such as customer service, patient management, and office protocols. This ensures everyone is aligned with your practice’s mission and is equipped with the tools they need to succeed.

Recruitment Assistance
Expanding your team? We assist with recruiting the right talent, including finding skilled treatment coordinators, office managers, and other key roles. Our recruitment services are designed to help you find candidates who align with your practice’s culture and goals.

Long-Term Growth & Support Partnership: Sustaining Your Success

Building a successful orthodontic practice isn’t just about short-term achievements. It’s about creating a sustainable, thriving business that continues to grow and adapt over time. At Align My Practice, we focus on providing ongoing support to help your practice thrive in the long run.

Strategic Planning for Sustainable Growth

Goal Setting
We begin by identifying your specific goals, both short-term and long-term. From expanding your services to increasing patient retention, we assist you in setting measurable, achievable targets to guide your practice’s growth.

Growth Forecasting
Using proven methods and industry insights, we assist in forecasting growth potential, so you can plan for the future. This ensures that your practice is prepared for the challenges and opportunities that come with expansion.

Action Plans
We create detailed action plans to implement your growth strategies. These plans outline key milestones, timelines, and resources needed to achieve your goals, keeping your practice on track and focused.

Ongoing Practice Optimization

Operational Audits
We conduct thorough audits of your practice’s operations, identifying areas where processes can be improved. From scheduling systems to patient communication, we make recommendations to help streamline workflows and reduce inefficiencies.

Technology Integration
We help integrate the latest technology solutions to enhance your practice’s productivity and patient satisfaction. This includes software systems for scheduling, patient records, and treatment planning, as well as innovative tools that improve patient care.

Workflow Streamlining
We assist you in optimizing day-to-day workflows so that your team can work more efficiently. By eliminating bottlenecks and improving task delegation, we help reduce stress and improve the overall patient experience.

Comprehensive Support for Your Team

Leadership Coaching
We offer coaching services for practice owners and managers to enhance their leadership skills. This includes training in effective communication, decision-making, and team management, ensuring your leaders are equipped to guide your practice toward success.

Team Building
A strong, cohesive team is crucial for maintaining a positive work environment and delivering excellent patient care. We organize team-building activities and workshops to foster collaboration and improve staff morale.

Employee Training & Development
Continuous education is key to keeping your team members engaged and skilled. We offer training programs designed to enhance the capabilities of your staff, ensuring they stay up-to-date with the latest techniques, technologies, and industry trends.

Long-Term Business Support

Ongoing Consultation
We offer regular consultations to assess your progress and address any emerging issues. From adapting to market changes to tackling specific challenges, we provide the expert guidance you need to stay on track.

Resource Access
As part of our support partnership, you have access to a wide range of resources, including business templates, operational guides, marketing materials, and financial tools. These resources are designed to help you manage your practice more effectively and stay ahead of the competition.

Market Insights & Trends
We keep you informed of the latest trends in the orthodontic industry, helping you stay competitive and adjust your strategies to meet changing demands. This includes insights into patient preferences, emerging technologies, and shifts in the market landscape.

Achieve Your Practice Goals with the Right Support

Let our orthodontic consultants handle the growth and optimization of your practice so you can concentrate on delivering exceptional care. 

Book a call today to discover the difference we can make for you.

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