Hey Docs‪!‬ Jill Allen

Welcome to the Hey Docs! Podcast with your host, Jill Allen.
 
Today, we have special guest Oliver Gelles from OrthoFi joining us on the show! In this episode, we highlight how data-driven strategies are reshaping patient financials and practice efficiency. From the transition to auto-pay systems to the strategic application of interest and flexible financing, we're unpacking how these changes not only align with current data but also significantly enhance patient satisfaction and practice growth.

Let’s jump in! 


Summary

In this conversation, Jill interviews Oliver Gelles, the Chief Marketing Officer of OrthoFi. They discuss Oliver's background in the orthodontic industry and his journey with OrthoFi. They also talk about the insights and data gathered by OrthoFi on patient financials and flexible financing in orthodontic practices. They explore the evolution of payment methods in the industry and the benefits of offering flexible financing options. They also discuss the use of interest in payment plans and how it can be implemented in different stages of a practice's growth. In this conversation, Oliver Gelles and Jill discuss strategies for minimizing the growth benefit and increasing incentives for patients. They also explore the impact of the economy on adult starts and the difference in payment options for adult and child patients. They also discuss the importance of accurately allocating past-due AR and the potential for direct-to-consumer competition in the orthodontic industry.

https://orthofi.com/
https://www.facebook.com/OrthoFi/
https://twitter.com/OrthoFi
https://www.linkedin.com/company/orthofi
https://www.youtube.com/c/OrthoFi
https://www.instagram.com/ortho_fi/


Takeaways

Oliver Gelles has over 25 years of experience in the orthodontic industry and is currently the Chief Marketing Officer of OrthoFiOrthoFi has gathered valuable data on patient financials and flexible financing in orthodontic practicesFlexible financing options have become increasingly important in the industry, allowing patients to accept care and practices to growInterest in payment plans can be a valuable tool; it can provide incentives for patients to choose shorter plans and help practices manage cash flow and riskThe implementation of flexible financing options may vary depending on the stage of a practice's growth, with more conservative approaches recommended for startup practicesMinimize the growth benefit by changing incentives and adding more “carrot and stick”Adult patients require different treatment and persuasion strategiesThe economy and consumer perception impact adult startsAccurately allocate past due AR to improve financial performancePrepare for potential direct-to-consumer competition in the future

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Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - a href="http://getsmilesuite.com/" target="_blank"...

Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we're shining a light on SmileSuite technology with my friend and returning guest, Dr. Anthony Bonavoglia. SmileSuite is changing the game for orthodontists and their practices. Join us as we dive into the metrics that matter, the art of the new patient phone call, and a peek into the future developments from SmileSuite.  

Let’s dive into it! 

Summary
 
Anthony Bonavoglia, founder of SmileSuite, discusses the importance of understanding the busiest times for new patient phone calls in orthodontic practices. He shares data that shows the busiest times are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall. He also highlights the trend of patients preferring to schedule appointments through text messaging rather than phone calls. Anthony emphasizes the need for practices to monitor and improve the quality of new patient phone calls, as well as the importance of balancing work and family life.
 
https://getsmilesuite.com/
https://www.facebook.com/MySmileSuite/
https://www.instagram.com/getsmilesuite/


New Patient Phone Call Score Card 
http://getsmilesuite-7731839.hs-sites.com/smilesuiteinquiry-1


Takeaways
The busiest times for new patient phone calls in orthodontic practices are 8:30-10 am and 12:30-2 pm, with Monday mornings being the busiest overall.Patients are increasingly preferring to schedule appointments through text messaging rather than phone calls.Practices should monitor and improve the quality of new patient phone calls to ensure a positive patient experience.It is important to find a balance between work and family life to maintain overall well-being.
Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Overview of SmileSuite 
01:28 Gathering Data on Busy Times for New Patient Phone Calls
12:21 The Impact of Phone Calls on the Patient Experience
22:44 Patient Communication Preferences and Trends
25:26 Upcoming Developments for SmileSuite
28:47 Speed Round: Coffee or Tea, Favorite Podcast, Outdoor Activity, Being Remembered, Best Piece of Advice
31:17 Conclusion and Farewell
 
Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   
 
New episodes drop every Thursday!   
 
Episode Credits:
Hosted by Jill Allen 
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we have returning guest Dr. Robert Trujillo joining us on the show. In the last episode, we learned all about his company, Orthovated, and how he helps practices with clinical onboarding. In this episode, we are focusing on another passion: his coaching and mental health. There is a lot to unpack.  

Let’s get into it!  

Summary
 
In this conversation, Robert Trujillo discusses the importance of work-life balance and setting proper goals. He emphasizes the need to take action and create passion through behavior. Robert also highlights the role of thoughts and feelings in achieving happiness and fulfillment. He provides tips on time management and the importance of setting boundaries. Finally, Robert shares his contact information for those interested in coaching sessions. In this episode, Robert Trujillo discusses how to create the life you want by conducting a work-life audit and developing a strategic plan. He emphasizes the importance of taking small steps and applying various principles to achieve personal growth and fulfillment.


https://www.ortholifecoach.com/
https://www.facebook.com/ortholifecoach
https://www.orthovated.com/
https://www.facebook.com/orthovated

TakeawaysTake action and create passion through behavior.Set proper goals and focus on behaviors rather than outcomes.Manage your time effectively and set boundaries.Take care of yourself and prioritize self-care. Conduct a work-life audit to assess your current situation and identify areas for improvement.Develop a strategic plan to create the life you want, focusing on small steps and consistent progress.Apply principles such as self-reflection, goal-setting, and time management to achieve personal growth and fulfillment.Embrace your personal style and interests, and make time for activities that bring you joy and relaxation.
Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GC Orthodontics - Manufacturing and Supply Sales
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters

00:00 Introduction and Background
03:38 The Struggle for Work-Life Balance
08:00 Setting Proper Goals
14:08 The Fulfillment Paradox 
19:04 Creating Passion through Action
23:11 The Role of Thoughts and Feelings
28:36 Time Management and Boundaries
37:59 Taking Care of Yourself
42:22 Conclusion and Contact Information
44:12 Creating the Life You Want
45:02 Personal Style and Interests
45:41 Hidden Talents 
46:26 Big Hairy Audacious Goal 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    
 
If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us...

Welcome to the Hey Docs! Podcast with your host Jill Allen.    

Today, I have Jeff Slater from  Kaleidoscope joining me on the show! With AI becoming such a prevalent topic in everything these days, I thought it was time to have “the chat” about what it is and how you should or should not be using it in your practices. From Google pay-per-click ads to A.I. pitfalls, we have a lot to cover.   

Let’s get dive in! 


Summary
 
The conversation explores the impact of AI on Google and local search results, particularly for startups. It discusses the challenges of verification and the increasing scrutiny from Google to eliminate fake businesses. The conversation also highlights the concerns of sharing business information and the need for proper documentation. The role of AI in advertiser verification and its impact on Google Ads and pay-per-click campaigns is examined. The influence of AI on content creation, chatbots, dynamic ads, and geotargeting is discussed. The importance of balancing AI automation with the human touch is emphasized, along with the challenges of finding the right balance. The conversation concludes by highlighting the volatility of AI technology and the need to monitor data and adapt accordingly. 


https://thekaleidoscope.com/ https://www.facebook.com/KaleidoscopeDigitalMarketing https://www.instagram.com/kaleidoscopedigitalmarketing/ https://www.linkedin.com/company/kaleidoscope-digital-marketing/ https://www.youtube.com/channel/UCgL0vSJArWwhTeqE1jHLzzw

Takeaways
AI is affecting Google and local search results, particularly for startups, with increased scrutiny and verification challenges.Proper documentation and business name alignment are crucial for successful advertiser verification on Google Ads.AI plays a significant role in dynamic ads, geotargeting, and content creation, but the human touch remains important in orthodontic practices.Finding the right balance between AI automation and personalization is essential for effective marketing strategies.Monitoring data and adapting to the volatility of AI technology is necessary for success in the digital landscape. Vigilance and monitoring of Google profiles are crucial to avoid sudden drops or disappearances.Accurate and consistent information is essential for maintaining a strong online presence.Ignoring notifications from Google can lead to permanent consequences, such as ads being offline.The unpredictability of Google's algorithm requires ongoing attention and adaptation.The future of the industry will involve advancements in AI and technology, but the human element and relationships will remain important.Documentation and verification are necessary to match online information with real-world branding.Proactive marketing and a well-rounded approach are key to success.Kaleidoscope serves as a valuable resource for orthodontic practices.AI technology presents both challenges and benefits, requiring careful proofing and consideration.Being a great parent is a personal goal that Jeff values.Perspective and framing play a significant role in finding what you're looking for.br...

Welcome to the Hey Docs! Podcast with your host, Jill Allen.  

Today, we have a special guest, Dr. Amy Jackson, returning to the show! In this episode we are covering outsourced retainer programs and how they are changing the orthodontic offices of the future. From decreasing chair time to increased revenue and patient satisfaction, we are covering it all.   

Let’s get into it! 

Summary
 
In this episode, Amy Jackson, the founder of Retainers for Life, discusses the benefits of using their program in orthodontic practices. She shares her personal experience and the pain points that led her to create Retainers for Life. Amy explains how the program can save time, improve patient retention, and generate additional revenue for practices. She emphasizes the importance of building long-term relationships with patients and creating a positive experience throughout the retention phase. Amy also provides insights into the implementation process and offers advice for practices considering Retainers for Life.
 
https://www.myretainersforlife.com/

Takeaways
Retainers for Life is a program that helps orthodontic practices streamline the retention process, save time, and generate additional revenue.By outsourcing retainer production and management to Retainers for Life, practices can free up chair time for more productive appointments.Retainers for Life allows practices to maintain a long-term relationship with patients even after the completion of orthodontic treatment.The program offers financial incentives for practices and team members, creating a win-win situation for everyone involved.
Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
00:59 The Birth of Retainers for Life
03:24 The Benefits of Retainers for Life
04:04 The Challenges of Retention in Orthodontic Practices
05:21 Efficiency and Time-Saving with Retainers for Life
06:30 Integration of Retainers for Life into Orthodontic Practices
09:16 Building Long-Term Relationships with Patients
11:26 The Alumni Concept in Orthodontic Practices
12:20 Outsourcing vs. In-House Retainer Production
19:08 Implementing Retainers for Life in Practice Systems
21:01 Workflow and Protocols for Retainers for Life
23:33 Offering Retainers for Life at the End of Treatment
24:31 Cost Comparison: Outsourcing vs. In-House Retainer Production
26:24 Revenue Sharing and Team Incentives
29:18 Getting Started with Retainers for Life
31:43 Contacting Retainers for Life
34:04 Conclusion and Final Thoughts 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    

If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

New episodes drop every Thursday!   

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell

Welcome to the Hey Docs! Podcast with your host Jill Allen.  

Joining us on the show today is David King from Leaders In Ortho, and in this episode, we are talking about finding joy. As entrepreneurs, it is easy to get weighed down by the pressures of the business, but it doesn’t have to be that way. David has some great information to share with us!  

Let’s get started!  

Summary
 
David King, a business and life coach, discusses the importance of personal and psychological growth for orthodontists. He emphasizes the need for orthodontists to leverage their darkness into their greatness and overcome challenges in their personal and professional lives. King introduces the concept of the four domains of life, which include focusing on one's body, mindset, balance, and business. He encourages orthodontists to take inventory of their lives, exercise regularly, and avoid hesitation. King concludes by offering his contact information for those interested in seeking help.
 
https://leadersinortho.com/
https://www.linkedin.com/in/david-king-864053a/
https://www.instagram.com/David_king_IV
https://www.facebook.com/david.king.96558/
https://www.youtube.com/@UCuF9AQXe-aInmSoic15IAZQ https://www.tiktok.com/@david_king_IV

Takeaways
Orthodontists often face challenges in their personal and professional lives that can hinder their joy and happiness.The four domain life, which includes focusing on one's body, mindset, balance, and business, is crucial for achieving fulfillment and success.Orthodontists should not hesitate to seek help and support from trusted individuals or coaches.Taking small steps, such as exercising regularly and setting aside time for self-reflection, can lead to significant personal and professional growth.
Connect With Our Advertisers Kaleidoscope - Orthodontic Digital Marketing
GreyFinch - Web Based Practice Management Software
SmileSuite - Customizable Presentation Software and Post-Consultation Follow-Up


Chapters
00:00 Introduction and Background
03:17 The Need for Personal and Psychological Growth
08:16 Challenges Faced by Orthodontists
11:23 The Importance of Joy and Happiness
18:53 The Four Domain Life 22:21 Overcoming Fear and Seeking Help
27:54 Tips for Overcoming Challenges
33:39 How to Contact David King
36:36 Speed Round
37:48 Conclusion 

Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com.    

If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.   

New episodes drop every Thursday!   

Episode Credits:
Hosted by Jill Allen
Produced by Jordann Killion
Audio Engineering by Johnny Mitchell