Hey Docs!

Jill Allen

Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation. Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice. Tune in weekly. Episodes drop every Thursday!

  1. 3日前

    Real Estate and Practice Ownership: Lending Tips from Live Oak Bank’s Chandler Wrightenberry

    "You can never have enough cash.”   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill chats with Chandler Wrightenberry from Live Oak Bank to discuss the intricacies of healthcare lending, particularly focusing on practice purchases and real estate investments. Chandler shares insights from his extensive experience at Live Oak Bank, emphasizing the importance of understanding costs, building a supportive team, and maintaining transparency in banking conversations. They explore the current market conditions, project timelines, and the significance of long-term investments in healthcare real estate. Jill and Chandler also touch on the complexities of construction timelines, the importance of zoning, and the necessity of having the right team when expanding an orthodontic practice. They emphasize the need for realistic expectations regarding project durations and financial preparedness, including cash management strategies. Connect With Our Guest Live Oak Bank - https://www.liveoak.bank/ Chandler’s Phone Number: (828) 337-1374  Takeaways Chandler Wrightenberry has over 12 years of experience in healthcare lending.Live Oak Bank is the largest SBA lender in the country by volume.Building a supportive team is crucial for successful real estate projects.Transparency in financial discussions leads to better outcomes.Interest rates are currently stable and reasonable for borrowing.It's important to have early conversations with lenders about financing.Investing in real estate is a long-term commitment that can yield significant returns.Doctors often experience growth after relocating to new facilities. You should have an expectation of working with a city to get everything finalized in about six months.Ground-up construction typically takes nine to twelve months for planning and an additional 18 to 24 months for completion.Zoning issues can significantly delay project timelines, so it's crucial to ensure proper zoning before purchasing a property.Having a specialized commercial real estate agent is essential for navigating zoning and permits.Expect projects to take longer and be more expensive than initially anticipated.Financial preparedness is key; saving cash and having a safety net is crucial for large projects.A good rule of thumb is to have at least 10% of the project cost in cash reserves.Investing in liquid assets can provide quick access to cash when needed for projects. Chapters   00:00 Introduction 04:35 Market Reality Check 07:16 Costs and Rates Today 11:25 Build Your Project Team 15:04 Be Candid With Lenders 19:21 Realistic Project Timelines 22:23 Remodel vs Ground Up Schedule 23:29 Zoning Pitfalls and Team 26:08 Lease Timing and Overlap 28:03 Cash Reserves and Liquidity 32:00 How to Contact Chandler  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Real Estate and Practice Ownership: Lending Tips from Live Oak Bank’s Chandler Wrightenberry
  2. 7月9日

    Maximizing New Patient Opportunities with LeadSigma

    “We can track everything.”   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill sits down with Scott Hansen to discuss his journey in the orthodontic field and the creation of LeadSigma, a company focused on improving patient engagement and practice growth through innovative solutions. The discussion highlights the critical importance of managing new patient calls, leveraging AI technology for better patient interaction, and understanding patient attribution to make informed marketing decisions. The conversation emphasizes the need for collaboration between orthodontic practices and marketing agencies to achieve optimal results. Jill and Scott discuss the integration of marketing and operational systems in healthcare practices, emphasizing the importance of a feedback loop to measure marketing investments. They explore the role of AI in enhancing business efficiency, sharing insights on practical applications and the need for cohesive team collaboration. The discussion highlights the potential of technology to transform practices and improve patient engagement, while also addressing the challenges of implementation and the importance of providing value in networking. Connect With Our Guest LeadSigma - https://www.leadsigma.com/  AI Model Training Spreadsheet: https://docs.google.com/spreadsheets/d/1Pb6FFSHbguxIQwCxbC_lSYDUeKYoQhuNi3IU8u-iAjk/edit?usp=sharing Takeaways Scott Hansen went from managing an orthodontic practice to founding LeadSigma.Missed new patient calls represent a significant revenue loss for practices.LeadSigma's AI technology helps practices manage patient calls effectively.Understanding patient attribution is crucial for marketing success.Data-driven decisions empower practices to optimize their marketing strategies.Collaboration between doctors and marketing agencies enhances practice growth.Practices often overlook the importance of follow-up on missed calls.Tracking leads and conversions provides valuable insights for practices.Effective communication is key to converting leads into patients. The integration of marketing and operational systems is crucial for practice success.A feedback loop is essential for measuring marketing investments.Practical tools and systems must be in place for effective AI implementation.Team collaboration is key to leveraging AI effectively.Networking should focus on providing value to be effective. Chapters   00:00 Introduction 04:38 Missed Calls and Lost Revenue 10:14 CoPilot AI Receptionist 13:39 Marketing Attribution and ROI 21:38 Feedback Loop and Accountability 24:55 Using AI Inside LeadSigma 28:54 AI Call Coaching and HIPAA 34:00 Context Engineering Tips 34:29 How to Contact Scott and LeadSigma  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Maximizing New Patient Opportunities with LeadSigma
  3. 7月2日

    Building Strong IT Foundations with Jack Wiley from Legend Networking

    "Don't wait for IT issues to arise."   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill interviews Jack Wiley from Legend Networking about the critical role of IT in orthodontic and dental practices. They discuss the importance of maintaining updated technology, especially for established practices, and the risks associated with outdated systems. Jack emphasizes the need for younger doctors to consider technology when acquiring practices and provides insights on building a strong technology foundation for startups. The conversation also touches on the challenges of HIPAA compliance and the necessity of ongoing employee training in cybersecurity. Jill and Jack also discuss the critical aspects of cybersecurity, backup strategies, and the differences between Mac and PC usage in healthcare settings. The discussion also touches on the distinctions between managed services and static IT, highlighting the benefits of a proactive IT strategy.    Connect With Our Guest  Legend Networking - https://www.legendnt.com/ https://www.cyber.mil/cyber-awareness-challenge   Takeaways Jack Wiley works at Legend Networking, a dental-specific IT provider.IT infrastructure is crucial for the growth of practices.Many established practices operate on outdated technology, risking patient data.Younger doctors often overlook technology when acquiring practices.Evaluating the age of computers and network equipment is essential during acquisitions.Startups should prioritize hardwired connections over wireless for reliability.Planning for future growth in technology is vital for new practices.HIPAA compliance is an ongoing challenge for orthodontic practices.Regular technology evaluations can prevent costly upgrades later. Employee training is often the cause of network vulnerabilities.Backups should be incremental and frequent for quick recovery.Macs can be secure but require specific considerations.Proactive IT management prevents costly downtime.Regular checkups on IT systems can reveal vulnerabilities. Chapters  00:00 Introduction 04:55 Aging Hardware Risks 08:31 Acquisition IT Checklist 14:45 Startup Tech Foundation 23:30 Security and HIPAA Basics 26:32 Backups and Access Control 28:15 Mac vs PC in Ortho 31:43 WiFi Segmentation Story 33:35 Managed IT Explained 36:23 How to Contact Legend Networking  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Building Strong IT Foundations with Jack Wiley from Legend Networking
  4. 6月25日

    Advocacy in Action: Supporting Orthodontists with AAO’s Adam Braundmeier

    "Being engaged is the best thing you can do."  Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Adam Braundmeier, the General Counsel of the AAO, discusses his journey into the orthodontic field and the vital role of advocacy in supporting orthodontists. He explains the dual role he plays in managing legal compliance and engaging with members to address regulatory issues. The conversation covers current challenges such as specialty advertising regulations, direct-to-consumer models, and student loan burdens for new orthodontists. Adam emphasizes the importance of member involvement in advocacy efforts and highlights the resources available through the AAO, including legal guidance and support for navigating the complexities of the orthodontic profession. Jill and Adam also explore future trends in technology and patient care, emphasizing the need for orthodontists to maintain clinical discretion amidst rapid advancements. Connect With Our Guest American Association of Orthodontists - https://www2.aaoinfo.org advocacy@aaortho.org Takeaways Adam Braundmeier joined the AAO as General Counsel in 2023.The AAO's advocacy team works closely with orthodontists to address regulatory issues.Member engagement is crucial for effective advocacy efforts.Specialty advertising regulations are a current focus for the AAO.Direct-to-consumer models pose challenges for patient safety in orthodontics.The AAO supports innovation while ensuring quality care remains a priority.Legal guidance is available through the AAO's Legal Resource Center.Staying informed about advocacy efforts is essential for orthodontists. Insurance coding and billing changes are on the horizon.Doctors should stay informed through newsletters and resources.Maintaining clinical discretion is essential in patient care.Legal accuracy must be communicated effectively to be useful.Members should report trends affecting patient safety. Chapters   00:00 Introduction 02:53 Meet Adam Braundmeier 05:04 AAO Advocacy Explained 07:28 Specialty Advertising Fight 09:59 Teledentistry and DTC Risks 13:19 Model Laws and Patient Safety 15:43 Student Loans and Policy 19:16 Member Resources and Legal Center 22:04 New Forms HIPAA and Coding Updates 25:02 Staying Informed and Getting Involved 28:37 Future Focus Tech and AI 29:25 How to Contact AAO  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Advocacy in Action: Supporting Orthodontists with AAO’s Adam Braundmeier
  5. 6月18日

    Navigating Practice Acquisition: Dr. Richard Clabaugh’s Journey

    "Listen to your gut instinct.”   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Dr. Richard Clabaugh shares his journey from being a general dentist to acquiring and running his own orthodontic practice. He discusses the challenges he faced during the transition, including team dynamics, employee turnover, and the importance of leadership. Richard reflects on his growth as a leader and the lessons learned over the past ten years, emphasizing the significance of building a strong team culture and the need for adaptability in the face of change. Dr. Clabaugh also reflects on the significance of purpose beyond profit, encouraging aspiring practice owners to prioritize their values and family time while navigating the complexities of ownership. Connect With Our Guest Dr. Richard Clabaugh - https://clabaughorthodontics.com/ richard@clabaughorthodontics.com  Takeaways Richard's journey from general dentistry to orthodontics was driven by a desire for ownership.Acquiring a practice involves navigating complex challenges, including team dynamics.Leadership requires a balance of authority and responsibility.Employee turnover is a common challenge during ownership transitions.Building a strong team culture is essential for practice success.It's important to prioritize team health alongside patient care.Leadership can be lonely, and support from peers is invaluable.Recognizing the value of team members is key to retention.Open communication with staff can help navigate changes effectively.Building genuine relationships within the team enhances collaboration.Core values should be recited regularly to maintain focus.Team members should be involved in the hiring process for better fit.Prioritize family and personal time amidst the demands of practice ownership. Chapters   00:00 Introduction 06:32 Why Choose Acquisition 08:58 Due Diligence Mindset 13:37 Lessons After Purchase 17:30 Leadership Energy On Stage 19:18 Early Ownership Challenges 21:38 Team Turnover Reality 30:52 Hiring the Right Team 35:02 Leading With Humility 39:35 Team Recognition Culture 41:49 Hiring and Letting Go 46:54 Faith and Leadership Reality 48:43 Acquisition Advice 50:26 Meaning Beyond Money 55:40 Contact Info  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Navigating Practice Acquisition: Dr. Richard Clabaugh’s Journey
  6. 6月11日

    Building Trust in a Digital Age: Tips for Orthodontists with Gal Borenstein

    "Quality, not quantity, is what matters in reviews."   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Gal Borenstein discusses the evolving landscape of trust in branding, particularly in the context of digital interactions. He emphasizes the importance of authenticity, customer experience, and adapting to generational communication changes. Gal provides practical advice for enhancing trust and navigating the complexities of digital marketing, especially for orthodontists. He highlights the need for businesses to focus on quality over quantity in reviews and to create a strong digital footprint that resonates with today's consumers. Connect With Our Guest The Borenstein Group - https://www.borensteingroup.com Takeaways Trust has changed dramatically in branding and advertising.Digital trust is now more important than ever for businesses.Customer experience has evolved, especially post-COVID.Authenticity in reviews is crucial for building trust.Businesses must adapt to generational communication preferences.Quality of reviews matters more than quantity.Creating a strong digital footprint is essential for success.Practices should regularly evaluate their online presence.Engaging with customers authentically can enhance trust.Negative influences can hinder business growth and optimism. Chapters   00:00 Introduction 02:29 Gal’s Background and Branding 04:28 COVID Shift to Digital Trust 10:41 Reviews and Authenticity 16:10 AI Search and Origin Story 23:08 Gen Z Communication and UX 28:34 Trust Killers in Practice 33:34 Practical Steps Inside vs Outside 36:04 Contact Info  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Building Trust in a Digital Age: Tips for Orthodontists with Gal Borenstein
  7. 6月4日

    Strategic Startups: Empowering Practices with Renew Digital

    "It's a one stop shop for all your needs."   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen and Nathan Hudson discuss the intricacies of starting and managing a practice, focusing on the importance of understanding both clinical and business aspects. They explore the 'Five B's' framework, which includes banker, broker, bean counter, broadcaster, and builder, emphasizing the need for a well-rounded approach to practice management. The discussion also highlights the distinction between tools and toys in equipment purchasing, the significance of budgeting for marketing and branding, and identifying efficiency gaps in practice operations. Nate also touches on various challenges practices face, particularly startups, in navigating equipment choices and emphasizes the need for informed decision-making. Connect With Our Guest Renew Digital - https://www.renewdigital.com/ Takeaways Nate Hudson has a background in engineering and dental sales.The Five B's framework is essential for practice owners.Understanding the difference between tools and “toys” is crucial.Budgeting effectively can lead to greater success in startups.Efficiency gaps often arise from lack of communication within teams.Training is vital when purchasing new technology.Doctors should focus on their long-term goals when making purchases.Not all equipment needs to be brand new to be effective.Team cohesion is necessary for a successful practice. Efficiency in imaging can significantly impact patient flow.The merger of Renew Digital and Voxel Dental creates a comprehensive service offering.Startups should consider future needs when designing their practices.Choosing the right equipment can save significant costs in the long run.Having multiple specialists can ease the burden of equipment selection. Chapters   00:00 Introduction 02:54 Nathan Hudson’s Background 05:32 The “Five B’s” Framework 11:46 Tools Versus Toys 15:05 Budgeting and Hidden Costs 20:20 Spotting Efficiency Gaps 26:40 Voxel Partnership and Labs 32:58 One Rep or Many Vendors 38:24 How to Contact Renew Digital  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    Strategic Startups: Empowering Practices with Renew Digital
  8. 5月28日

    The Blueprint to Practice Design with Blue Frog’s Shawn Rainey

    "It's a matter of trusting the people you hire."   Connect With Our Sponsors Solventum - https://go.solventum.com/clarity GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen interviews Shawn Rainey, the director of the design department at Blue Frog, about the intricacies of orthodontic practice design and construction. Shawn shares his extensive background in the field, discussing the transition from traditional bidding processes to a more integrated design-build approach. He emphasizes the importance of functionality in design, the need for collaboration among various stakeholders, and the challenges faced when working with equipment specialists. The conversation highlights the significance of having an in-house design team to streamline processes, control budgets, and ultimately create efficient and practical dental practices. Jill and Shawn also delve into hidden costs that can arise during construction projects, highlighting the need for thorough inspections and contingency planning. Connect With Our Guest Blue Frog - https://www.bfrog.net/ Takeaways Shawn Rainey has extensive experience in orthodontic office design and construction.The design-build process offers more control over budget and efficiency.In-house design teams can provide real-time budget estimates.Collaboration among architects, engineers, and contractors is essential.Choosing the right space is critical for startup practices.Design should prioritize workflow and practical use over aesthetics.Equipment specialists may not fully understand the needs of practices.Lost time often occurs on the front end of projects.It's crucial to involve design teams early in the process.Hidden costs can arise from unexpected issues in construction.Contingency planning is essential for any project.Permitting requirements can vary significantly by location. Chapters   00:00 Introduction 05:04 Startup Construction Fears 06:39 Bid-Build vs Design-Build Explained 10:23 Design Build Benefits 16:58 Workflow Over Aesthetics 21:37 Choosing Space and Team 27:34 Equipment Specialist Debate 29:47 Design Team First 33:11 Ego Free Collaboration 34:13 Hidden Costs Exposed 38:17 Lease And Site Surprises 40:24 Permits Zoning Feasibility 45:04 Trust The Build Team 47:45 Contact Info  Episode Credits:   Hosted by Jill Allen Produced by Jordann Killion Audio Engineering by Garrett Lucero 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!

    The Blueprint to Practice Design with Blue Frog’s Shawn Rainey

關於

Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey. Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation. Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice. Tune in weekly. Episodes drop every Thursday!

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