The Happy Practice

Weave

Behind every successful practice is a unique way of doing things. Meet the dentists, optometrists, veterinarians, doctors and their office managers, staff, and specialists who know how it's done. Take a page out of their playbook to create & maintain a happy practice.

  1. Oct 31

    HIPAA Horror Stories: What Healthcare Practices Get Wrong About Security with Amy Wood

    What does a HIPAA horror story actually look like, and how can healthcare practices keep one from happening to them? HIPAA, cybersecurity, and compliance expert Amy Wood joins Adam Sierra to share real stories of ransomware, shared passwords, risky vendors, patient data exposure, and preventable security failures. Amy explains why protecting patient information is bigger than an IT problem, what practices should verify before allowing a vendor or AI tool to access patient data, and how simple habits like strong access controls, tested backups, employee offboarding, and security training can prevent small mistakes from becoming major incidents. In this episode: • The most common ways HIPAA and patient data security go wrong • Why ransomware remains a serious risk for healthcare practices • What separates a recoverable security incident from a catastrophe • Why healthcare practices need to vet technology vendors • The risks of shared passwords and poor employee offboarding • What to verify before allowing AI tools to access patient data • How to handle online patient reviews without exposing protected information • Why security requires people, processes, and technology • How to build a culture where employees report mistakes and near misses Amy Wood is a HIPAA, cybersecurity, and compliance expert and the founder of Copper Penny Consulting. She can also be found on the Compliant AF podcast. The Happy Practice is from Weave, featuring conversations with the people helping healthcare practices create better experiences for everyone. This episode is for educational purposes only and does not constitute legal advice.

  2. Oct 30

    Scaling Smarter: AI, Standardization & Same-Store Growth with Amy Manzo

    AI is not just about automating tasks. For multi-location healthcare organizations, it can help improve consistency, surface better data, and create a more scalable patient experience. In this episode of The Happy Practice, Adam Sierra sits down with Amy Manzo to talk about what AI adoption looks like across multi-location dental practices and how leaders can use technology to improve operations without losing the human connection. Amy brings more than 30 years of dental experience, including practice ownership and leadership across nearly 50 locations. She explains why AI is best used to take on the work teams struggle to complete consistently, from insurance verification and appointment confirmations to phone handling, scheduling, and patient follow-up. The conversation also explores one of the biggest challenges facing DSOs and other multi-location groups: standardization. Amy shares why successful technology implementation should happen in manageable stages, with ongoing follow-up and clear measurement of utilization and conversion. Adam and Amy also dig into same-store growth and why better access, better systems, and better use of data can help existing locations grow without relying only on expansion. In this episode: 00:00 Meet Amy Manzo 00:37 What people get wrong about AI 01:25 Amy’s 30-year journey through dentistry 04:04 The first AI tools Amy implemented 04:44 Why pilots and experimentation matter 05:44 How AI creates different opportunities for multi-location practices 06:46 The biggest pain points across nearly 50 locations 08:03 Getting phones answered and converting callers 09:07 How AI can improve the human patient experience 10:16 Insurance verification, online booking, and after-hours access 11:31 Meeting patients where they are 11:51 How to standardize technology across multiple locations 13:03 The KPIs leaders should watch after implementation 14:24 Using technology to improve follow-through 14:59 How technology can support same-store growth 15:55 Where multi-location leaders should start with AI 16:16 Why the best approach is to start small and keep moving The takeaway: do not wait for the perfect AI strategy. Start with one operational problem, implement a solution, measure what happens, and build from there. The goal is not simply more automation. It is more consistent execution, better access for patients, and stronger performance across every location.

  3. Oct 30

    Leading a Better Practice: Culture, Technology & Team Development with Laci Phillips

    Strong healthcare practices are built on more than good systems. They need leaders who can create clarity, protect the culture, and help their teams grow. In this episode of The Happy Practice, Adam Sierra sits down with Laci Phillips of Practice Dynamics to talk about what effective leadership looks like inside a dental practice and why so many practices struggle with it. Laci explains that most dentists never went to school to lead teams, manage businesses, or build culture. They trained to become clinicians. That means leadership often has to be developed intentionally, starting with a clear vision and the right people throughout the organization. The conversation also explores how technology and AI can support better leadership. Laci shares why automation should take repetitive, systematic work off the team’s plate so people can spend more time doing what technology cannot: building relationships, serving patients, communicating, and creating a more personal experience. Adam and Laci also discuss how to identify natural leaders inside a practice, why culture fit matters, and what high-performing practices do differently as they grow. In this episode: 00:00 Why leadership matters at every level 00:33 The biggest leadership problem practices face 01:28 Laci Phillips’ journey into dental consulting 03:28 Why the numbers tell the story of a practice 04:22 Why leadership has to start at the top 05:35 What makes a great leader 06:38 How strong cultures are built 07:59 How AI is changing healthcare operations 08:04 Why technology should remove repetitive work 10:23 How to help teams overcome fear of AI 10:44 Practical AI use cases inside dental practices 11:54 Why AI should create more human patient experiences 13:19 The one thing Laci would change in every practice 14:33 How to lead without a formal leadership title 15:52 What great practice leadership looks like in action 19:59 How to start growing leadership today 22:03 What drives Laci personally The takeaway: leadership is not just a title. It is the ability to create direction, help people improve, and build an environment where the team can do its best work. Technology can support that mission, but the human side of leadership is what gives the practice its direction.

  4. Oct 30

    Building a High-Performing Team: Communication, Accountability & Culture with Genevieve Poppe

    Great healthcare teams are not built by avoiding conflict. They are built by communicating clearly, addressing issues early, and holding each other accountable. In this episode of The Happy Practice, Adam Sierra sits down with dental consultant Genevieve Poppe to talk about the communication problems she sees repeatedly inside healthcare practices and what leaders can do about them. Genevieve explains why highly empathetic teams often struggle with candid feedback. Instead of addressing small problems directly, team members soften the message, avoid uncomfortable conversations, and quietly build resentment when nothing changes. Over time, small frustrations can turn into culture problems, inconsistent expectations, and even employee turnover. The conversation gets practical, including how to address chronic lateness, how people pleasers can become stronger leaders, and why being clear with someone can actually be one of the kindest things a manager can do. Adam and Genevieve also explore the difference between building a workplace that feels like a family and building a high-performing team. Strong teams care about each other, but they also communicate openly, coach one another, and stay accountable to a shared goal. In this episode: 00:00 Welcome back Genevieve Poppe 00:16 What Genevieve is seeing inside dental practices right now 05:19 Why the same team problems keep showing up 06:00 Why empathetic healthcare teams struggle with feedback 07:19 How to address an employee who is consistently late 09:58 Why managers avoid difficult conversations 10:37 Why clear communication is often the kindest approach 11:21 Leadership advice for people pleasers 13:03 How negative assumptions create team conflict 14:21 Asking, “What else could be true?” 15:05 What high-performing teams do differently 15:43 Why a team is different from a family 17:17 The easiest communication habit practices can improve 18:08 Using “feed forward” instead of feedback 19:14 How leaders can create a culture of real-time communication 20:26 Why small conversations prevent bigger problems later The takeaway: do not wait until a small issue becomes a big one. Address problems early, assume positive intent, communicate clearly, and make candid conversations a normal part of how the team works together.

  5. Oct 29

    Marketing That Drives Growth: ROI, Transparency & AI Search with Cassidy Turley

    Marketing should not be treated as a line-item expense. Done well, it should help generate measurable practice growth. In this episode of The Happy Practice, Adam Sierra sits down with Cassidy Turley from Gargle to talk about how healthcare practices can build a smarter, more accountable marketing strategy. Cassidy explains why many practice owners struggle to see marketing as an investment, how competitive markets change what practices need to spend, and why transparency is essential when choosing a marketing partner. They also explore how practices can evaluate performance through metrics like calls, clicks, website traffic, form fills, and conversions instead of simply wondering whether their marketing is working. The conversation also looks at one of the biggest shifts happening in marketing right now: patients are no longer searching only on Google. They are increasingly using tools like ChatGPT and other AI-powered search experiences to find and evaluate healthcare providers. Cassidy shares how that is changing traditional SEO strategies and what practices should be thinking about as AI reshapes patient discovery. In this episode: 00:00 Meet Cassidy Turley 00:17 The biggest misconception about practice marketing 01:14 Marketing as a profit center, not a cost center 02:17 Growing up in a dental family 04:16 Why dentists are entrepreneurs 04:54 How Gargle evolved from direct mail to digital marketing 06:12 Why marketing has become harder for practice owners to navigate 06:52 Finding a marketing partner you can trust 07:20 Why dentists get frustrated with marketing agencies 08:24 Transparency, accountability, and measuring results 09:36 What marketing transparency actually looks like 11:07 How AI is changing SEO and patient search 12:49 Using automation without losing the human experience 13:32 How to approach changing your marketing or technology stack 15:04 Where to find Cassidy and Gargle The takeaway: practices do not need to chase every new marketing trend, but they do need visibility into what their marketing is doing. Ask better questions, measure real outcomes, work with partners you trust, and stay ready to adapt as patient search behavior changes.

  6. Oct 29

    Building a Smarter Practice: AI, Automation & Patient Experience with Dr. Adam Rosa

    AI can help healthcare practice owners reclaim time, automate repetitive work, and focus more energy on patients and practice growth. But the real opportunity is not replacing people. It is giving teams more capacity to do the work that actually requires a human. In this episode of The Happy Practice, Adam Sierra sits down with optometrist and practice owner Dr. Adam Rosa to talk about what that looks like in the real world. Dr. Rosa shares how he acquired a struggling optometry practice just months before COVID, rebuilt the patient experience, strengthened the practice culture, and used technology to help drive its growth. One of his biggest lessons? Sometimes the most effective marketing is simply making it easier for happy patients to share their experience. Then the conversation turns to AI. Dr. Rosa explains how he is already using AI to reduce administrative work, create marketing campaigns, process reports, support repetitive workflows, and free up the mental bandwidth he needs to think strategically about his business. Adam and Dr. Rosa also explore what happens as AI assistants become a normal part of the patient experience and why transparency, education, and seamless access to human staff will matter more than ever. In this episode: 00:00 Meet Dr. Adam Rosa 00:42 How Dr. Rosa found optometry 02:06 Buying and rebuilding a struggling practice 04:28 Acquiring a practice right before COVID 06:02 How automated review requests helped fuel growth 09:07 The harder part of a turnaround: facilities or culture? 11:19 Growing the practice after reopening 13:00 Why Dr. Rosa became serious about AI 15:11 Finding practical AI use cases in healthcare 17:12 How AI changes the job of a practice owner 19:40 Using AI and email marketing to educate patients 23:36 Preparing patients to interact with AI assistants 25:04 Why the human relationship still matters 27:04 Where to find Dr. Adam Rosa The takeaway: start small. Look for repetitive work that consumes time without requiring your unique expertise, then find ways technology can handle more of it. The goal is not automation for automation’s sake. It is creating more capacity for better patient experiences, stronger teams, and a healthier practice.

  7. Oct 29

    AI-Powered Practice Growth: Smarter Marketing, Operations & Patient Engagement with Chris Balbi

    How can healthcare practices use AI to grow without losing the human experience that patients value? Chris Balbi joins Adam Sierra to share how his team grew from one injector working out of a dental office to a multi-location med spa organization, and why much of that growth came from building a memorable brand, investing in community, and finding smarter ways to operate. Chris breaks down practical ways healthcare practices can use AI today, from analyzing business data and creating consistent front-office communication to improving retention and helping teams respond to patients more efficiently. He also explains why practices should experiment with new technology without blindly trusting it. In this episode: • How to market a healthcare practice without constantly selling • Why community can become one of your strongest growth strategies • How to make your practice and personal brand more memorable • Practical ways to use AI for front-office operations, staff training, and retention • How AI can help practices analyze business data and uncover opportunities • Why online reviews matter, including how to respond when a patient leaves a negative review • How to balance automation with human judgment and patient experience • Why experimenting early with emerging technology can create a competitive advantage The goal is not to replace the people who make a practice great. It is to give them better tools, reduce repetitive work, and create more time for the interactions that actually matter.

5
out of 5
6 Ratings

About

Behind every successful practice is a unique way of doing things. Meet the dentists, optometrists, veterinarians, doctors and their office managers, staff, and specialists who know how it's done. Take a page out of their playbook to create & maintain a happy practice.