Hey Docs!

Jill Allen
  • ٤٫٨ (٣٨)
  • إدارة
  • يتم التحديث كل أسبوعين

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. Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler

    قبل ٧ ساعات

    Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler

    "Digital is here, it's not the future.”   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care. Connect With Our Guest Solventum - https://www.solventum.com/en-us/home/ Takeaways Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics.Implementing practice systems and digital workflows is crucial for improving efficiency and patient care.Startups have a unique advantage in adopting advanced systems early in their development.Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions.Emphasizing value per visit rather than cost can lead to better practice outcomes.The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models. Chapters   00:00 Introduction 01:39 Marylee’s Career Journey 07:54 From 3M to Solventum 11:28 Solventum Name Explained 15:36 Systems Over Products 18:00 Bonding Efficiency Examples 22:04 Startup Practice Advantage 25:21 Startup Systems Matter 26:47 Digital Shift Explained 28:24 Four Pillars of Digital 30:38 Patient Monitoring Mindset 32:15 Differentiating With Tech 35:04 One Ecosystem Advantage 38:26 Efficiency Over Headcount 40:34 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!

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  2. The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters

    ٢٦ مارس

    The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters

    "Women are creating more wealth than ever before"   Connect With Our Sponsors 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 Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy. Connect With Our Guest Cain Watters - https://www.cainwatters.com Takeaways $70-90 trillion of wealth will be transferred over 20 yearsWomen will become the primary wealth holders and creators of new wealthThe demographics of inheritors is shiftingTechnology and social media influence financial literacy and investment approaches for new generationsConversations about wealth, purpose, and values are essential to ensure smooth successionThe value of financial education from an early age and ongoing communication within familiesInherited wealth is often rapidly lostFamilies can prepare for this transfer to approach it with confidence and purpose Chapters   00:00 Introduction 03:36 Why Money Talk Matters 04:56 Great Wealth Transfer 07:56 Next Gen Wealth Shift 11:04 Small Habits Big Wealth 13:17 How Women Invest Differently 16:48 Confidence and Advisor Gaps 21:29 Next Gen Tech Investing 25:50 Why Wealth Disappears 28:57 Start Money Talks 30:44 Purpose Driven Planning 33:10 Tech Versus Advisors 35:23 Values To Strategy 37:20 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!

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  3. Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick

    ١٩ مارس

    Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick

    "AI will make staff more efficient, not replace them."   Connect With Our Sponsors 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 returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation. Connect With Our Guest Greyfinch - https://greyfinch.com/ Takeaways AI is streamlining practice management and patient interactionData security with AI is essentialGreyfinch is on the forefront of new AI featuresEffective payment strategies and compliance can impact a practice’s financial healthNew practices should focus on building strong foundationsAutomation and outsourcing for efficiencyCloud vs. server-based solutions vary depending on the practiceBalancing work and personal productivityEmbracing change and continuous learning Chapters   00:00 Introduction 03:05 AI in Ortho Today 05:57 AI Native in Greyfinch 09:36 Payments and Surcharging 12:27 Surcharge Rules by State 14:34 Reducing Fees Without Losing Patients 21:49 Startup Practice Mindset 24:37 Spend Smart and Build Your Brand 26:53 Learn Beyond Your Industry 28:29 Find the Right Whos 30:51 Workflow Automation Reality 34:56 Personal Time Optimization 38:35 Cloud Versus Server Software 43:33 Greyfinch 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!

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  4. Attracting the Future: Engaging Patient Experience with WildSmiles Braces

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    Attracting the Future: Engaging Patient Experience with WildSmiles Braces

    “Focus on your practice as a brand.”   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/  SmileSuite - https://getsmilesuite.com/ Summary   In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market. Connect With Our Guest   WildSmiles Braces - https://www.wildsmilesbraces.com/ Takeaways Focus on treating patients under 14 to build long-term relationships.Enhance satisfaction and loyalty through personalized care.Establish a strong brand for premium pricing and differentiation.Use fun brace designs can attract young patients and build engagement.Ensure team buy-in for successful implementation of new approaches.Leverage tech and social media to add value and improve outcomes.Positioning your practice as a brand, not just a service, can create greater loyalty.Watch trends to focus on branding and patient-centered care for future success. Chapters   00:00 Introduction 03:46 WildSmiles Evolution 04:41 Why Under 14 Matters 09:47 Branding Beyond Fees 12:50 Engaging the Ops Pool 14:56 Brackets vs Experience 19:22 Add Value During Observation 22:53 Boosting Observation Conversions 24:55 Overcoming Team Resistance 26:02 CEO Mindset and Market Defense 29:54 Training the Whole Team 33:28 How to Contact WildSmiles  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!

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  5. Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division

    ٥ مارس

    Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division

    "Patient care is the biggest focus."   Connect With Our Sponsors GreyFinch - https://greyfinch.com/jillallen/ A-Dec - https://www.a-dec.com/orthodontics SmileSuite - https://getsmilesuite.com/ Summary In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners. Connect With Our Guest CFS Dental Division - https://www.cfsdentaldivision.com Takeaways CFS Dental Division provides comprehensive financial services for orthodontic professionals.It's essential to assess what to do next after a successful startup.Expanding a practice can involve hiring associates or opening new locations.Maintaining patient care quality is crucial when managing multiple locations.Insurance policies must be updated to cover new locations and associates.Investing in real estate can provide long-term financial benefits for practice owners.Training associates is vital to ensure consistent patient care and experience.Younger practice owners often exhibit more drive and ambition.Continuous learning and adaptation are key to success in the dental industry.Paying attention to small details can significantly impact overall practice success. Chapters   00:00 Introduction 03:30 Right-Sizing Insurance Needs 05:27 Expansion Paths and Examples 08:09 Second Location Deep Dive 13:09 Coverage for Multi-Location Teams 18:32 Real Estate and Owning Your Space 21:36 Associates And Patient Experience 23:10 Training Culture And CE 25:57 Leadership As A Skill 27:22 Traits Of Successful Owners 29:53 Work Hard And Build Wealth 31:05 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!

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  6. Unlocking Practice Financing with Steve Steinbrunner from Provide

    ٢٦ فبراير

    Unlocking Practice Financing with Steve Steinbrunner from Provide

    "Cash is king."   Connect With Our Sponsors 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 Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending. Connect With Our Guest Provide - https://www.getprovide.com/ Takeaways The trend of orthodontists investing in commercial real estate is on the rise.Startup loans are evolving with more options like SBA loans.Understanding the financial landscape is crucial for new practitioners.The Jumpstart Loan can help acquire declining practices effectively.Cash flow management is essential for practice sustainability.Building a strong financial team is key to successful financing.Credit scores play a significant role in loan approvals.Avoid aggressive debt repayment that affects liquidity.Leverage practice equity for real estate purchases.Ground-up construction financing is viable for new practices. Chapters   00:00 Introduction 04:15 Why Own Real Estate 08:10 SBA Path for Startups 11:43 Lease vs Buy Math 14:07 Buying Declining Practices 16:22 Jumpstart Loan Explained 20:01 Getting Loan Ready 23:09 Liquidity and Guarantors 27:10 Credit Score Hurdles 28:20 Liquidity vs Debt Mistakes 31:59 Ground Up Construction Loans 35:14 Using Practice Equity 37:15 Contact Info & Closing Thoughts  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!

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  7. Mastering Ortho Insurance Billing with The Wyrick Outlook

    ١٩ فبراير

    Mastering Ortho Insurance Billing with The Wyrick Outlook

    "Track it from day one."   Connect With Our Sponsors 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 Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners. Connect With Our Guest The Wyrick Outlook - https://thewyrickoutlook.com/ Takeaways Megan and her sister Brittany started in orthodontics at a young age.They created an insurance course to help practices navigate insurance billing.The business has expanded to offer multiple courses for various office roles.Practices should be selective about which insurance networks to join.Lifetime maximums can be misunderstood; verification is crucial.Timely filing limits are tightening, impacting cash flow.Insurance companies often request additional information, which has its own deadlines.Technology can aid in claims submission, but traditional methods may still be necessary.Team accountability in insurance management is essential for practice health.Younger doctors are more hands-on with financial management than previous generations. Chapters   00:00 Introduction 03:35 When to Outsource Insurance Billing 06:18 Pros and Cons of Being In-Network 11:07 Lifetime Maximums 101 + The Two-Step Verification Rule 13:29 Avoiding Costly Benefit Quote Errors 16:51 Timely Filing, Cash Flow, and Patient Trust 23:37 Responding Fast to Info Requests & Denials 24:31 Digital Portals vs Snail Mail 26:43 Protecting Doctor Authority 28:42 In-Network vs Out-of-Network Example 31:14 Team Accountability in Billing 34:40 Know Your Numbers 38:12 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!

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  8. From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

    ١٢ فبراير

    From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

    "It's just expensive to do it these days."   Connect With Our Sponsors 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 Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership. Connect With Our Guest Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroeker Takeaways Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.The lending landscape is currently stable with increased loan amounts for startups.Young doctors should focus on financial preparation during their education.Credit card debt can significantly impact future borrowing capabilities.Having savings set aside is crucial for new practice owners.Evaluating existing practices involves analyzing actual financials and cash flow.Startup loans often have a graduated payment structure to ease financial pressure.Building a strong support team is essential for success in practice ownership.Construction and technology costs have significantly increased for new practices.It's important to understand how loan funds will be allocated in a startup. Chapters   00:00 Introduction 03:30 Current Lending Environment 06:06 Financial Advice for Young Doctors 10:31 Evaluating Practice Purchases 13:58 Markers for a Healthy Practice 17:00 Balancing Practice Purchase with Additional Workl 20:39 The Importance of a Supportive Team 23:41 Discussing Startup Costs and Loan Structures 26:17 The Reality of Startup Loans and Financial Flexibility 31:56 The Importance of Financial Planning and Safety Nets 34:35 Final Thoughts on Acquisitions vs. Startups 36:24 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!

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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!

المعلومات

  • صناع العمل
    Jill Allen
  • سنوات النشاط
    ٢٠٢٢ - ٢٠٢٦
  • الحلقات
    ١٩٠
  • التقييم
    ملائم
  • حقوق النشر
    © Copyright Jill Allen
  • موقع البرنامج على الويب
    Hey Docs!

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