How to Rethink Onboarding in Your Practice

In this episode of the Orthodontic Products Podcast, host Alison Werner speaks with Cassie Kellner, founder of Everbloom, an orthodontic consulting firm. With over 20 years of experience in the orthodontic field, Cassie discusses why private practices should rethink their onboarding approach. She highlights the differences between training employees with and without orthodontic experience, the pitfalls of outdated onboarding documents, and how video and digital tools can streamline training.

Key Topics Covered:

• The differences in onboarding new hires with no orthodontic experience vs. seasoned professionals
• How to streamline and modernize onboarding documents and SOPs
• The role of video training and digital tools in building a resource library for your team

Key Takeaways:

• Onboarding should focus on employee retention by eliminating gray areas and ensuring clarity in training.
• Written SOPs should be concise, bullet-pointed, and regularly updated—long, outdated manuals are ineffective.
• Digital platforms like Trainual can help practices track training progress, notify teams of updates, and improve onboarding consistency.

🔗 Learn more about Cassie Kellner and her consulting work at https://www.discovereverbloom.com/

📌 Available on all major podcast platforms!

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