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- 🇨🇦CA · Management#36100K to 300K
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Est. listeners per new episode within ~30 days
30K to 90K🎙 Daily cadence·192 episodes·Last published 6d ago - Monthly Reach
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100K to 300K🇨🇦100% - Active Followers
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40K to 120K
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On the show
Recent episodes
Understanding Ortho Partnerships & Transitions with Doug Copple
May 14, 2026
52m 12s
Mastering Inventory: Transforming Practice Efficiency with UpTracker
May 7, 2026
50m 53s
Rethinking New Patient Calls: Elevating Orthodontic Practices with SmileSuite
Apr 30, 2026
39m 54s
From SEO to AI: Reshaping Orthodontic Marketing with Kaleidoscope
Apr 23, 2026
51m 24s
Future-Proofing Your Practice: Proactive IT with Cornerstone Computer Solutions
Apr 16, 2026
52m 26s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/14/26 |  Understanding Ortho Partnerships & Transitions with Doug Copple | "It's not just a transaction."Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships and the necessity for both parties to act like owners to ensure a successful collaboration. Jill and Doug also go over the complexities of family practice transactions and the importance of aligning treatment philosophies. They also delve into the financing aspects of partnership buy-ins, emphasizing the need for clear communication and understanding between partners to ensure successful collaborations. Connect With Our Guest Bentson Copple Patterson & Associates - https://bcp-advisors.com/ Takeaways Doug has been in the orthodontic industry since 2004.The DSO market has significantly impacted orthodontic practices.Partnerships are becoming more common among younger doctors.Partnership deals can take years to form and require careful planning.The buy-in process typically involves an association period before ownership is transferred.Financial modeling is crucial for understanding partnership dynamics.Both parties must be comfortable with the financial outcomes to avoid resentment. Doctors should consider tax implications in family practice transactions.Effective communication with CPAs is crucial for financial planning.Partnerships require clear agreements on decision-making authority.Understanding treatment philosophies is essential for successful partnerships.Financial transparency is key to avoiding conflicts in partnerships.Chapters 00:00 Introduction02:01 Doug’s Background and Firm05:08 Why Partnerships Are Rising09:10 How Partnerships Are Structured14:13 Buy In Timeline and Profit Split22:39 Modeling the Deal on Paper25:45 Tax and Entity Structure Basics27:39 Family Transactions Tax Traps31:17 CPA Communication Gaps32:29 Partnership Control Rules35:40 Discretionary Spending Fights38:34 Treatment Philosophy Clashes41:15 Financing and Real Estate In The Deal46:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 52m 12s | ||||||
| 5/7/26 |  Mastering Inventory: Transforming Practice Efficiency with UpTracker | "You don't fix a $30,000 problem with a discount." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to technology-driven solutions, and the need for customization based on practice size and needs. Kira emphasizes the significance of purchasing habits and the often-overlooked process of verifying vendor invoices as critical components of effective inventory management. The discussion also covers common areas of overspending, particularly in bonding materials and disposables, and offers strategies for startup practices to establish a solid foundation for inventory management. Connect With Our Guest UpTracker - https://www.up-tracker.com/ Takeaways Kira Woods started Uptracker to address inventory management issues.Doctors need to see both macro and micro inventory data.Many practices rely on one staff member for inventory management.Purchasing habits can significantly impact supply spending.Invoice verification can lead to quick returns on investment.Clerical errors in invoices are common and costly.Understanding true costs includes more than just product prices. If you don't check invoices, you're agreeing to whatever they decide to charge you.The right amount to spend right now is crucial for staying on goals.Incentivizing staff can lead to better budgeting outcomes.Bonding materials can be a significant area of overspending.Startups should prioritize visibility in inventory management.The goal isn't less inventory, it's smarter inventory.Chapters 00:00 Introduction04:58 Why Inventory Gets Ignored06:21 Macro vs Micro Inventory08:52 From Sticky Notes to Scanning15:02 Customizable Inventory Strategy16:26 Purchasing Habits and Spend24:23 Verifying Vendor Invoices29:57 Real Time Budgeting Basics32:56 Staff Incentives And Culture34:29 Common Spend Leak Examples37:50 Startup Inventory Playbook41:34 Cross Training And Controls44:40 UpTracker Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 50m 53s | ||||||
| 4/30/26 |  Rethinking New Patient Calls: Elevating Orthodontic Practices with SmileSuite | “It’s a business killer.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experiences. Anthony shares insights on how SmileSuite has streamlined the new patient call process and the significance of providing a human touch in patient interactions. They dive into the importance of human interaction in patient communications, the evolution of call handling in dental practices, and the impact of technology on patient satisfaction and practice efficiency. The discussion also covers innovative strategies for improving new patient acquisition and the overall growth of orthodontic practices. Connect With Our Guest SmileSuite - https://getsmilesuite.com/ Takeaways Dr. Anthony Bonavoglia is an orthodontist with 20 years of experience.SmileSuite focuses on handling new patient phone calls for practices.The importance of quickly converting leads into appointments is vital.Many practices struggle with managing patient inquiries effectively.Patients prefer various communication methods, including text and online forms.Automation can enhance efficiency but should not replace human interaction.Understanding generational communication preferences is essential.Creating a positive first impression is crucial for patient retention.Data shows a significant increase in patient bookings with effective call handling.Practices can benefit from outsourcing call management to improve efficiency.Patient satisfaction is directly linked to how calls are handled.Asking about additional needs during calls can increase patient bookings.Virtual consultations can qualify patients without taking up doctor time.Chapters 00:00 Introduction01:35 Anthony Background and SmileSuite04:18 Missed Calls = Lost Patients06:19 From Contact to Contract08:31 Speed to Lead Systems11:48 Generational Communication Shifts15:08 Call Scripts and Consistency21:49 Automation Bots and Human Touch24:11 AI Assisted Humans26:47 Conversion Lift Data30:47 Triage Beats Voicemail32:59 Referral Slip Save34:34 Call Tips That Convert37:15 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 39m 54s | ||||||
| 4/23/26 |  From SEO to AI: Reshaping Orthodontic Marketing with Kaleidoscope | AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary KayMiller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AIOverviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the QR code and request a free AI Visibility Audit.WHAT YOU'LL LEARNWhy showing up in AI results today does not mean you are safe tomorrow (the "false security" problem)The shift from rankings to recommendations and what that means for orthodontic marketingA quick AI readiness self-check any practice can run in 10 minutesWhat AI engines actually look for: content depth, trust signals, structured authority, review dataWhy the average orthodontic practice scores below 40 out of 100 on AI visibilityHow KAL™ audits, optimizes, and monitors your practice across AI search platformsWhy early movers in any market will lock out competitors who waitKEY QUOTE"Early adopters will have a decided advantage." — Mary Kay Miller, Kaleidoscope AI™ABOUT THE GUESTSMary Kay Miller is Owner and CEO of Kaleidoscope AI™, the digital marketing agency widely credited with introducing SEO to the orthodontic industry nearly two decades ago. She leads the development of KAL™, the AI Growth System purpose-built for orthodontic and dental practices. Jeff Slater is VP of Operations at Kaleidoscope AI™, where he leads client services and the rollout of KAL™ across the orthodontic industry.CONNECT WITH KALEIDOSCOPE AI™Website: https://kaldental.aiFree AI Visibility Audit: https://kaldental.ai/auditRESOURCES MENTIONED- The AI Referral Shift (blog):[https://kaldental.ai/ai-rreferral-shift-orthodontists-2026/]- KAL AI Visibility Guide (free download):[https://kaldental.ai/ai-visibility-guide/]CHAPTERS00:00 Introduction02:20 A new AI audit coming to AAO 202605:48 From rankings to recommendations08:54 Quick AI readiness self-check12:32 Website content and trust signals16:22 Showing up now isn't enough23:18 What AI looks for next27:01 Review data and trust29:00 Authority and site structure31:28 The KAL™ Audit System38:44 SEO vs. AI visibility43:00 Startup advantage and speed44:35 How to contact Kaleidoscope A™ and request a KAL™ auditSPONSORSGreyFinch: https://greyfinch.com/jillallen/A-Dec: https://www.a-dec.com/orthodonticsSmileSuite: https://getsmilesuite.com/EPISODE CREDITSHosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 51m 24s | ||||||
| 4/16/26 |  Future-Proofing Your Practice: Proactive IT with Cornerstone Computer Solutions | “IT is not set it and forget it.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ensure smooth operations. Jordan highlights the need for tailored IT infrastructure, including cabling and network security, to support practice growth. He also explores the differences between cloud-based and server-based management software, emphasizing the importance of network security to ensure a practice’s long-term success. The episode covers ongoing cybersecurity best practices, such as Zero Trust architecture, and the benefits of proactive IT support models. Connect With Our Guest Cornerstone Computer Solutions - https://cstonesolutions.net/ Takeaways Start IT planning during the startup phase to avoid delays and save money.Tailor your IT setup, including cabling and security, to fit your practice's needs and growth.Understand the differences between cloud-based and server-based software for better security.Wired connections can provide from reliable internet than Wi-Fi.Implement ongoing cybersecurity measures like “Zero Trust” architecture.Regularly assess your current IT systems to identify vulnerabilities and upgrade safely.Opt for proactive over “reactive” IT support models to minimize downtime and enhance efficiency.Chapters 00:00 Introduction02:46 Startup Tech Priorities05:08 Four Phases of IT06:49 Engage IT Early09:24 Launch and Support12:51 Cloud Networks and Cabling17:55 Internet Speed and Redundancy23:24 Downtime in Established Practices29:30 Proactive vs Reactive IT31:50 Monitoring Standards Explained34:57 Cybersecurity Zero Trust37:17 Startup Budget Options40:43 IT Red Flags Checklist 44:21 Contact Cornerstone Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 52m 26s | ||||||
| 4/9/26 |  AI, Cloud, and Beyond: Modernizing Practice Management with Planet DDS | "You don't have to be physically connected to something that’s in your office." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advancements in cloud-based solutions, particularly with Cloud 9. The conversation highlights how AI and industry shifts are reshaping the landscape of orthodontics, offering new opportunities for efficiency and growth. Reid and Kevin stress the importance of continuous training and consultation to ensure successful technology adoption. Connect With Our Guest Planet DDS - https://www.planetdds.com/ Takeaways Reid started Orthotrac, which served a pioneering role in ortho software since the 1980s.There’s been a shift from traditional to cloud-based systems.Cloud 9, now part of Planet DDS, has been at the forefront of cloud-based solutions.Cloud technology can reduce cost and improve accessibility.AI has a growing influence in scheduling, documentation, and financial management.Integrated software ecosystems can benefit multi-specialty practices.Continuous training and consultation is essential in new technology adoption.Chapters 00:00 Introduction02:06 Reid Simmons’ Journey07:35 Kevin Simmons’ Journey11:01 Planet DDS Merger Vision15:44 Industry Shifts Since 201024:30 AI and API Ecosystems26:48 AI Beyond Email Hacks27:50 Transcription to Treatment Plans29:09 Roadmap Driven by Customers30:54 True Cloud Explained36:18 Next Five Years of Tech38:28 Training and Staying Current41:52 Where to Learn More Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 46m 40s | ||||||
| 4/2/26 |  Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler | "Digital is here, it's not the future.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 Introduction01:39 Marylee’s Career Journey07:54 From 3M to Solventum11:28 Solventum Name Explained15:36 Systems Over Products18:00 Bonding Efficiency Examples22:04 Startup Practice Advantage25:21 Startup Systems Matter26:47 Digital Shift Explained28:24 Four Pillars of Digital30:38 Patient Monitoring Mindset32:15 Differentiating With Tech35:04 One Ecosystem Advantage38:26 Efficiency Over Headcount40:34 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 47m 06s | ||||||
| 3/26/26 |  The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters | "Women are creating more wealth than ever before" Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 purposeChapters 00:00 Introduction03:36 Why Money Talk Matters04:56 Great Wealth Transfer07:56 Next Gen Wealth Shift11:04 Small Habits Big Wealth13:17 How Women Invest Differently16:48 Confidence and Advisor Gaps21:29 Next Gen Tech Investing25:50 Why Wealth Disappears28:57 Start Money Talks30:44 Purpose Driven Planning33:10 Tech Versus Advisors35:23 Values To Strategy37:20 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 42m 03s | ||||||
| 3/19/26 |  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 SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 learningChapters 00:00 Introduction03:05 AI in Ortho Today05:57 AI Native in Greyfinch09:36 Payments and Surcharging12:27 Surcharge Rules by State14:34 Reducing Fees Without Losing Patients21:49 Startup Practice Mindset24:37 Spend Smart and Build Your Brand26:53 Learn Beyond Your Industry28:29 Find the Right Whos30:51 Workflow Automation Reality34:56 Personal Time Optimization38:35 Cloud Versus Server Software43:33 Greyfinch Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 47m 41s | ||||||
| 3/12/26 |  Attracting the Future: Engaging Patient Experience with WildSmiles Braces | “Focus on your practice as a brand.” Connect With Our SponsorsGreyFinch - 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 Introduction03:46 WildSmiles Evolution04:41 Why Under 14 Matters09:47 Branding Beyond Fees12:50 Engaging the Ops Pool14:56 Brackets vs Experience19:22 Add Value During Observation22:53 Boosting Observation Conversions24:55 Overcoming Team Resistance26:02 CEO Mindset and Market Defense29:54 Training the Whole Team33:28 How to Contact WildSmiles Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 39m 10s | ||||||
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| 3/5/26 |  Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division | "Patient care is the biggest focus." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 Introduction03:30 Right-Sizing Insurance Needs05:27 Expansion Paths and Examples08:09 Second Location Deep Dive13:09 Coverage for Multi-Location Teams18:32 Real Estate and Owning Your Space21:36 Associates And Patient Experience23:10 Training Culture And CE25:57 Leadership As A Skill27:22 Traits Of Successful Owners29:53 Work Hard And Build Wealth31:05 Contact infoEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 35m 05s | ||||||
| 2/26/26 |  Unlocking Practice Financing with Steve Steinbrunner from Provide | "Cash is king." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 Introduction04:15 Why Own Real Estate08:10 SBA Path for Startups11:43 Lease vs Buy Math14:07 Buying Declining Practices16:22 Jumpstart Loan Explained20:01 Getting Loan Ready23:09 Liquidity and Guarantors27:10 Credit Score Hurdles28:20 Liquidity vs Debt Mistakes31:59 Ground Up Construction Loans35:14 Using Practice Equity37:15 Contact Info & Closing Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 42m 05s | ||||||
| 2/19/26 |  Mastering Ortho Insurance Billing with The Wyrick Outlook | "Track it from day one." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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 Introduction03:35 When to Outsource Insurance Billing06:18 Pros and Cons of Being In-Network11:07 Lifetime Maximums 101 + The Two-Step Verification Rule13:29 Avoiding Costly Benefit Quote Errors16:51 Timely Filing, Cash Flow, and Patient Trust23:37 Responding Fast to Info Requests & Denials24:31 Digital Portals vs Snail Mail26:43 Protecting Doctor Authority28:42 In-Network vs Out-of-Network Example31:14 Team Accountability in Billing34:40 Know Your Numbers38:12 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 41m 37s | ||||||
| 2/12/26 |  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 SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - 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-kroekerTakeaways 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 Introduction03:30 Current Lending Environment06:06 Financial Advice for Young Doctors10:31 Evaluating Practice Purchases13:58 Markers for a Healthy Practice17:00 Balancing Practice Purchase with Additional Workl20:39 The Importance of a Supportive Team23:41 Discussing Startup Costs and Loan Structures26:17 The Reality of Startup Loans and Financial Flexibility31:56 The Importance of Financial Planning and Safety Nets34:35 Final Thoughts on Acquisitions vs. Startups36:24 Contact Info Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 39m 18s | ||||||
| 2/5/26 |  Joy and Gratitude: The Journey of Building Mindset with Caley Carroll | "Every chapter has value." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen and Caley Carroll explore the journey of entrepreneurship, the challenges of personal adversity, and the importance of maintaining a positive mindset. Caley shares her experiences with bankruptcy, a traumatic brain injury, and her son's rare cancer diagnosis, emphasizing the tools of gratitude and perspective that have helped her navigate these challenges. The discussion highlights the value of every life chapter and the power of choice in how we respond to adversity. Connect With Our Guest Caley Carroll - https://www.caleycarroll.com/matureishmommas Takeaways Caley's journey began with a desire to be at home with her children.She transitioned from real estate to fitness and personal training.The 2008 recession prompted her to pursue her fitness business more seriously.Caley became a positivity influencer, focusing on mindset and gratitude.Adversity can lead to personal growth and new perspectives.Practicing gratitude daily can shift your focus and improve your mindset.It's important to embrace challenges as opportunities for growth.Caley's son's cancer diagnosis tested her resilience and positivity.Every chapter of life has value and contributes to personal development.Strength comes from opening up to support and connection with others.Chapters 00:00 Introduction to Caley02:54 Caley's Journey: From Real Estate to Fitness03:45 Building a Business and Embracing Positivity07:35 Facing Personal Challenges and Resilience13:26 The Power of Gratitude and Perspective17:15 Caley's Son's Diagnosis and Coping Mechanisms25:25 Building Muscle Memory for Coping27:15 The Power of Gratitude29:15 Embracing Mindfulness and Yoga31:34 Visualization and Meditation Techniques35:10 Empowerment Through Ownership40:06 Final Thoughts and Contact InfoEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 44m 38s | ||||||
| 1/29/26 |  Revolutionizing Patient Intake Using AI from BerryStudio | "Forget the noise, go back to the basics." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs, Jill sits down with Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he launched an e-commerce platform for wedding invitations, and how his path eventually led him to dentistry through his wife, Nora. The conversation delves into the inception of Berry Studio, which aims to streamline the patient intake process in orthodontics using innovative technology, including AI-driven solutions for insurance verification and patient engagement. Karthik discusses the challenges and opportunities presented by AI in healthcare, particularly in navigating compliance with regulations like HIPAA. The episode also explores the evolving landscape of how AI and digital platforms are reshaping the way patients find and engage with orthodontic practices. Karthik shares valuable insights on marketing strategies for orthodontists, including the significance of user-generated content and the need to adapt to changing patient behaviors in a digital-first world. Connect With Our Guest BerryStudio - https://berrystudio.ai/ Takeaways Karthik's journey reflects the challenges and opportunities of entrepreneurship.Berry Studio aims to revolutionize patient intake and insurance verification with AI.AI can enhance patient experiences but must comply with healthcare regulations.The importance of understanding HIPAA and data privacy in using AI tools.Patient education is crucial for successful consultations in orthodontics.The future of patient interactions may shift towards AI-driven platforms.Marketing strategies must adapt to the rise of AI in consumer behavior.Cloud stacking can enhance online visibility for orthodontic practices.User-generated content is vital for building trust in the digital age.Chapters 00:00 Introduction to Karthik and BerrtyStudio04:48 The Birth of BerryStudio12:56 Challenges and Innovations in AI for Orthodontics13:56 HIPAA Compliance and AI in Healthcare21:48 Personal Anecdotes and Cautionary Tales25:05 The Role of AI in Orthodontics26:50 Amazon's AI Search Revolution30:15 Strategies for Leveraging AI in Orthodontics36:17 OrthoStudio: Enhancing Patient Intake42:50 Contact Info and Final ThoughtsEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 46m 02s | ||||||
| 1/22/26 |  Navigating Healthcare Real Estate: Insights from Colin Carr | "You need options to have leverage." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this episode of Hey Docs!, Jill Allen welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He discusses the evolution of his company, which now operates nationally, representing thousands of healthcare providers. The conversation delves into the current state of the commercial real estate market, highlighting the competitive landscape, especially in healthcare, and the importance of understanding lease agreements and ownership options for healthcare professionals. The episode concludes with practical advice for healthcare professionals considering their real estate options, underscoring the need for expert guidance in a complex and evolving market. Connect With Our Guest CARR - https://carr.us/ Takeaways You can always refinance.You have to play the hand you're dealt.The number one mistake is trying to do it yourself.You need options to have leverage.90% of the time, the lease rate is higher than the landlord would charge a new tenant.You can't time the market perfectly.The landlord's motivation changes if they know you're willing to move.You should always submit the offer, not vice versa.Most doctors are off by several months on their lease expiration dates.You need to start your lease renewal process at least 12 months in advance.Chapters 00:00 Introduction to Colin and CARR06:53 The Current Commercial Real Estate Market12:18 Leasing vs. Owning: Making the Right Choice23:49 Common Mistakes in Lease Negotiations26:23 The Pitfalls of DIY Negotiations27:50 Leveraging Options for Better Lease Terms29:17 Common Mistakes in Lease Renewals30:43 The Value of a Commercial Broker37:49 Timing and Strategy for Lease Renewals40:26 Negotiating with Landlords: Key Insights44:22 Final Tips and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 50m 59s | ||||||
| 1/15/26 |  Transforming Referral Management with Bright Referral | "40% of doctor-to-doctor referrals just disappear." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the significance of understanding the referral process, the role of data in improving referral management, and innovative marketing strategies to enhance patient referrals. Liz also addresses how Bright Referral can benefit both startup and established practices, highlighting the need for tailored solutions and the value of fostering trust in professional relationships. Connect With Our Guest Bright Referral - https://www.brightreferral.co/ Takeaways Bright Referral was founded to solve real problems in orthodontic practices.Referral management is a critical aspect of orthodontic marketing strategies.Building relationships with referring doctors is essential for successful referrals.Technology can significantly improve the referral process and patient experience.Understanding the referral process helps practices identify areas for improvement.Tailoring solutions to fit different practice needs is crucial for success.Data-driven insights can enhance referral management and marketing strategies.Innovative marketing approaches can help practices tap into new referral sources.Startups can benefit from implementing Bright Referral early in their practice.Trust and relationship-building are key components in the referral process.Chapters 00:00 Introduction to Liz and Bright Referral03:38 Challenges in Referral Management07:28 Digitizing the Referral Process10:32 Building Relationships for Business Growth22:37 Addressing Patient Follow-Up Challenges24:22 Expanding Referral Sources Beyond Doctors25:06 Tracking and Managing Referrals Digitally29:51 Using Data to Improve Referral Processes36:14 Adapting Bright Referral for Different Practice Stages38:58 Contact Info and Closing Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 41m 23s | ||||||
| 1/8/26 |  Designing Your Ortho Space: Architectural Insights from Felipe Lopez | "You can't change a design flaw easily." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in the design process, the necessity of detailed drawings, and the concept of value engineering to manage costs. The discussion also provides insights for doctors on how to choose the right design services and the importance of investing in a well-thought-out design for long-term success. Connect With Our Guest JoeArchitect - https://joearchitect.com/ Takeaways Designing an orthodontic office requires a focus on functionality first.The difference between architects and designers is significant in service levels.Full-service architecture provides comprehensive support throughout the process.MEP engineering is crucial for a successful design and construction.Detailed drawings are essential to avoid costly surprises during construction.Value engineering can help reduce costs without compromising design integrity.Doctors should be proactive in understanding their design services.Investing in quality design is critical for long-term practice success.Communication between all parties is key to a smooth construction process.Reaching out early in the design process can save time and money.Chapters 00:00 Introduction to Felipe and JoeArchitect04:02 The Importance of Functional Design08:14 Understanding Full Services vs. Limited Packages14:07 The Role of MEP in Architectural Projects23:51 The Importance of Detailed Drawings29:16 Challenges in Construction Detailing30:33 Visualizing Complete Drawings33:56 Bidding and Value Engineering41:18 Advice for Doctors on Design Services48:38 Contact Information and Final Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 52m 57s | ||||||
| 1/1/26 |  Streamlining Supply Ordering with Details | "Peace of mind about supplies is our goal." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional supply ordering methods. Nick shares insights on identifying red flags in inventory systems, budgeting for effective solutions, and the resilience required in building a startup. The discussion emphasizes the need for practices to adapt and innovate in order to thrive in a competitive landscape. Connect With Our Guest Details - https://orthodonticdetails.com Takeaways Nick Wangler's background in technology and consulting led to the creation of Details.Details aims to simplify the supply ordering process for orthodontic practices.Inventory management is crucial for maintaining efficiency and reducing costs.Practices often struggle with hidden costs in their supply ordering.Technology can help practices modernize their inventory systems.Identifying red flags in inventory management can prevent future issues.Budgeting for inventory solutions is essential for practice growth.Resilience is a key trait for success in business and startups.The importance of adapting to new technologies in orthodontics.Practices should focus on efficiency to improve patient care and business outcomes.Chapters 00:00 Introduction to Nick Wangler and Details03:18 Challenges in Orthodontic Supply Management04:06 Benefits of Using Details for Supply Management05:37 Inventory Management Insights08:50 Modernizing Orthodontic Practices23:20 Planning for the Future: Budgeting and Embracing Technology24:17 Inventory Management Tips29:24 Efficiency in Ordering and Outsourcing31:04 Building a Startup: Lessons and Insights36:55 Get in Contact and Final Thoughts Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 44m 01s | ||||||
| 12/25/25 |  David vs. Goliath: Scaling Against Corporate Giants with John D. Marvin | "Private practice conceded the battle." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also highlights the critical role of patient experience and convenience in retaining clients and competing against larger corporate entities. Connect With Our Guest John D. Marvin - john@johndmarvin.com Takeaways John's journey in healthcare marketing began in the early 80s.He emphasizes the importance of consumer research in marketing strategy.Private practices must engage with their communities to thrive.Convenience is a key factor in patient retention.Marketing should focus on building authentic relationships with patients.Corporate influences can negatively impact private practices.Practices need to justify their pricing through value and service.Community involvement can differentiate private practices from corporates.Every patient interaction should feel special and engaging.Chapters 00:00 Introduction and Guest Welcome01:46 John D Marvin's Journey with TSO06:41 Challenges in Private Practices and Marketing Strategies13:50 Combating Low-Cost Competitors19:54 Community Involvement and Private Practice36:15 Final Thoughts and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 36m 08s | ||||||
| 12/18/25 |  Preventing Embezzlement in Orthodontics with Prosperident | "70 million Americans have criminal records." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Jill Allen and David Harris discuss the critical aspects of hiring practices in orthodontic practices, focusing on how to prevent embezzlement and ensure a safe working environment. They delve into the importance of pre-employment screening, criminal background checks, drug testing, and social media scrutiny. The discussion also covers the significance of dividing duties among team members to mitigate risks, the challenges posed by electronic payments, and the necessity of financial oversight. David emphasizes the need for practice owners to be proactive in safeguarding their practices against potential fraud and to maintain clear communication with their teams. Connect With Our Guest Prosperident - https://www.prosperident.com/ Takeaways Hiring practices should focus on preventing the wrong hires.70 million Americans have criminal records, making background checks essential.Drug testing is becoming easier and should be a standard practice.Social media can reveal a lot about a candidate's character.Dividing duties among team members can significantly reduce embezzlement risk.Electronic payments are easier to divert than physical payments.Regularly reconcile collections with bank deposits to catch discrepancies.Practice owners should print their own financial reports for accuracy.Discrepancies should be investigated through documentation, not just staff explanations.Chapters 00:00 Introduction01:47 Reintroducing David Harris and His Work03:00 The Importance of Hiring Right04:41 Pre-Employment Screening Essentials05:20 Criminal Records and Background Checks07:36 Talking to Former Employers09:05 Drug Testing and Social Media Checks13:41 Legal Considerations in Hiring18:57 Dividing Duties to Prevent Embezzlement26:47 Digital Payments and Fraud Risks28:32 Preventing Employee Theft31:16 Reconciling Payments and Deposits34:44 Ensuring Financial Integrity41:39 Final Thoughts and Contact InformationEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 50m 28s | ||||||
| 12/11/25 |  Protecting Your Practice: Navigating Cyber Threats with Black Talon Security | "Spear phishing is a direct attack." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this conversation, Gary Salman, CEO of Black Talon Security, discusses the critical importance of cybersecurity in the dental and orthodontic fields. He shares insights on the evolution of cyber threats, particularly focusing on social engineering and phishing attacks. Gary emphasizes the need for comprehensive training for dental staff to recognize and prevent these threats. He also highlights the significance of understanding cyber risk ratings and the role of AI in enhancing cybersecurity measures. The discussion concludes with practical advice for practices to safeguard patient data and navigate the complexities of modern cybersecurity challenges. Connect With Our Guest Black Talon Security - https://www.blacktalonsecurity.com/ Takeaways Gary has over 33 years of experience in dental technology.He emphasizes the importance of cybersecurity in practices.Social engineering is a major threat, often leading to phishing attacks.Training staff is crucial as 60% of cyber attacks result from human error.Spear phishing is a targeted attack that can compromise email accounts.Antivirus software may not detect legitimate software used by hackers.Cybersecurity requires a proactive approach, similar to healthcare.Understanding cyber risk ratings is essential for practices.AI can enhance cybersecurity but requires due diligence.Practices must be aware of their vulnerabilities and take action.Chapters 00:00 Introduction02:02 Gary Salman's Background and Black Talon Security06:33 Understanding Social Engineering Attacks14:14 Preventative Measures and Training25:58 Understanding Cyber Risk in Dental Practices27:52 The Importance of Cyber Risk Ratings28:19 Known Exploitable Vulnerabilities and Network Security33:13 AI in Healthcare: Benefits and Risks36:09 Best Practices for Using AI in Practices38:49 Final Thoughts and Contact Information Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 45m 54s | ||||||
| 12/4/25 |  Creating a Family-Centric Dual Practice with Dr. Lauren Carlson & Dr. Mike Seelig | "It's hard enough doing an ortho startup practice." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Jill Allen speaks with husband-and-wife duo Drs. Lauren Carlson and Mike Seelig about their journey in starting an ortho-pedo practice together. They discuss their backgrounds, the challenges of balancing family life with a startup, and the importance of structuring their practice for efficiency. The couple emphasizes the significance of building a supportive team culture and enhancing patient experiences through convenience and communication. They also share insights on fostering relationships with referring doctors and the importance of clear expectations in collaborative care. Connect With Our Guest Shine Pediatric Dentistry & Orthodontics - https://shinepdo.com Takeaways Mike and Lauren met in dental school and started their practice together.They faced challenges balancing family life with their startup.Cross-training staff was crucial for their practice's efficiency.They emphasize the importance of a supportive team culture.Patient convenience is a top priority in their practice.Building relationships with referring doctors is essential.They aim to eliminate unnecessary appointments for families.Clear communication with referring doctors is vital.They encourage staff to grow within the practice.Their journey highlights the importance of teamwork.Chapters 00:00 Introduction01:41 Starting the Conversation: Lauren & Mike’s Background02:01 The Journey to Opening a Practice03:37 Challenges and Benefits of Working Together07:28 Balancing Family and Business11:04 Structuring the Practice: Ortho and Pedo18:42 Building a Strong Team Culture26:10 Continuous Growth as Leaders29:37 Vision for In-House Patient Experience35:57 Building Relationships Between Orthodontists and Pediatric Dentists45:26 Final Thoughts and Contact InformationEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 52m 10s | ||||||
| 11/27/25 |  Simplifying Practice Compliance with Done Desk | "Your people are your business." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - https://getsmilesuite.com/ Summary In this engaging conversation, Cary Smith shares his journey in the orthodontic industry, emphasizing the importance of compliance, risk management, and team engagement. He discusses how business owners can navigate challenges, the significance of a strong team culture, and the need for proactive leadership. The discussion highlights the role of software in modern business practices and the necessity of investing in people to ensure success. Cary encourages listeners to take actionable steps towards improving their practices and achieving their desired outcomes. Connect With Our Guest Done Desk - https://www.donedesk.com/ Takeaways Cary Smith has been working with dentists for 15 years.Done Desk was created to help dental practices manage compliance and risk.Compliance should be viewed as a pathway to business success.Proactivity is essential to avoid burnout and stress in business.Team engagement directly impacts the success of a practice.Investing in people is crucial for business growth.Culture is an output of how well a team functions together.Leadership should empower team members to take initiative.Software plays a vital role in modern business operations.Business owners must prioritize their time effectively.Chapters 00:00 Introduction and Guest Introduction01:45 Cary Smith's Background and Done Desk Overview02:06 The Importance of Compliance and Training10:31 Proactivity vs. Reactivity in Business18:13 Investing in People and Processes23:15 Addressing Doctor Satisfaction26:36 Leadership and Team Culture30:04 Optimizing Employee Roles and Rewards34:34 The Importance of Culture in Business38:56 Final Thoughts and Contact InformationEpisode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett LuceroAre 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! | 43m 35s | ||||||
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