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Barb Herzog - Register
Monday, May 21, 2012
Changes in Latitude, Changes in Attitude: Keeping Pace with How New Technologies Effect Your Financial Arrangements
Life is full of changes for your patients and practice, especially when it comes to technology and how it relates to money and payment arrangements. With the addition of faster treatment modalities, clear aligner treatment, and 3D imaging, fees can be perceived as high and not affordable. Patients have the latitude to choose their treatment. They need the same latitude to choose affordable financial arrangements. Simple changes can reduce negotiations, billing, and collections while increasing patient starts.
If your attitude hasn’t changed recently concerning your office financial arrangements, now is the time.
Learning Objectives:
- Overcome the concern of perceived high fees.
- Utilize high-tech treatment with shorter time and sell the case.
- Understand and use financing tools and patient payment online processes.
Presenter Bio:
Barb has been involved with the orthodontic/dental community for more than 30 years in her varied roles as Practice Manager, Treatment Coordinator, Financial Coordinator, and Practice Management Consultant with hands-on experience. She has lectured at regional and national meetings since 1993. Barb has assisted offices with effective communication, staff development, case presentation, and fee presentations. Barb is currently a Sr. Account Executive with Springstone Patient Financing. She has a degree in Business Administration and is certified in Dental Practice Management through the Dental Assisting National Board. She has published articles in the Journal of Clinical Orthodontics, Orthodontic Products, and Practical Hygiene.

Ken Alexander - Register
Wednesday, May 30, 2012
Q & A with Ken Alexander, Senior Management and Transitions Consultant
This is a unique format where questions on any management or marketing topic may be posed to Ken Alexander to obtain an experienced and expert answer. Any and all questions are fair game. Questions will be moderated through Dr. Bob Scholz. Ken does not claim to have the answer to everything in orthodontic management but his 30-years of consulting experience working exclusively with orthodontists should make this webinar a fun and highly interactive experience. Ask anything about scheduling, patient cooperation, staff organization and management, marketing, customer service, or about the current or future state of orthodontics. All thoughtful questions will get a thoughtful response!
Presenter Bio:
For the past 30 years Ken Alexander has been a regular speaker at the annual AAO Meetings on most areas of practice management, marketing and practice transitions. Ken began his career in 1981 with the premier orthodontic management company, The Millenium Society. He then took Millenium private in 1986 and developed one of the most successful consulting firms in orthodontics. Ken likes to work directly with his clients and rolls up his sleeves to train on the most effective management and marketing systems available in orthodontics.
Ken received a B.A. from Westmont College in Santa Barbara, California. He received a Master of Divinity and studied four years of graduate training in psychology, communications, human relations, and public speaking from Biola University, in La Mirada, California. He is a polished lecturer who instills great motivation with a lecture style that is dynamic, practical, and to the point. Most of all he has been in the trenches with his clients helping more than 500 orthodontic practices in North America and Europe to achieve superior success.

Penny Mustard - Register
Monday, June 4, 2012
Simplifying the TC Position
With all of today’s technology, sometimes we become a ‘slave’ to the computer and forget about what the TC job description is really about. In this lecture, learn how to use technology to improve your conversion rate but stay focused on what really matters: customer service, case acceptance, and communication. Rid your head of pending patient files, reduce stress, and learn how to track trends and adjust accordingly.
Presenter Bio:
Penny Mustard founded Mustard Seed Consulting after seeing a need for more customized assistance for orthodontic practices. She knows what ‘everyday life’ is like in a practice having worked as a Chairside Assistant, Office Manager, Treatment Coordinator, Marketing Practice Representative, and in the front office.
Penny brings insights gained from mroe than 20 years of experience with practices across the United States and Canada. She is an expert on integrating and customizing major orthodontic software systems into everyday practice management from optimizing your electronic treatment card documentation, creating scheduling for production and patient flow, to marketing and communications.
Whether you are looking for specific short term assistance or want to create a long term consulting relationship you will receive customized “hands-on” approach, not a “cookie cutter” process. Penny can be contacted at Mustarad Seed Consulting Group at (480) 205-6122.

Jackie Shoemaker - Register
Monday, June 11, 2012
Mid-Year Financial Fitness Check Up
We are at the midpoint of 2012. Financially speaking, how is your practice doing? Rather than reviewing just your income statement, why not perform a review of the financial efficiency of your practice? Would you know where to look for the answer to this question? Have you benchmarked your practice against national
averages? Keeping an optimal pulse on your practice requires going beyond the scope of what your CPA covers to gain a deeper comprehension of orthodontic accounting. Fortunately, with jusSystet a few monthly reports from the one of Ortho2’s practice management sytems, Edge of ViewPoint, you could have all the information you need regarding the financial health of the
practice. The goal of this presentation is to help you acquire an understanding of how a practice can be analyzed so that you can uphold or enhance the financial strength of your practice.
Topics discussed will include:
- Understanding the definitions and ratios for orthodontic accounting and their potential for distortion.
- Maximizing these ratios in your practice if you find any shortcomings.
- Investigating the nuances of your Ortho2 software to obtain the most accurate accounting figures.
Presenter Bio:
Jackie is a financial strategist for patient accounting in orthodontic practices. Her 28 years of
experience in the orthodontic industry is supplemented by an accounting degree and foundation
in corporate accounting. Jackie meshed her degree and work experience with the world of
orthodontic practice management systems and has become an authority in maximizing cash flow
and understanding orthodontic accounting. Jackie covers the area of accounting in a practice
which your CPA would never review and as such has become a valuable liaison between the
financial management of the practice and your CPA. She is well versed in all aspects of the
finances of a practice. Her energy is exciting and her knowledge is invaluable.
Jackie has been instrumental in enabling orthodontists to develop more satisfying and profitable
practices through increasing income and improving staff skills. As the founder and president of
two companies -- her consulting company JMShoemaker Consulting, Inc. and her payment
compliance program AccounTrac, Inc. – her expertise and services especially enhance the areas
of patient accounting, accounts receivable control, patient relations, and the financial nuances of
practice management software systems.

Natalie Beaton - Register
Monday, June 25, 2012
Repeatable Excellence - The Ultimate New Patient Experience
Twelve years of hands on experience as a Treatment Coordinator, gives Ms. Beaton extensive knowledge of many useful tools that will make every NP experience, the Ultimate NP Experience! This class is excellent for both the newer Treatment Coordinator and the well established Treatment Coordinator looking for a few “pearls” to brighten up their presentation and re-vamp their enthusiasm for this awesome job! From a consistent NP phone call through well-scripted NP tour to case closure, you will come away with a polished NP experience to share at your practice.
Presenter Bio:
Prior to forming her own consulting business, Ms. Beaton had more than 20 years of hands-on experience in both the orthodontic and dental industry in varied roles of Treatment Coordinator and Financial Administrator. Ms. Beaton’s contagious enthusiasm and encouragement motivate orthodontic staff to consider change in their present systems and to build consistency in the key systems throughout their office.
Working exclusively with Ortho2 clients, Ms. Beaton shares her extensive knowledge of both the most current practice management trends and orthodontic technology development in her office trainings. She uses her warm teaching style to guide Ortho 2 orthodontic teams around the country to greater practice success. Detailed after-visit notes and consistent follow up ensure that changes are maintained and become an integral part of practice growth.
She has been a speaker at the Ortho 2 annual Users Group Meeting, regional meetings, and at the AAO. She is a consistent contributor to the Ortho2 newsletter, and has been published in the Journal of Clinical Orthodontics.

Alena Pacheco - Register
Monday, July 2, 2012
The Carrot or the Stick? Strategies to Motivate Your Team
In many offices, the yearly bonus check has now become an expected part of annual compensation, rather than an incentive for an employee to go above and beyond. So how do we navigate the difficult task of motivating employees without always dangling a shiny new carrot? It might surprise you to learn that the answer is still a carrot, but it’s not as shiny and new as you might think. Based on the bestselling book The Carrot Principle, this session is perfect for doctors and team leaders who want to ignite passion and performance in their practice with a recognition-based strategy of appreciation!
Participants will learn:
- The science behind recognition’s impact in an organization.
- How recognition done right can accelerate performance and impact your bottom-line in a down economy.
- How and when to most effectively recognize employees.
- How to develop a Recognition Coordinator on your team to ensure that things get done.
Presenter Bio:
Alena has worked with teams large and small to foster a spirit of appreciation between doctor and staff. She currently serves as Director of Marketing and Team Development for a two-doctor practice in California and is a trainer for recognition-based appreciation strategies. She is also the founder of Women in Orthodontics, a networking group dedicated to educating, empowering, and inspiring team members who work in the orthodontic industry.
Deb Best - Register
Monday, July 9, 2012
Embrace the Challenge ~ Scheduling Techniques that Work
The orthodontic profession offers the best of all worlds, from personal fulfillment to profitability to making a difference in our patient’s lives. We will look at ways to create an effective scheduling system that allows you to provide exceptional orthodontic care to patients, stay on time, be profitable, and have fun in the process. You will be given valuable troubleshooting tips to use in your practice when the schedule becomes disrupted, helping you to transition to an “on-time, organized schedule”.
Presenter Bio: Deb Best, Practice Management Consultant and Lecturer for Consulting Network, has more than 35 years of experience in the dental and orthodontic field. Deb evaluates staffing needs and the office computer system to develop a strategic plan for practice productivity. She designs customized schedules, personalized job descriptions, and a personnel manual to fit each practice's needs. As a part of her consulting program, Deb also focuses on the role of the front desk team, financial controls, anti-embezzlement protocol and practice building.
To Contact Deb - Phone: (925) 447-6993, Fax: (925) 447-6994. Website: www.consultingnetwork.org. E-Mail: debbiebest@aol.com
Darci Wingard - Register
Tuesday, July 17, 2012
Help Your Practice Thrive in the Internet Economy
E-mail was the first wave of web-based marketing. Then came the rise of Internet search. Now social media is changing everything! Gone are the days of only using your website as an online presence. It has become increasingly important to communicate with your patients through social media as well as monitor your online reputation. Comments and discussions about your practice are happening online regardless of you being there or not. Whether you're completely new to social media or a seasoned pro, this webcast is not to be missed as we show you the tools you need to take control of your online presence.
Presenter Bio:
As Business Development Manager of the Dental Division at Demandforce, Inc., Darci is responsible for building and strengthening partnership opportunities. She has also served as a Western Regional Manager, as well as a Senior Sales Executive during her three years with the company. Her strong sales skills have helped her develop and seamlessly grow multiple territories throughout the western region of the country. Prior to joining Demandforce, Darci spent two years at SYNNEX, a manufacturing technology company that distributes IT products for more than 100 world-leading IT OEM suppliers to more than 15,000 resellers throughout the United States, Canada, and Mexico. Her focused product categories included IT systems, system components, and software. Darci holds a B.S. in Business Administration with an emphasis in Marketing from California State University, Chico. To learn more about Demandforce visit www.demandforce.com and request a demo. You can also call Darci direct with any questions at (415) 904-8123.
Nancy Hyman - Register
Monday, July 23, 2012
Lock It Down - The Doctor's Role In Practice Success Part I
Nancy Hyman will discuss the doctor’s role in achieving practice goals. Part I will focus on your patient demographics, personal preferences for daily patient flow and monthly new patient starts, and refinement of the marketing calendar to ensure team accountability and measurable results. Nancy will present key professional relations strategies and the doctor’s role in the full marketing plan. This course is designed to maximize the doctor’s impact on referrals, limiting time away from your patients and achieving the highest level of results with a realistic level of involvement in the practice growth plan.
Presenter Bio:
Nancy Hyman developed orthodontic training programs for Practice Builders and established marketing plans for their clients from 2003-2009.She now shares her practice growth program as founder of Ortho Referral Systems. Nancy has helped numerous orthodontic practices jumpstart patient referrals, increase case acceptance and improve implementation of practice growth systems. Nancy is a national lecturer and author, including penning Winning Marketing Strategies and a strategist for Hyman Orthodontics, consistently enrolling 600-650 new patients annually in a one doctor, one location practice. Nancy welcomes your comments at nancy@hymanortho.com or (323) 308-9817.

Penny Mustard - Register
Monday, July 30, 2012
Overcoming the Obstacles to Treatment
With today’s economy, and with more dentists treating with orthodontics, potential patients are shopping for the best deal. Learn how to overcome today’s obstacles that would keep a potential patient from starting treatment in your practice. Learn how to answer the questions about price, quality, and service so the patient will chose you!
Presenter Bio:
Penny founded Mustard Seed Consulting after seeing a need for more customized assistance for orthodontic practices. Penny knows what ‘everyday life’ is like in a practice; having worked as a chairside assistant, front office, office manager, Treatment Coordinator and Marketing Practice Representative.
Penny Mustard brings insights gained from over 20 years of experience with practices across the United States and Canada. Penny is an expert on integrating and customizing major orthodontic software systems into everyday practice management; from optimizing your electronic treatment card documentation, creating scheduling for production and patient flow, to marketing and communications.
Whether you are looking for specific short term assistance or want to create a long term consulting relationship you will receive customized “hands on” approach, not a “cookie cutter” process.

Mary Kay Miller - Register
Monday, August 6, 2012
Marketing with Mobile Websites and QR Codes
Your mobile website, setup correctly, could be one of your best ROI of any marketing tool available today. Simple, intuitive, and ripe with potential for a positive user experience: an optimized mobile website shows that your practice is current, up-to-date, and technologically advanced. Avoid the pitfalls of misguided QR Code (Quick Response Code) marketing to prevent unproductive print materials and passouts using your code.
Presenter Bio: Kay Miller is an Internet marketing coach specializing in Internet marketing solutions, SEO, and Social Networking for orthodontic practices. With over thirty years experience in orthodontic practice management and twelve years experience in Internet marketing, Mary Kay has developed the attitudes, skills, and knowledge necessary to guide doctors and their staff on how to market their practice to consumers in today’s tech savvy society. For more information visit her blog at www.orthopreneur.com or call toll free 877-295-5611 to schedule a free half hour consultation, via online webinar, to review your current Internet marketing efforts.

Natalie Beaton - Register
Monday, August 13, 2012
Tips and Tricks from a Consultant's ViewPoint
You can’t use it if you don’t know it’s there! After logging on to countless Ortho2 practices, Ms. Beaton has seen: missing data, incorrect data and minimal use of the available Ortho2 tools repeated again and again. Learn from the oversights of others and maximize your use of Ortho2 while avoiding common mistakes. You will leave this session with many valuable tips and tricks of a consultant who works exclusively with Ortho2 clients. A little specialized knowledge will go a long way in providing a successful and productive Ortho2 journey.
Presenter Bio:
Prior to forming her own consulting business, Ms. Beaton had over twenty years of hands-on experience in both the orthodontic and dental industry in varied roles of treatment coordinator and financial administrator. Ms. Beaton’s contagious enthusiasm and encouragement motivate orthodontic staff to consider change in their present systems and to build consistency in the key systems throughout their office.
Working exclusively with Ortho2 clients, Ms. Beaton shares her extensive knowledge of both the most current practice management trends and orthodontic technology development in her office trainings. She uses her warm teaching style to guide Ortho 2 orthodontic teams around the country to greater practice success. Detailed after-visit notes and consistent follow up ensure that changes are maintained and become an integral part of practice growth.
She has been a speaker at the Ortho2 Annual User’s Group Meeting, regional meetings and at the AAO. She is a consistent contributor to the Ortho2 newsletter, and has been published in the Journal of Clinical Orthodontics.
Nancy Hyman - Register
Monday, August 20, 2012
Lock It Down - The Doctor's Role In Practice Success Part II
Nancy Hyman will present internal marketing strategies for the building of a strong patient to patient referral base and increased case acceptance. Unlock the key to increased patient referrals, including challenging patients to become your ambassadors, and determine the doctor’s and team’s role in this important piece of the referral puzzle. Discover key scripting for “Roadblocks and Readiness” during new patient exams, the ultimate “closer”, the parent-doctor treatment agreement connection, and the ABC method of presenting treatment recommendations.
Presenter Bio:
Nancy Hyman developed orthodontic training programs for Practice Builders and established marketing plans for their clients from 2003-2009.She now shares her practice growth program as founder of Ortho Referral Systems. Nancy has helped numerous orthodontic practices jumpstart patient referrals, increase case acceptance and improve implementation of practice growth systems. Nancy is a national lecturer and author, including penning Winning Marketing Strategies and a strategist for Hyman Orthodontics, consistently enrolling 600-650 new patients annually in a one doctor, one location practice. Nancy welcomes your comments at nancy@hymanortho.com or (323) 308-9817.
Rosemary Bray - Register
Monday, August 27, 2012
Top Ten Tips of Teamwork
So what makes a great team? Tell you in 60 minutes? Not possible! Rosemary can however go over what she believes to be the top 10 bullet points of the best overall ingredients of a great ortho team–from her own past experience, from visiting practices around the world, and from talking to ortho team members like you! Come see if you’ve got what it takes to be in the top 10!
Presenter Bio:
Speaker, Trainer, and Consultant to the Dental and Orthodontic Profession
Rosemary Bray spent more than 30 years employed in the dental profession, with experience in general dentistry, periodontics, and orthodontics – both in clinical and administrative roles. Her last 16 years were in a quality San Diego orthodontic practice which she left in late 1998 to begin her self-employment as a consultant and speaker in orthodontics and dentistry. 2012 proudly marks her 43rd anniversary in teeth! Her consulting and lecturing on service, teamwork, new patients, marketing, practice image, and communication has taken her around the world and to 49 of our 50 states. She has spoken for or on behalf of the AAO and each of its constituents, several orthodontic companies, numerous dental societies, many orthodontic and dental study groups, and for her own workshops and seminars.

Jackie Shoemaker - Register
Monday, September 10, 2012
Discovering the Sources and Nuances of Cash Flow
In this presentation, Jackie Shoemaker will discuss the components necessary to maintain a financially healthy practice. Keeping a pulse on your practice requires going beyond the scope of what your CPA covers to gain a deeper comprehension of orthodontic accounting. We will explore the cash flow components of patient delinquency, insurance filing, insurance delinquency, and financial arranging. In addition we will discuss the calculation of the cash flow ratios, and examine how each of these components can be maximized in the practice. The goal is to help you acquire an understanding of how a consultant analyzes a practice for cash flow success so that you can uphold the financial strength of your practice.
Presenter Bio:
Jackie is a financial strategist for patient accounting in orthodontic practices. Her 28 years of
experience in the orthodontic industry is supplemented by an accounting degree and foundation
in corporate accounting. Jackie meshed her degree and work experience with the world of
orthodontic practice management systems and has become an authority in maximizing cash flow
and understanding orthodontic accounting. Jackie covers the area of accounting in a practice
which your CPA would never review and as such has become a valuable liaison between the
financial management of the practice and your CPA. She is well versed in all aspects of the
finances of a practice. Her energy is exciting and her knowledge is invaluable.
Jackie has been instrumental in enabling orthodontists to develop more satisfying and profitable
practices through increasing income and improving staff skills. As the founder and president of
two companies -- her consulting company JMShoemaker Consulting, Inc. and her payment
compliance program AccounTrac, Inc. – her expertise and services especially enhance the areas
of patient accounting, accounts receivable control, patient relations, and the financial nuances of
practice management software systems.
Tina Byrne - Register
Monday, September 17, 2012
Insurance - The Benefits of Mastering Your Plan
When it comes to insurance benefits, has your practice perfected a system? For decades, orthodontic practices have made decisions on assignment of benefit and plan participation based on their past experiences. Often, acceptance of benefit assignment created perplexing collection situations, and submission of claims became burdensome on administrative workloads. Today, more than 50% of patients seeking treatment have orthodontic coverage. For this reason, it is critical to evaluate your approach to insurance and create a process that is both efficient and effective for the practice while accommodating the needs of your patients.
Attendees will learn to:
- Recognize insurance trends that lead to delinquency in the practice
- Minimize follow-up time for the Insurance Coordinator
- Standardize the insurance system regardless of the variables of situations
Presenter Bio:
Ms. Byrne’s well-founded proficiencies in clinical, business and administrative functions in the orthodontic practice are derived from more than 30 years of working and consulting in the field of orthodontics. Formerly a senior consultant with a world-renowned dental consulting firm, she has helped guide the success of leading specialty and dental practices, both large and small, throughout North America as well as abroad. Her leadership qualities and upbeat presentation style offer a fresh perspective on the many challenges faced daily by the entire orthodontic team. She offers a unique combination of industry knowledge, humor, wisdom, motivation, and most importantly, practical solutions to maximize practice productivity and profitability.

Mary Kay Miller - Register
Monday, September 24, 2012
Let's Get You Up to Speed: Your Patients, Your Website, and Search Engine Optimization
An explanation of SEO in web design for good local search results. Discover the importance of a solid foundation on which to build an Internet presence that brings in new patients. We will also discuss a leading-edge approach to Google Places, including verification of listings, optimization of listings, Google reviews, and more. Get the information you need to take your Internet marketing to the next level.
Presenter Bio: Kay Miller is an Internet marketing coach specializing in Internet marketing solutions, SEO, and Social Networking for orthodontic practices. With over thirty years experience in orthodontic practice management and twelve years experience in Internet marketing, Mary Kay has developed the attitudes, skills, and knowledge necessary to guide doctors and their staff on how to market their practice to consumers in today’s tech savvy society. For more information visit her blog at www.orthopreneur.com or call toll free 877-295-5611 to schedule a free half hour consultation, via online webinar, to review your current Internet marketing efforts.
Kayla Hoorelbeke - Register
Monday, October 1, 2012
Turning Your Marketing Plan into a Marketing Epidemic
Help your practice’s message spread like wildfire by discovering the characteristics of an epidemic using insights from Malcolm Gladwell’s best-seller, The Tipping Point. With specific examples from a variety of industries and past studies, you will see what triggers an epidemic and how to apply the traits of an epidemic to your practice’s marketing plan. We will identify unique ideas that will have the greatest impact and can be the tipping point of your practice!
Presenter Bio:
Kayla has nearly a decade of experience in orthodontics working with AccounTrac, Inc. and JMShoemaker Consulting, Inc. She is a graduate of the University of Miami receiving her degree in Marketing, minor in Accounting, and earning her Masters in Business Administration. This background helps her bring a unique combination of creativity, analytical thinking, and management insight to each assignment she tackles. Her knack for listening carefully along with her intuitive thinking is an asset to each of her clients.
Carol Eaton - Register
Monday, October 8, 2012
Enhancing Your Practice Message
Create a consistent office image and identity as you enhance your specific office message, practice philosophy, and mission statement. This program looks at the image and presentation of your practice from the patient/parent point of view and discusses ways to enhance the overall practice image. We will review the value of visual technology, written correspondence, and evaluate your day-to-day protocols for content, consistency, and promotional value. Carol will also share with you proactive verbal skills that promote the practice as well as persuasive skills in presenting benefits of treatment. An action plan will be developed as a foundation for designing a “Patient-Centered Practice.”
Objectives:
- Evaluate your current practice message and see what your patients/parents are experiencing.
- Rediscover your passion and purpose for orthodontics.
- Create a “patient-centered” practice that exudes customer service.
- Fine-tune your current practice systems working as a “well-run” team.
- Improve patient education that prepares patients to say “yes” to treatment.
Get ready for an upbeat, motivational presentation that will change your attitude about the myriad of opportunities waiting for your practice.
Presenter Bio:
Carol Eaton has been involved with the dental community for more than 30 years in her varied roles as Practice Management Consultant, Treatment Coordinator, and as a Registered Dental Assistant with hands-on experience in orthodontics. As an accomplished speaker, she has lectured at regional, national, and international orthodontic programs since 1992. Best known for her expertise in training treatment coordinators and streamlining the new patient process, she also focuses on enhanced communications that support and encourage orthodontics, internal marketing, team building, and presenting your practice message in a professional and fun format.
Brenda Ashwell - Register
Monday, October 22, 2012
Win and Wow New Patients with Reward, Social Media, and Contest Engagement Programs
Learn how to connect, engage, and win new patients with solutions that are relevant in today’s technological standards, manageable, quantifiable, and budget friendly. Discover ways that progressive offices are leveraging viral marketing strategies combining reward programs and social media to intuitively connect with patients and their friends, as well as their community and dental partners.
Social marketing strategies employing reward programs, patient engagement activities such as contest media, and a strong web presence are among the most impactful tools for delivering an engaging patient experience. This approach provides a highly viral forum for practice advocates eager to share their stories of treatment success.
Presenter Bio:
Having worked with hundreds of orthodontic practices, Brenda Ashwell has first-hand knowledge of marketing and management systems that produce results. As a 20-year veteran, most notably eight years as the Marketing Director for Roncone Orthodontics International, her in-depth understanding of orthodontic marketing, coupled with her roots in technology, have given her keen insight into creating and utilizing automated tools for making the marketing coordinators job manageable and highly effective.
As a Senior Practice Advisor and principal of PracticeGenius™, Brenda employs the latest advancements in web-application technology through the Patient Rewards Hub™, the first web-based reward program and social marketing platform developed exclusively for orthodontists.
The Hub product suite includes custom reward-loyalty programs, automated contests and social media publishing, interactive patient portals, new patient generation and lead management systems, and practice survey/review platforms.
Brenda can be reached at bashwell@practicegenius.comor (800) 560-1469 ext. 110, or visit www.practicegenius.com for more details.
Dr. Dana Shaltry - Register
Monday, November 5, 2012
Thinking of Buying a Practice?
Will the net income generated by an orthodontic practice allow you to pay your student loans, the practice acquisition loan, and provide you a sufficient income each month? In this webinar Dr. Shaltry discusses aspects of a practice that indicate its financial strengths or weaknesses. Does the seller's profit and loss statement give you a true estimate of the net income you might receive after buying the practice? How do you "normalize" the profit and loss report? Are there other characteristics that indicate the level of risk you might experience as the buyer of a practice? What information reveals positive or negative trends in the practice?
Presenter Bio:
Dr. Dana Shaltry received a Doctor of Dental Surgery degree from the University of Washington in 1981. He practiced hospital-based general dentistry for four years at Pacific Medical Center in Seattle, and then entered the orthodontic residency program at Loma Linda University in California, graduating in 1987 with a Master of Science degree in Orthodontics. Since then Dr. Shaltry has practiced as a board certified orthodontist in private practice in Port Angeles, Washington.

Natalie Beaton - Register
Monday, November 12, 2012
If Your Patients Have Fallen through the Cracks - Give Them a Hand Back Up!
You know they are out there, now you just need to find them and follow up. You can increase productivity with consistent follow up and develop with a clear plan of attack for immediate use. In addition, implement systems that prevent it from occurring again. Use tools from Ortho2 to find and contact: overdue recalls, missed exams, needs appointment, beyond treatment time, will call backs, and overlooked patients.
Presenter Bio:
Prior to forming her own consulting business, Ms. Beaton had more than 20 years of hands-on experience in both the orthodontic and dental industry in varied roles of Treatment Coordinator and Financial Administrator. Ms. Beaton’s contagious enthusiasm and encouragement motivate orthodontic staff to consider change in their present systems and to build consistency in the key systems throughout their office.
Working exclusively with Ortho2 clients, Ms. Beaton shares her extensive knowledge of both the most current practice management trends and orthodontic technology development in her office trainings. She uses her warm teaching style to guide Ortho2 orthodontic teams around the country to greater practice success. Detailed after-visit notes and consistent follow up ensure that changes are maintained and become an integral part of practice growth.
She has been a speaker at the Ortho2 annual Users Group Meeting, regional meetings, and at the AAO. She is a consistent contributor to the Ortho2 newsletter, and has been published in the Journal of Clinical Orthodontics.

Dr. Robert Scholz - Register
Monday, November 26, 2012
Would You Like to Have a Job When You Graduate?
The orthodontic job market has changed dramatically over the past several years and will continue to change for the next few years. In the interest of identifying and procuring employment soon after graduation, this presentation will present and discuss the issues that must be addressed early and during your residency including:
What are the pros and cons of the seven possible employment opportunities?
When should you start working on this project?
What should you first do to get started?
What resources exist to help you along?
Demographic resources to check out the location of your choice
How should you approach Dr. Senior and what do you need to know early in the process?
Where have recent graduates ended up?
Examples of recent success stories and why they worked
Presenter Bio: Robert P. Scholz completed his orthodontic certification at the University of California, San Francisco in 1963. After spending two and a half years in Athens, Greece practicing orthodontics for the Air Force, he returned to the Bay Area and began a part time private practice. He maintained an appointment at UCSF for 20 years departing as Clinical Professor in 1987. He currently enjoys appointments as Adjunct Professor at the University of North Carolina, Chapel Hill, Temple University in Philadelphia, and Associate Editor of Techno Bytes, the technology section of the AJO/DO. Dr. Scholz has managed the UNC practice management course for the past 10 years and has contributed to and been involved with the distance education research projects being done there. He has lectured worldwide on various subjects including functional appliances, practice management, the PC based digital imaging systems, and most recently, on technology subjects of interest to orthodontists.
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