Cutting Edge Webinars

Most orthodontic marketing conversations focus on how to get the lead. Far fewer address the more important question: How do you succeed once you get the lead?

Many practices are investing heavily in marketing, yet seeing inconsistent results—not because of lead volume, but because of what happens after interest is generated. From the first phone call to the consultation, follow-up, and ongoing care, every interaction either builds trust or quietly erodes it.

This webinar reframes marketing through a more fundamental lens: the experience you deliver fuels practice growth. You’ll learn why there’s no such thing as a bad lead when you know how to succeed with shoppers, and why patient experience has become the most powerful driver of starts, referrals, and reputation. When done well, this approach amplifies the impact of every other marketing effort.

Designed for orthodontists and practice leaders who want better results from the marketing they’re already doing, this session focuses on improving outcomes by strengthening what happens once the lead walks through the door.

Transitioning to a fully digital orthodontic workflow can be a true growth accelerator, but only when your schedule is designed to support it. In this dynamic webinar led by Michelle Shimmin with Shimmin Consulting, participants will learn how to strategically redesign scheduling templates to maximize the efficiency and profitability of digital treatment systems.

This session will explore how to align visit types, appointment intervals, and clinical flow with the realities of customized, technology-driven orthodontics. Attendees will gain practical insight into building schedules that reduce bottlenecks, optimize chair time, and support consistent clinical outcomes.

In addition, we will review the critical performance indicators and benchmarks every modern practice should be tracking to ensure operations remain lean, productive, and scalable. Whether you are implementing digital workflows for the first time or refining an existing system, this program delivers actionable tools to elevate both scheduling performance and practice results.

Learning Objectives

By the end of this webinar, attendees will be able to:

• Redesign Scheduling Templates
  Align appointment structures with digital workflows to minimize inefficiencies and reduce unnecessary chair time.
• Differentiate Appointment Types
  Strategically organize visits such as scans, placements, progress checks, and refinements to improve clinical flow.
• Establish Digital-Era Benchmarks
  Evaluate key standards, including doctor time per visit, clinical assistant productivity, and daily digital case volume.
• Monitor Key Performance Metrics
  Track production per chair hour, treatment progress consistency, and digital utilization rates to assess schedule health.
• Implement a Proactive Scheduling Strategy
  Balance new patient growth with ongoing digital case management to support long-term scalability and profitability.

Observation patients don’t need more reminders — they need relevance, confidence, and connection. In this webinar, we’ll break down how to keep observation patients engaged without sounding salesy, pushy, or robotic. You’ll learn how buying behaviors differ between Gen Z, Millennials, and Gen X parents, and how to tailor your follow-up, messaging, and timing so patients feel informed, supported, and ready — not pressured.

We’ll cover how to create intentional touchpoints, use value-based language, and build trust during the observation phase so patients don’t quietly fall through the cracks. You’ll walk away with actionable strategies to modernize your observation process, increase conversions, and turn “not yet” into “yes” — all while strengthening your patient experience and brand.

The gap is widening fast. Orthodontic practices implementing AI in their digital marketing are generating more new patients, converting website visitors at higher rates, and engaging patients instantly 24/7, all while dramatically lowering their cost-per-lead. Meanwhile, practices sticking to traditional methods are watching new patient exams decline, ad costs skyrocket, and response times fall short of what is expected of their digital marketing efforts.

In this essential webinar, you'll discover:

1. Why 2026 is the tipping point – Learn why AI is shifting from competitive advantage to marketing necessity, and what happens to practices that wait.
2. The AI automation essentials – See exactly which AI tools automate patient nurturing, content personalization, while maintaining the human touch your patients value.
3. Your implementation road map – Walk away with a clear, actionable plan to deploy high-ROI AI solutions before your local market becomes saturated with competitors who moved first.

Most orthodontists love their team and enjoy working with them, but that is different from developing their professional skills. An orthodontic team (even one with great attitudes, personalities, and patient care) does not necessarily have all the skills to go to the highest level. Who is making your practice more efficient today? What changes have taken place in the last 90 days to improve practice performance? Your office manager should be handling these and every other non-clinical aspect of running the practice. Is that the case?

Is your office manager trained as a chief operating officer to run all non-clinical aspects of the practice? Most orthodontic practice managers do not have any management education, background, or experience prior to the current job. These are hard-working people who want to do well, but in many cases, do not know exactly what to do or even what their job description really is. One of the fastest ways to increase practice income and practice performance is to ensure that your office manager is acting as a chief operating officer, and in this webinar, Dr. Levin will put you on the path to a world-class practice.

Learning Objectives:

1. Learn the 13 traits that are essential to orthodontic office manager success.
2. Understand the four levels of leadership and how to achieve the highest.
3. Learn five practical techniques for dramatically improving communication amongst the orthodontic team.