Cutting Edge Webinars

Cutting Edge Webinars

Ortho2 presents the Cutting Edge Webinar Series! This webinar series is being hosted exclusively for residents, recent grads, and Ortho2 users and is absolutely free. If you have a desire to learn more from an elite group of experienced orthodontic professionals, you'll want to take advantage of this free series. We hope you'll join us!

Wednesday June 4, 2025


12:30 AM - 1:30 AM

Eric Romingquet

Presented by:

Eric Romingquet

Maximizing Your Revenue – Discover How Much You’re Leaving on the Table (and How to Get It Back!)

If you want to finally measure how much revenue you’re leaving on the table — and how much you can recover — this webinar is for you!

Every orthodontist unintentionally leaves money on the table. Until now, you’ve had no choice but to ignore this lost revenue or write it off as the cost of doing business.

Join Eric for this masterclass where he’ll show you exactly how much you’re missing and how you can recover six figures or more in most cases.

Register Here

Tuesday June 10, 2025


4:30 PM - 5:30 PM

Diana Weaver

Presented by:

Diana Weaver

Front Desk Power Plays: Influence Like a Pro

The front desk is more than just a checkpoint—it's the powerhouse of first impressions, patient confidence, and office flow. In this high-impact webinar, orthodontic administrative professionals will learn how to step into their role as communication leaders within the practice. We'll cover essential strategies for converting phone inquiries into new patients, navigating difficult conversations with calm authority, and delivering standout service moments that drive loyalty and referrals. Packed with real-life scripts, practical tools, and confidence-building tips, this session empowers front desk team members to influence like pros and elevate the patient experience from the very first “hello.”

Learning Objectives:

  1. Confidently guide new patient calls using a simple, effective framework that increases scheduled consults.
  2. Apply communication strategies to manage challenging conversations around payments, scheduling, and expectations with professionalism and poise.
  3. Implement small but powerful service touches at the front desk that build long-term trust, loyalty, and patient enthusiasm.
  4. Recognize their role as communication leaders who influence practice growth and culture through everyday interactions.
Register Here

Tuesday June 24, 2025


4:30 PM - 5:30 PM

Beth Leach

Presented by:

Beth Leach

The Referral Revolution: Using Technology to Boost Patient and Doctor Referrals

Is your practice leaving money on the table with missed referral opportunities? In this practice-changing webinar, discover how leading orthodontists are using digital technology to double their referral rates. We'll reveal the exact systems that top-performing practices use to transform casual dentist connections into consistent referral sources, convert more parent inquiries into consultations, and leverage patients into powerful referral providers. Stop wondering why potential patients choose your competitors and start implementing the digital referral strategies that will make your practice the obvious choice in your market.

What You'll Learn

  • The evolving landscape of orthodontic referrals and why traditional methods are limiting your growth.
  • How integrated digital platforms can capture more referrals from general dentists and patients.
  • Practical strategies to implement automated referral tracking systems that enhance follow-through on treatment recommendations.
  • Methods for creating seamless new patient experiences that encourage referrals.
  • Techniques for building stronger digital connections with referring general dentists and pediatric dentists.
Register Here

Wednesday July 23, 2025


12:30 AM - 1:30 AM

Jeff Slater

Presented by:

Jeff Slater

Is Your SEO Good Enough? Learn How to Evaluate Your Online Presence

Have you heard about AEO? Answer Engine Optimization is the new frontier. In this must-attend webinar, Jeff Slater will show you how to quickly evaluate your SEO (and AEO) for peak online visibility before it’s too late. You’ll learn simple ways to check if your website is working for you or against you, and whether it’s time for a serious upgrade. Don’t let an outdated digital presence hold you back! Join us and stay ahead of the curve.

What You’ll Learn:

  • How to check if your website is up to date with Answer Engine Optimization (AEO)
  • Simple tools to evaluate the effectiveness of your current SEO
  • Warning signs your website design is hurting your visibility
  • When to invest in upgrades like ads, SEO, or a full redesign
Register Here

Recorded Webinars

March

Dr. Roger P. Levin
Dr. Roger Levin - The 25 Reasons Your Referral Marketing Program Can Fail (and How to Avoid Them)

Referring doctors have always been a powerful source of referrals to orthodontic practices and remain so today. Information from a recent Levin Group national survey indicates that referring doctors still send more than $3.6 billion per year of orthodontic cases to orthodontic practices. Every orthodontic practice should take advantage of this powerful vehicle to maintain a steady stream of referrals. When a referral marketing program, focused on referring doctors, is properly and scientifically implemented the results are always positive. However, there are situations where the referral marketing program can fail.

Prominent business leaders throughout history have taught us that we learn more from our failures than our successes. In this informative new webinar, Dr. Roger P. Levin will reveal the 25 most common mistakes that orthodontic practices make when implementing referral marketing programs and most importantly, how to avoid them and significantly increase the number of annual referrals and starts.

Learning objectives

  1. Learn the foundational reasons for the importance of orthodontic referral marketing.
  2. Learn the 25 mistakes that can cause an orthodontic referral marketing program to fail.
  3. Discover the strategies to avoid the mistakes, and the remedies to fix them if they have already occurred.

View Recording Here

Stacey Bybee
Stacey Bybee - Optimizing New Patient Call to Exam Conversions: Applying Gaidge Analytics and Ortho2 for a Stronger Process

Unlock the full potential of your new patient process by leveraging analytics and strategic follow-up. In this webinar, Stacey will dive into key Gaidge metrics that impact conversion rates, explore best practices for the initial new patient call, and highlight the critical role of patient follow-up for those who cancel or no-show for their exam. Learn how to maximize your recall system in your Ortho2 system to keep potential patients engaged and increase your call to exam percentage. Whether you're looking to fine-tune your approach or overhaul your current system, this session will provide actionable insights to drive growth and efficiency in your practice.

View Recording Here

Eric Sorkow
Eric Sorkow - Speaking Their Language: Leveraging Your Team and Tech to Convert Gen Z and Millennials

Gen Z and Millennials are reshaping the way orthodontic practices connect with patients. Unlike Gen X, these younger generations are savvy, tech-driven, and value-focused, and their purchasing decisions reflect it. Traditional approaches to presenting orthodontic treatment no longer resonate as they once did.

Take it from Eric, a proud Gen Z who has worked in orthodontics for over a decade, your practice needs to evolve to meet the expectations of this new wave of patients. In this webinar, we’ll explore how to modernize your approach to increase patient conversions by leveraging the power of your treatment coordinator and integrating cutting-edge technology. Learn how to use language that speaks directly to the priorities of Gen Z and Millennials - authenticity, transparency, and value - to increase same-day starts and decrease your pending workload.

View Recording Here

April

Natalie Beaton
Natalie Beaton - A Fast Daily Review: Minimum Time and Maximum Results With a Morning or Evening Huddle That Matters to the Team

As we all know, time is one element that is frequently in short supply in an orthodontic office. Our society is processing information more quickly, and our daily huddles need to allow us to do the same. Whether your preference is a morning huddle to get the day started or an evening huddle to review the day, the information you need is the same. While gathering the information is essential the key is what speed you can get it done. There is no time to waste.

You want to gather critical daily information in key areas as fast as you can. You want to be able to interpret the data and then have a way to present that information to the group in a concise, cohesive, and fast summary. This will allow the entire team to be on the same page and ready to go or ready to finish the day. The meeting should move right along but contain the essential data to strengthen any areas that need attention or point out any scheduling concerns. Natalie will share her 30+ years of working exclusively with Ortho2 clients to review the best reports in Edge Cloud and ViewPoint and quickest ways to gather the information needed daily to have organized, targeted, and profitable days for your practice. These brief huddles with statistical nuggets will be of considerable importance throughout the year, and I can promise, no one will have time to be bored!

View Recording Here

Andrea Cook
Andrea Cook - How to Avoid Employee Overload: Red Flags and Solutions

Employee overload is a growing concern among our team members. Many offices are working with a reduced team and, in addition, they are facing training challenges. Most managers seek to avoid overloading their team members. But how can doctors and managers do this consistently in a world where they're being asked to do more with less, and business needs constantly exceed capacity?

We will discuss causes, signs, and solutions to help offices address this growing issue in our industry.

View Recording Here

Mary Kay Miller
Mary Kay Miller - Beyond Google: Leveraging Digital Marketing to Drive New Patient Growth

Feeling lost in the digital marketing maze and sabotaging your online marketing efforts? Unsure if your budget is working or if your strategies are paying off? With prospective patients actively searching online for orthodontic care, your digital presence matters more than ever.

This webinar will guide you beyond basic Google strategies, helping you optimize your marketing efforts, outshine competitors, and attract more new patients.

What You’ll Learn:

✅ How your mindset could be the key to unlocking a more potent online strategy

✅ Advanced strategies beyond Google to increase visibility and conversions

✅ Key trends in digital marketing that impact orthodontic practices

Join us and take control of your digital marketing strategy to drive real growth!

View Recording Here

Natalie Beaton
Natalie Beaton - Building a Connection: Team Lunch and Learns with Hygienists

Most orthodontic offices have a system in place so that the orthodontist meets with general dentists on a regular basis. Building relationships directly between the doctors can be highly effective but overlooks a key piece of the referral process – the hygienists. If a general dentist gives several names when referring patients for orthodontic care, it is frequently the hygienist who subtly influences the patient’s decision as to whom to call.

Scheduling informal staff lunch meetings between a few of your team members and the hygienists of a referring office can have a HUGE impact on your referral program and does not require trying to coordinate with a doctor’s busy schedule. Natalie Beaton will review every step you can take to use this valuable program in your practice immediately. Natalie has helped many orthodontic offices immediately implement this highly successful program in their practices and will be delighted to do the same for your practice.

View Recording Here

May

Michelle Shimmin
Michelle Shimmin - Enhancing Orthodontic Practices With AI: Empowering Teams and Elevating Patient Care

Artificial intelligence (AI) is revolutionizing the orthodontic industry, offering innovative solutions that improve diagnostic accuracy, patient engagement, and overall operational efficiency. This webinar explores the integration of AI technologies into orthodontic practices and demonstrates how they can enhance the capabilities of existing teams rather than replace them. From streamlining diagnostic workflows to personalizing treatment plans, AI can significantly optimize daily operations and provide a more consistent, accurate, and efficient experience for both practitioners and patients. Participants will gain insight into how AI can support orthodontists in delivering superior patient care while reducing administrative burdens and enhancing team dynamics.

View Recording Here

Alisha Holbert
Alisha Holbert - From Stuck to Starts: Breaking Barriers in the TC Room

Do you ever feel like patients are interested but hesitant to commit? Whether it's financial concerns, scheduling conflicts, or uncertainty from parents, every treatment coordinator encounters roadblocks. The key is knowing how to guide conversations with confidence and clarity to help patients move forward with treatment.

In this insightful and practical webinar, we’ll break down the most common barriers in the TC room and provide proven strategies to overcome them. You’ll gain the tools to create urgency, handle objections with ease, and build trust that leads to more same-day starts.

What You’ll Learn:

  • The most common objections in the TC room and how to turn them into opportunities
  • How to create urgency while keeping the conversation patient-centered
  • Key phrases and verbiage that build trust and eliminate hesitation
  • Strategies to increase same-day starts and minimize “Let me think about it” moments
  • How to elevate your mindset and confidently lead consults

View Recording Here

Steven Busch
Steven Busch - Mastering the Three Cs of Social Media: Curate, Create, Captivate. The Ultimate Playbook for Social Media Success

Social media isn’t just about posting—it’s about curating the right content, creating impactful messages, and captivating your audience in a way that turns followers into loyal patients. In this webinar, Steven will break down the three Cs of social media success, showing you how to strike the perfect balance between curated and original content while maximizing engagement. Learn how to stop just posting and start connecting with your audience in a way that drives real growth for your practice. Whether you're looking to refine your strategy or start fresh, this session will give you the ultimate playbook for standing out online.

View Recording Here