Cutting Edge Webinars

Still posting another hiring ad this month? You’re not alone, but you might be doing more work than necessary. In today’s market, it’s not just about finding talent. It’s about building a process that actually works. In this practical session, Rachel shares how to streamline your hiring strategy. From identifying when to outsource to using interview questions that reveal more than just rehearsed answers. Whether you’re scaling up or replacing a team member, this session will give you tools to hire confidently, reduce turnover, and stop the resume madness.

Learning Objectives:

• Discover how to optimize your hiring process by creating a repeatable set of hiring rules and filters.
• Learn targeted interview techniques to uncover motivation, communication style, and alignment with practice culture.
• Recognize when and what to outsource so you can focus on high impact hiring decisions.

No matter how carefully you try to watch out for it, it is possible for patients to fall through the cracks and get overlooked. This webinar will discuss the easiest reports and subgroups to use to find these patients and the quickest way to bring them back into the office. In addition, Natalie Beaton will discuss the many tools that both Edge Cloud and ViewPoint have that keep the patients from falling through the cracks. She will also share step-by-step protocols that have helped her offices avoid having long lists that need follow up. Many of these patients represent future production and are valuable patients to focus your follow up efforts on.

Summer in the orthodontic world is a whirlwind of packed schedules, patient vacations, and operational overload. As the heat fades and the fall routine returns, it's the perfect time to shift from chaos to control. This session is designed to help orthodontic teams regroup, recalibrate, and re-energize after the summer rush. We'll cover practical strategies to recover lost ground, optimize systems, strengthen team dynamics, and prepare for a productive fourth quarter. Whether your summer was smooth or stormy, this lecture will help your team hit reset—and come back stronger than ever.

Orthodontics can be highly affected by the current economic conditions. Today’s U.S. economy has a high level of uncertainty. No one knows exactly what direction it will take. If the economy were to dip, orthodontic practices will notice an almost immediate decrease in the number of referrals and starts just as occurred in the Great Recession of 2007–2008. This is a result of the public’s view that orthodontics is a commodity that can be put off or never purchased.

This webinar will focus on key strategies to keep an orthodontic practice successful and growing in the face of economic uncertainty. Using several contemporary case studies, Dr. Roger Levin will provide practical strategies for overcoming the mix of economic challenges facing orthodontists (and their patients) – higher expenses, inflation, supply chain challenges, and possible tariffs. Practices that prepare in advance will be the ones that are able to take advantage of opportunities and increase referrals and starts even in the face of economic change.

Objectives:

1. Understand how broad economic trends can directly (and quickly) affect orthodontic practices and how to identify early indicators requiring action.
2. Learn and implement strategies that will immediately increase orthodontic practice production and starts during periods of economic uncertainty.
3. Identify early warning signs of practice slowdown, such as fewer referrals or reduced case acceptance, and understand the role of the orthodontist and team in implementing improved systems designed specifically to minimize potential negative impacts on production.

Today’s orthodontic patients are entire families navigating packed schedules, online lives, and countless competing priorities. To connect with them, your practice needs to adapt marketing strategies to meet parents and teens where they are: on their phones, in their communities, and in their daily routines.

In this webinar, Beth Leach will show you how to modernize your outreach to resonate with today’s families. You’ll discover:

• How to understand the mindset of busy parents and tech-savvy teens
• Where families are really spending their attention (both on and offline)
• Practical ways to position your practice as convenient, approachable, and family-friendly
• Digital tools, community partnerships, and messaging strategies that actually drive engagement and referrals

By the end of the session, you’ll have actionable strategies to make your practice stand out in a crowded market—earning the trust of parents, sparking interest from teens, and creating loyal patients for years to come.

Non-responsive exams. Silent patients. Missed starts. Forgotten follow-ups. They’re not gone — they’re just waiting for the right approach. Every private practice has them: patients who came in for their exam and consult, left without a decision, and never responded again.

Most teams follow up once, maybe twice. When there’s no reply, they move on — not because they want to, but because they don’t have a real playbook for what to do next. But this is the exact fork in the road that determines whether those patients become permanent losses or future revenue.

In this webinar, we’ll walk you through a proven, real-world process to take control of your non-responsive pending exams — and show you how to turn them into a consistent, reliable stream of recurring revenue.

Orthodontic practices across the country are feeling the squeeze of rising overhead, soft Q1/Q2 starts, and team inefficiencies—but it’s not too late to turn things around. In this high-impact webinar, orthodontic business strategist Michelle Shimmin will show you exactly how to leverage your Ortho2 reports to recover lost profit, improve team ROI, and make smart financial decisions that set your practice up for a strong Q4 and a growth-focused 2026.

You’ll learn how to identify hidden leaks in your financial systems, where to right-size (not downsize) your team, and how to shift marketing dollars toward more productive patient acquisition. Whether your goal is to stabilize collections, reduce delinquencies, or boost net income, this session delivers clear, actionable strategies you can implement immediately—without guesswork.

Learning Objectives:

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

1. Identify critical overhead benchmarks and use Ortho2 data to compare current performance against industry best practices.
2. Evaluate team productivity and staffing ROI, including how to assess whether current roles are contributing to or draining profitability.
3. Analyze delinquency and collections trends using Ortho2 receivables tools and implement practical workflows to reduce outstanding balances.
4. Assess the ROI of current marketing strategies by tracking lead sources and cost per start inside Ortho2—and shift spending accordingly to boost efficiency.
5. Create a custom Profit Recovery Plan with concrete goals to stabilize finances and finish the year with confidence.

Storytelling has been at the core of human communication for thousands of years—shaping beliefs, inspiring action, and influencing culture. Today, branding is just another evolution of that ancient craft. But in an age where attention is the most valuable currency, brands face a critical challenge: How do you tell a story that captures attention without becoming white noise?

This lecture dives into what makes a brand memorable, engaging, and impossible to ignore. We’ll explore:

• The Sublime in Branding – How unexpected contrasts create an emotional punch
• The Attention Economy – Why some brands make an impact while others fade into the noise
• The Power of the Unexpected – How pattern disruption might be the key to successful marketing

Through real-world examples and marketing psychology, you’ll walk away with fresh insights on how to craft a brand story that grabs attention—and keeps it.

Remote monitoring may be the biggest technological breakthrough in orthodontics since the introduction of aligners. Like many new innovations, understanding the correct way to integrate remote monitoring into the orthodontic practice will result in maximizing production and reducing stress. Orthodontic practices that properly use remote monitoring will be able to double or triple the number of starts per year. In this webinar, Dr. Roger Levin will explain why more practices will adopt remote monitoring and how to design the practice systems and train the team for maximum effectiveness. Practices that adopt remote monitoring in their practice will have an enormous advantage over others in the future.

Objectives:

1. Understand the impact that remote monitoring will have on orthodontic practices and how orthodontic practices can dramatically increase the number of starts using this technology.
2. Learn why remote monitoring requires a new set of systems and a new approach to daily operations.
3. Identify the changes to orthodontic staff structure and procedures that are needed to make remote monitoring effective.

2026 may seem far away, but in the fast-moving world of digital marketing, next year’s wins are decided now. In this high-impact session, we’ll cut through the noise and show you exactly how to position your brand for next year’s biggest trends—before your competitors even see them coming. From AI-powered personalization to emerging social platforms and data-driven storytelling, you’ll walk away with actionable strategies you can start today to dominate 2026. The future isn’t waiting—why should you?