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 July 9, 2025


12:30 AM - 1:30 AM

Natalie Beaton

Presented by:

Natalie Beaton

Effectively Locating and Following Up on Those Patients Who Have Fallen Through the Cracks

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.

Register Here

Tuesday July 15, 2025


4:30 PM - 5:30 PM

Andrea Cook

Presented by:

Andrea Cook

Clinical Training = Clinical Excellence

With today's high turnover rate in many offices across the country, effective clinical training is critical to a new employee’s success. Too many new employees are thrown into the clinical assistant role without proper training. Lack of training can set the new employee up to fail. Developing new employees and retaining quality team members requires an excellent trainer and an effective training system. The trainer's role is to provide all the tools and coaching for a new employee to become an outstanding clinical assistant. Andrea's webinar describes training programs, learning styles, and setting up systems for the development of the next star employee for your all-star orthodontic team!

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

Tuesday July 29, 2025


4:30 PM - 5:30 PM

Dr. Roger Levin

Presented by:

Dr. Roger Levin

Advanced Methods to Take Your Ortho Team to The Next Level

In today’s competitive and fast-paced orthodontic landscape, building a high-performance team requires more than just good leadership – it demands advanced techniques and the ability to continuously adapt. In this informative new webinar, Dr. Roger P. Levin will explore innovative strategies specifically designed to elevate the orthodontic team and foster stronger collaboration. Attendees will learn proven approaches for boosting accountability and motivation, all geared toward unlocking team potential.

Expect engaging content, real-world examples, and takeaways you can start using right away.

Learning Objectives

  1. Learn the five key factors to advance the team.
  2. Understand the importance of achieving a well-managed speed in all aspects of orthodontic practice operations.
  3. Learn the new paradigm for managing your team in an era of rapidly changing technology.
Register Here

Wednesday August 6, 2025


12:30 AM - 1:30 AM

Rachel Wilder

Presented by:

Rachel Wilder

Hiring Smarter, Not Harder: The Systemized Approach to Finding Great People

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.
Register Here

Tuesday August 26, 2025


4:30 PM - 5:30 PM

Diana Weaver

Presented by:

Diana Weaver

From Chaos to Control: Post-Summer Strategies for Ortho Teams

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.

Register Here

Recorded Webinars

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

June

Eric Romingquet
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.

View Recording Here

Diana Weaver
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.

View Recording Here

Beth Leach
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.

View Recording Here