Hey Docs!
Welcome to the Hey Docs! Podcast – your all-in-one resource for achieving orthodontic excellence at every stage of your practice journey.Hosted by Jill Allen of Jill Allen & Associates, each episode offers practical tips, expert interviews, and inspiring stories that empower you to build, grow, and refine your practice—whether you’re just starting out, expanding your reach, or fine-tuning a well-established operation.Join us as we sit down with forward-thinking entrepreneurs and industry experts who share their insights, experiences, and actionable strategies for driving success in your practice.Tune in weekly. Episodes drop every Thursday!
Understanding Ortho Partnerships & Transitions with Doug Copple
"It's not just a transaction."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Doug Copple to discuss the evolving landscape of orthodontic partnerships, highlighting trends in the transition market, the structure of partnerships, the buy-in process, and the financial and tax implications involved. He emphasizes the importance of understanding the dynamics of partnerships an...
Mastering Inventory: Transforming Practice Efficiency with UpTracker
"You don't fix a $30,000 problem with a discount."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Kira Woods shares her journey in creating UpTracker, a web-based platform designed to improve inventory management in orthodontic practices. She discusses the importance of understanding both macro and micro aspects of inventory management, the evolution of systems from manual tracking to tec...
Rethinking New Patient Calls: Elevating Orthodontic Practices with SmileSuite
“It’s a business killer.”
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen interviews Dr. Anthony Bonavoglia, an orthodontist and founder of SmileSuite, about the evolution of patient communication in orthodontics. They discuss the importance of managing new patient inquiries effectively, adapting to modern communication preferences, and the role of automation and bots in enhancing patient experien...
From SEO to AI: Reshaping Orthodontic Marketing with Kaleidoscope
AI is replacing Google as the first stop for orthodontic patient research, and most practice websites are invisible to it. In this episode of Hey Docs!, host Jill Allen sits down with Mary Kay
Miller, Owner and CEO of Kaleidoscope AI™, and Jeff Slater, VP of Operations, to unpack what's changing, why traditional SEO alone no longer protects your practice, and how the new KAL™ AI Growth System helps orthodontists get recommended by ChatGPT, Google AI
Overviews, Perplexity, and Gemini. Kaleidoscope AI™ is launching KAL™ at the AAO Annual Session in Orlando, May 1 to 3, 2026. Stop by BOOTH #1115 to scan the Q...
Future-Proofing Your Practice: Proactive IT with Cornerstone Computer Solutions
“IT is not set it and forget it.”
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Jordan Janz from Cornerstone Computer Solutions to share his expertise on crafting a solid IT foundation for dental and orthodontic practices. He discusses the importance of early technology planning during the startup phase to prevent costly delays and ens...
AI, Cloud, and Beyond: Modernizing Practice Management with Planet DDS
"You don't have to be physically connected to something that’s in your office."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Reid and Kevin Simmons from Planet DDS to dive into the evolution of orthodontic technology and practice management. They discuss the transformation from the early days of software development to the cutting-edge advan...
Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler
"Digital is here, it's not the future.”
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Marlee Maendler from Solventum shares her journey from a chemistry background to leading a digital orthodontics company. The discussion covers the evolution of Solventum from 3M, the importance of practice systems, and the integration of digital workflows in orthodontics. Marylee emphasizes the benef...
The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters
"Women are creating more wealth than ever before"
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with Brittany Frazier, CPA at Cane Waters and Associates, to explore the monumental wealth transfer happening over the next two decades. They discuss how this shift is shaping financial decision-making, generational differences, and the importance of proactive planning for...
Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick
"AI will make staff more efficient, not replace them."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill sits down with returning guestJake Gulick, the CEO of Greyfinch, to explore the transformative role of AI and automation in orthodontic practice management. They discuss how these technologies are not only reshaping the operational landscape, but also enhancing patient car...
Attracting the Future: Engaging Patient Experience with WildSmiles Braces
“Focus on your practice as a brand.”
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GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen sits down with Davin Bickford from WildSmiles Braces. They delve into the transformative shift towards early orthodontic intervention and the pivotal role of patient experience in driving practice growth. As the orthodontic landscape evolves, practices are increasingly focusing on treating younger patients, enhancing patient interactions, and building a strong...
Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division
"Patient care is the biggest focus."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode, Jill Allen and Nick Cepparulo discuss the various stages of growth for orthodontic practices, from startups to expansions and the importance of financial services tailored for dental professionals. They explore the challenges of managing multiple locations, the significance of proper insurance coverage, and the necessity of training as...
Unlocking Practice Financing with Steve Steinbrunner from Provide
"Cash is king."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Steve Steinbrunner discuss the evolving landscape of practice financing for orthodontists and healthcare professionals. They explore the increasing interest in commercial real estate, the nuances of startup loans, and the innovative Jumpstart Loan for acquiring declining practices. The discussion emphasizes the importance of fin...
Mastering Ortho Insurance Billing with The Wyrick Outlook
"Track it from day one."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Megan Wyrick discuss the evolution of insurance consulting in orthodontics, emphasizing the importance of understanding insurance networks, common misconceptions in billing practices, and the necessity of verification. They explore the consequences of poor billing practices on cash flow and patient trust, the...
From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America
"It's just expensive to do it these days."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Matt Kroeker discuss the current state of lending in the healthcare industry, particularly for young doctors looking to start or acquire orthodontic practices. They explore the importance of financial preparation, the evaluation process for existing practices, and the ris...
Joy and Gratitude: The Journey of Building Mindset with Caley Carroll
"Every chapter has value."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen and Caley Carroll explore the journey of entrepreneurship, the challenges of personal adversity, and the importance of maintaining a positive mindset. Caley shares her experiences with bankruptcy, a traumatic brain injury, and her son's rare cancer diagnosis, emphasizing the tools of gratitude and per...
Revolutionizing Patient Intake Using AI from BerryStudio
"Forget the noise, go back to the basics."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs, Jill sits down with Karthik Moorthi, the co-founder of BerryStudio, who shares his fascinating journey from a tech-savvy upbringing in the Bay Area to establishing a successful business in the orthodontic industry. Karthik recounts his early experiences in India, where he lau...
Navigating Healthcare Real Estate: Insights from Colin Carr
"You need options to have leverage."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs!, Jill Allen welcomes back Colin Carr, a seasoned expert in healthcare real estate. Colin shares his journey from a generalist in commercial real estate to specializing in healthcare, driven by the realization that many doctors lack proper representation in real estate transactions. He dis...
Transforming Referral Management with Bright Referral
"40% of doctor-to-doctor referrals just disappear."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill interviews Liz Sudit, co-founder of Bright Referral, about the challenges and solutions in referral management within orthodontics. Liz shares her journey in co-founding the company, emphasizing the importance of building relationships with referring doctors and leveraging technology to streamline the referral process. The discussion covers the sig...
Designing Your Ortho Space: Architectural Insights from Felipe Lopez
"You can't change a design flaw easily."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill sits down with Felipe Lopez from JoeArchitect to discuss the intricacies of designing dental and orthodontic practices, emphasizing the importance of functional design, the differences between architects and designers, and the value of full-service architecture. They explore the role of MEP (mechanical, electrical, plumbing) in...
Streamlining Supply Ordering with Details
"Peace of mind about supplies is our goal."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this engaging conversation, Jill chats with Nick Wangler to discuss the evolution of Details, a platform designed to streamline supply ordering for orthodontic practices. They explore the challenges of inventory management, the importance of technology in modernizing ordering systems, and the hidden costs associated with traditional sup...
David vs. Goliath: Scaling Against Corporate Giants with John D. Marvin
"Private practice conceded the battle."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, John Marvin shares his extensive journey in healthcare marketing, particularly focusing on the challenges faced by private practices due to corporate influences. He emphasizes the importance of understanding consumer needs through research and the necessity for private practices to engage with their communities authentically. The discussion also hig...
Preventing Embezzlement in Orthodontics with Prosperident
"70 million Americans have criminal records."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen and David Harris discuss the critical aspects of hiring practices in orthodontic practices, focusing on how to prevent embezzlement and ensure a safe working environment. They delve into the importance of pre-employment screening, criminal background checks, drug testing, and social media scrutiny. The discussion also cov...
Protecting Your Practice: Navigating Cyber Threats with Black Talon Security
"Spear phishing is a direct attack."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Gary Salman, CEO of Black Talon Security, discusses the critical importance of cybersecurity in the dental and orthodontic fields. He shares insights on the evolution of cyber threats, particularly focusing on social engineering and phishing attacks. Gary emphasizes the need for comprehensive training fo...
Creating a Family-Centric Dual Practice with Dr. Lauren Carlson & Dr. Mike Seelig
"It's hard enough doing an ortho startup practice."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this engaging conversation, Jill Allen speaks with husband-and-wife duo Drs. Lauren Carlson and Mike Seelig about their journey in starting an ortho-pedo practice together. They discuss their backgrounds, the challenges of balancing family life with a startup, and the importance of structuring their practice for efficiency. Th...
Simplifying Practice Compliance with Done Desk
"Your people are your business."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this engaging conversation, Cary Smith shares his journey in the orthodontic industry, emphasizing the importance of compliance, risk management, and team engagement. He discusses how business owners can navigate challenges, the significance of a strong team culture, and the need for proactive leadership. The discussion highlights the role of so...
From Blueprint to Reality: Construction Insights with Arminco
"No two businesses are the same."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen and Artin Safarian discuss the intricacies of starting a dental practice, focusing on project management, budgeting, and the importance of value engineering. Artin shares his journey from HVAC to dental project management, emphasizing the need for comprehensive management in dental practices. They explore the cha...
Talk the Talk: Enhancing Practice Communication with Amy Cromwell
“We need to balance efficiency and humanity.”
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen chats with Amy Cromwell to discuss the critical role of communication in orthodontic practices, emphasizing the evolution of communication methods, the importance of adapting to different generations, and leveraging technology for better patient interactions. They explore the significance of first impressions, the use of...
The Future of Orthodontic Marketing: AEO, GEO, and AI with Kaleidoscope
"Answer Engine Optimization is the future."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jeff Slater discusses the evolving landscape of digital marketing, particularly in the orthodontic field. He emphasizes the importance of adapting to new trends such as Answer Engine Optimization (AEO) and Generative Engine Optimization (GEO), while still maintaining a strong foundation in traditional SEO practices. The discussion al...
Embracing Change and Sustainability with Tiny Changes - Part 2
“Literally 20 million pounds.”
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the challenges and experiences of transitioning from an associate to a practice owner, the importance of innovative approaches in orthodontics, and the gro...
Embracing Change and Sustainability with Tiny Changes - Part 1
"We decided to start our own practice."
Connect With Our Sponsors
GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen interviews Dr. Madeleine Goodman, an orthodontist who shares her journey from growing up in a dental family to starting her own dual specialty practice. They discuss the importance of early treatment and airway management and the challenges of navigating differing opinions in the de...
The HR Playbook for Practice Success with Bent Erickson & Associates
"Hiring for fit is crucial; training can follow."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this conversation, Jill Allen and Alan Twigg discuss the challenges of hiring and retaining employees in the tight labor market, emphasizing the importance of workplace culture, reference checks, and performance management. They explore best practices for onboarding, the necessity of background checks, and the complexities of HR...
From Residency to Startup: The Emerald City Journey
"Staffing is the most challenging part."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this episode of Hey Docs, Dr. Dan Pan and Dr. Fiona Shi from Emerald City Orthodontics share their inspiring journey from residency to starting their own practice. They discuss the challenges and triumphs of launching a startup in a competitive market, the importance of branding and patient experience, an...
Thinking Like a CEO: Strategies for Success with John D. Marvin
"Learn it till you earn it."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - https://getsmilesuite.com/
Summary
In this engaging conversation, John D Marvin shares his extensive experience in healthcare and leadership, emphasizing the importance of understanding consumer behavior, building strong teams, and the mindset necessary for success. He discusses the misconceptions young professionals have about leadership, the significance of mentorship, and the need for continuous le...
Market Mastery: Choosing the Right Location with Dentagraphics
"Identify where you don't want to go."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this engaging conversation, Jill chats with Kent Miller to dive into the intricacies of demographics and market analysis within the dental industry, particularly focusing on orthodontic practices. Kent shares his journey from urban planning to founding Dentagraphics, emphasizing the importance of understanding market needs, sustainability, and competition whe...
From Escape Rooms to Orthodontics: Dr. Scott Sakowitz’s Start-Up Story
"It's about that team mentality."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Dr. Scott Sakowitz shares his entrepreneurial journey from starting escape rooms to opening multiple dental practices. He discusses the challenges and lessons learned from managing multiple locations, the importance of delegation, and building a strong practice culture. The conversation also touches on work-life balance, hiring practices, and the...
Beyond the Fine Print: Essential Orthodontic Legal Tips with Rob Montgomery
"You need to understand what you're about to sign."
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GreyFinch - https://greyfinch.com/jillallen/
A-Dec - https://www.a-dec.com/orthodontics
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Rob Montgomery shares his extensive experience in legal work focused on the dental and orthodontic space. He emphasizes the importance of legal guidance for young dentists, particularly when navigating contracts, lease agreements, and partnerships. Rob discusses common pitfalls in lease agreements, the significance of...
Unlocking the Secrets of Orthodontic Marketing with Brain Bytes
"You have to win on Google first."
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GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/
Summary
In this engaging conversation, Jill and Savvy explore the intricacies of orthodontic marketing, emphasizing the importance of building a strong brand foundation, leveraging online reviews, and utilizing social media effectively. Savvy shares insights on the evolving landscape of marketing, including the significance of “EEAT” (Experience, Expertise, Authority, Trust) in content creation and the necessity of authenticity in vid...
From Burnout to Balance: Building Better Habits with Lesley Logan
“Everything we do is a habit.”
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GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/
Summary
In this engaging conversation, Lesley Logan shares her transformative journey from a corporate job to becoming a Pilates instructor and coach. She discusses the importance of prioritizing oneself, overcoming perfectionism, and creating space for personal and professional growth. Lesley emphasizes the need for effective goal setting and building habits that lead to success, while also addressing the challe...
Mastering Orthodontic Marketing with The DocSites
"Before and afters are crucial for trust."
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GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Kayvan Mott, co-founder of The DocSites, shares insights on effective marketing strategies for orthodontic practices. He discusses common mistakes made by orthodontists, the importance of a strong online presence, and how to leverage reviews and testimonials to build trust. Kayvan emphasizes the significance of SEO and Google Ads in attracting patients, as well as...
The Cutting Edge of Practice Management with Greyfinch
"You need to have someone that owns it."
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OrthoFi From Start to Strength - https://orthofi.regfox.com/from-start-to-strength-october-2025
GreyFinch - https://greyfinch.com/jillallen/
SmileSuite - http://getsmilesuite.com/
Summary
In this conversation, Jill and Jake discuss the evolution of GreyFinch, the impact of AI on orthodontics, and the importance of maximizing practice management software. They explore how automation can enhance efficiency in dental practices, the significance of open APIs for integration, and fut...
