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!

Monday, November 28, 2022


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Making That First Contact Really Count: New Patient Phone Scripting

We all know that the new patient phone call really gives us an opportunity to connect with the patient/parent calling in about scheduling. Having that call well scripted can provide each new patient or family a consistent, informative, and motivational first orthodontic experience. Natalie Beaton has created many customized and effective NP phone forms for her offices which are designed to ask for the information in the order that Edge Cloud or ViewPoint asks for that same information. Natalie will show several examples of NP phone slips that she uses and will answer any questions that you might have.

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Monday, December 5, 2022


7:30 PM - 8:30 PM

Presented by:

Jill Allen

Mining Your Debonds for Bitecoin: An Orthodontist's Hidden Currency

Start, treat, debond, repeat! One more time, start, treat, debond, repeat! This has become the mantra of all orthodontic offices. You generate revenue on the front end of your contracts and collect that revenue as treatment progresses. But what if there was a way to increase production at the end of treatment? What if there were a few hidden "BiteCoins" floating around in your practice. In this lecture, Jill Allen uncovers everything you need to know about developing a debond consultation and how that consultation may be the key to selling retainer programs and increasing your practice's production. It's time to unlock your BiteCoin; innovating your currency doesn't have to be cryptic.

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Monday, December 12, 2022


7:30 PM - 8:30 PM

Presented by:

Cindi James

Strategies to Hitting the Case Acceptance Trifecta

Do you want to bet on a sure thing? Come join Cindi James as she shares key strategies of consistently hitting the trifecta that promotes strong case acceptance. Keep the odds in your favor by creating a smooth new patient process, your savings account full by having a dependable observation program, and the discipline necessary for effective pending follow up. Once you’re in the home stretch and have mastered the trifecta of potential starts, you are sure to meet your conversion goals month after month.

Learning objectives regarding your pending exams:

  1. Buy the race with a new patient process that will set the patient, treatment coordinator, and doctor up for success.
  2. Keep the conditions smooth by building your savings account of future starts with a second to none observation program.
  3. Be successful in the backstretch by understanding the power of pending

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Monday, December 19, 2022


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Taking the Pulse of Your Practice

You already know the many orthodontic hot spots – NP exams and conversions, recall obs, WCB patients, needs appointment follow up, A/R percent for both patient and insurance accounts, daily schedule flow, and doctor time efficiency, and referral patterns – but knowing what data trends to look for and how to put that data to use, can be the missing step needed for practice growth. Working with her clients, Natalie Beaton spends a fair amount of her time running, analyzing, and interpreting practice reports. Her extensive experience and understanding of various reporting tools can be put to use in your own practice to accurately pinpoint the systems and protocols that may need attention.

Natalie will share exactly what she looks at from the data she pulls for her clients and how you can use this valuable information right now. You will leave the webinar knowing where to look, what to look at, and how to use the information you gather from Edge Cloud or ViewPoint, for practice growth in 2023. You will be able to decipher the data available through critical reports and use past data trends to guide your team and build stronger systems for long term practice growth.

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Monday, January 16, 2023


7:30 PM - 8:30 PM

Presented by:

Dr. Roger Levin

Advance Your TC to the Next Level

The Treatment Coordinator (TC) is a critically important team member in successful orthodontic practices. Is your TC ready to address the increasingly competitive options available to orthodontic patients today in a way that guides those patients to choose your office for treatment? Every TC needs to take their skill set to the next level to increase starts and help maintain a highly successful practice. In this webinar Dr. Roger Levin will discuss the advanced concepts that TCs can begin to use immediately to improve their close rate and generate more starts.

Objectives:

  1. Understand the competitive landscape in orthodontics and how it is changing.
  2. Identify key concepts that TCs can immediately incorporate into their consult appointments to persuade patients to accept treatment.
  3. Increase starts and practice production.

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Monday, January 23, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Setting Your Orthodontic Stage for Same Day Treatment Decisions

Whether you are providing in-office or virtual initial evaluations for your new patients, there are many things you can do, both prior to and during the appointment, to set the stage for a same day treatment decision. Getting that level of treatment commitment and orthodontic enthusiasm right away will increase the productivity of your new patient visits and will also decrease the need for time consuming follow up with the undecided patient or parent.

Natalie Beaton will discuss each step from the initial phone call, through the welcome/confirmation phone call, and to the actual day of the appointment. She will review scripting and important software tools from Edge Cloud and ViewPoint that can be used to support this process. With 30 years of both hands-on experience as a TC and extensive TC staff training with her offices, Natalie will help you fine-tune your new patient process in a way that builds a desire to get started with orthodontics and provides the tools and information the patient/parent needs to make a same day decision about orthodontic care.

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Monday, January 30, 2023


7:30 PM - 8:30 PM

Presented by:

Andrea Cook

Clinical Training = Clinical Excellence

Effective clinical training is critical to new employees’ 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 seminar describes training programs, learning styles, and setting up systems for the development of the next “star employee” for your all-star orthodontic team!

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Monday, February 13, 2023


7:30 PM - 8:30 PM

Presented by:

Eric Romingquet

How Much are Your 90 Day or Older Pending Exams Worth to Your Practice?

TCs are overwhelmed and can use help with their follow up! In this webinar, you’ll learn how orthodontists are getting their TCs help and generating on average more than $100k by turning their aged “haven’t heard back from” pending exams into starts even after a year or more since their exam.

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Monday, February 27, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

A Team Approach to Great Oral Hygiene During Orthodontic Care

From the initial visit, through the start appointment, and right to the end of orthodontic treatment, excellent oral hygiene and consistent oral hygiene communication with the patient, parent, and family dentist, is a critical piece of orthodontic success. There are many ways to increase oral hygiene cooperation for all of your orthodontic patients. How you address developing oral hygiene concerns, and the consistency and thoughtfulness of your oral hygiene communication has a huge impact for your patients and their desire to improve their home care. Your support of the general dentist oral hygiene program will also deepen your relationship with your referring offices.

Natalie Beaton will follow the trail of oral hygiene instruction and communication with many examples of both scripting and written communication. She will share samples of the way she recommends weaving oral hygiene throughout your patient experience and dentist communications, and demonstrate tools that Edge Cloud and ViewPoint offer to support your oral hygiene efforts. Your entire team can support oral hygiene efforts with each and every patient.

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Monday, March 20, 2023


7:30 PM - 8:30 PM

Presented by:

Andrea Cook

It’s NOT my Job – Building a Proactive Team

The “it’s not my job” attitude is more than just an employee career killer; it’s a symptom of a much larger organizational problem. Team members who simply do their jobs and nothing more do not contribute to practice growth. If they don’t take the initiative by seeking out new projects and looking for opportunities to share their ideas and suggestions, a practice and team can become ensnared in old ways of doing things.

We will discuss ways a team can create an environment where initiative is encouraged and appreciated by empowering employees and rewarding them for their efforts.

  1. Determine proactive vs. reactive
  2. Develop an environment and culture in your office for empowering employees
  3. Discuss how to use your culture for hiring and firing decisions

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Monday, March 27, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Cleaning Up Your Supervised Retention List

In the remote statistical reports that Natalie Beaton provides, she often finds that there are a large number of supervised (active) retention patients who have a past due recall date and have no scheduled appointment. This number can get out of hand fairly easily without attention, which can make contacting these patients more difficult.

In this webinar, Natalie will talk about all of the following: the importance of clear communication about the supervised retention phase throughout orthodontic care, the various statuses and retention recall procedures you may want to consider for clarity, educating the new patient about supervised retention, an example of a signed retention agreement to provide during the final treatment review, details about a protocol for retention follow up with examples of emails/letters, and finally, the various Edge Cloud and ViewPoint tools that can help maintain your supervised retention efforts. You can get your past due retention list to a manageable size and keep it that way with the information shared in this webinar.

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Monday, April 10, 2023


7:30 PM - 8:30 PM

Presented by:

Dr. Roger Levin

How to Add Value into Your New Patient Phone Call

Orthodontic practices lose tens of thousands of dollars every year from parents or patients who contact the practice but never make an appointment. The first phone call needs to be a value-based experience for patients that acts as the first step in the consult process. In this information-packed webinar Dr. Roger Levin will teach techniques that will immediately increase starts. He will include multiple examples of the scripts, checklists, and role play that is required for practices seeking to grow. These strategies and techniques can be mastered by ANY orthodontic team that is committed to improvement and ready to move their practice to its highest potential.

Objectives:

  1. Understand the functional nature of the new patient phone call and why some parents or patients are not scheduling.
  2. Acquire advanced techniques to build value in the new patient phone call creating energy and excitement for parents or patients about the practice.
  3. Learn why the new patient phone call is the first step of the TC consult process and how to use it to your advantage.

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Monday, April 24, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Playing With Reports With Edge Cloud or ViewPoint

Being able to import reports into Excel as well as sorting by the subgroup function, leaves you with an exciting ability to play with important office statistics in a whole new way. By the end of this webinar you will know what reports and data that might be helpful to your practice as well as get the opportunity to ask Natalie Beaton how you can create subgroups to gather select information customized for your practice.

This webinar will take a look at: setting up common subgroups that may be helpful to your practice, identify reports that work well imported into Excel and the benefits of doing that, cleaning up Excel reports to make the sort function in Excel work even better, which reports you might want to play with on a monthly basis and how to find the common ratios and percentages that are so important to good orthodontic practice health.

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Monday, May 8, 2023


7:30 PM - 8:30 PM

Presented by:

Eric Romingquet

Need More Starts?

Our clients asked for more starts, so we provided more starts. In this webinar, we will show you our proven process that generates more starts for our clients on a monthly basis.

Learning objectives regarding your pending exams:

  • Why they age and why they still have value
  • Best method of communication
  • How to identify who is ready to start now, who needs more time, and who is no longer interested

Register Here

Monday, May 15, 2023


7:30 PM - 8:30 PM

Presented by:

Jeff Slater

Digital Marketing on a Budget: Quick and Easy Internet Marketing Tips

The recent economic downturn caused many practices to slash their marketing budgets. While it is always risky to cut corners on marketing - especially your digital marketing - there are some effective ways to get leads from the Internet without a big monthly investment. Get your digital ducks in a row!

In this session, users will:

  • Reinforce the basic building blocks of Internet marketing
  • Learn simple strategies for using QR codes in your marketing
  • Explore Google's most important ranking factors
  • Unpack critical changes to Google Business Profiles
  • Get a plan of action for bringing your digital marketing up to speed

Register Here

Monday, May 22, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Easing Into Realistic Doctor Time Scheduling

Successfully implementing the efficiency of doctor time scheduling in your individual office requires that the entire team understand the tremendous benefits and actual flexibility of doctor time. In addition, they must know and feel confident in each of the steps that are involved in creating doctor time procedures and templates. Natalie Beaton will share 30 years of doctor time experience to help you use your previously scheduled procedure history and your current procedures to maximize your future schedule. With doctor time, you will not only be able to meet your current scheduling needs, but also build future growth into every day (if desired) while ensuring that the orthodontist is needed in one specific place at a time.

Both Edge Cloud and ViewPoint offer many features that make this transition even easier. These features will all be demonstrated and explained. You will leave with the information you need to determine if doctor time scheduling will help your clinical flow and allow your schedule to run on time. It really is easy to use doctor time to shape your clinical day gently and efficiently when you know what to do!

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Monday, June 5, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Getting Past No

One of the hardest things in an initial evaluation is when you get to the end of the appointment, and they say that they want to go home and think about it. Everything can seem to grind to a halt, but it doesn’t have to. In her ongoing training of treatment coordinators, Natalie Beaton has been able to identify a way of getting a series of small yeses throughout the exam which will lead to a final yes to treatment, yes to financial, and finally, yes to scheduling. There are many ways to orchestrate the initial evaluation to improve your treatment acceptance ratio and Natalie will share the steps she feels will bring about the increased treatment acceptance. This will include some patients who are ready to start orthodontic care the same day and some who are ready to commit to scheduling a start on the day of the exam.

Natalie will share the scripting and examples of communications that can help you in this process. She will also review the reports you can run to track and monitor this information. From the new patient phone call, through the initial visit, and up to the start of orthodontic treatment, you can lay the foundation to increase the number of patients who are excited to get started on their new smile.

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Monday, July 17, 2023


7:30 PM - 8:30 PM

Presented by:

Natalie Beaton

Effective Follow Up With WCB/Undecided/Pending Patients

Once a new patient has had treatment presented and discussed and has not committed to starting treatment, effective follow up in a timely manner is critical to changing "I need to think about it" to "Yes, when can I start?" From scheduling a set date and time for follow up with the treatment decision maker to careful scripting of that follow up call, you will learn how to maximize the success of your WCB calls and utilize Edge Cloud or ViewPoint to help you in that success. Natalie Beaton will share tips on overcoming common objections and concerns and how the TC can get comfortable with that conversation. Natalie shares 30 years of TC experience and training and will help you design a WCB protocol that includes re-approach letters, email blasts after new patient is placed in an inactive status, and other pearls that will work for your office!

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Monday, July 24, 2023


7:30 PM - 8:30 PM

Presented by:

Dr. Roger Levin

10 Ways to Achieve Five-Star Customer Service

Customer service is the foundation of all highly successful orthodontic practices. Only a minority of orthodontic practices ever achieve five-star customer service. Excellent systems or strong referral marketing can be undermined by a lack of customer service, resulting in fewer starts. As research for his new book Wow Every Patient, Dr. Roger Levin has researched and analyzed the highest-level customer service companies on the planet. In this webinar he will share the key customer service strategies that will create a world class experience for parents and patients in your practice.

Objectives:

  1. Understand why customer service is the foundation of all other systems (including marketing) in the orthodontic practice.
  2. Identify 10 specific customer service techniques that every orthodontic practice can implement to improve parent and patient satisfaction.
  3. Learn how five-star customer service will increase referrals, starts, and production.

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Monday, September 11, 2023


7:30 PM - 8:30 PM

Presented by:

Andrea Cook

The Nuts and Bolts of Office Systems

Having good systems will help your office and team run more smoothly and efficiently. Without systems we are often spinning our wheels. Working too hard, running reports that are not evaluated, and not getting information to move your office forward are all results of lack of systems.

We will discuss system options, how to determine areas of need, how to implement, and how to train team members.

Learning Objectives:

  • Review office systems that improve efficiency
  • Learn how to implement systems and train team members
  • Evaluate report information from the systems implemented

Register Here

Monday, October 2, 2023


7:30 PM - 8:30 PM

Presented by:

Dr. Roger Levin

7 Ways to Improve Your Orthodontic Schedule

The scheduling system may be the most important system in the practice regarding managing patient volume and increasing practice production, profitability, and income. Many practices do not realize that the same scheduling system they got you where you are today has now become a major limiting factor. In this webinar Dr. Roger Levin will instruct viewers how to build a mathematically designed schedule aimed at achieving the preset goals for annual production and number of starts.

Objectives:

  1. Understand why your current scheduling system may be holding back improvement in all areas of your practice, including production.
  2. Learn how your schedule can be mathematically designed to achieve your predetermined production goals.
  3. Learn how to train and motivate the front desk team to run the schedule to meet production goals while continually providing five-star customer service.

Register Here

Monday, November 6, 2023


7:30 PM - 8:30 PM

Presented by:

Andrea Cook

Planning Your Sterilization Area

A well-designed sterilization area improves your clinical efficiency and is a visible reassurance to patients that you practice the highest level of infection prevention for their safety and well-being during orthodontic treatment, as well as gaining compliance with the current CDC guidelines.

This presentation will review the current CDC guidelines for instrument reprocessing. We will look at the layout and flow of your physical space as well as equipment options for you to consider.

Register Here