Episodios

  • Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler

    Building a Digital Orthodontic Ecosystem with Solventum’s Marylee Maendler
    Apr 2 2026
    "Digital is here, it's not the future.”

    Connect With Our Sponsors
    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 benefits of digital transformation, patient monitoring, and telehealth in modern practices, offering insights into building a cohesive digital ecosystem for enhanced practice efficiency and patient care.


    Connect With Our Guest

    Solventum - https://www.solventum.com/en-us/home/


    Takeaways
    • Transitioning from 3M to Solventum has allowed for strategic brand evolution and focus on digital orthodontics.
    • Implementing practice systems and digital workflows is crucial for improving efficiency and patient care.
    • Startups have a unique advantage in adopting advanced systems early in their development.
    • Digital orthodontics encompasses aligners, bonding, retention, and monitoring, offering comprehensive care solutions.
    • Emphasizing value per visit rather than cost can lead to better practice outcomes.
    • The future of orthodontics focuses on improving clinicians' quality of life through sustainable practice models.

    Chapters

    00:00 Introduction
    01:39 Marylee’s Career Journey
    07:54 From 3M to Solventum
    11:28 Solventum Name Explained
    15:36 Systems Over Products
    18:00 Bonding Efficiency Examples
    22:04 Startup Practice Advantage
    25:21 Startup Systems Matter
    26:47 Digital Shift Explained
    28:24 Four Pillars of Digital
    30:38 Patient Monitoring Mindset
    32:15 Differentiating With Tech
    35:04 One Ecosystem Advantage
    38:26 Efficiency Over Headcount
    40:34 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    47 m
  • The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters

    The Future of Finance: Wealth Strategies with Brittany Frazier from Cain Watters
    Mar 26 2026
    "Women are creating more wealth than ever before"

    Connect With Our Sponsors
    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 wealth passage and values-based legacy building within families and practices. They discuss the critical need for early financial education and open family dialogues to ensure a smooth transition of wealth and values. The conversation also touches on the emotional aspects of wealth transfer, advocating for a purpose-driven approach aligned with family values to build a lasting legacy.


    Connect With Our Guest

    Cain Watters - https://www.cainwatters.com


    Takeaways
    • $70-90 trillion of wealth will be transferred over 20 years
    • Women will become the primary wealth holders and creators of new wealth
    • The demographics of inheritors is shifting
    • Technology and social media influence financial literacy and investment approaches for new generations
    • Conversations about wealth, purpose, and values are essential to ensure smooth succession
    • The value of financial education from an early age and ongoing communication within families
    • Inherited wealth is often rapidly lost
    • Families can prepare for this transfer to approach it with confidence and purpose

    Chapters

    00:00 Introduction
    03:36 Why Money Talk Matters
    04:56 Great Wealth Transfer
    07:56 Next Gen Wealth Shift
    11:04 Small Habits Big Wealth
    13:17 How Women Invest Differently
    16:48 Confidence and Advisor Gaps
    21:29 Next Gen Tech Investing
    25:50 Why Wealth Disappears
    28:57 Start Money Talks
    30:44 Purpose Driven Planning
    33:10 Tech Versus Advisors
    35:23 Values To Strategy
    37:20 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
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    42 m
  • Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick

    Efficiency, Adaptation, and AI: The Future of Ortho with Greyfinch CEO Jake Gulick
    Mar 19 2026
    "AI will make staff more efficient, not replace them."

    Connect With Our Sponsors
    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 care and business efficiency. Jake shares his expertise on integrating advanced digital tools into everyday practice, offering practical advice on optimizing payment systems and ensuring compliance with industry regulations. The conversation also touches on the importance of branding and technology choices in maintaining a competitive edge, as well as strategies for new practices to build a strong foundation.


    Connect With Our Guest

    Greyfinch - https://greyfinch.com/


    Takeaways
    • AI is streamlining practice management and patient interaction
    • Data security with AI is essential
    • Greyfinch is on the forefront of new AI features
    • Effective payment strategies and compliance can impact a practice’s financial health
    • New practices should focus on building strong foundations
    • Automation and outsourcing for efficiency
    • Cloud vs. server-based solutions vary depending on the practice
    • Balancing work and personal productivity
    • Embracing change and continuous learning

    Chapters

    00:00 Introduction
    03:05 AI in Ortho Today
    05:57 AI Native in Greyfinch
    09:36 Payments and Surcharging
    12:27 Surcharge Rules by State
    14:34 Reducing Fees Without Losing Patients
    21:49 Startup Practice Mindset
    24:37 Spend Smart and Build Your Brand
    26:53 Learn Beyond Your Industry
    28:29 Find the Right Whos
    30:51 Workflow Automation Reality
    34:56 Personal Time Optimization
    38:35 Cloud Versus Server Software
    43:33 Greyfinch Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    48 m
  • Attracting the Future: Engaging Patient Experience with WildSmiles Braces

    Attracting the Future: Engaging Patient Experience with WildSmiles Braces
    Mar 12 2026
    “Focus on your practice as a brand.”

    Connect With Our Sponsors
    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, recognizable brand. This episode provides valuable insights into how these strategies can help orthodontic practices thrive in a competitive market.


    Connect With Our Guest

    WildSmiles Braces - https://www.wildsmilesbraces.com/


    Takeaways
    • Focus on treating patients under 14 to build long-term relationships.
    • Enhance satisfaction and loyalty through personalized care.
    • Establish a strong brand for premium pricing and differentiation.
    • Use fun brace designs can attract young patients and build engagement.
    • Ensure team buy-in for successful implementation of new approaches.
    • Leverage tech and social media to add value and improve outcomes.
    • Positioning your practice as a brand, not just a service, can create greater loyalty.
    • Watch trends to focus on branding and patient-centered care for future success.

    Chapters

    00:00 Introduction
    03:46 WildSmiles Evolution
    04:41 Why Under 14 Matters
    09:47 Branding Beyond Fees
    12:50 Engaging the Ops Pool
    14:56 Brackets vs Experience
    19:22 Add Value During Observation
    22:53 Boosting Observation Conversions
    24:55 Overcoming Team Resistance
    26:02 CEO Mindset and Market Defense
    29:54 Training the Whole Team
    33:28 How to Contact WildSmiles

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    39 m
  • Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division

    Scaling Success: Growth Strategies with Nick Cepparulo from CFS Dental Division
    Mar 5 2026
    "Patient care is the biggest focus."

    Connect With Our Sponsors
    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 associates to maintain high patient care standards. Additionally, they touch on the benefits of investing in real estate and the traits that contribute to the success of dental practice owners.


    Connect With Our Guest

    CFS Dental Division - https://www.cfsdentaldivision.com


    Takeaways
    • CFS Dental Division provides comprehensive financial services for orthodontic professionals.
    • It's essential to assess what to do next after a successful startup.
    • Expanding a practice can involve hiring associates or opening new locations.
    • Maintaining patient care quality is crucial when managing multiple locations.
    • Insurance policies must be updated to cover new locations and associates.
    • Investing in real estate can provide long-term financial benefits for practice owners.
    • Training associates is vital to ensure consistent patient care and experience.
    • Younger practice owners often exhibit more drive and ambition.
    • Continuous learning and adaptation are key to success in the dental industry.
    • Paying attention to small details can significantly impact overall practice success.

    Chapters

    00:00 Introduction
    03:30 Right-Sizing Insurance Needs
    05:27 Expansion Paths and Examples
    08:09 Second Location Deep Dive
    13:09 Coverage for Multi-Location Teams
    18:32 Real Estate and Owning Your Space
    21:36 Associates And Patient Experience
    23:10 Training Culture And CE
    25:57 Leadership As A Skill
    27:22 Traits Of Successful Owners
    29:53 Work Hard And Build Wealth
    31:05 Contact info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    35 m
  • Unlocking Practice Financing with Steve Steinbrunner from Provide

    Unlocking Practice Financing with Steve Steinbrunner from Provide
    Feb 26 2026
    "Cash is king."

    Connect With Our Sponsors
    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 financial preparation, common pitfalls in establishing credit worthiness, and leveraging equity for real estate purchases. They also touch on ground-up construction financing and the need for creative solutions in lending.


    Connect With Our Guest

    Provide - https://www.getprovide.com/


    Takeaways
    • The trend of orthodontists investing in commercial real estate is on the rise.
    • Startup loans are evolving with more options like SBA loans.
    • Understanding the financial landscape is crucial for new practitioners.
    • The Jumpstart Loan can help acquire declining practices effectively.
    • Cash flow management is essential for practice sustainability.
    • Building a strong financial team is key to successful financing.
    • Credit scores play a significant role in loan approvals.
    • Avoid aggressive debt repayment that affects liquidity.
    • Leverage practice equity for real estate purchases.
    • Ground-up construction financing is viable for new practices.

    Chapters

    00:00 Introduction
    04:15 Why Own Real Estate
    08:10 SBA Path for Startups
    11:43 Lease vs Buy Math
    14:07 Buying Declining Practices
    16:22 Jumpstart Loan Explained
    20:01 Getting Loan Ready
    23:09 Liquidity and Guarantors
    27:10 Credit Score Hurdles
    28:20 Liquidity vs Debt Mistakes
    31:59 Ground Up Construction Loans
    35:14 Using Practice Equity
    37:15 Contact Info & Closing Thoughts


    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    42 m
  • Mastering Ortho Insurance Billing with The Wyrick Outlook

    Mastering Ortho Insurance Billing with The Wyrick Outlook
    Feb 19 2026
    "Track it from day one."

    Connect With Our Sponsors
    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 role of technology in managing insurance claims, and the importance of team accountability in financial management. The discussion also highlights how insurance can impact treatment plans and offers practical advice for practitioners.


    Connect With Our Guest

    The Wyrick Outlook - https://thewyrickoutlook.com/


    Takeaways
    • Megan and her sister Brittany started in orthodontics at a young age.
    • They created an insurance course to help practices navigate insurance billing.
    • The business has expanded to offer multiple courses for various office roles.
    • Practices should be selective about which insurance networks to join.
    • Lifetime maximums can be misunderstood; verification is crucial.
    • Timely filing limits are tightening, impacting cash flow.
    • Insurance companies often request additional information, which has its own deadlines.
    • Technology can aid in claims submission, but traditional methods may still be necessary.
    • Team accountability in insurance management is essential for practice health.
    • Younger doctors are more hands-on with financial management than previous generations.

    Chapters

    00:00 Introduction
    03:35 When to Outsource Insurance Billing
    06:18 Pros and Cons of Being In-Network
    11:07 Lifetime Maximums 101 + The Two-Step Verification Rule
    13:29 Avoiding Costly Benefit Quote Errors
    16:51 Timely Filing, Cash Flow, and Patient Trust
    23:37 Responding Fast to Info Requests & Denials
    24:31 Digital Portals vs Snail Mail
    26:43 Protecting Doctor Authority
    28:42 In-Network vs Out-of-Network Example
    31:14 Team Accountability in Billing
    34:40 Know Your Numbers
    38:12 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    42 m
  • From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America

    From Student Loans to Practice Loans: Financial Insights with Matt Kroeker from Bank of America
    Feb 12 2026
    "It's just expensive to do it these days."

    Connect With Our Sponsors
    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 rising costs associated with starting a new practice. Matt emphasizes the need for young doctors to build a strong support team and to understand the allocation of loan funds. The discussion also highlights the importance of saving and being financially prudent to ensure success in practice ownership.


    Connect With Our Guest

    Matt Kroeker - https://sbbankers.bankofamerica.com/matthew-kroeker


    Takeaways
    • Matt Kroeker has 15 years of experience at Bank of America focusing on healthcare lending.
    • The lending landscape is currently stable with increased loan amounts for startups.
    • Young doctors should focus on financial preparation during their education.
    • Credit card debt can significantly impact future borrowing capabilities.
    • Having savings set aside is crucial for new practice owners.
    • Evaluating existing practices involves analyzing actual financials and cash flow.
    • Startup loans often have a graduated payment structure to ease financial pressure.
    • Building a strong support team is essential for success in practice ownership.
    • Construction and technology costs have significantly increased for new practices.
    • It's important to understand how loan funds will be allocated in a startup.

    Chapters

    00:00 Introduction
    03:30 Current Lending Environment
    06:06 Financial Advice for Young Doctors
    10:31 Evaluating Practice Purchases
    13:58 Markers for a Healthy Practice
    17:00 Balancing Practice Purchase with Additional Workl
    20:39 The Importance of a Supportive Team
    23:41 Discussing Startup Costs and Loan Structures
    26:17 The Reality of Startup Loans and Financial Flexibility
    31:56 The Importance of Financial Planning and Safety Nets
    34:35 Final Thoughts on Acquisitions vs. Startups
    36:24 Contact Info

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!
    Más Menos
    39 m