エピソード

  • Unlocking Tax Credits for Healthcare Professionals

    Unlocking Tax Credits for Healthcare Professionals
    2025/05/29
    "Inflation is killing us." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Scott Broadbent discusses the importance of tax credits for healthcare professionals, particularly orthodontists. He explains how his company, Acquire Tax Credits, helps practitioners navigate the complexities of tax credits and the recent changes in tax legislation that could benefit them. Scott emphasizes the significance of documenting research and development efforts to qualify for these credits and addresses common misconceptions about the process. The discussion also highlights the potential financial impact of tax credits on new and established practices, encouraging doctors to take advantage of available resources. In this conversation, Scott Broadbent discusses the importance of tax credits for dental practices and introduces the SCUBA program, designed to provide peace of mind for patients while enhancing revenue for dentists. He emphasizes the collaboration with CPAs to ensure proper implementation and maximization of tax benefits. The discussion also covers the cost structure of the SCUBA program and its potential impact on practice profitability. Scott concludes with insights on customer service trends and the value of teaching patients to manage their dental care effectively. Connect With Our Guest Acquire Tax Credits - https://acquiretaxcredits.com/ Takeaways Tax credits can significantly benefit healthcare professionals.Many practitioners are unaware of the tax credits available to them.The PATH Act expanded the scope of qualifying for tax credits.Documentation is crucial for successfully claiming tax credits.New practices can leverage tax credits to alleviate financial burdens.The recent budget bill may enhance tax credit opportunities.Collaboration with CPAs is essential in the tax credit process.Misconceptions about R&D tax credits can deter practitioners from applying.The audit rate for R&D claims is relatively low.Proper preparation can lead to successful tax credit claims. Tax credits can significantly benefit dental practices.Collaboration with CPAs is crucial for maximizing tax benefits.The SCUBA program offers peace of mind for patients.Dentists can retain patients better with structured care plans.The SCUBA program is designed to be easy for dental staff to implement.Dentists keep 80% of the revenue generated from the SCUBA program.Inflation impacts dental practices, necessitating innovative solutions.Patient retention is key to long-term practice success.The SCUBA program can enhance profitability for dental practices.Providing peace of mind can lead to increased patient loyalty.Chapters 00:00 Introduction to Scott Broadbent and Acquire Tax Credits02:05 Understanding Tax Credits for Healthcare Professionals06:00 The Impact of Tax Credits on New Practices10:04 Recent Changes in Tax Legislation14:00 Navigating the Tax Credit Process17:59 Addressing Common Concerns and Misconceptions22:31 Navigating Tax Credits for Dental Practices27:02 Understanding SCUBA: A Peace of Mind Program for Dentists35:36 Cost and Implementation of SCUBA Program41:20 Final Thoughts and Speed Round Insights 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! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
    続きを読む 一部表示
    47 分
  • Navigating the Insurance Maze with Tina Byrne - iMaxX

    Navigating the Insurance Maze with Tina Byrne - iMaxX
    2025/05/22
    "None of us is as smart as all of us."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/


    Summary
    In this conversation, Jill and Tina discuss the complexities of insurance billing in orthodontics, emphasizing the importance of understanding diagnostic codes, strategic billing practices, and the need for continuous education in a rapidly changing insurance landscape. They provide insights for startup practices on navigating insurance networks and maximizing reimbursements while maintaining compliance and effective patient communication. In this conversation, Jill and Tina Byrne delve into the complexities of navigating insurance in dental practices, emphasizing the importance of understanding the business aspect of insurance, the necessity of thorough verification processes, and the innovative solutions like IMAX that can aid practices. They also discuss the ongoing need for education in the field and the resources available for practitioners.


    Connect With Our Guest
    Tina Byrne’s iMaxX - https://imaxx.startmoresmiles.com/


    Takeaways
    • A lot of money is left on the table when billing insurance.
    • Strategic thinking is essential in navigating insurance billing.
    • Changing language around billing can improve patient understanding.
    • Complacency in insurance practices can lead to missed opportunities.
    • Understanding diagnostic codes is crucial for maximizing reimbursements.
    • Continuous education is necessary to keep up with insurance changes.
    • Startups should do thorough research before deciding on insurance networks.
    • Using third-party administrators can improve fee schedules.
    • Documentation is key for successful insurance claims.
    • Consistency in billing practices is vital for compliance. You cannot just black or white or react to something.
    • Insurance is a business, not a benefit for people.
    • Verification has become a significant part of the process.
    • IMAX was a huge undertaking for the company.
    • Ongoing education is crucial in the insurance field.
    • A massage chair should be a standard perk in workplaces.
    • COVID has changed the way we do business.
    • Managing people can be challenging as one advances in their career.
    • None of us is as smart as all of us in consulting.
    • The insurance landscape is constantly evolving.

    Chapters
    00:00 Maximizing Insurance Billing Opportunities
    06:04 Understanding Diagnostic Procedures and Codes
    12:02 Staying Informed in a Changing Insurance Landscape
    17:20 Advice for Startups Navigating Insurance
    20:37 Navigating Insurance Challenges in Dental Practices
    22:41 Understanding the Business of Insurance
    24:10 The Importance of Verification in Insurance Claims
    26:56 IMAX: A Solution for Insurance Management
    30:47 The Need for Ongoing Education in Insurance Practices
    31:18 Connecting with Tina Byrne: Resources and Insights

    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!

    Episode Credits:
    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
    続きを読む 一部表示
    47 分
  • Giving Back and Gaining More : Smiles Change Lives

    Giving Back and Gaining More : Smiles Change Lives
    2025/05/15
    "Our currency is good vibes."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/


    Summary

    In this episode of Hey Docs, Jill interviews Alexis Barclay from Smiles Change Lives, a nonprofit organization dedicated to providing orthodontic care to children in need. Alexis shares the mission and history of the organization, highlighting its impact on over 20,000 families across the United States. The conversation explores how orthodontists can get involved, the referral process for patients, and the positive ripple effect of giving back to the community. Alexis emphasizes the importance of community service in orthodontics and encourages new and established orthodontists to participate in the program, regardless of their practice size. The episode concludes with a speed round of insights and future visions for the organization.


    Connect With Our Guest

    Smiles Change Lives - https://smileschangelives.org/


    Takeaways
    • Smiles Change Lives has helped over 20,000 families.
    • The organization started 28 years ago with a mission to provide orthodontic care.
    • Orthodontists can get involved without financial commitments.
    • The program aims to empower both children and their families.
    • Community service in orthodontics can enhance practice visibility.
    • New orthodontists can benefit from participating in the program.
    • The referral process is designed to be simple and effective.
    • The organization collaborates with various partners to reduce treatment costs.
    • Positive experiences from the program uplift both patients and providers.
    • The goal is to inspire every orthodontist to treat at least two kids.

    Chapters

    00:00 Introduction to Smiles Change Lives
    03:04 The Impact of Smiles Change Lives
    06:04 How Orthodontists Can Get Involved
    08:50 Patient Referral Process and Community Impact
    12:08 Understanding the Program's Structure
    15:00 The Ripple Effect of Giving Back
    18:03 Opportunities for New Orthodontists
    20:56 Logistics of Joining the Program
    24:07 Speed Round: Insights and Future Vision

    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!

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
    続きを読む 一部表示
    32 分
  • “I See You” with Amy Kemp

    “I See You” with Amy Kemp
    2025/05/08
    "I want more, but I can't work any harder." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this engaging conversation, Amy Kemp shares her journey to becoming a successful entrepreneur and author of 'I See You.' She discusses the importance of understanding subconscious habits, the challenges faced by women in balancing professional and personal lives, and the significance of delegating unpaid labor. The conversation emphasizes the need for women to recognize their value and the importance of seeking help to achieve work-life balance. In this conversation, Jill and Amy Kemp explore the complexities of unpaid labor, work-life balance, and the importance of guilt-free playtime. They discuss how women often bear the burden of unpaid labor and the need for intentional choices in dividing responsibilities. The conversation shifts to the elusive nature of work-life balance, emphasizing that it is more about living in rhythms rather than achieving perfection. Amy shares insights on the necessity of scheduled playtime for rejuvenation and creativity, and they conclude with a discussion on how structure can lead to freedom rather than restriction, encouraging listeners to dig deeper into their resistance to structure. Connect With Our Guest Amy Kemp - https://amykemp.com/ Takeaways The book 'I See You' was inspired by her experiences and the women she works with.Subconscious habits can significantly impact personal and professional success.Women often face unique challenges in balancing work and family responsibilities.It's essential to shift unhelpful thoughts to make better decisions.Unpaid labor often falls disproportionately on women, affecting their professional lives.Delegating tasks can lead to better work-life balance.Recognizing one's value is crucial for personal growth and success.The journey of writing a book can be both vulnerable and rewarding.Women should not feel guilty about seeking help in managing their responsibilities. Make a choice and be intentional about dividing unpaid labor.Hiring help can significantly improve mental well-being.Women often face guilt and shame regarding unpaid labor.Work-life balance is more about rhythms than perfection.Scheduled guilt-free playtime enhances productivity.Structure can lead to freedom, not restriction.Curiosity about resistance to structure is essential.Unhealed pain often lies beneath resistance to structure.Words and language are powerful tools in leadership.Parenting is a season; it will change over time.Chapters 00:00 Introduction to Amy Kemp and Her Journey03:06 The Inspiration Behind 'I See You'06:11 Understanding the Target Audience of the Book09:01 The Impact of Subconscious Habits on Success11:59 Navigating the Conflict Between Business and Caretaking Roles14:55 Identifying and Shifting Unhelpful Thoughts17:58 The Burden of Unpaid Labor and Its Implications21:02 Valuing Help and Delegation in Personal and Professional Life26:29 The Burden of Unpaid Labor29:02 Work-Life Balance: The Elusive Unicorn30:35 Living in Rhythms: Guilt-Free Playtime39:27 Structure as a Path to Freedom45:05 Final Thoughts and Resources 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! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
    続きを読む 一部表示
    50 分
  • The Doctor Appreciation Event with Dino Watt

    The Doctor Appreciation Event with Dino Watt
    2025/05/01
    “If you don't invest in marketing, your competition will.” Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/ADec - https://www.myorthova.com/get-startedSmileSuite - http://getsmilesuite.com/ Start to Strength Registration - https://orthofi.regfox.com/from-start-to-strength-june-2025Summary In this engaging conversation, Jill and Dino discuss the importance of marketing strategies for healthcare professionals, particularly focusing on building referral relationships through intentional events. They explore common mistakes practices make in planning these events, the significance of authenticity in marketing, and how startups can effectively engage with their communities. Dino emphasizes the need for budgeting, planning, and creating memorable experiences that foster genuine connections with referring doctors. In this conversation, Dino and Jill discuss the importance of intentionality in marketing strategies for healthcare professionals, particularly in creating effective appreciation events for patients and doctors. They emphasize the need for a structured approach to referrals, leveraging competition, and investing in relationships to achieve better returns. Dino shares insights on how to create a blueprint for success and the significance of follow-up in maximizing the impact of events. The discussion concludes with a light-hearted speed round, highlighting personal habits and unconventional workplace perks.Connect With Our Guest Appreciation Event Blueprint - https://dreventblueprint.com/ Takeaways Dino has been busy with travel and opening a chiropractic office.Referrals are essential in the healthcare industry.Hope is not a business plan; intentionality is key.Creating memorable events can significantly boost referrals.Startups should engage their community early on.Budgeting and planning are crucial for successful events.Using a committee can alleviate the burden of event planning.Authenticity in marketing fosters genuine relationships.Personalized gifts are more impactful than generic ones.Showcasing successful patient outcomes strengthens referral relationships. It's a blueprint you can use over and over again.We need to be intentional about this.Reward patients for bringing friends to events.Doctors need to edify themselves to gain referrals.Leverage competition to highlight your strengths.Investing in relationships can yield better returns.Follow-up is crucial for maximizing event impact.Shake things up to avoid stagnation in marketing.Every Batman needs a joker; use competition wisely.Chapters 00:00 Introduction and Personal Updates02:07 Marketing Strategies for Doctors07:30 Common Mistakes in Referral Events14:40 Engaging Startups in Marketing16:04 Budgeting and Planning Events21:20 Authenticity in Marketing and Referrals23:43 Creating a Blueprint for Success26:09 Intentionality in Patient and Doctor Appreciation Events30:50 Building Confidence in Referrals33:42 Leveraging Competition for Growth36:51 Investing in Relationships for Better Returns41:34 Speed Round Insights 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! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
    続きを読む 一部表示
    47 分
  • Cut Costs, Not Corners with Mari's List

    Cut Costs, Not Corners with Mari's List
    2025/04/24
    "We cut their supply cost in more than half."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    MyOrthoVA - https://www.myorthova.com/get-started
    SmileSuite - http://getsmilesuite.com/


    Summary
    In this engaging conversation, Jill and Mari Sawtelle discuss the evolution of Mari's career in orthodontics, the establishment and impact of Mary's List, and the importance of understanding supply costs and the gray market in the industry. They explore strategies for cost management in orthodontic practices and the benefits of joining buying groups. Mari emphasizes the need for transparency and efficiency in purchasing, while also sharing insights on how to navigate the challenges faced by orthodontists today.


    Connect With Our Guest
    Mari’s List - https://marislist.com/


    Takeaways
    • Mari Sawtelle has a rich history in orthodontics spanning over 40 years.
    • Mary's List has grown to become the largest orthodontist-exclusive buying group in the U.S.
    • Understanding supply costs is crucial for orthodontists to manage their expenses effectively.
    • The gray market poses significant risks to orthodontic practices, including liability issues.
    • Buying groups can offer substantial savings and transparency in pricing.
    • Efficient ordering systems can save time and reduce costs in orthodontic practices.
    • Orthodontists should be cautious of companies that engage in gray market practices.
    • Regular coaching and support can help practices optimize their supply management.
    • Investing early can lead to better financial security in the long run.
    • Networking and community engagement are vital for growth in the orthodontic field.

    Chapters
    00:00 Introduction and Background of Mari Sawtelle
    05:36 The Impact of Mary's List on Orthodontics
    06:07 Understanding the Gray Market in Orthodontics
    10:33 The Importance of Buying Groups
    17:32 Strategies for Cost Management in Orthodontic Practices
    22:43 Advice for New and Existing Orthodontists
    29:50 Conclusion and Future Engagements

    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!


    Episode Credits:
    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
    続きを読む 一部表示
    35 分
  • The Intersection of Advocacy and Orthodontics with AAO CEO Trey Lawrence

    The Intersection of Advocacy and Orthodontics with AAO CEO Trey Lawrence
    2025/04/17
    "Be aware of the risk in the first place"

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    MyOrthoVA - https://www.myorthova.com/get-started
    SmileSuite - http://getsmilesuite.com/


    Summary
    In this conversation, Trey Lawrence, CEO of the American Association of Orthodontists (AAO), discusses his role and the importance of advocacy in orthodontics. He highlights the legal risks associated with social media use among orthodontists, particularly regarding HIPAA compliance and FTC regulations. The conversation also touches on the impact of AI in orthodontics and the ongoing tech transformation at the AAO to improve communication and efficiency. In this conversation, Trey Lawrence discusses the transformative changes being implemented at the AAO, focusing on personalized member experiences through AI, enhancing social media presence, and exciting developments for the upcoming AAO 2025. He emphasizes the importance of community engagement and the need for effective communication strategies to better serve members. The discussion also touches on industry challenges and the potential impact of AI on orthodontics.


    Connect With Our Guest
    American Association of Orthodontists - https://aaoinfo.org/


    Takeaways
    • Trey Lawrence is the CEO of the AAO, emphasizing advocacy.
    • Advocacy is crucial for orthodontists and their members.
    • Social media poses legal risks for orthodontists, especially regarding HIPAA.
    • Awareness of legal risks is the first step for orthodontists.
    • FTC regulations apply to orthodontic advertising and endorsements.
    • Disclosure of incentives for reviews is necessary for compliance.
    • AI is transforming the efficiency of orthodontic practices.
    • The AAO is undergoing a tech transformation to improve member communication.
    • Data centralization is key for leveraging AI in orthodontics.
    • Effective communication is essential for member engagement. AI will personalize member interactions significantly.
    • Social media presence needs a major overhaul.
    • AAO 2025 will focus on community and networking.
    • Personalized experiences will help members navigate resources.
    • The organization is defined by its members, not just its structure.
    • AI solutions are becoming more accessible for practices.
    • Maintaining personal connections in orthodontics is crucial.
    • The upcoming annual session promises to be highly engaging.
    • Community engagement is essential for member satisfaction.
    • Addressing student loan debt is a priority for future orthodontists.

    Chapters
    00:00 Introduction to Trey Lawrence and AAO Leadership
    02:54 The Importance of Advocacy in Orthodontics
    06:04 Navigating Social Media and Legal Risks
    09:00 Understanding FTC Regulations and Compliance
    11:50 The Role of AI in Orthodontics and AAO
    14:57 Tech Transformation at the AAO
    24:11 Personalized Member Experience through AI
    27:17 Enhancing Social Media Presence
    34:36 Exciting Developments for AAO 2025
    37:15 Engaging with the Community

    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!

    Episode Credits:
    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
    続きを読む 一部表示
    47 分
  • Branding That Clicks with eNox Media

    Branding That Clicks with eNox Media
    2025/04/10
    "Your website is your online waiting room"

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    MyOrthoVA - https://www.myorthova.com/get-started
    SmileSuite - http://getsmilesuite.com/


    RSVP for the Provide AAO Happy Hour - https://docs.google.com/forms/d/e/1FAIpQLSc5SXhZalSUVDY421Af7TcmOBiiECec4OIOIjRjyQJAX1qW8Q/viewform


    Summary
    In this conversation, Amanda Cabrera from ENOX Media discusses the importance of branding and marketing strategies for orthodontic practices. She emphasizes the need for consistency in branding, the evolution of patient experience, and common mistakes made in website design that can hinder patient conversion. Amanda shares insights on how to create a trustworthy brand experience and the significance of aligning online presence with in-office experiences to foster patient trust and engagement. In this conversation, Jill and Amanda discuss the critical role of analytics in online marketing, emphasizing the need for business owners to pay attention to their website's performance. They explore how user experience can be enhanced through website audits and the importance of creating a cohesive brand experience across all platforms. The discussion highlights the significance of understanding user interactions and the impact of micro-interactions on patient engagement.


    Connect With Our Guest
    eNox Media- https://enoxmedia.com/


    Takeaways
    • Branding is more than just a logo; it's the entire experience.
    • Consistency in branding builds trust and familiarity with potential patients.
    • Social media should reflect the same branding as in-office experiences.
    • Authenticity in marketing is crucial for connecting with patients.
    • Websites should prioritize content that helps potential patients feel comfortable.
    • Visual consistency in marketing materials is essential for brand recognition.
    • Patient experience evolves as practices grow and change.
    • Website mistakes can lead to missed opportunities for patient conversion.
    • Regular audits of website functionality are necessary for optimal performance.
    • Engaging with patients online should mirror in-office interactions. Analytics is often seen as a buzzword but is crucial for online marketing.
    • Business owners frequently overlook the importance of website analytics.
    • Websites should be viewed as online waiting rooms for potential clients.
    • Understanding user interactions can lead to better website performance.
    • Rage clicks indicate user frustration and should be analyzed.
    • Conducting a website audit can reveal inconsistencies in branding.
    • Micro-interactions significantly affect user experience and perception.
    • A cohesive brand experience builds trust with potential clients.
    • It's essential for team members to understand the brand's story.
    • Being authentic and vulnerable in business can foster better connections.

    Chapters
    00:00 Introduction to ENOX Media
    02:52 Understanding Branding in Orthodontics
    07:07 Inconsistencies in Marketing Practices
    12:50 The Evolution of Patient Experience
    17:14 Website Mistakes and Conversion Strategies
    25:35 The Importance of Analytics in Online Marketing
    32:10 Enhancing User Experience Through Website Audits
    39:41 Creating a Cohesive Brand Experience

    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!

    Episode Credits:
    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
    続きを読む 一部表示
    47 分