Orthodontic Products Podcast

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108

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Oct 2026

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About the show

Introducing the "Orthodontic Products Podcast", a journey into the dynamic realm of orthodontic innovations. Each episode dives into fresh research, transformative technologies, and the methodologies redefining the field. Expert interviews seamlessly blend with in-depth analyses, offering listeners a comprehensive look into the ever-evolving world of orthodontics. This isn't just a podcast—it's a portal to the future of orthodontic practices and breakthroughs.

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October 29, 2026Episode 10831 min

A Trade Show Playbook for Orthodontists Launching Their Own Product

GUESTS: Mark Ross and Michael Ventriello, co-founders of Personify Group . EPISODE DESCRIPTION: Trade shows can feel like a necessary evil—write the check, staff the booth, hope for the best. But what if the real return on that investment isn't happening on the show floor at all, but in the months before it opens and the weeks after it closes? In this episode, host Alison Werner sits down with Mark Ross and Michael Ventriello, co-founders of Personify Group, to unpack why trade shows should be treated as "consideration engines" rather than conversion machines. Ross and Ventriello dig into the psychology behind why doctors walk the show floor on the defensive, what actually makes someone stop at one booth and walk past another, and how orthodontists bringing their own product to market—or small to medium-sized companies planning their next show—can improve their return starting right now. They also discuss Personify's newly launched trade show ROI guide and interactive ROI calculator. KEY TAKEAWAYS FROM THE EPISODE: • Trade shows work best as "consideration engines" that open doors—not as immediate sales drivers, so success should be measured well beyond booth-side transactions. • Attendees walk the floor in a defensive mindset by instinct; pre-show marketing (email, social, PR) helps soften that instinct before they ever reach your booth. • A credible, benefit-based brand story and a clear unique selling proposition must be established before investing in booth space—not figured out on the show floor. • Orthodontist-inventors and startups can exhibit smarter by sharing table space in innovation kiosks and recruiting an everyday happy user as a grassroots KOL. • Sales and marketing must align on messaging, goals, and follow-up before the show—the handoff from booth conversation to post-show nurturing is where conversion actually happens. CHAPTERS: 03:50 Understanding Trade Shows as Consideration Engines 06:30 Maximizing ROI at Trade Shows 09:34 The Importance of Pre-Show Planning 12:08 Creating Effective Brand Stories 14:54 Sales and Marketing Alignment at Trade Shows 17:44 Navigating Trade Show Expectations for Startups 20:00 Building Credibility and Relationships 22:42 Final Thoughts and Resources ABOUT THE GUESTS: Mark Ross and Michael Ventriello are the co-founders of Personify Group, a commercialization, branding, public relations, and demand generation firm serving the dental industry. https://personifygroup.com/ __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #OrthodonticProducts #TradeShowTips #DentalMarketing #OrthodonticStartup #PersonifyGroup #DentalIndustry #OrthodonticInnovation #TradeShowROI #BrandStrategy #OrthodonticPodcast

October 15, 2026Episode 10730 min

What Happens When a Practice Trades Traditional Indirect Bonding for Digital Bonding

GUEST: Sam Wise, DDS, MS EPISODE DESCRIPTION: Transitioning from traditional indirect bonding to a fully digital workflow can reshape a practice's efficiency, chair time, and clinical consistency. In this episode of the Orthodontic Products Podcast, sponsored by Solventum , host Alison Werner speaks with Sam Wise, DDS, MS, an orthodontist with a thriving multi-chair practice in North Canton, Ohio. Wise shares his journey from hand-prepping bonding trays at his kitchen island to fully embracing Solventum's Clarity Digital Bonding workflow with APC Flash-Free Adhesive. He details how the switch let him combine new patient exams and records into a single visit, delegate tray prep entirely to his clinical team, cut his personal chair time for a bonding appointment to about one or two minutes, and all but eliminate the staining and micro-leakage that came with traditional bonding methods. KEY TAKEAWAYS FROM THE EPISODE: Combining new patient exams and records appointments speeds up ordering digital bonding trays and enables same-day contract starts. Delegating tray ordering, tracking, loading, and seating to clinical staff has cut chair time for bonding appointments to about a minute or two. APC Flash-Free Adhesive reduces decalcification, staining, and variability among staff with differing levels of experience. Marketing the "new high-tech way" versus the "old way" helps differentiate a practice to both patients and referring doctors. Thinner trays and built-in bite turbos are already improving digital bonding, with pre-loaded trays and AI-assisted setups on the horizon. CHAPTERS: 01:17 Dr. Wise's journey into orthodontics 04:31 Bringing indirect bonding into the practice 06:51 How digital bonding transformed the practice 07:57 COVID, a partner's departure, and the switch to Solventum's digital bonding 09:17 Combining appointments and same-day starts 10:09 Life before digital bonding: the "kitchen lab" era 13:33 Why the bonding appointment matters 15:45 The role of Clarity Digital Bonding and APC Flash-Free Adhesive 17:26 Rethinking adhesive flash as more than a cleanup issue 20:09 Efficiency gains as treatment progresses 2 2:23 Impact on team, workflow, and patients 27:16 The future of digital bonding and advice for doctors ABOUT THE GUEST: Sam Wise, DDS, MS, is an orthodontist in North Canton, Ohio at Fleming & Wise Orthodontics . A Summa Cum Laude graduate of the Ohio State University College of Dentistry, he served three years as a captain in the U.S. Air Force Dental Corps, earning recognition for meritorious service, before completing his Master's and Orthodontic Certificate at the University of Detroit Mercy and achieving American Board of Orthodontics certification. __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #DigitalBonding #IndirectBonding #OrthodonticPractice #ClarityDigitalBonding #Solventum #OrthodonticProducts #OrthoPodcast #PracticeEfficiency #OrthoTech

October 1, 2026Episode 10639 min

Is Your Practice Ready for the Gen Alpha Employee?

GUEST: Cassie Kellner, Owner, Everbloom EPISODE DESCRIPTION: Gen Alpha is coming to the orthodontic workforce sooner than you think — and Gen Z is already showing practices what they need to change. In this episode, host Alison Werner talks with Cassie Kellner, owner of practice consulting firm Everbloom, about why orthodontic offices can't afford to wait to modernize how they train, communicate with, and retain younger team members. With more than 20 years of clinical and consulting experience, Kellner breaks down why the traditional paper training manual is obsolete, how micro-learning and digital SOPs are reshaping onboarding, and why younger hires expect to understand the "why" behind their work. She also covers how practices can build structured growth pathways to guide compensation conversations, replace outdated annual reviews with continuous feedback, and put Gen Z and Gen Alpha's natural fluency with AI and social media to work for the practice. KEY TAKEAWAYS FROM THE EPISODE: ⚫ Why the traditional paper manual is obsolete and how to transition to digital microlearning (training videos under two minutes). ⚫ The importance of teaching the "why" behind clinical and administrative tasks to improve team buy-in and prevent burnout. ⚫ How to create structured growth pathways and tiers to guide compensation conversations and career advancement. ⚫ Why the "no news is good news" management philosophy fails with younger generations and how to restructure feedback. ⚫ Strategies for utilizing Gen Z and Gen Alpha's fluency with AI and digital platforms to improve practice marketing and operations. CHAPTERS: 01:43 Introduction to Gen Alpha and Workforce Entry 02:59 Gen Alpha's Digital Upbringing and Future Impact 04:09 Differences Between Gen Z and Gen Alpha 06:31 Why Digital Fluency Matters for Practices 08:22 The Death of Paper Manuals and Digital Transition 12:57 Microlearning and Short-Form Content Strategies 16:25 Adapting Onboarding for Digital Natives 22:18 Embracing AI and Digital Tools in Practice 25:22 Creating Growth Pathways and Career Development ABOUT THE GUEST: Cassie Kellner has 20+ years of orthodontic experience spanning clinical work, consulting, and lecturing. She owns Everbloom, a practice consulting firm focused on team dynamics and operations. 🔗 h ttps://www.discovereverbloom.com/ #OrthodonticProducts #Orthodontics #GenAlpha #GenZ #PracticeManagement #DentalTeam #OrthoLeadership #Microlearning #WorkforceTrends #DigitalOnboarding #AIinDentistry #TeamTraining #EmployeeRetention __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music YouTube: Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com

September 3, 2026Episode 10540 min

Why Independent Orthodontists Have the Edge in AI Search

GUEST: Jeff Slater, Chief Growth Officer, KaleidoscopeAI EPISODE DESCRIPTION: For most of the last decade, scale won in orthodontics. Dental and orthodontic support organizations could out-spend, out-staff, and out-market independent practices on nearly every channel that mattered. But AI-powered search is quietly rewriting that math. When a patient asks ChatGPT, Claude, or Google's AI Overview to recommend an orthodontist, those systems aren't serving up ten blue links — they're naming two or three practices out loud. And what they're judging those practices on is easier for an independent to produce than for a DSO or OSO running the same templates across dozens of locations. In this episode of the Orthodontic Products Podcast, host Alison Werner sits down with Jeff Slater, Chief Growth Officer at KaleidoscopeAI and the team behind the KAL AI Growth System, to unpack how AI is reshaping who gets recommended in orthodontics, why the standardization that made DSOs efficient now works against them, and what independent practice owners should be doing right now to make sure their practice is the one AI recommends to patients — before that window closes. KEY TAKEAWAYS FROM THE EPISODE: 🔹 AI search rewards distinctiveness, not scale — templated content repeated across DSO locations reads as duplicate to AI, while an independent practice's unique voice, local flavor, and doctor-driven expertise get cited and recommended. 🔹 Not every search "triggers" an AI Overview, but conversational, question-based queries like "who is the best orthodontist in my town" do — and those are exactly the searches patients are increasingly using to choose a provider. 🔹 Getting recommended by AI depends on three core signals: enough substantive information on your site, a Q&A or FAQ content structure, and technical elements like schema and structured data that help AI parse your content. 🔹 A steady stream of recent, descriptive Google reviews is the single highest-leverage move a practice can make — Slater recommends aiming for one to two per week and prioritizing reviews over blogging or auditing if you can only pick one. 🔹 The window for independents to establish an AI-visibility head start is likely open through the end of 2027 before DSOs catch up at scale — and showing up in AI results today may just reflect legacy SEO strength, not a durable advantage. CHAPTERS: 01:03 – When the AI power shift started and why 2026 is the inflection point 03:05 – What it means for a keyword to "trigger" a Google AI Overview 04:22 – The fleet vs. single boat metaphor and why standardization hurts DSOs 06:05 – What kind of content AI actually rewards on a practice's website 08:21 – Inside the KAL AI Growth System and the AI Visibility Scan 10:56 – SEO, AEO, and GEO explained 14:15 – Why images alone won't cut it and the return of written content 16:36 – When AI misrepresents your practice and how to control the narrative 19:23 – Why blogging is back and how to do it for AI 21:40 – Move #1: Audit what AI sees when patients search for you 24:43 – Move #2: Publish pages only your practice can write 26:55 – Move #3: Keep reviews and directory data current 31:08 – If you can only pick one, start with reviews 33:56 – How long the independent-practice window stays open ABOUT THE GUEST: Jeff Slater is Chief Growth Officer at KaleidoscopeAI , a full-service orthodontic marketing agency with nearly two decades in the specialty and the team behind the KAL AI Growth System. __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #OrthodonticMarketing #IndependentPractice #AISearch #ChatGPT #GoogleAIOverview #DSO #DentalMarketing #PracticeGrowth #SEO #AEO #GEO #KaleidoscopeAI #OrthodonticProduct

August 20, 2026Episode 10426 min

Finding the Right Aligner Partner: Leaving Legacy Status for Operational Support

GUESTS: Drs Stephen Sherman Jr, Kramer Sherman, and David Balhoff of Sherman & Balhoff Orthodontics EPISODE DESCRIPTION: Making a major clinical transition in your orthodontic practice is never easy—especially when it means walking away from a top-tier status with a legacy clear aligner brand. In this episode of the Orthodontic Products Podcast, sponsored by Ormco , host Alison Werner speaks with orthodontists Drs Stephen Sherman, Kramer Sherman, and David Balhoff about the evolution of their thriving, multi-generational Louisiana-based practice and their strategic decision to transition to Spark Aligners. Despite initial hesitations about losing referral networks and pricing perks, the doctors explain why making the switch ultimately benefited their workflow. They detail how reliable technical support and dedicated customer service from Ormco drastically reduced their "digital homework," minimized refinements, and improved their work-life balance. They also discuss the clinical applications of Spark Aligners for complex cases and explain how consolidating brackets and aligners onto a unified digital platform is preparing their practice for the future. KEY TAKEAWAYS FROM THE EPISODE: —Navigating Transitions Smoothly: How to successfully transition to a new clear aligner system without disrupting practice momentum, team morale, or profitability. —Reclaiming Your After-Hours: The impact of reliable technical support and consistent setups in reducing evening treatment planning ("digital homework") and reclaiming work-life balance. —Overcoming Status Anxiety: Why walking away from top-tier status with a legacy brand doesn't have to hurt your patient referrals or bottom line. —Clinical Versatility: Tips for treating complex cases, including open bites, severe crowding, and Class II malocclusions, with Spark Aligners. —Digital Consolidation: The operational and financial advantages of consolidating brackets and aligners onto a single platform to streamline vendor points of contact. CHAPTERS: 01:20 - History of Sherman & Balhoff Orthodontics 04:07 - Navigating a Multi-Generational Family Practice 08:07 - Aligner Case Percentages & the Decision to Switch 10:17 - Overcoming the Fear of Losing Top-Tier Status 12:44 - Reducing "Digital Homework" and After-Hours Work 14:12 - Clinical Success: Complex Cases & Spark Aligners 16:28 - Elevating Clinical Confidence Through Continuing Education 18:11 - Staff Buy-In and Implementing System Transitions 22:47 - Consolidating Brackets and Aligners on One Platform 24:30 - Advice for Orthodontists Considering an Aligner Switch ABOUT THE GUESTS: Drs Stephen Sherman Jr, Kramer Sherman, and David Balhoff are partners at Sherman & Balhoff Orthodontics , a multi-generational, four-location practice serving the Baton Rouge, Louisiana community. __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #ClearAligners #SparkAligners #Orthodontist #PracticeManagement #DigitalOrthodontics

August 6, 2026Episode 10323 min

How Process Debt and Disconnected Software Hinder Multi-Location Orthodontic Growth

GUEST: Kevin Simmons, Enterprise Sales Director for Cloud 9 at Planet DDS EPISODE DESCRIPTION: In this episode of the Orthodontic Products Podcast, host Alison Werner sits down with Kevin Simmons, Enterprise Sales Director for Cloud 9 at Planet DDS , to discuss the key findings from the company’s newly released 2026 Mid-Year Dental Industry Outlook Report. Drawing on data from over 8,000 practices—including 2,500 orthodontic clinics—Simmons breaks down the macroeconomic and clinical factors driving specialty and orthodontic groups to outpace general dentistry with a 5.5% growth rate. The conversation dives deep into the operational blind spots that hinder practice expansion, specifically addressing the concept of "process debt" caused by disconnected legacy software. Simmons explores the striking contrast between case acceptance and case completion rates, explains how automation can alleviate clinical labor shortages, and shares how mid-sized DSOs can overcome infrastructure hurdles to build long-term enterprise value. KEY TAKEAWAYS FROM THE EPISODE: — Specialty Growth Outpaces General Dentistry: Specialty and orthodontic practices are showing stronger financial resilience, achieving a 5.5% growth rate over the past year compared to just 1.8% for general dentistry DSOs. — The Cost of "Process Debt": Relying on disconnected legacy software systems creates operational drag, high overhead, and front-office bottlenecks for expanding orthodontic groups. — Tracking the Case Completion Gap: While case acceptance averages 61% across the industry, case completion sits at just 49%, highlighting the critical need for orthodontic practices to track treatment efficiency and timeline metrics. — Combating Staffing Shortages with Automation: With 70% to 90% of dental offices struggling to fill clinical roles, implementing automated tools for appointment reminders and revenue cycle management (RCM) can keep patients on track while reducing administrative burdens. — Standardization Drives DSO Enterprise Value: Mid-sized DSOs (20 to 50 locations) often hit an infrastructure wall; standardizing practice management software is key to unlocking further growth and preparing for future AI integrations. CHAPTERS: 01:21 Introduction to the 2026 Dental Industry Outlook Report 01:57 Deep Dive into Industry Data and Practice Inclusion 03:54 Growth Trends in Specialty and Orthodontic Practices 06:17 Process Debt and Operational Standardization 08:58 Case Completion and Treatment Efficiency 11:18 Staffing Challenges and Recruitment 13:57 Automation for Patient Care and Revenue Cycle 15:34 Infrastructure Gaps in Growing Practice Groups 17:16 Surprising Growth Trends in the Report 18:53 Building a Connected Data Foundation 20:00 What to Watch in Future Industry Data 22:13 Takeaways for Independent Practices ABOUT THE GUEST: Kevin Simmons is the Enterprise Sales Director for Cloud 9 at Planet DDS, specializing in cloud-native practice management solutions and operational growth strategies for orthodontic groups and DSOs. __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #DSO #PracticeManagement #PlanetDDS #Cloud9 #DentalIndustry #OrthodonticProducts #DentalAutomation

July 23, 2026Episode 10220 min

How Dr Thomas Crary Uses 3D-Printed Clear Aligner Attachments to Improve Tracking

GUEST: Thomas Crary, DDS EPISODE DESCRIPTION: In this episode of the Orthodontic Products Podcast, sponsored by Solventum , host Alison Werner sits down with Dr Thomas Crary, a board-certified orthodontist in Minnesota, to discuss a technological shift in clear aligner therapy. They examine the transition from conventional, intraorally cured attachments to pre-formed, 3D-printed alternatives, exploring how the traditional attachment workflow has long introduced clinical unpredictability for orthodontic teams. Drawing on his background in engineering, Crary explains why manual flash removal can compromise attachment geometry, leave behind residues, and disrupt the aligner delivery appointment. He shares his firsthand clinical experience as a pilot tester for Solventum's Clarity Precision Grip Attachments, highlighting how fully cured, pre-formed composite attachments provide a precise replica of the digital plan, leading to better tracking, enhanced durability, and a smoother experience for both the clinical team and patients. KEY TAKEAWAYS FROM THE EPISODE: The Unpredictability of Delivery: Traditional aligner delivery appointments are often highly unpredictable due to the manual process of filling attachment wells and managing composite flash. The Pitfalls of Flash Removal: Manual flash removal using a handpiece is imprecise, noisy, and can easily damage attachment geometry or leave behind invisible residue that compromises aligner fit. Better Tracking Accuracy: Pre-formed, 3D-printed attachments are exact replicas of the digital plan, significantly improving tooth tracking and aligner engagement for complex movements. Stronger Bond Interfaces: Because pre-formed attachments are fully cured out of the box, clinicians can apply firm seating pressure during bonding to create a thinner, stronger bond interface without distorting the attachment. Seamless Team Implementation: Transitioning to pre-formed attachments reduces chair time, eliminates the need for handpiece cleanup, and is highly favored by clinical assistants for its ease of use. CHAPTERS: 03:14 - The Problem With Conventional Aligner Attachments 05:07 - Why the Delivery Appointment Is Unpredictable 07:09 - The True Clinical Impact of Adhesive Flash 08:36 - How 3D-Printed Attachments Transform Bonding 10:54 - Improving Aligner Engagement and Tooth Tracking 13:03 - Optimizing Attachment Selection and Case Types 14:16 - Durability, Stain Resistance, and Bond Strength Benefits 16:57 - Implementation Tips and Team Training Nuances 19:25 - The Core Value of Clarity Precision Grip Attachments ABOUT THE GUEST: Thomas Crary, DDS, is a board-certified orthodontist at Milestone Orthodontics in Minnesota. __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #ClearAligners #Solventum #OrthodonticProducts #DentalTechnology #3DPrinting

June 18, 2026Episode 10120 min

Stop Saying 'Emergency': How to Manage Summer Schedule Disruptions

GUEST: Andrea Cook, Andrea Cook Consulting EPISODE DESCRIPTION: Summer often brings an influx of urgent calls to the orthodontic practice, typically driven by bond failures and lost retainers or aligners from patients on vacation. But according to practice management consultant Andrea Cook, the first step to managing this seasonal spike is changing how your practice views these disruptions. In this episode, host Alison Werner sits down with Cook to discuss why most of these situations are not true emergencies—they are simply problems that require solutions. By treating every loose bracket or missing appliance as an emergency, practices risk letting patients dictate the schedule, ultimately displacing appointments and overwhelming the clinical team. Tune in to learn how to systematically reduce and manage summer disruptions through a combination of clinical protocols, patient education, strategic scheduling, and data tracking. KEY TAKEAWAYS FROM THIS EPISODE: Reframe the Vocabulary: Remove the word "emergency" from your after-hours voicemails, treatment coordinator scripts, and team discussions to de-escalate patient anxiety. Protect the Daily Schedule: Empower your front-desk team with scripts to confidently schedule repair visits during appropriate slots rather than letting patients dictate the schedule. Review Protocols Early: Take a pause to review clinical bonding protocols and supply inventory to prevent internal clinical errors. Track the Data: Use specific codes in your practice management system to track loose brackets that show up at normal appointments versus those called in, helping you identify if you have a clinical bonding issue or a patient compliance issue. CHAPTERS: • 00:35 - The Two Biggest Summer Disruptions: Bond Failures and Lost Appliances • 01:02 - Problems vs. Emergencies: Shifting the Practice Mindset • 02:31 - Preventative Steps: Reviewing Bonding Protocols and Clinical Prep • 04:07 - Why You Should Eliminate the Word "Emergency" From Your Office • 05:38 - Patient Education: Proactive Triage and Travel Prep • 07:12 - Leveraging Remote Monitoring and Photo Triage • 08:52 - Front-Desk Verbiage: How to Triage Calls and Protect the Schedule • 11:30 - The Ripple Effect: How Accommodating One Non-Emergency Displaces Other Patients • 14:54 - How to Accurately Track Bond Failures in Your Practice Management System • 16:18 - Clinical Error vs. Patient Compliance: Distinguishing the Root Cause of Failures • 18:43 - Final Takeaways for a Problem-Free Summer ABOUT THE GUEST: Andrea Cook has over 20 years of chairside experience and has worked as a clinical consultant and trainer for premier orthodontic practices throughout the country. Learn more or contact her at andreacookconsulting.com . __________ 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #PracticeManagement #OrthodonticProducts #DentalPodcast #OrthodonticPractice #PatientCare

June 4, 2026Episode 10018 min

Beyond the DSO/OSO Buyout: Understanding Post-Deal Earnings

Guest: Ty Ramsey, Professional Transitions Strategies (PTS) Episode Description: Are you considering partnering with a Dental Support Organization (DSO) or Orthodontic Support Organization (OSO), but worried about what happens to your income after the deal closes? Many orthodontists fear their annual earnings will drop once they transition from private practice owner to partner. In this episode of the Orthodontic Products Podcast, host Alison Werner sits down with M&A expert Ty Ramsey to unpack the financial realities of post-transition compensation. Ramsey explains why evaluating a deal requires looking far beyond just your go-forward W-2 salary. He breaks down how compensation structures actually shift, the critical "wealth buckets" you must consider, and the exact operational levers larger organizations use to drive double-digit practice growth in the first year. Whether you are actively looking to transition or just curious about your practice's market value, this episode provides the roadmap to protecting and growing your wealth. Topics Covered: The 4 Buckets of Post-Deal Wealth: Why a holistic transition plan must evaluate cash at close, ongoing compensation, equity appreciation, and real estate. How Your Compensation Shifts: What to expect when moving from owner distributions to per diem rates ($1,400 to $2,000/day) or collection percentages. DSO Deal Red Flags: Why you should be wary of offers heavily reliant on future equity ("betting on the come") with very little cash upfront. Levers for Practice Growth: How DSOs/OSOs use back-office support, supply discounts, and schedule optimization to drive 9% to 20%+ growth in the first year. The Importance of Representation: How dental-specific M&A advisors protect doctors from operational blind spots and negotiate significantly better valuation offers. Chapters: 02:32 Evaluating Good vs. Bad Deals 04:23 Operational Changes Post-Partnership 06:10 Key Drivers of Success in DSO Partnerships 09:05 Preparing for Financial Conversations 12:08 Conclusion and Final Thoughts About the Guest: Ty Ramsey is a mergers and acquisitions advisor with Professional Transition Strategies. Contact: ty@professionaltransition.com Learn more: https://professionaltransition.com/ ---- 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #DSO #OSO #PracticeTransition #DentalBusiness #OrthodonticProducts

May 21, 2026Episode 9935 min

Surviving a Cyberattack: The Harsh Reality of an Orthodontic Data Breach

Guest: Gary Salman, CEO of Black Talon Security Episode Description: In this episode of the Orthodontic Products Podcast, host Alison Werner sits down with Gary Salman, CEO of Black Talon Security, to recap a sobering panel from the recent AAO Annual Session on the realities of cybercrime in the orthodontic industry. Moving past standard prevention advice, they delve into the harsh reality of navigating a data breach, highlighting the real-world ransomware attack experienced by orthodontist Dr Kenneth Webb. Salman shares critical insights on the immediate steps a practice must take upon discovering a breach, the severe legal and law enforcement implications, and why relying solely on cloud-based practice management software does not absolve a practice of HIPAA liability or protect it from catastrophic class-action lawsuits. Topics Covered: The realities of a ransomware attack, highlighted by a real-world orthodontic case study. Why cloud-based practice management software does not guarantee immunity from data breaches. The critical first steps to take immediately after discovering a network intrusion (and why you shouldn't just turn off your computers). How mishandling the initial response can trigger mandatory HIPAA reporting and legal action. The crucial difference between standard IT support and specialized cybersecurity experts. Chapters: 01:33 - Recap of the AAO Cybercrime Panel 03:01 - Case Study: Dr Webb’s Ransomware Attack 05:14 - How Hackers Target Orthodontic Practices 09:39 - The First Steps to Take During a Cyberattack 12:28 - Why Hackers Search for Your Cyber Insurance Policy 14:35 - Treating Your Network Like a Crime Scene (HIPAA Reporting) 18:20 - The Threat of Immediate Class Action Lawsuits 20:23 - The Cloud Software Misconception 27:31 - How to Build an Incident Response Plan 30:49 - Why Your IT Company Isn't Enough About the Guest: Gary Salman is CEO and co-founder of Black Talon Security . A leader in the cybersecurity field, Salman has a 25+ year background in law enforcement and healthcare technology. His firm monitors and secures approximately 65K computers and networks worldwide and has trained tens of thousands of healthcare professionals. Links to additional reading: The Hidden Dangers of Mixing Personal and Professional Email The Hidden Risks in Your Vendor Contracts: A Cybersecurity Survival Guide Protecting Your Digital Practice: Cybersecurity Essentials for Orthodontists ---- 👉 Connect & Subscribe Podcast: Apple | Spotify | Amazon Music | YouTube Like 👍, comment 💬, and subscribe 🔔 for future episodes. VISIT ORTHODONTIC PRODUCTS: https://orthodonticproductsonline.com/ SUBSCRIBE to THE OP NEWSLETTER: https://info.medqor.com/opsubform INSTAGRAM: https://www.instagram.com/orthoproductsmag/ FACEBOOK: https://www.facebook.com/OrthoProducts/ LINKEDIN: https://www.linkedin.com/company/ortho-products/ Have a question for a future episode? Drop it in the comments or email editor@orthodonticproductsonline.com #Orthodontics #Cybersecurity #Ransomware #DataBreach #OrthodonticProducts #DentalTech #HIPAACompliance #CyberCrime #PracticeManagement