The Best Cloud Software Just Got Better - See for Yourself at AAO Booth 2225!

Posted by Brooke Hawke on May 2, 2019 8:06:47 AM

The 2019 AAO annual meeting is just days away, and we’re so excited to see everyone in Los Angeles! We hope that you’ll stop by booth 2225 to see the latest innovations we’ve been working hard on. We have some pretty amazing features in the works that will help your practice run more efficiently. While you are at the show, you will not only get to see these features in action, but you’ll also be able to take advantage of our special pricing. Here’s a rundown of what you can look forward to seeing at the Ortho2 booth!

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Topics: orthodontic practice management, Ortho2, orthodontics, viewpoint, cloud, AAO, Edge, Edge Specialist, edge cloud, Financial Slider, AAO 2019, Edge Proposal, Online Scheduling, Edge Assistant, Amazon Alexa integration

Cloud Based Data Management and What It Means for You

Posted by Wesley DeShaw on Jun 2, 2014 7:44:00 AM

In 2014 the trend of data management seems to be heading towards the cloud. Of course with this sort of tech trend, you’ll see an ever-expanding pool of technologies that take advantage of this technology in some way. This blog posting isn’t about debunking, trash-talking, or advertising; it’s a brief overview of what the cloud means to us at Ortho2, and what it might mean for you as someone who might be shopping for a new practice management solution.

The cloud is often times really just another term for the Internet. I often get asked, “What can the cloud do for me?” or “Why should I consider the cloud?” Simply put, the cloud means you do not have to host any of your own data. Broken down even more, that means no servers, no server maintenance, no complex network setups for your office, no VPNs, no term servers, no to a lot of things. With Ortho2’s cloud, we house your practice data in a secured data center, we maintain the integrity of the database, and we deal with the redundant backups.

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Topics: orthodontic practice management, Ortho2, cloud computing

My Very First Ortho2 AAO

Posted by Ben Shin on May 7, 2014 8:57:53 AM


This year marked my very first AAO. Not only that but my first time in New Orleans, and what an experience it was. It was great to meet everyone and work alongside some people I haven’t worked with before. The convention center was massive, and it was interesting to see the various orthodontic offerings from all over the world. There was so much interesting technology on display, and coupled with the spectacle of the booths it was fun just to be there.

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Topics: orthodontic practice management, technology, practice management, Ortho2, cloud computing, AAO Tech Talk

The Role Scripting Can Play in Ortho Practice Growth

Posted by Ben Shin on Feb 5, 2014 2:19:00 PM

By Roger P. Levin, DDS

Prior to the Great Recession, scripting was viewed as the be
st way to be sure patients and parents were getting the information they needed in language they could understand. It still serves that purpose, but Levin Group has reshaped scripting into a powerful motivational tool. We call this new communication technique Value Creation Scripting.

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Topics: orthodontic practice management, Communication, growth plan, Roger Levin, production, scripting

Saddle Up for the UGM

Posted by Shelby Kruse on Dec 16, 2013 3:01:00 PM

By Kim Barker
2014 marks the30th annual Users Group Meeting and my personal 20th year of being involved with the event. This year, like always, will be a celebration, but even more so for me. My first hands-on UGM was in 1995, and I was able to attend for the first time in 1998. I haven’t missed one since.

Preparing for the UGM takes a long time – from choosing the venue, to coordinating the speakers and exhibitors, and answering attendees’ questions. It’s kind of like putting together a Broadway show. You work all year to prepare for the big opening night. We learn each year what works and what doesn’t (just like those performers in rehearsals) and we try to make each year better than the year before.

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Topics: orthodontic practice management, Kim Barker, UGM

Avoiding the Afterschool “Crunch”

Posted by Shelby Kruse on Dec 13, 2013 3:55:00 PM

By Roger P. Levin, DDS
Every ortho practice deals with lighter mornings and busier afternoons. Orthodontists know the reason—most parents prefer that their children not miss school and therefore want to come in the afternoon. Many ortho practices have lost countless hours of potential treatment by enduring empty time slots each morning as a result of adhering to such parent preferences.

To encourage more morning appointments, Ortho Treatment Coordinators (TCs) can offer 10% courtesies in the following situations:

  1. For siblings having ortho care at exactly the same time. This simultaneous care increases the number of patients undergoing treatment, which means the possibility of more morning appointments being scheduled. The patients should understand that they will be expected to alternate morning and afternoon appointments out of consideration for other patients—especially if more than one child is in treatment.
  1. When a parent has ortho care with a child. It is worth noting how many parents are willing to pay for orthodontic care for their children, but ignore their own situation. Through the use of value creation scripting, parents often accept care along with their children. Once again, they are offered 10% courtesy if they do, but it is clearly explained that they will need to alternate morning and afternoon appointments.
  1. When a patient/parent agrees to always schedule in the morning. This is not offered to everyone. The most reliable patients should be steered into these less popular timeslots because they can be relied upon to not cancel these appointments.
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Topics: orthodontic practice management, Time Management, Roger Levin

How Much is Too Much?

Posted by Shelby Kruse on Dec 4, 2013 11:38:00 AM

by Paulette Johnson
Recently I was asking my husband his opinion on a personal matter when he stopped me, fingers in his ears and said (loudly), “TMI!!” I realized that I may on OCCASION over share. I try to provide enough information to make a well informed decision, but what is enough?

How often in your practice do you over share, or under share for that matter? I have seen the full spectrum of information distributed to potential patients. I have on a regular basis that conversation in our practice, are we providing enough or too much? Do our potential patients walk out with a deer in the headlights look on their faces, or are they in the movie “Beetlejuice” with no idea how to get started with treatment, let alone what the treatment looks like.

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Topics: orthodontic practice management, Paulette Johnson, Edge Animations, New Patient Packet

Share More than Love this Thanksgiving

Posted by Shelby Kruse on Nov 25, 2013 2:43:00 PM

by Dr. Ann Marie Gorczyca
Thanksgiving will soon be here.  As we look forward to gathering with family and friends on Thanksgiving Day, November is the perfect time to update, restock, and redistribute business cards to every member of your orthodontic team. 

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Topics: orthodontic practice management, Marketing, Communication, Ann Marie Gorczyca

Ortho2 Backup Monitoring Service

Posted by Shelby Kruse on Nov 13, 2013 3:12:00 PM

by Lowell Davis
Almost everything you do in your office today is stored digitally.  Protecting your practice’s data is one of the most important, yet overlooked, things an orthodontic office should do.  Even if you have a backup plan in place, are you certain that you are getting reliable and successful backups?  Are you backing up everything you would need to restore in case of a natural disaster, burglary, internal computer damage, or even just user error?

To answer these questions and to help protect your data, Ortho2 now offers a backup monitoring service for only $49 per month.

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Topics: orthodontic practice management, hardware, backup

Skeleton Staff

Posted by Shelby Kruse on Oct 31, 2013 10:46:00 AM


by Paulette Johnson

Does your practice run with a skeleton crew?  Is everyone assigned a job and no one cross-trained? What happens when one of your crew is unable to work for a day, a week, or a month?  Does your skeleton end up in a heap?  With a staff member out do you only address functions that are critical? 

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Topics: orthodontic practice management, Paulette Johnson, staff communication

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