Course Descriptions

Thursday

Keynote Session

Become Your Brand

The best orthodontic practices are more than just offices… They are a brand all their own. As in any business, branding ensures that you, and your patients, know exactly who you are and what you believe. Exceptional branding reaches far beyond simple marketing. It permeates everything you do! This invaluable course, given by consultant and expert LeeAnn Peniche, will teach you how to design a signature marketing plan and branding strategy unique to your individual practice. You will discover how to create grassroots campaigns that reach your patients, professional partners, and community, while discovering ways to incorporate your branding into all aspects of your practice, including pending and observation systems and active treatment. In addition, this course will teach staff how to utilize advanced smile technology to wow patients without allowing it to interfere with the all-important personal touch. After all, it's you, not technology they come to see! Take an educational and fun journey through the treatment process and walk away with the insights necessary to create and promote your practice and your amazing brand!

LeeAnn Peniche
LeeAnn Peniche has consistently brought smiles to orthodontists for more than 20 years. As the founder and president of Peniche & Associates, she has earned a reputation as one the country's premier orthodontic consultants who specialize in case acceptance, scripting, marketing, and practice systemization. Over 2,000 practices have experienced first-hand her creative outlook, years of expertise, and proven track record of success.

LeeAnn has lectured both nationally and internationally. She has enjoyed venues at the AAO, PSCO, SAO and many other orthodontic societies. LeeAnn has also designed workshops for treatment coordinators and doctors, developed a Signature Marketing course, and is the inspiration behind Club Peniche — Untame the Team! which is designed exclusively for the orthodontic staff.

LeeAnn's life has been committed to providing orthodontists and their offices with the tools and systems for their continued success.

Friday

8:00 A.M. to 9:30 A.M.

ViewPoint Crash Course: Patients, Financials, Reports, & Letters (Part 1 of 2)

Cal Rebhuhn
Ortho2 Software Support Representative and Trainer

This crash course is designed to provide an excellent opportunity for new staff members or those less familiar with ViewPoint to become more comfortable with using the program. The course will include an overview of the patient record, financial information such as posting various transactions, a review of many reports, and merging letters. This is a great way to learn the basic steps for operating ViewPoint confidently.

ViewPoint Grid Scheduler

Paul Lundgren
Ortho2 Software Support Representative and Trainer

ViewPoint Grid Scheduler is the most powerful tool at your disposal for running your office at its maximum potential. This course will take you through the full range of scheduling options, from the most basic scheduling setup, to the most advanced searches to help you keep your practice running at top efficiency. This class is a must for those looking to get the most out of Grid Scheduler!

Merging Letters: Start to Finish

Derek Dohrman
Ortho2 Software Support Representative and Trainer

Generating letters is not only practical, but easy to do with ViewPoint. You can use any of the letters that are included with the system, edit these letters, or create your own from scratch. In this class we will learn everything about letters from start to finish. We will walk through the merge process and the steps for editing and creating letters. We will look at how to e-mail your letters from ViewPoint as well.

ViewPoint Power-User Tips

Rick Kelley
Ortho2 Software Support Representative and Trainer

The idea behind this class is to show you all those shortcuts that will make your days so much easier. We will focus on the not so well known tips, and some that are known but not used properly. This class will benefit all those who want to get that extra edge in ViewPoint. We will explore different aspects in the financial system, scheduling, subgrouping, reporting, etc. This class will focus on making you the most productive you can be by illustrating time saving techniques and great features throughout the program.

Internal Marketing: Today's Necessity!

Rosemary Bray
Speaker, Trainer, and Consultant to the Dental and Orthodontic Profession

What do you do inside the office to create a fun, motivating environment for your patients? Whatever it is, this is what makes patients enjoy you, follow your instructions more, and subsequently refer others to you. We will explore easy, low budget marketing ideas that are both fun and effective. Learn 1) what works well for very little effort and expense, 2) how to keep track of the marketing you do, and 3) what the most successful and fun offices are doing that you can try too.

9:45 A.M. to 10:45 A.M.

ViewPoint Crash Course: Scheduling, Treatment Chart, & On-Deck (Part 2 of 2)

Cal Rebhuhn
Ortho2 Software Support Representative and Trainer

Our crash course continues with a basic overview of some of the most popular features in ViewPoint. This class will be primarily directed toward newer users as well as those considering implementing these features in the future. In this course you will learn the ins and outs of scheduling with Grid Scheduler, going paperless with Treatment Chart, and using On-Deck. This is a perfect opportunity to familiarize yourself with these additional ViewPoint modules.

Your Paperless Office: Essential Features for Doctors & Managers

Derek Dohrman
Ortho2 Software Support Representative and Trainer

The paperless office is much sought after in today's modern orthodontic office. ViewPoint's easy to use and intuitive features such as Electronic Insurance submission, automatic credit card processing, electronic Treatment Chart, Appliance Tracker, and much more allow you to effectively transition your forward thinking orthodontic practice into the paperless world. This class will provide instruction on how to make the paperless office become a reality.

Do You Feel Lucky? Use Customized Collection Activity to Increase Profits

Jackie Shoemaker and Kayla Hoorelbeke
President and Associate, AccounTrac, Inc.

With third party financial options and automated credit ratings, delinquency rates have dropped to less than 20% in orthodontic practices. How can we obtain rates less than 10%? Taking a customized approach to collection activity can bring in that extra 10% of delinquency, all of which is additional profit in the practice. We will take an interactive look at credit ratings and collection policies. Come prepared to handle specific issues from your practice via audience participation.

Back to the Future: The Kids Who Count

Nickole Bradfield
Consultant, Peniche & Associates

Kids count! That's why we never want to forget the little ones in our practices… the children and siblings of our current patients. These future patients are invaluable because they are, literally, the future of our practice! This seminar, given by expert Nickole Bradfield, will focus on creating a Kid's Club that really counts! Discover how to create a savings account of future patients by establishing a program specifically for children too young to start.

Insured for Success: A Clear, Concise Insurance System

Tina Byrne
Practice Consultant, Byrne Consulting

In many offices, patients with orthodontic insurance coverage now exceeds 50%. Regardless of whether your practice participates with plans or accepts assignment of benefits, working with your patients to maximize benefits is necessary for success. Tina will map a system for successfully handling insurance benefits and claims using ViewPoint. Protocols, practice materials, and scripting will be covered in this comprehensive presentation for the entire business staff.

11:00 A.M. to 12:00 Noon (or 12:15 P.M.)

HR Manager: What it Is and Where it Can Go

Frank Meiners
Ortho2 Systems Consultant

Join us for your introduction to this exciting new feature for ViewPoint. For the first 30 minutes of this class you will learn how HR Manager can help protect your office and simplify your life.

During the second half of the session, help this new product evolve by participating in a module specific enhancement session that will drive the new features and functionality in HR Manager's future.

ViewPoint Subgrouping

Paul Lundgren
Ortho2 Software Support Representative and Trainer

Make the most of the data in your ViewPoint system! Pulling up very precise information through the use of subgroups is easy. And when this data is combined with our wide variety of practice reports, you gain insight into your practice like never before. Whether you need data regarding financials, referrals, patient tracking, or diagnostics, subgrouping can help you find it. Learn the skills that will allow you to take your practice management to a new level!

ViewPoint Insurance: Setup, Forms, & Reports

Rick Kelley
Ortho2 Software Support Representative and Trainer

Stop creating insurance forms by hand! ViewPoint has easy and intuitive insurance features that allow you to automatically generate forms on request. It is essential for the financial well-being of a practice to keep well documented insurance information and to be able to track and record insurance benefits and payments. This class will focus on the setup, use, and implementation of the insurance features and the ability to generate all essential information from reporting.

"Wadda Ya Mean I Ain't Talkin' Good?"

Rosemary Bray
Speaker, Trainer, and Consultant to the Dental and Orthodontic Profession

Communicating in an effective, professional manner at all times is difficult. Choosing the right words and keeping the proper tone of voice is a gift desired by all of us. We will explore some of the most common areas of miscommunication and share easy to remember alternatives to assist you in presenting a more polished image of your practice and of yourself! "Hang on… just… you need to… you should have… waiting room… no problem… I can't… we don't…"

Financial Full House: Responsibilities Beyond the Financial Coordinator

Jackie M. Shoemaker
President, JMShoemaker Consulting, Inc.

While we understand that patient delinquency, insurance delinquency, and financial arrangements make up the cash flow components, do you know how to measure these components in ViewPoint and maximize them so that your collection ratio is at its optimum level? Which of these components most affects the monthly collections figure, and which staff member can affect these results — the treatment coordinator or the financial coordinator?

1:30 P.M. to 2:30 PM

Grid Scheduler Reports

Paul Lundgren
Ortho2 Software Support Representative and Trainer

ViewPoint includes an outstanding array of reports designed to help you efficiently track your past and future appointments. We will look at the various types of day sheet reports, each detailing information useful in different parts of your practice. We will review reports tracking future and past appointments, reports that track patients without valid appointments, and other useful reports designed to help you keep a well-balanced and productive schedule in your practice.

ViewPoint Imaging

Jesse Howard
Ortho2 Systems Consultant

VP Imaging allows you to quickly capture, edit, present, and print patient images. Greatly enhanced in recent years, VP Imaging — already built into your ViewPoint system — provides everything you need with no initial or annual support fees. See how to use our powerful image editing tools and get the most of your presentations and printed documents.

Building Your Family Care Program (Part 1 of 2)

Char Eash
CEO, Profit Marketing Systems South, Inc.

The greatest potential for growth in your practice is building a network through the current families who have placed their confidence in your services. Part 1 of this course will present the strategies for setting up your family care program. This includes the utilization of ViewPoint, written materials, and promotional materials. The family care program will determine the retention of existing families and the cultivation of new patients within your practice.

Internet Marketing Do or Die with SEO

Mary Kay Miller
Internet Marketing Coach, Orthopreneur Marketing Solutions

Over 90% of websites today are SEO (search engine optimized) incorrectly on the Internet for their "local demographic." Discover how to test your website on the search engines with keywords to ensure maximum return on investment. "You don't know… what you don't know… till you know it!" Find out what it takes to position your practice on the search engines "correctly" to increase visibility in your area and outsmart the competition to build your practice.

2:45 P.M. to 3:45 PM (or 4:00 P.M.)

VP WebAccess: Your 24/7 Communication Headquarters

Lindsey Spieker
Ortho2 New Customer Care Coordinator

Explore the benefits of taking your practice online with VP WebAccess. Learn how to get a competitive edge by providing your patients, responsible parties, and dentists 24/7 access to their appointment information, financials, and even photos over the Internet. As people come to expect online access options, hear why VP WebAccess not only benefits others, but also your practice by freeing up valuable time for your staff. Be prepared to get excited about VP WebAccess.

ViewPoint Treatment Findings

Mike Donner
Ortho2 Software Support Representative and Trainer

The treatment findings feature of ViewPoint is one of the key components in making your office paperless. Computerized, customizable, and convenient exam findings can be a huge time saver over handwritten notes. This class will focus on creating your own findings list, the use of findings, and further findings applications such as letters, insurance forms, and treatment plans.

SmartCeph

Jesse Howard
Ortho2 Systems Consultant

Ortho2 offers a complete imaging solution. This course will demonstrate the revolutionary capabilities of SmartCeph. Learn how structure-based digitizing saves you time time — SmartCeph even automatically selects and prepositions each structure to be traced. See how SmartCeph allows you to superimpose timepoints or Bolton Standards by plane or by manually aligning them on the fly. The combination of SmartCeph and Ortho2's free VP Imaging gives you imaging freedom.

Building Your Family Care Program (Part 2 of 2)

Char Eash
CEO, Profit Marketing Systems South, Inc.

How do you keep great families in your practice? Part 2 of this course will cover the scripting from each job design that will promote and enhance the process of building your family care program. Learn how you can brand and market this essential program. Promote the benefits of choosing your orthodontic practice as the premier provider of orthodontic services in your community! The family care program is must have system within a growing orthodontic practice.

The State of the Orthodontic Union: Current Business Trends & Benchmarks

Chris Bentson
President, Bentson Clark & Copple, LLC

In working with orthodontists, providing valuations and structuring transitions, two questions always arise: "How does my practice compare to other practices?" and "What are you seeing out there?" We will answer these questions, reveal current orthodontic business trends, display real revenue and expense data, and discuss current orthodontic market dynamics. You will be able to measure your practice against others, and take home ideas to implement.

Saturday

8:30 A.M. to 9:30 A.M.

Treatment Chart: Design & Creation (Part 1 of 2)

Lindsey Spieker
Ortho2 New Customer Care Coordinator

Learn to design your own perfect treatment chart. ViewPoint's easy to use Treatment Chart style editor allows you to devise a comprehensive electronic charting system that will enhance productivity and increase interoffice communication. We will show you step by step how you can create multiple treatment chart styles and treatment plans and how to take advantage of ViewPoint's ability to powerfully integrate charting information with Grid Scheduler.

Your Paperless Office: What Every Staff Member Should Know

Derek Dohrman
Ortho2 Software Support Representative and Trainer

Every staff member can do their part to help their office become paperless. This class will focus on the paperless methods that you can incorporate into your day to day life. We will look at how ViewPoint offers simple and effective methods of paperless communication and correspondence through such features as VP Messaging, VP To Do, document e-mailing, correspondence capturing, and the powerful Stacks feature.

Electronic Insurance

Rick Kelley
Ortho2 Software Support Representative and Trainer

The Electronic Insurance module will allow you to free up time and money by using the electronic filing system. Electronic Insurance will allow you to take another step into the paperless realm while also allowing you to receive real time updates on your claims. This easy to use feature can save you hours of frustrating insurance calls and requests by simply submitting information electronically. This class will focus on the setup and use of the Electronic Insurance module and the best way to implement this system.

Social Networking: A Gamble or a Good Bet?

Alena Pacheco
Founder, Women in Orthodontics

Just when you thought you had a handle on your marketing, the rules of the game have suddenly changed. The words are even strange! Friends don't just chat about you anymore. They "tweet." They "poke." They "Digg." In some cases, they get "LinkedIn." We'll explore the world of social networking and discuss the risks you should and shouldn't take to create a winning hand with sites like Facebook and Twitter.

Efficient Patient & Work Flow with the ViewPoint System

Tina Byrne
Practice Consultant, Byrne Consulting

In the world of business, efficiency can be defined as the ability to produce a desired effect or product with a minimum of effort, expense, or waste. Efficiency is an important factor in determining the productivity in a practice.

Orthodontic practice consultant Tina Byrne will share tips and tricks for utilizing the aspects of ViewPoint that will allow every team member to perform their tasks in the most efficient manner.

9:45 A.M. to 10:45 A.M.

Treatment Chart: Application & Use (Part 2 of 2)

Lindsey Spieker
Ortho2 New Customer Care Coordinator

This class will walk you through implementing and using your powerful Treatment Chart system. We will show you step by step the ease of using this system chairside: how to enter chart records, create comprehensive treatment plans, and effectively use the built in interactive Tooth Chart. Whether you are already using the Treatment Chart system or you are starting to think about it, this class is sure to offer you valuable information.

Contracts & Postings: Initial Contract Setup (Part 1 of 2)

Mike Donner
Ortho2 Software Support Representative and Trainer

Start patient contracts off right! This class will cover the correct ways to set up different types of contracts and proposals. Learn how to handle insurance portions and multiple responsible parties. This session also covers the things you need to know about AutoReceipts, VP Credit Card, and the OrthoBanc and Vanco integrations.

12 Marketing Concepts in 12 Months (Part 1 of 2)

Nancy Hyman
Consultant, Ortho Referral Systems

Incorporate 6 new marketing concepts in the next 6 months with step-by-step directions provided in this session. This interactive presentation will assist your team in phasing in 6 fresh ideas for increasing patient-to-patient referrals and creating patient pleasing strategies. We will focus on refining your current marketing approach. Role playing and samples of all strategies will be provided during the discussion. (Attend part 2 to learn dental referral strategies.)

World Class Customer Service

Wanda Dearth
COO, German Burke Orthodontics

World class customer service (WCCS) can happen in health care! It will generate new patients, maintain current patients, increase referrals with patients and doctors, and retain your staff. WCCS will change how you are viewed by the community and will provide your practice with energy, positive attitudes, and real teamwork. Join me so you can learn the one thing that will set your practice ahead of the pack!

11:00 A.M. to 12:00 Noon

Monthly Reports

Cal Rebhuhn
Ortho2 Software Support Representative and Trainer

Learn how to check the pulse of your practice with this informative session. This class will demonstrate the proper way to generate both financial and clinical statistics for your practice, as well as give you the tools you need to run them yourself on a monthly basis. This is a great class for the financial staff, doctors, and office managers.

Contracts & Postings: Adjustments & Corrections (Part 2 of 2)

Mike Donner
Ortho2 Software Support Representative and Trainer

Once the patient starts, so does the daily financial work — posting checks and miscellaneous charges and making adjustments. This class will cover these tasks and more. Learn the proper ways to adjust contracts for patients, reallocate contracts and insurance, move money from one patient to another, enter NSF checks, and use the bulk payment and transaction group features.

Investigate, Identify, Enroll

Cindi James
Consultant, Peniche & Associates

Pending patients are often a mystery. We don't always know or understand the reasons they come to us for an initial consultation, never to return. This insightful lecture by Cindi James and Peniche & Associates will provide the tools to become your office's own private detective. Learn how to launch an effective investigation, identify obstacles, and unravel the mystery behind your pending patients. Discover pending systems that really work, and how the right investigation can lead to active enrollment.

12 Marketing Concepts in 12 Months (Part 2 of 2)

Nancy Hyman
Consultant, Ortho Referral Systems

Learn to maximize professional referrals to your practice. This session will cover scripting of your practice representatives' dental office visits, supporting strategies, and a 6 month plan for introducing new or revised concepts to your dental referrers. Role playing and samples of all strategies will be provided during the discussion.

(Attend part 1 for patient referral strategies.)

Find, Attract, and Engage New Patients with Internet Marketing

Mary Kay Miller
Internet Marketing Coach, Orthopreneur Marketing Solutions

The majority of today's consumers research products and services — including orthodontic treatment — on the Internet before making decisions. Creating an effective Internet marketing presence is faster, easier, and less expensive than traditional marketing efforts that no longer work with tech savvy generations. Discover how to find and attract consumers on the Internet and engage them with your message.

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