Staff or Team Categories

Please choose one of the following:

• Clinical Skills
• Financial
• Office Management
• Patient Management

Orthodontic Team

AAO Orthodontic Staff Club - your team members may subscribe for free if they join the AAO Orthodontic Staff Club first. For more information go to Orthodontic Staff Club.

Preview Available

2017 AAO Annual Session - Whine to Shine: Turning Complaints into Opportunities

Credits: None available.

This lecture will teach participants how to recognize different types of complainers among our patients or parents, and how to effectively manage them using a proven 5-step process. Upon completion of this course, attendees should embody the basic skill set to take office complaints and turn them into opportunities.\

Learning Objectives:

• Recognize and differentiate the types of complainers.
• Demonstrate how to bring unspoken complaints to the surface.
• Manage complaints using a proven 5-step process and turn those complaints into opportunities for maintaining or even improving patient relationships.

• Robert A. Norris, DDS

Preview Available

2017 AAO Annual Session - The Team and Invisalign

Credits: None available.

The team’s role for successful use of aligners is essential.

Learning Objectives:

• Educate patient starts with the first call.
• Recognize that organization is the key to success.
• Recognize that team members can offload duties from the doctor for a smoother day.

• Dr. David E. Paquette, DDS, MS, MSD

• Consultant: Henry Schein Ortho, Invisalign

Preview Available

2017 AAO Annual Session - Thrive... Methods, Metrics and Strategies

Credits: None available.

Maintaining a thriving practice insists that you be an informed business manager with eyes open on today's marketplace/consumer/competition. With the demands of day-to-day operations, it’s easy to neglect the business of information – and when you don’t have the information you need, it’s difficult to identify trends or make decisions to alter your course. Understand the power of a process driven, patient-centric practice as we explore "must know metrics” that drive performance and profitability.

Learning Objectives:

• Identify and interpret key practice metrics essential to increasing profitability and maintaining marketshare.
• Recognize and develop processes that maintain statistical accuracy and increase treatment starts.
• Recognize and deploy ideas that create exceptional patient experiences and promote a winning practice culture.

• Ms. Mary Beth Kirkpatrick

Preview Available

2017 AAO Annual Session - Measuring Practice Excellence Through Accounting Expertise

Credits: None available.

Accounting is defined as a “process of identifying, measuring, and communicating financial information to permit informed judgments and decisions”. Using an extensive knowledge of accounting principles and consummate experience in the orthodontic industry, we will inform attendees how to apply this definition to accurately measure their practice’s financial fitness. While each orthodontic practice is unique, the benchmarks for orthodontic accounting are definitive. You will leave this presentation with a greater understanding of these financial standards and will gain the knowledge to make more informed financial decisions in your practice.

Learning Objectives:

• Define the components of production, collections, and adjustments.
• Identify the possible distortions in these definitions through an understanding of practice management system nuances.
• Determine ways to enhance your financial fitness based on the performance of your practice.

• Ms. Jackie M. Shoemaker, BS, JM Shoemaker Consulting, Inc.

• Owner: JM Shoemaker Consulting, Inc.

Preview Available

2017 AAO Annual Session - How to Overcome Your Fear of Online Reviews and Smile While Doing It

Credits: None available.

Reviews matter. Great ones can double or even triple your sales. Poor ones can - well - put you out of business. But not every day is perfect. And despite the best intentions, things don't always go as planned. So how should we manage the inevitable bad review when things go wrong? And how can we nurture the good ones when things go well?

Learning Objectives:

• Identify which review sites deserve more attention.
• Develop standard operating procedures for managing reviews internally.
• Leverage online reviews to find new customers and keep them.

• Mr. James Kerr, BS

Preview Available

2017 AAO Annual Session - Your Team is Your Greatest Marketing Asset!

Credits: None available.

Empower your full team with practice growth strategies, identifying effective initiatives for success! Unlock hidden talent and work together to achieve your practice goals. We will outline marketing scenarios, define organization of systems, identify action items and show you how to maximize team cooperation as you march toward your production goals.

Learning Objectives:

• Identify key promotions.
• Design marketing strategies.
• Determine action items.

• Ms. Nancy Hyman, BA

Preview Available

2017 AAO Annual Session - Prep & Landing: Sales and Marketing Beyond the New Patient Exam

Credits: None available.

In the New Patient Process, it’s not all about reaching cruising altitude. The “takeoff” leading up to the exam and the “descent” following the exam are just as important towards your sales success, and ultimately marketing your practice. Buckle up as we discuss the marketing and sales keys to execute an optimal New Patient Exam, how you can make an impact even after the start appointment, and which crewmembers in your practice play a role during these stages of the process.

Learning Objectives:

• Identify the pre- and post-exam stages of the New Patient Process.
• Evaluate your intake process to maximize sales and marketing opportunities prior to the New Patient Exam.
• Recognize the importance of the start appointment and treatment follow up towards internal marketing to promote future production.

• Ms. Kayla Hoorelbeke, MBA

• Consultant: Informed Image, LLC

Preview Available

2017 AAO Annual Session - Create Cooperative Patients in Your Practice

Credits: None available.

Today’s lecture will teach you strategies to create cooperative patients. You will understand how to use age appropriate analogies, ask curious questions, and enlist your patients to become team-members. Cooperative patients complete their orthodontic treatment on time with excellent results. Happy patients make your day fun.

Learning Objectives:

• Actively listen and ask curious questions.
• Develop realistic goals for their patients.
• Assist their patients develop good habits to promote their dental health.

• Diane J. Milberg, DDS, MSD

Preview Available

2017 AAO Annual Session - Unlock Your Practice Potential

Credits: None available.

You don’t just want your practice to survive, you want your practice to thrive! In this fast-paced and dynamic presentation, Ms. Shimmin will teach you how to inspire and motivate team members through effective leadership and clear expectations, with high levels of accountability that deliver results. Through effective goal setting, bonuses, understanding what reporting to evaluate each month and correctly tapping into your team’s talent, she will show you how to achieve exponential productivity gains. She will teach you how to enhance your employees’ strengths and minimize their weaknesses to create real breakthroughs in sales, leadership and the culture of your team.

Learning Objectives:

• Master leadership techniques including clear expectations and high levels of accountability.
• Utilize financial reports and understand the what, when and how of practice financial reporting, including adjustments, percentage of production you’re collecting, past due patients and insurance delinquencies.
• Implement effective bonus structures and use them to motivate your team.

• Michelle Shimmin, RDA

Preview Available

2017 AAO Annual Session - Scanning and 3D Printing

Credits: None available.

This lecture will review the benefits of intra-oral scanners and how to utilize them in the office. We will also address the features of scanners used in the marketplace and review 3-D printing technologies and their features.

Learning Objectives:

• Determine the benefits of intra-oral scanning.
• Review all scanners used in orthodontics.
• Demonstrate 3-D printers and their uses.

• Arlen Hurt, CDT

• Partner in Specialty Appliances