Orthodontic Practice Management Consulting


Hummingbird Associates is an international management consulting firm dedicated to developing the human and business side of orthodontic practices. We help clients strengthen the ties between sound business practices, information technology, and clinical orthodontics.

We design and implement strategic systems to propel our clients into profitability and reach their financial goals.  Recognizing that it’s not just about numbers, our team works diligently to help these same practices manage change, develop marketing plans, decrease stress, and create professional development programs to enhance staff longevity.

Our Consultants

Get to know us! Each of our talented consultants specialize in key functional areas of the orthodontic practice. 

Meet the Team →

Our Philosophy

Find out about our organization, mission, our methods, and the results of our decades of consulting expertise. 

Learn More →

Orthodontic Practice Consulting Focuses

  • Scheduling

  • Treatment Plans

  • Expenses | Profit and Loss

  • New Patient Integration

  • Operating Processes | Accountability

  • Documentation

  • Call Center | Phone Scripts

  • Time Management

  • Fees

  • Patient Motivation

  • Salaries | Incentives

  • Growth Guidance

  • Social Media Strategies

  • Integration of Office Design

  • Hiring | Evaluating Personnel

  • Personnel Policy | Records

  • Utilization of the Physical Plant

  • Group Mission, Planning | Goals

  • Integration of Associate | Partner

  • Leadership | Teamwork | Practice Culture

  • Communication

  • Financial Protocols | Controls

  • Marketing Strategies | ROI Tracking

  • Clinical Efficiency | Proficiencies

  • Correspondence

  • I tell people that Karen, Tracy, Cassie, Susan and Garrett are helping me be someone whose practice is growing with intention instead of hoping things will get better by chance.
    — Dr. Warren Cohen, Surrideo Orthodontics, Calgary, AB
  • Hummingbirds are the best orthodontic consultants in the industry. Karen Moawad has extensive experience and knowledge that is unrivaled. She has insight into all aspects of efficiently running and growing an orthodontic practice. Her team can help with financial systems, scheduling systems, business systems, clinical systems, and marketing systems to name only a few. I couldn't be happier as a client (for as long as I practice) and definitely wouldn't be as successful without Hummingbird.
    — Dr. David Caggiano, Caggiano Orthodontics, Parsippany, NJ
  • A wonderful and caring team - in just a short time we already feel like family! The vision Karen has instilled in every aspect of our practice has been inspiring. I am grateful and beyond excited about the direction we are going. Thank you Hummingbird!
    — Dr. Mark Crane, Crane and Seager Orthodontics, Fort Collins, CO