Meet the Team
It was such a treat meeting you at the AAO! Here's a little more information about our team!
Karen has earned a well-deserved reputation for applying specialized and practical problem-solving skills to doctor-time scheduling, systems organization, integration of associates and partners, personnel related policies and systems, compensation assessment, incentive programs, staffing recommendations, and performance analysis benchmarking.
Karen works with each practice as a coach/ advisor/facilitator. She is a specialist in business strategy and organizational effectiveness and capitalizes on enhancing the relationship between these two dimensions while maintaining a holistic and personal involvement with each client and staff member.
Tracy Moawad is our New Patient Integration and Business Operations Consultant. Her focus is designing effective and detailed new patient processes, and helping practices implement key business organizational systems. Tracy helps our clients focus on short term goals, develop process improvement plans and create roadmaps that ensure long term success. She is also skilled at teaching communication and leadership skills.
Susan Klembeck, our Financial Systems Consultant, is an expert on all the financial aspects and needs of an orthodontic practice. Often, she can remotely get into your system and do her training over the telephone - be sure to ask her about her remote Financial Protocols Audit Service!
Cassie Vazquez is our Clinical Consultant. Cassie works with practices to define clinical operations protocols, assess clinic flow and efficiency, train clinicians on the latest techniques in orthodontics, evaluate inventory and sterilization protocols, and review the administrative aspects of orthodontic assisting such as treatment card, charting, and scheduling. She is an expert in training of new employees, indirect bonding, clinical efficiency, sterilization, and clinical verbal skills.
Garrett is our Strategic Marketing Consultant on the team. He works with practices to help them plan and implement effective marketing strategies that are tied to the goals and objectives of growing your practice. From helping your team understand the importance of their role and its impact on your practice’s brand, to helping you stand out among competitors in your area, Garrett can help you get a grasp on how your marketing efforts can reach their full potential.