Meet Our Consultants

Cassie Kellner

Clinical Systems

A master of organization and clinical systems, Cassie helps practices clarify job descriptions, develop verbal skills and clinical scripting, and design customized training manuals that provide for long term systems and success in the clinic. Cassie brings over 14 years of General Dentistry and Orthodontic clinical management experience. Cassie works with practices to define clinical operations protocols, assess clinic flow and efficiency, develop performance reviews and evaluations, evaluate inventory and sterilization protocols, and review the administrative aspects of orthodontic assisting such as treatment card, charting, and scheduling.

Clinical Systems Consulting

Clinical Coordinator Leadership

• Defining the Clinical Coordinator role

• Defining job descriptions and responsibilities

• Clinical on-boarding and training process

• Performance reviews/evaluations 

• Resolving conflict within the clinic



• The 7 C’s of communication in Orthodontics

• Verbal skills training

• Scripting for specific scenarios; anxious/difficult patients










• Customized Clinical Operations manual

• Goal Setting and measuring performance

• Assessment of clinical flow and efficiency 

• Instrument setup and organization

• Take home instructions/Patient handouts

• Development of clinical morning meeting


Clinical Training

• 12 week clinical training program

• Customized Procedure manual with video

• Indirect Bonding process and procedures

• Chairside technique; ergonomics, fulcrum, patient positioning etc.


Inventory and Sterilization

• Assessment of current inventory process

• Development of Inventory Tracking system

• Evaluation of current sterilization systems

• Sterilization consultation and design