Consulting

Email Karen



KAREN MOAWAD

CEO

Karen has earned a well-deserved reputation for applying highly specialized and practical problem-solving skills within a framework and methodology known for yielding unparalleled results. 

Karen works with each practice as a coach/ advisor/facilitator. She is a specialist in business strategy and organizational effectiveness. She capitalizes on enhancing the relationship between these two dimensions while maintaining a holistic and personal involvement with each client and staff member.

Email Christine

CHRISTINE SADLER

CONSULTANT

Christine Sadler provides operational consulting for orthodontic practices that want their systems to actually work every day. She helps teams take their valuable workflows and training and transform them into clear, organized, actionable systems in Asana, so nothing lives in binders, spreadsheets, or people’s heads. Tasks are assigned to the right people, tracked to completion, and visible to leadership.

With over 20 years of orthodontic experience, Christine brings a practical, hands-on approach grounded in the realities of orthodontic practices.

 

Consulting That Solves Your Challenges

Scheduling for Growth

  • Financial Goal Setting

  • Buck Slip (types and classes) creation/enhancement, new schedule templates, 

  • Status Revision

  • Set-up and review of practice analysis tools to optimize practice systems and management 

  • Smile Assurance

  • Practice Performance Analysis Benchmarking & Metrics 

  • Practice Performance and Metrics

Practice Systems / Metrics / Data Management

  • Practice Mergers & Acquisitions

  • Integration of Associates, Partners

  • Status and Type Clean Up

  • Hummingbird Report Setup

  • Training On Hummingbird Reports

  • Compensation Assessment, Incentive Plan

Treatment Plans

  • Development of Treatment Plans

  • Evaluation of Treatment Efficiency and Fees

  • Integration of Treatment Plans for Each Patient

Strategic Marketing

  • What it takes to build a technicolor customer service culture 

  • Discussion of tested marketing ideas to increase patient and professional referrals

New Patient Systems

  • New Patient protocols and systems for new patient team (TC, TC Assist, New Patient Coordinator)

  • New patient call and preparedness before the exam, exam flow, closing strategies, TC follow-up protocols, virtual exam protocols, growth guidance/observation protocols, digital signing of forms, and payment.

  • Online scheduling, Concierge, custom letter templates and questionnaires, email and SMS templates.

Call Center and Communication

  • Comprehensive call center/scheduling team training program

  • Call tracking system and metrics

  • Scripting and verbal skills training, 

  • Customized training plan for new hires

  • Training of scheduling team/call center lead

Management/Leadership

  • Definition of leadership team, roles, and team organizational structure.

  • Job descriptions, 

  • Interview and hiring protocols, 

  • Employee development, 

  • Meeting structure, 

  • Practice workflow oversight

  • Culture building

Asana Setup and Training

  • Clearly assign tasks and responsibilities

  • Track progress and accountability in real time

  • Standardize workflows so they are followed consistently

  • Preserve institutional knowledge as teams grow and change

  • Creation of a repository for all training materials