Rootwell Consulting Group

𝟮𝟬𝟮𝟲 𝗠𝗶𝗱-𝗬𝗲𝗮𝗿 𝗖𝗵𝗲𝗰𝗸-𝗜𝗻: 𝗠𝗲𝘁𝗿𝗶𝗰𝘀 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿
Not all appointments are productive appointments.

Your 𝗘𝗺𝗲𝗿𝗴𝗲𝗻𝗰𝘆 𝗩𝗶𝘀𝗶𝘁 𝗥𝗮𝘁𝗲 is a valuable indicator of your practice's clinical efficiency. It measures the percentage of completed appointments that are unscheduled emergency visits.

If that number is higher than expected, it may be signaling opportunities to strengthen clinical protocols, improve patient education, refine bonding techniques, or invest in additional team training.

𝗔 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸 𝗶𝘀 𝗹𝗲𝘀𝘀 𝘁𝗵𝗮𝗻 𝟱% of total completed appointments.

Every emergency visit impacts your schedule, reduces clinical capacity, and takes time away from planned patient care. The goal isn't simply to manage emergencies. It's to build systems that prevent them.

If you're not sure where your practice stands, we'd love to help.

This month, we're offering a complimentary 45-minute Practice Strategy Session to review how your year is progressing, identify your greatest opportunities for improvement, and provide actionable next steps to help your practice finish the year strong.

𝗟𝗲𝘁'𝘀 𝗳𝗶𝗻𝗶𝘀𝗵 𝟮𝟬𝟮𝟲 𝘄𝗶𝘁𝗵 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻 & 𝘀𝘁𝗲𝗽 𝗶𝗻𝘁𝗼 𝟮𝟬𝟮𝟳 𝘄𝗶𝘁𝗵 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺.
Reserve your complimentary session here:
https://rootwellconsulting.com/midyear-review/

𝟮𝟬𝟮𝟲 𝗠𝗶𝗱-𝗬𝗲𝗮𝗿 𝗖𝗵𝗲𝗰𝗸-𝗜𝗻: 𝗠𝗲𝘁𝗿𝗶𝗰𝘀 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿

Every phone call is an opportunity.

Your 𝗖𝗮𝗹𝗹-𝘁𝗼-𝗘𝘅𝗮𝗺 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗥𝗮𝘁𝗲 is an often overlooked metric for orthodontic practice growth. It measures how effectively your practice converts new patient calls into scheduled consultations.

If that number is lower than expected, the problem may not be your marketing. It could be your phone process, team scripting, appointment availability, or the first impression callers receive.

𝗔 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗯𝗲𝗻𝗰𝗵𝗺𝗮𝗿𝗸 𝗶𝘀 𝟴𝟱% 𝗼𝗿 𝗵𝗶𝗴𝗵𝗲𝗿, with many top-performing orthodontic practices achieving 90%+.

One of the biggest opportunities to improve practice performance isn't always generating more leads. It's converting more of the leads you already have.

At Rootwell Consulting Group, we help orthodontists identify the metrics that matter most and build practical strategies that improve operations, patient experience, and long-term growth.

If you're not sure where your practice stands, we'd love to help.

This month, we're offering a complimentary 45-minute Practice Strategy Session to review how your year is progressing, identify your greatest opportunities for improvement, and provide actionable next steps to help your practice finish the year strong.

𝗟𝗲𝘁'𝘀 𝗳𝗶𝗻𝗶𝘀𝗵 𝟮𝟬𝟮𝟲 𝘄𝗶𝘁𝗵 𝗶𝗻𝘁𝗲𝗻𝘁𝗶𝗼𝗻 & 𝘀𝘁𝗲𝗽 𝗶𝗻𝘁𝗼 𝟮𝟬𝟮𝟳 𝘄𝗶𝘁𝗵 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺.
Reserve your complimentary session here: https://rootwellconsulting.com/midyear-review/

𝗗𝗶𝗱 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘁𝗵𝗮𝘁 𝗮𝘀 𝗼𝗳 𝘁𝗼𝗱𝗮𝘆 𝗮𝘁 𝟭𝟮:𝟬𝟬 𝗽.𝗺., 𝘄𝗲'𝗿𝗲 𝗼𝗳𝗳𝗶𝗰𝗶𝗮𝗹𝗹𝘆 𝗵𝗮𝗹𝗳𝘄𝗮𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝟮𝟬𝟮𝟲?

Half the year is behind us, and half is still ahead.

Now is the perfect time to pause and ask yourself one simple question: 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘁𝗵𝗲 𝘁𝗵𝗿𝗲𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘆𝗼𝘂 𝗰𝗼𝘂𝗹𝗱 𝗺𝗮𝗸𝗲 𝘁𝗼𝗱𝗮𝘆 𝘁𝗵𝗮𝘁 𝘄𝗼𝘂𝗹𝗱 𝗵𝗮𝘃𝗲 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗶𝗺𝗽𝗮𝗰𝘁 𝗼𝗻 𝘆𝗼𝘂𝗿 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗯𝘆 𝘁𝗵𝗲 𝗲𝗻𝗱 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿?

The most successful practices don't try to change everything at once. They identify the highest-impact opportunities, create a plan, and execute it consistently.

Throughout the month of July, we're offering a complimentary 45-minute Practice Strategy Session. Together, we'll review how your year is progressing, identify your greatest opportunities for improvement, and provide actionable next steps to help your practice finish the year strong.

Let's finish the year with intention and step into 2027 with momentum. Reserve your complimentary session here: https://rootwellconsulting.com/midyear-review/

Stacey recently spent three days with Bright Orthodontics in Oshkosh, Wisconsin, working alongside their team to strengthen the new patient experience and provide hands-on treatment coordinator coaching.

From refining consultation processes to supporting confident, patient-centered conversations, these onsite visits are all about helping teams create consistency, improve case acceptance, and deliver an exceptional patient experience.

One of the things we love most about our work is getting to step inside practices, understand their unique goals, and build solutions that support both their team and their growth.

Thank you to the Bright Orthodontics team for welcoming Stacey into your practice! We’re excited to see the impact of this work and look forward to supporting your continued growth.