Whether your practice is more traditional in conducting in-person exams or if you’ve taken advantage of technological advances that have provided exam alternatives or streamlined the new patient process, it’s important to understand principles and standards that should continue to drive your practice’s sales process no matter what.  It's time to take a more methodical approach that will bring about more successful results and build positive relationships for the practice. We will specifically discuss a well-executed plan to organize and maximize the time available during the new patient exam, as well as recognize the sales opportunities that occur leading up to and following the exam. *Financial Interest

1. Review the stages of the sales process and how they relate to your new patient process
2. Organize the time within any new patient exam to maximize relationship-building
3. Identify the doctor’s role in the exam

Founder, Informed Image, LLC
Vice President, JMShoemaker Consulting, Inc.

Kayla brings a unique combination of creativity, analytical thinking, and management insight to the world of orthodontics. She uses her degree in Marketing, minor in Accounting, and Masters in Business Administration from the University of Miami along with more than fifteen years of experience in the orthodontic industry to improve upon the marketing and sales processes in a practice while still understanding the financial and business implications.

 1 CEU Credit

The Pacific Coast Society of Orthodontists does not review or approve of, or necessarily agree with, the topics, speakers and presentations set forth in this program. As such, by virtue of your attendance at this program, you acknowledge that any and all actions taken by you based upon such topics, speakers and presentations are undertaken by you at your own risk, and you further agree to hold the Pacific Coast Society of Orthodontists harmless from any and all liability in relation to the same. The Pacific Coast Society of Orthodontists encourages you to make your own independent judgment as to the topics, speakers and presentations, and to rely on the advice of professionals as appropriate, in making decisions in relations thereto.