The Academy of Office Managers is a comprehensive training program designed to equip orthodontic office managers with the knowledge and practical skills needed to lead their teams and manage the many moving parts of a successful practice. From hiring and developing talent to building a strong office culture, improving scheduling and workflows, managing finances, navigating compliance, and creating an exceptional patient experience, the course covers the essential responsibilities of modern orthodontic practice management.

With dedicated modules on technology, marketing and growth, team leadership, and operational efficiency, the Academy of OM provides a well-rounded foundation for both new and experienced orthodontic managers. The course brings together the strategies, systems, and leadership skills needed to confidently manage day-to-day operations while supporting long-term practice growth.

Module 1: The OM Defined

  • Brief Intro to Ortho
  • Why it Matters
  • The Ortho Patient Journey
  • The 5 Roles of an OM

Module 2: Who You’re Leading

  • Why “Family” is a Loaded Term
  • The 7 Doctor Types
  • Departments & Positions
  • The Admin-Clinic Divide
  • Your Practice’s Org Chart

Module 3: The Great Talent Search

  • Defining Roles & Responsibilities
  • Where to Hire & What to Look For
  • Interviewing Essentials
  • Compensation
  • Effective Onboarding & Training

Module 4: Building Office Culture

  • Defining Culture
  • Setting Expectations & SOPs
  • Accountability Systems
  • The Rhythms of Culture
  • Management vs. Leadership

Module 5: Creating Your Patient Experience

  • Establishing Your Brand
  • The Importance of “Digital First”
  • Customer Service vs. Hospitality
  • Creating a Vibe
  • Nailing Your Communication

Module 6: Scheduling & Appointment Mgmt

  • The Link Between Your Schedule & Your Sanity
  • Driving Doctor
  • Time Efficiency
  • Streamlining Workflow Processes
  • Maximizing Non-Doctor Days
  • Patient Emergencies & Rescheduling

Module 7: Office Management Technology

  • PMS Platforms & Digital Records
  • Team Coordination
  • Task Management
  • Software Upgrades

Module 8: Financial Management

  • Insurance Basics
  • Revenue Cycle Management
  • Controlling Overhead & Expenses
  • Setting & Monitoring Practice KPIs

Module 9: Regulatory Compliance

  • Physical Safety & OSHA
  • Patient Data Privacy & HIPAA
  • State-Level Medical Operations
  • Financial Safety & Cybersecurity

Module 10: Saying Goodbye

  • The Inevitability of Farewells
  • Why Do They Leave?
  • Creating a Paper Trail
  • Parting Ways Gracefully

Module 11: Practice Marketing & Growth

  • The 3 Pillars of Ortho Marketing
  • How to Attract & Retain Patients
  • 5 Core Practice Marketing Strategies
  • Healthy Scaling

Module 12: What’s Next?

  • Course Recap
  • Integrating What You Learned
  • Where Do We Go from Here?
  • Final Thoughts