12-Month Course Access
Provides:
- 12-lesson program focused on the role of office managers
- Course assessments to check progress and knowledge
- 8 CE credits
Price range: $800.00 through $880.00
Course Length/Learning Time: 15 hours
The Academy of Office Managers is an in-depth, video-driven, online educational program for team members who want to understand the ins-and-outs of running—and growing—a successful orthodontic practice! Authored by leading ortho practice consultant Tracy Martin, along with her team at Straight Consulting, this first-of-its kind course was carefully designed to give OMs a comprehensive blueprint for leading today’s modern ortho practices. Starting with an intro to ortho and an outline of the patient journey, the course then lays the foundation of the different roles in a practice, before covering the hiring, onboarding, and building of office culture. Tracy then unpacks how to create your unique, memorable new patient experience that gets Millennial and Gen Z patients talking. From there, the program covers scheduling and appointment management, office management technology, and how to increase office efficiency. The curriculum also includes financial management (including setting and monitoring key performance indicators), regulatory compliance (from HIPAA and OSHA to cyber-security), and even how to “say goodbye” when it’s needed. And, most importantly, how to market and grow your practice! Whether you’re a seasoned OM, brand new to management, or a start-up doctor in need of a roadmap… this course is for you. If you’re ready to reclaim your sanity, set your team up for success, and increase your practice’s profitability, register now for the OM Academy!
This course gives your orthodontic office manager a clear, proven blueprint to confidently lead your practice, optimize operations and finances, elevate the patient experience, and drive sustainable growth—so you can reclaim time, reduce stress, and increase profitability.
Meet your instructor
Tracy Martin
With over 15 years of orthodontic experience, Tracy has worked in every role within a practice, from start-ups to multi-doctor offices, giving her a unique perspective on how to build strong, successful teams. She has developed proven methods for increasing case acceptance, improving office efficiency, and implementing standout marketing strategies that help practices thrive. Her passion lies in the business side of orthodontics and in empowering the team behind the doctor to deliver an exceptional patient experience.
As an author of several Trapezio courses, Tracy brings that same energy and expertise to training, office managers, treatment coordinators, patient coordinators, and clinical assistants to strengthen the “New Patient Experience” and enhance practice growth. She believes that when teams are confident, well-trained, and aligned, the entire practice benefits. Tracy’s forward-thinking approach combines traditional orthodontic principles with modern strategies to prepare the next generation of orthodontic teams for success. Through Trapezio’s role-specific, online training, her vision of stronger teams and better patient care continues to come to life.
Educational and Learning Objectives Explored
1. The OM Defined
In Module 1, participants will gain a clear understanding of the orthodontic office manager role by exploring the fundamentals of orthodontics, the patient journey, and the five core responsibilities essential to effective practice leadership.
2. Who You’re Leading
In Module 2, participants will learn how to effectively lead their teams by understanding practice dynamics, including doctor leadership styles, departmental roles, the admin-clinic divide, and how to structure and align the practice through a clear organizational chart.
3. The Great Talent Search
In Lesson 3, participants will learn how to attract, hire, and develop the right team by defining roles and responsibilities, identifying where and how to recruit top talent, conducting effective interviews, structuring compensation, and implementing strong onboarding and training systems.
4. Building Office Culture
In Lesson 4, learners will understand how to define and intentionally build a strong office culture by setting clear expectations and SOPs, establishing accountability systems, creating consistent cultural rhythms, and distinguishing between effective management and leadership.
5. Creating Your Patient Experience
In Lesson 5, learners will understand how to design a cohesive patient experience by establishing a clear brand, prioritizing a digital-first approach, differentiating customer service from hospitality, creating an intentional vibe, and mastering effective communication.
6. Scheduling & Appointment Management
In Module 6, learners will understand how to manage scheduling and appointments effectively by optimizing doctor-time efficiency, streamlining workflows, maximizing non-doctor days, maintaining personal and team sanity, and handling patient emergencies and rescheduling with confidence.
7. Office Management Technology
In Lesson 7, learners will understand how to leverage office management technology by utilizing PMS platforms and digital records, improving team coordination, implementing effective task management systems, and evaluating and adopting software upgrades.
8. Financial Management
In Lesson 8, learners will understand how to manage a practice’s finances by mastering insurance basics, overseeing the revenue cycle, controlling overhead and expenses, and setting and monitoring key performance indicators (KPIs).
9. Regulatory Compliance
In Module 9, learners will understand how to ensure regulatory compliance by maintaining physical safety, protecting patient data, adhering to state-level medical regulations, and safeguarding financial and cybersecurity practices.
10. Saying Goodbye
In Lesson 10, learners will understand how to manage employee departures by recognizing the reasons behind turnover, documenting the process, and facilitating graceful and professional farewells.
11. Practice Marketing & Growth
In Lesson 11, learners will understand how to drive practice growth by mastering the pillars of orthodontic marketing, attracting and retaining patients, implementing core marketing strategies, and scaling the practice sustainably.
12. What’s Next?
In Module 12, learners will understand how to consolidate and apply their knowledge by reviewing key concepts, integrating lessons into practice, and planning next steps for continued growth and improvement.
Release Date: May 29, 2024 / Review Date: January 29, 2025 / Expiration Date: January 29, 2028
