create your roadmap to growth
Financial & Practice Audits for Orthondontic Practices
The clarity and direction every practice needs
Stop Guessing and Start Optimizing With Data-Driven Insights From Experts
At Heartwise Collective, we go beyond surface-level observations — We conduct thorough, systematic evaluations that reveal exactly where your practice excels and where untapped opportunities exist. Whether it's patient flow, financial systems, team protocols, or operational efficiency, we provide the roadmap and actionable strategies to transform your practice into the thriving, profitable operation you envision.
Start With Our Signature Practice Systems Assessment
A great first step to consulting, the Heartwise Practice Audit provides a thorough evaluation of the various processes and systems within your orthodontic practice. This includes everything from patient scheduling, billing, and record-keeping to treatment planning and communication protocols. Our goal is to identify areas where your practice excels and pinpoint opportunities for improvement. This becomes a roadmap for you and allows us to strategize and prioritize the practice needs.
What’s included:
Complete evaluation of all practice systems and workflows
Patient scheduling, billing, and record-keeping analysis
Treatment planning and communication protocol review
Team performance and efficiency assessment
Comprehensive improvement roadmap with prioritized action items
Conducted via remote access without losing patient time.
Improve Profitability and Processes with a Financial Audit
Take control of your practice's financial health with our focused Financial Audit. This intensive evaluation zeroes in on your revenue cycle, accounts receivable, insurance processes, and financial reporting systems. We identify exactly where money is being left on the table and provide specific strategies to optimize your financial performance. Perfect for practices ready to tackle financial challenges head-on with expert guidance and actionable solutions.
What’s included:
Focused financial systems evaluation and analysis
Accounts receivable review and optimization recommendations
Insurance processes and compliance assessment
Revenue cycle efficiency analysis
60-minute follow-up consultation to review all findings
Specific coaching recommendations and implementation priorities
Transform Your Practice Starting Today
Your audit isn't just a report — it's your personalized action plan for immediate and lasting improvement. Within days of completion, you'll have the clarity and confidence to make strategic decisions that elevate every aspect of your practice operations.
Streamlined Practice Workflows
that eliminate daily bottlenecks and boost team productivity by 30%.
Revenue Optimization Opportunities
clearly identified with specific dollar amounts and implementation timelines
Empowered Team Dynamics
through improved systems, clearer protocols, and defined roles that reduce stress and increase job
Enhanced Patient Experience
protocols that create smoother journeys from first call to final visit
Hey, We’re Lindsay and Courtney!
Our Approach to Growing Orthodontic Practices Has Built a Reputation for Results.
With over 22 years of experience, a passion for professional & personal growth, and a commitment to excellence, we’re on a mission to revolutionize the way orthodontic practices and their teams operate. Our ultimate goal? To see your practice flourish, inside and out.
