A-La-Carte Orthodontic Consulting Services

Specialized Orthodontic Training for Every Core Area of Your Practice

Because sometimes you don’t need the whole toolbox, you just need the right tool. Our a-la-carte options let you target specific areas of your practice for focused, high-impact results.

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The more you know!

Our a-la-carte specialized orthodontic trainings are designed to meet practices where they are. Some offerings are available as self-paced modules your team can dive into right away, while others are consultant-led for a more tailored, hands-on approach. Every practice is different, and the best way to determine which trainings will move the needle for your team is to start with a conversation. Our consultants will help you identify the right fit for your goals and recommend a path that makes the most impact.

Phone Coaching

Turn every call into a confident, conversion-ready conversation. This specialized orthodontic front desk training focuses on tone, pacing, and active listening to ensure your team makes a five-star first impression, every single time. Through targeted scripts and real-world scenarios, your team will learn how to guide calls toward a successful next step.

Sales Coaching

For Treatment Coordinators, confidence is key. This training builds the skills needed to connect with patients, read the room, and present treatment in a way that inspires trust. From handling objections with ease to highlighting value without sounding pushy, your TC team will leave with a toolkit for clear, persuasive communication that drives orthodontic case acceptance.

Patient Financials & Insurance Billing

Keep your numbers as organized as your smiles. This orthodontic financial coordinator training focuses on the day-to-day essentials of patient account management and orthodontic insurance billing. From posting payments and reconciling accounts to processing claims and follow-ups, your team will learn best practices that keep finances accurate, efficient, and patient-friendly.

learn patient financial account management and insurance billing for financial coordinators

Practice Marketing

Make your practice the one people can’t stop talking about. Our orthodontic marketing consulting covers referral strategies, community outreach, and digital marketing designed to attract the right patients. With actionable tactics and real-world orthodontic examples, your team will be ready to boost visibility, build brand recognition, and drive practice growth.

In-Office Workshops

Interactive, high-energy sessions designed to strengthen team alignment and elevate the overall patient experience. These workshops blend communication strategy, role-play, and group exercises, ensuring everyone walks away with actionable tools they can put into practice immediately. Perfect for orthodontic practices looking for in-person training in for any core area of the practice.

in office orthodontic team training and workshops

Communicate Excellence Academy

We’re excited to share that Communicate Excellence is now part of Jill Allen & Associates. The Academy’s self-paced training modules are available exclusively through JA&A, giving your team flexible, on-demand resources to sharpen skills and boost confidence.

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Ready to Train Your Team?

Whether you’re building new skills, refining workflows, or improving the patient experience, our a-la-carte orthodontic trainings can help your practice thrive.