Rootwell Consulting Group

We don't just help train teams—we help build them.

This week, Stacey joined one of our clients during interviews with prospective remote front desk team members through Support DDS.

Whether it's evaluating candidates, defining workflows, or identifying the right remote support solution, we're committed to helping practices create efficient systems that work for both their team and their patients.

Because the right support doesn't just fill a position—it creates capacity for growth. 🌱

Most practices think the fastest path to higher production is seeing more new patients.

According to insights shared in latest Orthodontic Practice Comparison Report, one of the quickest ways to increase production may actually be maximizing the value of each visit.

In the report, 84% of orthodontists identified production growth as a primary goal for 2026. CWA Advisor Scott Lyle highlights three key areas practices should evaluate:
• Keep your fees on pace with rising costs and market conditions
• Reduce reliance on insurance where appropriate
• Expand treatment acceptance by making payment options more accessible for patients

Small improvements in these areas can have a significant impact on production, profitability, and overall practice performance. To download the full Orthodontic Practice Comparison Report and explore CWA’s Profitability Formula, visit https://bit.ly/3Qsgi7Z.

If you're not sure where to start, or need help turning these ideas into action, our team is here to help. Follow the link in bio for a complimentary practice analysis to identify opportunities to strengthen performance, improve profitability, and support sustainable growth.

Andrea Cook is widely recognized as a pillar in the orthodontic industry for her clinical expertise and passion for helping orthodontic teams thrive.

With more than 25 years of experience consulting and training practices across the country—and over 20 years working chairside herself—Andrea brings a unique combination of hands-on experience, operational insight, and practical problem-solving to every practice she serves.

What sets Andrea apart is her ability to step into a clinical environment, identify opportunities for improvement, and provide solutions that teams can implement immediately. From schedule design and digital workflow implementation to OSHA compliance, sterilization systems, and chairside training, her work helps practices increase efficiency, improve communication, and enhance clinical productivity.

At the heart of Andrea's approach is a commitment to helping teams feel confident, supported, and set up for success.

If you find yourself experiencing clinical stress, struggling with running over appointments, or in need of OSHA coaching or sterilization design recommendations, we are here to help.

Interested in working with Andrea? We'd love to connect—visit RootwellConsulting.com to start the conversation.

Jessica and Stacey recently returned from the Planet DDS Ignite Summit in California, representing Rootwell Consulting Group as a Planet DDS Stellar Partner.

The event provided a closer look at Planet DDS's future roadmap, including exciting developments in integrated fee presentation technology for orthodontic practices. They were also impressed by the ways Planet DDS is leveraging AI internally to better understand the voice of the customer and inform product development.

One of the highlights was hearing from Brian Colao, whose perspective on the current and future state of the orthodontic industry, as well as the evolving OSO and DSO landscape, sparked valuable conversations and ideas.

Events like these remind us how important it is to stay connected to industry innovation so we can continue bringing thoughtful insights and practical solutions back to the practices we serve.

And of course, we can't forget to mention the Vegas-themed celebration. Let's just say Jessica and Stacey fully embraced the theme - they didn't choose the Showgirl life, the Showgirl life chose them! ✨

We're grateful for the opportunity to learn, collaborate, and continue growing alongside our industry partners. Thank you for a wonderful event, Planet DDS!

Stacey recently spent three days with Bright Orthodontics in Oshkosh, Wisconsin, working alongside their team to strengthen the new patient experience and provide hands-on treatment coordinator coaching.

From refining consultation processes to supporting confident, patient-centered conversations, these onsite visits are all about helping teams create consistency, improve case acceptance, and deliver an exceptional patient experience.

One of the things we love most about our work is getting to step inside practices, understand their unique goals, and build solutions that support both their team and their growth.

Thank you to the Bright Orthodontics team for welcoming Stacey into your practice! We’re excited to see the impact of this work and look forward to supporting your continued growth.

Mallory Boyd Harris brings a unique blend of financial expertise and orthodontic industry insight to the practices she serves. With an MBA and more than seven years of experience managing finances for orthodontic practices, she helps leaders create clarity around their numbers, strengthen financial systems, and make confident business decisions.

What sets Mallory apart is her ability to turn complex financial data into practical, actionable insights. From cash flow analysis and profitability planning to vendor negotiations and payment processing reviews, she helps practices uncover opportunities that often go unnoticed.

Coming from a family deeply rooted in orthodontics, Mallory understands firsthand the realities of practice ownership and the importance of balancing financial performance with long-term sustainability.

At the heart of her work is a commitment to helping practices retain more of what they earn, improve profitability, and build a stronger financial foundation for future growth.

Interested in working with Mallory? We'd love to connect—reach out to us at RootwellConsulting.com.

Happy Orthodontic Staff Appreciation Day 🦷

Today we celebrate the incredible people who keep practices running, care for patients, support their teammates, and make a lasting impact every single day.

Before we were consultants, we were team members.

Our team spent years working inside orthodontic practices as assistants, treatment coordinators, office managers, and leaders long before they ever stepped into consulting. These throwback photos are a reminder of where it all started.

We've experienced the early mornings, the busy schedules, the patient celebrations, the team lunches, the challenges, and the relationships that make this profession so special. Those experiences continue to shape how we serve practices today.

To every orthodontic team member, thank you for the work you do and the lives you change. We see you, we appreciate you, and many of us have proudly stood right where you are 🤍

Strong financial performance isn’t always about producing more. Sometimes it’s about protecting more of what you already produce.

Our team helps practices evaluate and renegotiate payment processing fees through industry-specific analysis, vendor negotiation, and implementation support.

From reviewing your current rates to training your team on the transition, we help create a smoother process that supports long-term financial health.

Because sometimes growth comes from strengthening and refining the systems you already have in place.

Schedule a complimentary practice analysis to uncover opportunities to optimize operations, reduce unnecessary overhead, and recapture revenue that may be slipping through the cracks: https://rootwellconsulting.com/contact/

Jessica and Stacey recently had the opportunity to present Rootwell Consulting Group to the Planet DDS / Cloud 9 community, sharing more about the work we do to help practices create stronger systems, smarter workflows, and more efficient team environments.

One of the things that sets our team apart is the depth of experience we bring across a wide variety of orthodontic practice management systems. Because we work with practices of all sizes and software platforms, we help teams not only choose solutions that align with their goals, but also fully leverage the systems they already have in place.

From workflow optimization and SOP development to reporting, scheduling, and team accountability, our approach is always centered around helping practices create clarity, efficiency, and sustainable growth.

We’re incredibly grateful to Planet DDS / Cloud 9 for the opportunity to share, collaborate, and partner alongside practices across the industry — and proud to be recognized as a stellar partner.

We love being able to step into a practice and truly support a team during a season of transition.

Emili Duvall has been spending time onsite with the incredible team at Mischler Orthodontics, stepping in as Interim Treatment Coordinator while helping identify the right long-term fit for the role.

Now, she’s working alongside the new TC to provide hands-on training, support, and guidance to create a smooth transition for both the team and the patient experience.

From leadership support to systems, coaching, and day-to-day operations, we love partnering with practices in ways that are practical, personal, and rooted in real understanding.

Cheers to the wonderful team at Mischler Orthodontics—we’re grateful to be part of the journey 🤍