Rootwell Consulting Group

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 🤍

When it comes to the health of your practice, it’s important to look at the full picture.

That’s why our team is intentionally built with expertise across the five key areas that shape practice performance: executive strategy, sales, operations, financial health, and marketing.

Because practices can’t flourish when decisions are made in silos. The strongest practices are built when leadership, systems, and people work together in alignment.

A 360° view creates clarity, connection, and a stronger foundation for sustainable growth.

Where strategy takes root, growth follows 🌱
Schedule a complimentary practice analysis at https://rootwellconsulting.com/contact/

Jessica Bryson brings more than 25 years of orthodontic consulting and operational experience, helping practices strengthen systems, improve performance, and grow with intention.

As Co-Founder of Rootwell Consulting Group, Jessica returned to her roots to support independent orthodontic practices through thoughtful strategy, operational clarity, and meaningful partnership.

What sets Jessica apart is her ability to connect strategy with ex*****on. She works closely with leadership teams to create accountability, improve operational efficiency, and build systems that support both practice growth and the people behind it.

Her experience across consulting, leadership, and operations allows her to align every part of the practice, from systems and workflows to team development and patient experience, around sustainable long-term success.

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

Are you ready for AAO tomorrow? With so many sessions and ideas to take in, it helps to go in with a plan. Here are a few of our consultants’ top picks you won’t want to miss, including our own Andrea Cook, who will be speaking Saturday at 3:30 on 𝗛𝗼𝘄 𝘁𝗼 𝗔𝘃𝗼𝗶𝗱 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗢𝘃𝗲𝗿𝗹𝗼𝗮𝗱: 𝗥𝗲𝗱 𝗙𝗹𝗮𝗴𝘀 𝗮𝗻𝗱 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀.

If you’ll be there, we would love to connect. Send us a message to schedule time to meet during the event.

Jessica and Stacey were in Texas this week visiting Harwell & Cook Orthodontics.

They spent time building new schedules, supporting treatment coordinators with case acceptance and sales coaching, and working alongside leadership to strengthen the team.

Cheers to great food, a great week, and an incredible team!