Optimize Before You Expand: Dr. Brad Jacobs on Orthodontic Success

The GrowOrtho Podcast

Orthodontic practices today are evolving in response to increased competition and patient expectations. Dr. Brad Jacobs, a successful orthodontist, transformed his practice through strategic shifts and a renewed focus on patient needs. Here are key insights from his journey that can help other orthodontists improve their own practices.

Embrace A Patient-Centric Approach

Dr. Jacobs transitioned from a traditional, doctor-centric approach to a model that better addresses patients’ priorities. Instead of lengthy, detailed explanations about orthodontic techniques, he found that patients value straightforward answers focused on results—like a beautiful smile and aligned teeth.

For orthodontists, focusing on what matters most to patients can create a more engaging and satisfying experience. Streamlining consultations and communicating in simpler terms can foster trust and make patients feel valued, leading to stronger relationships and better outcomes.

Improve Practice Structure With A Defined Organization

A game-changer for Dr. Jacobs was organizing his practice structure by creating an org chart and establishing clear roles, including a dedicated call center. This organizational clarity ensured that team members knew their responsibilities, streamlining operations and improving patient care.

Orthodontists can benefit from reviewing their current team roles and responsibilities to make sure everyone is positioned to succeed. By assigning roles strategically, staff can work more efficiently, freeing up time and resources to focus on patient care.

Respond Quickly To New Patient Inquiries

Dr. Jacobs noticed a significant improvement when his team began responding more promptly to prospective patients. In today’s fast-paced world, where people expect quick responses, this change allowed his practice to capture more leads and start treatments sooner.

Orthodontic practices should prioritize speedy responses to inquiries, ensuring patients don’t have to wait long for consultations or treatment starts. This not only meets modern expectations but also increases the likelihood of turning leads into loyal patients.

Ensure The Practice Backend Supports Marketing Efforts

Dr. Jacobs learned that marketing is most effective when the practice’s infrastructure is prepared for growth. After developing more efficient systems, his practice could better handle the increased patient flow that marketing brought.

Before launching marketing campaigns, orthodontists should evaluate how well their teams and processes can manage additional patient volume. Preparedness on the backend ensures that increased patient interest leads to successful outcomes and enhanced reputation, rather than operational stress.

Prioritize Patient Convenience

Today’s patients, accustomed to immediate service through platforms like Amazon and Netflix, prioritize convenience. Dr. Jacobs found success by offering same-day starts and reducing wait times for consultations, making it easier for patients to initiate and continue their treatment.

Consider ways to make your practice more accommodating to patients’ schedules. Offering flexible appointment times, quick-start options, and streamlined in-office processes can make a substantial difference in patient satisfaction and retention.

Maximize Existing Locations Before Expanding

In his early practice, Dr. Jacobs focused on opening multiple locations to capture more market share. However, he later realized that expanding too quickly can dilute resources and increase overhead without necessarily improving profitability. He ultimately consolidated his locations and focused on maximizing the efficiency and potential of his main office.

Rather than immediately expanding to multiple locations, orthodontists can focus on optimizing their current practice. Strengthening operations at one well-run location may yield better long-term results and provide a foundation for sustainable growth.

Implement A Simple Incentive System For Staff Motivation

To boost team morale, Dr. Jacobs created an incentive system where every 60 patient starts triggered a team-wide bonus. This straightforward goal motivated the team to work together to reach targets and kept morale high.

An incentive system doesn’t have to be complex to be effective. By setting clear, achievable goals and rewarding staff for their contributions, orthodontists can foster a positive work environment and encourage a team-oriented mindset.

Be Flexible With Treatment Goals

Orthodontists have traditionally pursued “textbook perfection” in treatment outcomes, but Dr. Jacobs found that not all patients are looking for perfect alignment. By listening to patient preferences, he was able to customize treatment plans, focusing on what each patient valued most.

Recognizing that each patient has unique goals allows orthodontists to provide personalized care that meets expectations. Flexibility in treatment can improve patient satisfaction, as patients feel their individual needs are understood and respected.

Leverage Technology For Efficiency

Technology was essential in helping Dr. Jacobs’ practice streamline its operations and focus more on patient care. Tools for patient communication, scheduling, and treatment planning enabled his team to work efficiently even as patient numbers grew.

Investing in the right technology can help practices handle administrative tasks, freeing up time for patient interactions. Digital tools not only streamline workflows but also improve patient accessibility and engagement with the practice.

Seek Consulting And Expert Advice

Dr. Jacobs emphasized the impact of consulting services on his success. Expert consultants helped him identify areas for improvement, refine his operations, and make strategic decisions for growth. By staying open to guidance, he was able to accelerate his practice’s development and navigate challenges effectively.

Bringing in expert guidance can provide fresh insights and help avoid common pitfalls in practice management. Whether it’s marketing, operations, or patient care, consultants can offer valuable perspectives to help orthodontists stay competitive.

Dr. Brad Jacobs’ journey provides orthodontists with practical lessons in patient-centric care, efficient operations, and strategic growth. By focusing on these key areas, practices can thrive in today’s competitive landscape while enhancing patient satisfaction and outcomes.

For more insights, listen to the full interview with Dr. Jacobs on the GrowOrtho Podcast, available on YouTube and major podcast platforms.

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