AI IN ORTHODONTICS: How the Tools Your Colleagues Are Already Using Are Changing Everything

 Discover how leading practices are using AI to capture more patients, streamline operations, and unlock new recurring revenue without adding headcount. 

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What You’ll Learn Inside This Session

  • How AI is handling inbound calls 24/7 (without staff burnout)
  • The real reason practices lose new patients (hint: it’s not speed)
  • How to automate front desk workflows without losing personalization
  • The newest AI tools being launched at AAO
  • How to turn retention into predictable recurring revenue
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Speaker 1: Scott Hansen, LeadSigma | Copilot AI: Never Miss a New Patient

  • How AI answers inbound calls 24/7, no human required

  • Why the real problem is lead capture, not speed-to-lead

  • Real stats on appointments booked after hours

  • How to use AI to automate repetitive front desk processes

  • Grade every front desk call automatically against your own standards

  • The big idea: AI amplifies and expedites system outcomes, whether the system is good or bad

Speaker 1: Scott Hansen, LeadSigma
Copilot AI: Never Miss a New Patient
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Speaker 2: Jake Gulick, Greyfinch | AI-Native HIPAA-Compliant Agents in Your Practice

  • Using AI in emails to communicate more professionally without sounding robotic

  • Greyfinch AI agents launching at AAO: auto-responding to messages, improving notes, listening to diagnoses, filling out exam findings automatically

  • Providing treatment summaries to doctors at chairside

  • Asking agents questions about individual patients in real time

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Speaker 3: Casey Bull, RETAIN / CascadEffects | RETAIN: How AI is Transforming Retainer Compliance and Recurring Revenue

  • How RETAIN uses AI to drive patient retention and recurring orders

  • The role of AI in patient communication, lifecycle tracking, and reactivation

  • What orthodontic practices can implement today to grow without adding headcount

Don’t Get Left Behind!

See exactly how AI is being applied in real orthodontic practices today—and how you can start implementing it immediately.

Frequently asked questions

Is this technical?

No, this session is designed for practice owners and teams, not developers.

Do I need AI experience?

Not at all. You’ll see real, practical use cases you can apply immediately.

Will there be a replay?

Yes, but live attendees may receive early access to tools and bonuses.