Practice Partner for Orthodontic Practices
Your Practice Deserves More Than Another Consultant.
It Deserves a Partner.
Strategic operational leadership — delivered monthly by a dedicated consultant, backed by Lindsay Quinn's proven framework — so your practice finally runs the way you've always known it could.
Limited spots available — accepted on a first-come basis
Lindsay Quinn
Founder, Heartwise Collective · 22+ Years in Orthodontics
What Changes When You Have the Right Partner
Imagine Your Practice Six Months From Now
Stop firefighting, start leading
Your consultant handles operational details so you can focus on patients and growth.
Know exactly where revenue is leaking
A clear, prioritized plan to fix AR, conversion, and team efficiency — immediately.
Build systems that hold
SOPs, workflows, and team accountability that stick even when you're not in the room.
Get an AI-ready practice
Implemented thoughtfully, practically, and in a way your team will actually use.
Someone who knows your numbers
Working inside your practice every single month — invested in your goals as much as you are.
Go from reactive to intentional
Quarterly KPI reviews, written progress notes, and a consultant as committed as you are.
What Practice Owners Are Saying
Real Practices. Real Results.
Working with Lindsay has been an eye-opening experience for our entire team. We started with training our Financial Coordinator. Now we're integrating AI into our daily operations in ways we never imagined — from analyzing schedule performance to creating training manuals for our team in minutes. She brings everything to life with real examples from real practices, so you can immediately relate and apply it to your own situation.
— Inna Gellerman
Gellerman Orthodontics
Working with Lindsay and the Heartwise Collective team has been a pleasure. She is so caring and always looking out for your best interests. The team is very connected with you and if you have any questions, they are so quick at responses that are tailored just to you. I highly recommend Lindsay and the Heartwise Collective team.
— Jordan Millar
North Shore Orthodontics
We took a little hiatus during Covid and we are so happy to have her back again. We've spent only a few days working with her, but I've already seen how the system she implements has been able to improve our workflow and enjoyment of the day. She brings an excitement to all of us and organizational skills allowing us to have a great year. She has a great work ethic with attainable goals.
— Russell Chang
Chang Orthodontics
Working with Lindsay has been an eye-opening experience for our entire team. We started with training our Financial Coordinator. Now we're integrating AI into our daily operations in ways we never imagined — from analyzing schedule performance to creating training manuals for our team in minutes. She brings everything to life with real examples from real practices, so you can immediately relate and apply it to your own situation.
— Inna Gellerman
Gellerman Orthodontics
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The Cost of Operating Without Clarity
Most Practices Are Leaving $50,000–$200,000 on the Table Every Year
Not because they aren't working hard. Because they don't have the systems to capture what they're already earning.
< 65%
New patient consultation conversion rate in the average orthodontic practice
> 3%
Past due AR threshold — exceeded by most practices without a dedicated financial system
20–40%
Improvement in team efficiency within 6 months with structured operational frameworks
The investment in a Practice Partner isn't a cost.
It's the thing that makes every other dollar you spend on marketing, staffing, and technology actually work.
Is This Right for You?
This Is For You If...
You're a practice owner who's great at orthodontics but knows your operations aren't running at the level they could be
You've tried consultants before and walked away with a report — but no real change
You feel like you're the only one who can hold things together, and you're exhausted by it
You want to grow — but you're not sure if your systems, team, or financials can support it
You're curious about AI but don't know where to start or what's actually worth implementing
You're ready to invest in your practice at a level that matches your ambition
This is NOT for you if...
You're looking for a quick fix or a one-time audit with no follow-through — or you're not ready to implement and do the work alongside your consultant.
Let's Clear Something Up
Common Misconceptions
"I just need to hire another team member."
Most practices don't have a staffing problem — they have a systems problem. More people in a broken system just means more chaos.
"I've worked with consultants before and nothing changed."
Most consulting is advisory. Heartwise is operational. Your dedicated consultant works inside your practice every month — not just on a call, not just in a report.
"AI isn't ready for orthodontic practices."
It's already here. The practices that implement it thoughtfully now will have a significant operational advantage within 12 months. We help you do it right.
"I can't afford this right now."
The practices that say this are often the ones who need it most. The ROI on fixing AR, conversion, and team efficiency typically exceeds the investment within the first 60–90 days.
I See You
If you've been feeling like you're running your practice instead of leading it — you're not alone.
You became an orthodontist because you love the work. The clinical side. The transformations. The relationships with patients and families.
But somewhere along the way, you became the de facto operations manager, HR director, financial analyst, marketing coordinator, and technology officer — all while still seeing patients.
You've probably tried to fix it. You've hired people, attended conferences, read the books. Maybe you've even brought in a consultant who gave you a beautiful presentation and then disappeared.
It's not that you haven't tried hard enough. You've simply never had someone working inside your practice, consistently, who knew exactly what to look at, what to fix first, and how to build systems that hold.
That's what this is.
The Engagement
How It Works
Two clear steps. One strategic partner. A practice that runs at the level you've always known it could.
Step One
Practice Assessment
Before anything begins, we get a complete picture of where your practice stands. The Assessment is a standalone deliverable — whether or not you move forward with ongoing support, you walk away with a clear picture and exactly where to focus next.
Step Two
Choose Your Support Tier
Based on your Assessment findings, you'll select the tier that matches your practice's needs and goals. Each tier includes a dedicated consultant, monthly progress notes, and Lindsay's strategic oversight.
Flexible Engagement Paths
Many practices begin at a higher tier — when implementation is most intensive — and transition to a lower tier once systems are built and running. Apex → Growth → Sustain is a common and encouraged path.
Your Support Tiers
Choose the Level of Partnership That Fits Your Practice
Every tier includes Lindsay's strategic oversight, a dedicated consultant, and access to the Heartwise systems and frameworks. Hours and depth of engagement scale with your needs.
Tier 1
Sustain
4–6 hours / month
- Dedicated consultant assigned to your practice
- Monthly hours applied to your highest-priority area
- Quarterly Momentum & Metrics Meeting (KPI review + goal setting)
- Written monthly progress notes and next steps
- Access to Heartwise systems and frameworks
- Asana-based project tracking
- Lindsay's strategic oversight included
Most Popular
Growth
8–12 hours / month
- Everything in Sustain, plus:
- Monthly hours applied across multiple focus areas
- Priority scheduling and response times
- On-site visits available as add-on
Tier 3
Apex
16–20 hours / month
- Everything in Growth, plus:
- Dedicated senior consultant
- Expanded hours for deep, multi-area engagement
- Lindsay's direct involvement available by request
Optional Add-On · Sustain & Growth
On-Site Practice Visits
Two-day deep-dive implementation, team training, and hands-on systems work. Apex tier includes one visit per 6-month term.
Where Your Hours Go
Areas of Focus
Your consultant works where your practice needs it most. Hours are applied flexibly across any of the following areas based on your Assessment findings and evolving priorities.
Practice Growth
Revenue strategy, high-converting retainer programs, case acceptance, and sustainable growth systems
Financial Systems & Reporting
KPI dashboards, financial clarity, and reporting that drives decisions
New Patient Systems & Conversion
From first call to treatment start — optimised at every touchpoint
Treatment Coordinator Coaching
Skills, scripts, and confidence to convert consultations consistently
Operational Systems & SOPs
Documented processes that run without you in the room
Team Structure & Communication
Roles, accountability, and a culture that retains great people
Leadership Coaching
Develop the leadership presence your practice needs to scale
Asana & Project Management
Every initiative tracked, prioritised, and moving forward
AI Tools & Implementation
Practical AI integration tailored to your team and workflow
Your Strategic Partner
Meet Lindsay Quinn
Lindsay Quinn has spent more than 22 years inside orthodontic practices, and what she noticed before most people were paying attention was this: the practices that struggled weren't struggling because of clinical skill. They were struggling because of systems.
That observation has driven everything she's built since founding Heartwise Collective. Lindsay is the creator of the AI Practice Advantage program — one of the first structured AI implementation frameworks designed specifically for orthodontic teams — and she co-leads The Ortho Society. Both exist because she saw gaps in how the industry was supporting its leaders, and she built the thing that was missing.
She started in orthodontics in 2006 at Dr. Richard McLaughlin's office in San Diego and spent nearly seven years at Hummingbird Associates with Karen Moawad. That ground-level experience gave her an understanding of how practices actually run — not just how they're supposed to run.
Her consulting work spans the full operational picture: practice growth and efficiencies, new patient systems, financial and insurance systems, team structure, workflow design, leadership, and AI integration. She doesn't believe in handing over a report and walking away. Every engagement is hands-on, built alongside the practice owner and their team, and measured by whether it actually holds once she's gone.
About Heartwise Collective
Heartwise Collective exists because orthodontics needed a consulting firm willing to build for where the industry is going, not just fix what's broken right now. Heart-centered in approach. Precise in execution. Built for what's next.
Questions We Hear Often
Frequently Asked Questions
Imagine This
Imagine six months from now...
Your AR is clean. Your financial coordinator is trained and confident. Your new patient conversion rate has climbed because your TC finally has a system that works.
Your team knows what they're doing and why. There are SOPs for the things that used to fall through the cracks. You're not the only one who can hold things together.
You're using AI tools that actually save your team time — not because you figured it out yourself, but because someone built the implementation plan alongside you.
And you? You're leading your practice. Not running it.
That's what this engagement is designed to deliver. Not someday. In six months.
Complimentary 30-minute call · No obligation
