Heartwise Collective Presents
The ONLY Course You Need To Transform
Your Practice With AI
The AI Practice Advantage
AI Practice Advantage is a 8-week implementation program designed to help orthodontic practices implement AI without the overwhelm and create team members who are AI empowered. You will automate operations, boost case acceptance, and reclaim 10+ hours weekly… without adding staff.
Capacity
Limited Spaces
Program Begins
September 11, 2026
You Walk away with…
HIPAA-Compliant AI Systems Implemented
What if you could build HIPAA-compliant AI systems that solve your biggest operational challenges… in just 8 weeks?
Not generic ChatGPT prompts or AI that violates HIPAA. Not another $50K on a consultant that just leaves you with homework. Not software you buy but never fully use. Real, HIPAA-compliant AI consultant systems built for Orthodontics that:
✓ Turn your overwhelmed team into force multipliers
Your existing team becomes 3x more efficient. No more waiting 6 months to hire the "perfect" person.
✓ Create 30 days of on-brand content in 20 minutes
Content that sounds like YOU, not generic AI,
without hiring an agency.
✓ Move your case acceptance from 64% to 80%+
We’re building an elite sales & communication coach to review every exam, available 24/7.
✓ Answer every team and patient question in 60 seconds
All protocols, scripts, and SOPs in one searchable place. No more interrupting you 50 times a day. No SOPs? Don’t worry, we’re building a 30-second solution for that, too.
✓ Document any workflow in just 30 seconds
New hires are trained in weeks, not months.
Your knowledge is finally OUT of your head and into clear, documented systems for everything.
✓ Get your life back
Enjoy 20-40 hours saved per week across your practice. Leave work on time with energy for your family - yes, really!
✓ Create a Team Of AI Practice Ambassadors
The Ultimate Goal
Team members trained & empowered in AI
Self-sufficient AI problem-solvers on your staff
Unlimited efficiency gains across every role
A culture of innovation that compounds over time
Hear What Other Practice Owners Have To Say…
Most importantly? We build these systems together in live sessions.
Not confused.
Not overwhelmed.
Not alone.
Not confused. Not overwhelmed. Not alone.
The Math Doesn't Lie:
Here’s How You’re Leaving $1M+ on the Table
Let’s do some math.
At 100 Consults/Month (1,200/Year)
Current Acceptance Rate (64%): 768 starts
Target Acceptance Rate (80%): 960 starts
That’s an almost 200 increase in cases.
200 cases x $6,000 = $1,200,000
{$1.2M in potential revenue you’re missing!)
Even if this program only helps you capture 20% of that gap:
40 more case starts = $240,000 additional revenue…. On a $2,997 investment
Plus Time Savings…
20-40 hours saved per week = $150,000+ annual value
Plus Staffing Efficiency…
Stop waiting to hire during the 81% shortage = $40,000+ saved annually
Total Value
$430,000 - $1,630,000+
Does it ever feel like your practice is stuck in the perfect storm… with no way out?
You're not imagining it.
The data confirms what you're feeling:
AI has you frozen in confusion paralysis.
You've heard AI can help but don't know where to start and you're terrified of HIPAA violations. You stay frozen while competitors figure it out.
The staffing crisis is getting worse.
81% shortage, 57% actively hiring right now, and experts predict 7-10 MORE years of this. You're paying more than ever but getting less.
Your case acceptance is bleeding revenue.
National average stuck at 64% and yours might be worse. 1,000 calls, 871 exams, only 557 starts. Should be 80-90%. That gap costs you $1M+ annually.
Administrative burden is drowning you.
You didn't go to school to be an HR manager. Clinical demands plus business ownership leaves you exhausted with nothing left for your family.
You're scattered, not systematized.
Your team asks the same questions 50 times a day because protocols are buried in files and emails. New hires take 6+ months to get up to speed. Everything depends on YOU being available.
Overhead is crushing your margins.
Costs up nearly 10%, now 60% of collections. You're working harder and producing more, but taking home less as staff compensation eats into profits.
This Program is Perfect For You If…
✓ You're an orthodontic practice owner, dental practice owner, manager, or team member ✓ You're a brand new orthodontist or dentist building your start-up practice (this will be the best money you spend)
✓ You're tired of working 60-hour weeks
✓ Your case acceptance is stuck around 50-60%
✓ Your team asks you the same questions constantly
✓ You have protocols scattered everywhere (or just in your head)
✓ You're paying more for staff but getting less
✓ You want to use AI but are worried about HIPAA
✓ You're willing to implement (not just consume)
✓ You want systems that reduce your workload, not add to it
This Program is Not For You If…
✗ You want someone to do it all for you (this is implementation-based) *And if you do want Done-For-You, we can do that, too!
✗ You're not willing to attend live sessions or watch the recordings if you can’t make it live. This is about implementing.
✗ You want generic AI tips (this is orthodontic-specific)
✗ You're looking for a magic button (this requires showing up and building)
Limited Seats Available • Program Starts September 11
So you have real concerns about AI… I get it. Let’s talk about them, and separate fact from fiction.
"Any use of AI with patient information violates HIPAA."
✗ FALSE. There are HIPAA-compliant ways to use AI. I'll show you exactly how.
“AI is only for big practices with IT departments."
✗ FALSE. The AI tools we use require zero technical infrastructure. If you can use email, you can do this.
"I need to be tech-savvy to build these."
✗ FALSE. You don't need to understand how the engine works to drive the car. You just follow the steps.
"AI will replace my staff."
✗ FALSE. AI makes your existing team 3x more effective. Critical when 57% of practices are trying to hire right now.
"This is just a fad. I'll wait until it matures."
✗ FALSE. Early adopters are pulling ahead NOW. Your competitors are figuring this out. Will you be leading or catching up?
"ChatGPT is free, why would I pay for this?"
✗ ChatGPT isn't HIPAA-compliant. You need frameworks, not just free tools.
I’m Willing to bet…
You didn't open a practice to work 60-hour weeks managing spreadsheets, hiring, training, and answering "Where's the protocol for...?" 50 times a day.
You wanted to change smiles. And have a life.
Let me guess what you’ve already spent well-earned money on…
Generic business consultants ($15K-$50K):
Just hire better people" they said. (From where? The 81% shortage pool?) Theoretical frameworks with zero implementation support.
✗
More Software:
Added complexity without reducing your workload. Just another system to manage instead of an actual solution.
✗
Hiring More Staff:
Can't find qualified people. Training takes 6+ months. They leave in 18 months and you start over.
✗
Marketing Agencies:
More leads, same 64% conversion. Burning ad dollars while bleeding patients in follow-up.
✗
Youtube Tutorials & ChatGPT Experiments:
Overwhelming, scattered, not orthodontic-specific, definitely not HIPAA compliant.
✗
The pattern? Everything was either too expensive, too generic, too complex, or gave you zero implementation support for orthodontics specifically. This is different.
How it Works
8 Weeks. 7 AI Consultant Systems.
HIPAA-Compliant. Built Together.
You will learn:
AI Foundations & Mastery (2 Hours)
My tried-and-true AI tools, HIPAA-compliant, privacy best practices.
You will build:
System 1: Brand Champion (Marketing Strategist)
Generate a full month of social content in your actual voice, not generic AI output, without hiring an agency or staring at a blank screen. One idea becomes ten pieces of content through a repurposing system you build once and use forever.
System 2: Practice HQ (Your Complete Knowledge Base)
Every protocol, script, and SOP your practice runs on, in one searchable place. Your team gets instant answers to any patient or process question without interrupting you. New hires onboard in weeks instead of months, all HIPAA-compliant.
System 3: Operations HQ (30-Second SOP Architect)
Document any workflow in 30 seconds. Turn the knowledge that lives in your head (and nowhere else) into step-by-step training materials for every role. Build role-specific operation manuals your team actually uses.
System 4: Leadership Consultant (HR & Culture Expert)
Hiring interview systems with scorecards, performance review templates, difficult conversation frameworks, team culture initiatives, and 1:1 meeting structures. The leadership infrastructure most practices know they need and never build.
System 5: Conversion Coach (Case Acceptance Expert)
Consultation scripts, objection handling for every scenario, case presentation templates, financial conversation flows, and new patient call optimization. Your TC gets a coach that is available around the clock and trained on what actually converts in orthodontics.
System 6: CFO (Financial Analyst)
A financial analyst built into your practice operations. It analyzes your overhead, itemizes receipts, identifies exactly where you are overspending, and gives you a clear roadmap to improve your margins. Most practice owners know their numbers feel off but cannot pinpoint where the money is going. This system does that work for you and tells you precisely what to fix, in what order, and what the impact looks like.
System 7: Scheduling Analyst
An AI skill that analyzes your schedule, identifies exactly where it breaks, and tells you what needs to change. Most practices know their schedule feels off but cannot see the pattern. This system reads the data, surfaces the bottlenecks, and gives you a clear picture of where time is being lost, where appointments are stacking wrong, and what adjustments will make your days run the way they should.
The Bigger Outcome: AI Practice Ambassadors
When your team builds these systems alongside you, they don't just learn how to use them. They become AI fluent problem-solvers inside your practice. They start spotting inefficiencies on their own and building solutions without waiting for you to assign them. That is the compounding effect of this program: you leave with 7 working systems and a team that knows how to create the next ones themselves.
7 AI Consultant Systems
-
Brand Champion - Marketing Strategist
✓ 30 days of social content in 90 minutes
✓ Content in YOUR voice
✓ Patient attraction messaging that converts
✓ Content repurposing system (1 idea → 10 pieces) -
Practice HQ - Your Complete Knowledge Base
✓ ALL protocols (from front desk to insurance) in one place
✓ Every script for every scenario
✓ Instant answers to ANY patient/protocol question
✓ New hire onboarding system
✓ HIPAA-compliant implementation -
Leadership Consultant - HR & Culture Expert
✓ Hiring interview systems and scorecards
✓ Performance review templates
✓ Difficult conversation frameworks
✓ Team culture initiatives
✓ 1:1 meeting frameworks -
Operations HQ - Your 30 Second SOP Architect
✓ Document any workflow in 30 seconds
✓ Instant training materials for any role
✓ Build step-by-step process guides
✓ Turn knowledge into documented systems
✓ Generate role-specific operation manuals -
Conversion Coach - Case Acceptance Expert
✓ Expert consultation scripts
✓ Objection handling for every scenario
✓ Case presentation templates
✓ Financial conversation flows
✓ New patient call optimization
Space is Limited • Class Begins on September 11
Frequently Asked Questions
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This is addressed on Day 1. We cover privacy best practices, what you can and cannot do with AI, and how to implement these systems in a HIPAA-compliant environment.
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If you can send an email, you can do this. 81% of practices have staffing issues—you can't wait for the "tech-savvy" hire who doesn't exist. This program is designed for orthodontic teams, not coders.
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2 hours for live sessions + 2-3 hours for implementation. You'll SAVE 20+ hours per week once systems are built. Net gain of 16+ hours weekly.
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Yes! The class price includes 3 participants from your practice and you will have the option to purchase addition seats if needed.
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Week 4 is dedicated implementation/catch-up week with hot seats and troubleshooting. Plus you have 90 days of recording access.
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No, this is a one-time fee.
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Due to the live, implementation-based nature of this program, all sales are final. Come ready to implement.
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This is a group program. For 1:1 consulting, inquire about Heartwise Collective's private consulting services.
Hi, I'm Lindsay, and I've Spent 10 Years Solving the Exact Problems You're Facing
I've spent nearly 10 years in the orthodontic consulting trenches and I've seen what you're living:
The 81% staffing shortage.
The 64% case acceptance trap.
The 60% overhead squeeze.
The "I'm exhausted and have nothing left for my family" reality.
I worked at one of the industry's most elite consulting firms, going hands-on with hundreds of orthodontic practices across the country. I wasn't the consultant who gave advice and left. I was in your shoes, implementing systems, training teams, fixing what was broken.
Then AI happened.
While most consultants watched from the sidelines, I went all in. I've invested multiple 5 figures and over a year (and counting) mastering AI systems and automations built specifically for orthodontic practices.
I've built, tested, broken, and rebuilt 8+ custom AI systems in real practices with real teams dealing with real staffing shortages and conversion challenges.
Here's what makes me different:
✓ I'm not a tech person teaching AI. I'm an orthodontic operations expert who's mastered AI implementation.
✓ I don't just advise, I implement.
✓ I'm not teaching theory, I'm teaching battle-tested systems built from nearly a decade working with hundreds of practices.
As CEO of Heartwise Collective, I do fractional COO work and operational consulting. Our AI systems make everything I do scalable, repeatable, and sustainable.
I’m not teaching you what might work. I’m teaching you what already does work in practices just like yours.
Most business investments take years to show returns. This one shows tangible returns while you're still building
Not generic.
Not theory.
Not "hopefully this works"
Not generic. Not theory. Not "hopefully this works"
With Your Investment, You’ll Walk Away With…
01
5 working AI consultant systems (not theory)
02
HIPAA-compliant implementation (not just "figure it out")
03
Systems built together in 8 weeks (not alone and overwhelmed)
04
$592K - $2.2M+ in potential value (not vague promises)
To Recap, This Group Program Includes:
8-week live implementation (Begins September 11, 2026)
7 AI consultant systems built for YOUR practice
HIPAA-compliant frameworks and privacy protocols
Private community
90 day access to recordings
8 week program
Program Dates: September 11 - October 30
8 week program Program Dates: September 11 - October 30
Ready to Stop Leaving $1M+ on the Table?
Join forward-thinking orthodontic practice owners who are done with 52% case acceptance, 60-hour weeks, and scattered protocols, and get ready to build AI systems that run their practices 24/7.
Questions? Email Lindsay@heartwisecollective.com