Monthly, Quarterly, and Semi-Annual support
Become a Heartwise Collective Member!
Becoming a member has endless benefits
Heartwise Members enjoy benefits that support continuous growth and last the lifetime of their practices.
Peace of Mind
Know that your practice is in good health with audit memberships - Monthly, quarterly, or semi-annually.
Early Access
Be the first to know of upcoming (limited participant) workshops, courses, and new offerings
Special Member Pricing
Active Heartwise Members receive coaching at up to 50% less than non active members.
Heartwise Membership Options
Semi-Annual Practice Audit Membership
1 Practice Audit Every 6 Months
90 Minute Follow-Up Call to Review Findings
Coaching Recommendations & Special Coaching Rate
Semi-Annual Financial Audit Membership
1 Financial Audit Every 6 Months
60 Minute Follow-Up Call to Review Findings
Coaching Recommendations & Special Coaching Rate
Quarterly NP & TC Systems Audit Membership
Quarterly NPE Review, Conversion Reporting Review, NP & Pending Patient Status Audit, and Pending Patient Follow Up Audit
60 Minute Follow-Up Call to Review Findings
Coaching Recommendations & Special Coaching Rate
Monthly Call Audit Membership
Monthly Call Audits
60 Minute Follow-Up Call to Review Findings
Coaching Recommendations & Special Coaching Rate
Launching in 2025
Save your spot for our highly-anticipated Business & Leadership Memberships!
The Leadership Track:
The Leadership Track is designed for those committed to cultivating conscious leadership and fostering a positive team culture. This track focuses on developing your leadership skills, enhancing communication, and nurturing a growth mindset within your team. You’ll explore topics like emotional intelligence, conflict resolution, and team empowerment, all aimed at helping you lead with heart, mindfulness, and intention.
Key Objectives:
Develop conscious leadership skills
Enhance communication
Nurture a positive, empowered team culture
Improve conflict resolution skills
Lead with heart and intention
The Business Track:
This business track is perfect for those looking to streamline their operations, boost profitability, and master the art of running a successful orthodontic practice. You’ll gain access to exclusive resources to optimize your practice management, implement efficient systems, and drive sustainable growth. Whether you want to expand your practice or refine your operations, the Business Track equips you with the tools and strategies needed to succeed.
Key Objectives:
Optimize your operations with efficient systems
Boost revenue and profitability
Drive sustainable growth
Set the stage for expansion or refining your practice
