General Topics

Driving Team Efficiency Through Smart DM Processes

The DM Summit will include multiple sessions led by industry experts focused on maximizing DentalMonitoring for team success. Attendees will learn how to build efficient DM-driven workflows, delegate responsibilities across roles, and strengthen communication between doctors, coordinators, clinical teams, and front office staff. These presentations will share practical strategies to reduce inefficiencies, improve accountability, and create smoother daily operations, helping teams work smarter, stay aligned, and deliver a consistently high-quality patient experience.

Mastering DM Fundamentals:

Learn proven best practices throughout the DM Summit to maximize the full potential of DentalMonitoring in every area of your practice. Across multiple sessions, attendees will explore optimized workflows for both aligner and braces treatments, strategies to improve patient scheduling with Dynamic Scheduling, and actionable techniques to increase patient compliance. The program will also highlight how to elevate the patient experience using DentalMonitoring’s clinical insights and communication tools, driving greater efficiency, improved outcomes, and sustainable practice growth.

Learn how to Grow and Differentiate your Practice  

Learn how to leverage the DentalMonitoring platform to drive measurable practice growth through real-world strategies shared by industry leaders. Discover how implementing Observation and Retention programs can generate additional revenue while strengthening long-term patient relationships. Explore how to use DM Insights to identify trends, improve efficiency, and optimize workflows. Attendees will also learn how to position DentalMonitoring as a powerful marketing and differentiation tool—driving more treatment starts, attracting new patients, and expanding GP referral networks.

Hands-On Learning

Participate in interactive workshops and real-world case presentations led by industry-leading orthodontists and educators. These hands-on sessions are designed to help attendees apply what they’ve learned in practical scenarios, analyze real DentalMonitoring data, and walk away with actionable strategies they can immediately implement in their practices. From workflow optimization to patient engagement techniques, the interactive components of the DM Summit ensure a dynamic learning experience that goes beyond theory and delivers real results.

Speakers

Dr. Josh ADCOX Orthodontist


Dr. Barry BENTON Orthodontist


Mr. Chris BENTSON Orthodontic Consultant


Mrs. Alex BESTE Director of Operations at Dr. Alyssa Carter


Dr. Dan BILLS Orthodontist


Mrs. Nickole BRADFIELD Orthodontic Consultant


Dr. Seth BRIGGS Orthodontist


Mrs. Andrea CAREY Implementation Consultant


Dr. Alyssa CARTER Orthodontist


Mrs. Amy CARTER Director of Operation at Meier Orthodontics


Dr. Edward DAVIS Orthodontist


Dr. Bill DISCHINGER Orthodontist


Miss Crystal ELDER DMC at Dr. Ed Davis


Mr. Leo EL GANARI The Tongue Teacher | Co-Founder & CTO


Mrs. Joy FOSTER Implementation Consultant


Dr. Tara GOSTOVICH Orthodontist


Dr. Lindsay GROSSO Orthodontist


Mrs. Cindi JAMES Orthodontics Consultant


Mr. Jason JENNINGS Master of Ceremony


Mrs. Miko JENNINGS DMC at Dr. Ragan's office


Dr. Glenn KRIEGER Orthodontist


Dr. Pierre LECLERCQ Orthodontist


Mrs. Sarah LECLERCQ Maxillofacial Physical Therapist


Mrs. Sarah PARKER Integration Consultant


Mr. Tony PENICHE Orthodontic Consultant


Ms. Anny PFIRMAN Office Manager at Meier Orthodontics


Dr. Michael RAGAN Orthodontist


Dr. Philippe SALAH CEO & Co-founder


Ms. Samantha SCHAFER DMC at Varble Orthodontics


Dr. Jacquee SCHIECK Orthodontist


Dr. Terry SELLKE Orthodontist


Mrs. Michelle SHIMMIN Orthodontic Consultant


Dr. Zachary VARBLE Orthodontist


Detailed Agenda

Expert Insights. Real-World Strategies. Hands-On Learning. 

The DM Summit features a powerful combination of expert-led lectures and hands-on workshops designed to deliver practical strategies for growing and optimizing your practice. Explore a wide range of sessions focused on clinical efficiency, team workflows, patient engagement, and practice growth. The list of selected sessions is listed below: 

Thursday, September 17th Schedule


6:00 pmWelcome Reception

Welcome Reception and Registration


Friday , September 18th Schedule


7:00 amBreakfast & Registration


8:00 amDr. Philippe Salah | Beyond Monitoring: Shaping the Future of Orthodontics

In this visionary keynote, Dr. Philippe Salah unveils DentalMonitoring’s future direction, sharing bold innovations and transformative technologies set to redefine orthodontic care, practice efficiency, and the patient experience in the years ahead.


8:40 amDr. Dan Bills | My Practice for Today's Orthodontics

The value of DM for Patients, Teams, - Discover how monitoring technology can transform clinical efficiency, reduce stress, and create capacity for sustainable practice growth. This presentation will explore streamlined workflows, improved patient management, and enhanced treatment outcomes, while demonstrating how remote monitoring helps maximize productivity and support a healthier work-life balance for doctors and teams.


9:20 amDr. Glenn Krieger | My Why: The Decision to Transform My Practice with Remote Monitoring

In this brief but powerful opening presentation, Dr. Glenn Krieger will share the personal and professional reasons behind his decision to adopt DentalMonitoring in his orthodontic practice. From improving patient care and communication to increasing efficiency and predictability, Dr. Krieger will walk attendees through how DM aligned with his vision for a more modern, patient-centered practice.


9:30 amPanel Presentation | The Power of Why: Stories Behind Remote Monitoring Adoption

This opening panel, led by Dr. Glenn Krieger, explores the “why” behind adopting DentalMonitoring. Leading orthodontic KOLs will share their motivations, how their perspectives evolved, and the impact on patient care, team efficiency, and practice growth. Gain insights that reinforce confidence, alignment, and the possibilities enabled by modern monitoring technology.


10:10 amBreak & Coaches Corner

One on one sessions with an Integration Consultant


10:40 amDr. Alyssa Carter | Building Your Dream Team

Implementing DentalMonitoring requires more than technology—it demands leadership, structured workflows, and full team alignment. This session covers proven change-management strategies to overcome adoption challenges, define roles, and build accountability. Learn how to guide teams through transition, optimize onboarding and training, and embed DentalMonitoring seamlessly into daily operations for long-term success.


11:20 amDr. Mike Ragan and Miko Jennings | Re-shift How to Communicate Internally with Team Members to Increase Efficiency

Learn how to optimize internal communication between doctors, DMCs, and team members using DentalMonitoring and DM Insights. This session will explore strategies to improve collaboration, streamline workflows, enhance task visibility, and reduce miscommunication. Attendees will gain practical techniques to increase efficiency, strengthen alignment, and support smoother daily practice operations.


12:00 pmLunch Chats with an Expert

Grab lunch with one of our DentalMonitoring experts to chat through helpful platform tips and insights
- limited seating first come first served


1:00 pmDr. Edward Davis and Crystal Elder | Establish the Foundation For Scaling Through Observation, Retention, Team Incentives, and Strategic Marketing

Establish the Foundation For Scaling Through Observation, Retention, Team Incentives, and Strategic Marketing | Ready to maximize your reclaimed clinical time, boost profitability, and fully optimize your existing remote monitoring foundation? Led by Dr. Davis and Crystal, this breakout session provides advanced workflows to systematically transition observation and retention tracking onto a remote dashboard, clearing physical schedules to expand office capacity. Participants will learn to implement practical frameworks that align team goals, establish win-win incentives, and build staff confidence in executing remote care. Additionally, this course demonstrates strategic outreach methods to leverage your remote infrastructure as a powerful marketing tool that drives general dentist referrals and attracts long-distance patients. Concluding with an interactive Q&A, this session equips attendees with a personalized, step-by-step blueprint booklet for immediate implementation on Monday morning.


1:45 pmDr. Zac Varble | Maximize your Braces Monitoring Workflows

Learn how to create efficient remote monitoring workflows for braces treatments using structured protocols, goals, and DM+ standard operating processes. This session will guide attendees in building a daily game plan to optimize clinical flow and productivity, including a hands-on workshop focused on pre-planning the clinical day for maximum efficiency.


2:30 pmDr. Barry Benton | How to Create an Efficient Aligner Workflow with Remote Monitoring

Learn how to build efficient remote monitoring workflows for aligner treatments using proven protocols and DentalMonitoring tools. This session will cover adaptive aligner changes, SmartSTL usage, and real-world workflow examples. Attendees will receive practical workflow to implement immediately for improved efficiency, compliance, and treatment outcomes.

Highlights include: Protocols for Aligners, adaptive aligner change, SmartSTL-


3:35 pmDr. Alyssa Carter and Alex Beste | Analyzing DM Insights

This interactive breakout session is designed for both DentalMonitoring Coordinators (DMCs) and doctors to deepen their understanding of DM Insights and how to apply data-driven decision-making in daily workflows. The presentation will begin with a focused 20-minute overview of key DM Insights features and metrics, followed by a 25-minute hands-on exercise where attendees will analyze real scenarios and put insights into action. Participants will leave with practical skills to improve patient compliance, optimize workflows, and drive better clinical and operational outcomes.


4:20 pmCindi James | The Communication Playbook: From First Call to Treatment Success

Learn how every team member—front office, TCs, clinical staff, and DMCs—can leverage DentalMonitoring to deliver seamless, high-value patient communication. This session covers introducing DM to prospects, integrating it into treatment presentations, reinforcing engagement chairside, and coordinating ongoing follow-up to improve compliance, patient experience, and overall practice efficiency.


7:00 pm - 11:00 pmReception | Texas Nights & Bright Lights

A LONE STAR CELEBRATION EVENING
Get ready for an unforgettable Lone Star Celebration Evening where Texas spirit meets Dallas glamour. Pull out your best cowboy and cowgirl attire, polished boots, statement hats, and a little Texas bling for a night of high-energy entertainment, great company, and authentic Texas-inspired fun.


Saturday, September 19th Schedule


7:00 amBreakfast


8:05 amDr. Zac Varble | Driving Practice Growth with Dynamic Scheduling

Learn how to strategically leverage DentalMonitoring’s Dynamic Scheduling tools to optimize chair time, reduce bottlenecks, and drive measurable practice growth. This session will highlight proven “scheduling recipes” that enable teams to proactively manage appointments using real-time patient progress data. Attendees will discover how to prioritize treatment-critical visits, minimize gaps in the schedule, and reduce cancellations through smarter, data-driven planning. By aligning scheduling decisions with live monitoring insights, practices can increase capacity, improve efficiency, and scale growth—without adding staff or extending clinical hours.


8:40 amDr. Tara Gostovich | Elevating Patient Experience with Remote Monitoring

Learn how to elevate patient engagement using DentalMonitoring Insights and communication tools. This session covers building an effective activity loop, re-engaging low-compliance patients, managing poor scanners through virtual appointments, and rewarding consistent scanning. Discover how team instructions, task management, and DM’s to-do list streamline workflows and enhance the patient experience.


9:15 amDr. Bill Dischinger | Predictable Case Setups for Success and Practice Growth in Aligner Cases

Optimize Aligner Clinical Protocols: Master advanced clear aligner setup strategies and protocols designed to ensure predictable tooth movement and minimize mid-course refinements.
Maximize Efficiency with Smart STL: Integrate Smart STL technology to identify clinical milestones remotely, reducing unnecessary "chair-side" time and maximizing per-appointment revenue.
Scale ROI Across Multiple Locations: Evaluate data-driven strategies for utilizing DentalMonitoring to maintain clinical excellence and brand consistency while scaling operations across multiple practice locations.
Drive Practice Growth through Remote Monitoring: Implement a "Remote-First" workflow that leverages automated monitoring to increase patient capacity and improve the overall practice profitability (ROI).
Analyze Appointment Savings: Quantify the impact of proactive remote intervention on the practice's bottom line by comparing traditional in-office models to DM-driven appointment scheduling.


9:50 amDr. Josh Adcox | Unstoppable Growth Fueled by Remote Monitoring

Dr. Josh Adcox shares a five-year journey of practice growth powered by DentalMonitoring. From launching a flagship location to acquiring and transforming additional practices—including a De Novo—he reveals how remote consults, Dynamic Scheduling, and fully integrated DM workflows enabled scalability, expanded geographic reach, increased GP collaborations, and new revenue opportunities.


10:55 amMichelle Shimmin | The Perfect DM Pitch: How TCs Can Leverage Remote Monitoring to Boost Case Acceptance

The consultation table is where the patient relationship begins—and how your team presents technology can make or break case acceptance. In this interactive, small-group breakout session, industry expert Michelle Shimmin shares the ultimate TC playbook for introducing DentalMonitoring to prospective patients and parents.

Discover how to shift the conversation from "software features" to "lifestyle benefits." Michelle will provide the exact verbal scripts and elevator pitches your team needs to confidently position remote monitoring as a premium clinical benefit that delivers superior results, continuous doctor connection, and—most importantly—their valuable time back.

Key Takeaways:

The Perfect Elevator Pitch: Master a clear, compelling 30-second explanation of DentalMonitoring that excites patients and parents.

Value-First Positioning: Learn how to position fewer in-office appointments as a massive convenience and clinical upgrade, not a reduction in care.

Overcoming Objections: Gain proven strategies to seamlessly handle common hesitation around scanning and virtual check-ins.

Interactive Workshop: Participate in peer-to-peer practice in an intimate setting designed to send you home ready to implement these scripts immediately.


10:55 amCrystal Elder & Sarah Parker | Mastering the Dashboard: Best Practices

Designed for DMCs and team members, this session focuses on mastering the DentalMonitoring Dashboard. Learn to interpret patient data, leverage scan videos, manage notifications, and prioritize workflows. Explore team instructions, updates, and automated messaging to improve communication, streamline operations, increase efficiency, and strengthen patient compliance across the practice.


10:55 amChris Bentson | The Future of the Orthodontic Industry

Doctor Rotational Breakout #1: Chris Bentson shares a data-backed view of where the orthodontic industry is headed, highlighting the three digital pillars shaping modern practices: aligners, digital braces, and remote monitoring. Learn how these technologies are transforming workflows, patient expectations, and practice growth—and why monitoring is essential for long-term success.


11:40 amAmy Carter, Anny Pfirman, Joy Foster | Best Practices for Patient Education: Driving Engagement and Scanning Success

Effective patient education is the foundation of successful DentalMonitoring adoption and long-term compliance. This session will cover proven best practices for teaching patients how to scan properly, clearly communicating why consistent scanning matters, and ensuring patients fully understand their role in achieving optimal treatment outcomes.
Attendees will learn how the Initial Consultation (IC) and clinical team can deliver a structured, engaging patient onboarding experience that sets expectations from day one. The session will also highlight practical tools and communication techniques that improve scan quality, increase patient buy-in, and reduce ongoing compliance issues.


12:20 pmLunch Chats with an Expert

Grab lunch with one of our DentalMonitoring experts to chat through helpful platform tips and insights
- limited seating first come first served


1:20 pmSam Schafer, Andrea Carey | Winning the Compliance Battle in Orthodontics

Staff Rotational Breakout #3: Patient compliance is critical to treatment success—and one of the biggest drivers of efficiency when using DentalMonitoring. This session will provide practical, proven strategies to proactively manage late scans and low-compliance patients using DM tools and real-time data.

Attendees will learn how to identify compliance trends early, intervene effectively through automated messaging and personalized outreach, and implement workflows that consistently encourage on-time scanning. The session will also share tips for setting clear patient expectations from day one and turning non-compliance into engagement opportunities that keep treatment progressing on schedule. How to use the dashboard chair side as an educational tool for Patient and Parents


1:20 pmDr. Seth Briggs: The Proficiency Blueprint: Onboarding, Training, and Sustaining a High-Growth Practice|

This session focuses on best practices for staff training to ensure long-term success with remote monitoring. Designed for doctors and office managers, it covers onboarding new hires, maintaining team knowledge, reinforcing workflows, and preventing skill gaps. Learn practical strategies to keep teams confident, consistent, and fully proficient with DentalMonitoring.


2:05 pmTony Peniche | Driving Practice Growth Through Marketing

Learn how to leverage DentalMonitoring as a powerful marketing and differentiation tool to grow your practice. This session will cover practical strategies for promoting DM to attract new patients, increase treatment starts, and strengthen referrals. Discover how showcasing remote monitoring enhances your brand, builds trust, and positions your practice as a modern, technology-driven leader.


2:05 pmDr. Lindsay Grosso | Attracting New Patients by leveraging Remote Monitoring

Discover how to leverage remote monitoring to differentiate your practice and attract long-distance patients by leading with a "digital first" marketing strategy.
Learn how to turn GP referrals into a consistent stream of new starts by utilizing proactive AI health alerts and DM Plus measurement tools for seamless co-management.
Identify the "secret sauce" for using the ScanBox and Dashboard during consultations to build immediate clinical trust and overcome patient objections regarding fewer in-office visits.


3:15 pmNic Bradfield | Growing Your Practice End-to-End with Observation & Retention Monitoring

Learn how DentalMonitoring’s Observation and Retention programs drive growth by engaging patients before treatment and beyond completion. This session covers converting observation patients into treatment starts faster through real-time tracking, educating young patients for better compliance, and using Retention Monitoring to strengthen loyalty, protect outcomes, and fuel long-term practice growth.


3:55 pmDr. Pierre Leclercq, Sarah Leclercq & Leo El Ganari | Delivering on the Functional Standard of Care

Most of our patients present with orofacial dysfunctions tied to their malocclusion yet until now, we've had no scalable way to screen and treat them. Breathing pattern, lingual posture, swallowing, and oral habits are recognized etiological and aggravating factors in malocclusion and left unaddressed, they can complicate treatment, delay it, and above all drive relapse.

Functional screening, however, is time-consuming, and access to myofunctional therapy is too often limited, distant, or unaffordable for the patient leaving many with no functional pathway at all. So while the majority of our patients present with these dysfunctions, we have until now had no tool to screen them at scale, reproducibly, and to offer them an accessible functional pathway alongside treatment.

This session introduces DM Functional, powered by The Tongue Teacher a solution that answers this need in just a few clicks. You invite your patient to complete an at-home self-assessment; the algorithm analyzes their responses and generates personalized rehabilitation program recommendations, opening a complete myofunctional therapy pathway the patient follows independently at home. The platform is simple to adopt and easily delegated to your clinical team, and it monitors each patient automatically, with continuous data feedback through a measured compliance score.

For the practice, this means three things:

Confidence in managing the functional dimension of care
The right communication tools, backed by the objective data of that compliance score
A new revenue stream, through a simple, affordable functional upsell offered alongside orthodontic treatment
In 30 minutes, we'll walk through the full workflow, how it fits into your practice with no added chairtime, and exactly how to position it financially to grow your practice.


4:25 pmDr. Jacquee Schieck | Transformation of my Practice with Technology

Explore how leveraging DentalMonitoring and digital workflows can transform the footprint of an orthodontic practice. Through a real-world case study, learn how redefining team roles, optimizing processes, and adopting technology expanded capacity, improved patient experience, and drove growth. Gain a practical roadmap for scaling efficiently without increasing overhead.


CE Credits

The DM Summit is a comprehensive educational event designed for orthodontic professionals seeking to enhance clinical, operational, and patient care excellence. Registered attendees are eligible to receive up to 14 Continuing Education (CE) credits upon successful completion of the program.

Friday Night: Texas Nights & Bright Lights

A LONE STAR CELEBRATION EVENING

Join us on Friday Evening for an unforgettable evening filled with sizzling Texas flavors, music, high-energy entertainment, and true Lone Star flair—where cowboy boots meet sparkling diamonds under the Texas sky.

DRESS THE PART! Cowboy boots and hats are encouraged, and ladies, bring your bling for a touch of Texas glamour. Enjoy music, line dancing, and fun interactive activities throughout the night.

Looking for outfit inspiration? Visit our Pinterest board for stylish Texas-themed looks. Pinterest Ideas


We’re sorry, but our group booking link has now expired. We encourage you to check surrounding hotels for availability and the best current rates.



Location Information

  • Renaissance Dallas Hotel
  • 2222 North Stemmons Freeway, Dallas, TX, 75207 US

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Sponsors

Partners Dental Solutions A Full-Service Orthodontic Laboratory


CascadEffects Practice Growth Consultant


Oliv Orthodontic System Clear Aligner System


CoTreatMe The Collaborative Dental Care Platform


Smile For a Lifetime | Embracing Our Warriors Give a Smile Foundations


OrthoPulse by Biolux Technology Near-Infrared Photobiomodulation Therapy


Lightforce Custom Digital Brackets System


Peniche & Associates Orthodontic Consulting


KLOWEN Custom Digital Orthodontics System


OrthoFi Case Acceptance & Financial Solutions


Angel Aligner Clear Aligner Innovation


DIBS AI Smart Digital Bonding Solutions


RETAIN Orthodontic Retention Program


ORMCO Orthodontic Solutions


Greyfinch Cloud-Based Practice Management Platform


Vitana Pediatric & Orthodontic Partners Dental Partnership Organization


Henry Schein Orthodontics Orthodontic Practice Solutions


Register Today

Early Bird Pricing Ends Friday July 17th 2026

  • Regular Price $1095

  • Regular Price $795

  • Includes attendance to the welcome reception, breakfast & lunch, and Evening Reception. Does not include access to education or CE Credits.




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