Ep 84 - How Jake Gulick and Greyfinch are rethinking orthodontic workflows

Clinical innovation in orthodontics is moving faster than ever, but many practices are still relying on workflows built for a different era. In this episode of The Golden Age of Orthodontics, Dr. Leon Klempner and Amy Epstein sit down with Jake Gulick, president of Greyfinch, to discuss how outdated systems, disconnected tools, and manual processes may be quietly limiting practice efficiency and growth.Jake shares his perspective from nearly two decades in the orthodontic technology space, from helping scale Cloud9Ortho in its early years to leading innovation at Greyfinch, and explains how modern cloud-based practice management systems, AI-assisted workflows, automation, and smarter integrations are reshaping the operational side of orthodontics. The conversation explores how practices can reduce workflow friction, improve patient communication, gain better visibility into marketing performance, and rethink long-standing processes that no longer serve today’s digital orthodontic practice.In this episode, you’ll learn:Why many orthodontic practices are still operating with outdated workflow modelsHow AI can improve efficiency without replacing the human side of the practiceThe difference between cloud-based and truly browser-based softwareHow automation can streamline patient follow-up and case acceptanceWhy disconnected systems create hidden operational frictionThe importance of workflow design when implementing new technologyHow practices can better track marketing performance and patient conversion dataWhy practice management software should evolve alongside modern orthodonticsGo to www.pplpractice.com for more!