EPISODE · Mar 24, 2026 · 19 MIN
OM. Ep 183- How to Increase Orthodontic Case Acceptance in 2026: Conversion Tips for Treatment Coordinators & Practice Owners
from Ortho Marketing Live · host Ortho Marketing
Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what’s really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You’ll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.
What this episode covers
Case acceptance is one of the biggest challenges facing orthodontic practices in 2026. In this episode of Ortho Marketing, host Dean Steinman is joined by Shelley Bostrom, founder and owner of Align My Practice to break down what’s really causing patients to walk away and how to fix it. Shelley shares practical, real-world strategies to help treatment coordinators and practice owners improve conversions, from structuring consultations more effectively to creating clear next steps and stronger follow-up systems. If your practice is generating leads but struggling to turn them into starts, this episode is packed with actionable insights to help you close more cases and stop leaving revenue on the table.What You’ll Learn:The 3 required outcomes every patient should leave a consultation with (yes today, scheduled, or follow-up commitment)Why patients leave without starting treatment — and how to prevent itHow to guide conversations using assumptive language and stronger communicationThe importance of asking the right questions to personalize the consultationProven follow-up strategies, including a multi-touch approach over timeWhy authentic conversations outperform scripted sales approachesAbout Shelley BostromIntroducing Shelley Bostrom, founder and owner of Align My Practice, your ultimate partner in all things orthodontics. With an unparalleled understanding of the industry, Shelley has a knack for developing customized solutions that cater to your unique needs. Her warmth and sincerity make her an exceptional collaborator, as she works hand in hand with each client to help them realize their vision. At Align My Practice, Shelley and her team offer a comprehensive range of services that are designed to supercharge your practice growth, optimize team performance, and maximize your overall success. With Shelley at the helm, you can rest assured that your practice will be in the hands of a seasoned professional who is deeply committed to helping you achieve your goals.Learn more about Align My Practice: https://alignmypractice.comBe our next guest or elevate your practice: https://orthomarketing.com/contact-us/🚀 Follow Ortho Marketing for new episodes featuring marketing tips, technology trends, and practice growth insights.
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OM. Ep 183- How to Increase Orthodontic Case Acceptance in 2026: Conversion Tips for Treatment Coordinators & Practice Owners
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