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Having systems in place is one thing...
Making sure your team actually follows them is another. That's why Alex created Milo, an app that bridges the gap between having systems and actually getting things done. With checklists, recurring tasks, and built-in accountability, Milo helps turn your processes into action. Learn more at https://startmilo.com
Show Notes
00:00 Why we were at AADOM
01:45 Jenny from Flex Dental Solutions joins
01:56 Flex Payments powered by Stripe
02:19 Buy now, pay later with Affirm and Klarna
05:42 Surcharging and HSA/debit card compliance
07:20 Insurance verification that pulls straight from the portals
09:03 Verify Sync: choose what gets updated in Open Dental
11:56 Mark from Moolah joins
13:24 Why every practice ended up buying iPads
14:40 Treatment plans, signatures and payments on the card terminal
17:53 Searching patients right from the terminal
18:27 Payment plans and memberships signed on the terminal
20:53 Did Moolah steal this idea from Chili's?
24:52 More of the browser app moving to the terminal
25:57 Daily reconciliation and accounting for every penny
27:55 Disconnected vs. integrated payments
