Growing an orthodontic practice requires more than setting goals. It requires clarity around where you’re going, a realistic plan for getting there, and consistent leadership to keep your team moving in the right direction.
Rootwell Consulting Group provides Fractional COO services and strategic orthodontic consulting designed specifically for the complexities of running an orthodontic practice. We work alongside doctors and leadership teams to connect your vision with your numbers, your people, and the day-to-day decisions that influence practice performance.
We help turn big-picture goals into practical plans your team can execute. Because a goal without a plan is simply an idea. And a plan without accountability rarely gets implemented.
Depending on the needs of your practice, Fractional COO support may include:
Strategic Goal Planning
Annual and Quarterly Planning
Budget Planning
Treatment coordinator coaching and training
Monthly Leadership Meetings
KPI Tracking and Analysis
Leadership Team Development
Accountability Systems
Strategic Initiative Management
Organizational Planning
Team Alignment
Operational Decision Support & Implementation
Our approach goes beyond traditional orthodontic consulting focused on one department or one challenge. We look at the practice as a whole. Before recommending what needs to change, we dig into the numbers to understand what is actually happening in your practice. Because the best strategic decisions are grounded in facts, not feelings.
That means understanding your goals, reviewing your data, evaluating the systems and people influencing performance, identifying the opportunities that matter most, and creating a practical strategy for moving forward.
Our team brings decades of hands-on orthodontic experience and a deep understanding of what it takes to move a practice forward. We have led teams, managed operations, analyzed performance, built systems, navigated growth, and worked through the day-to-day challenges of running a practice.
We bring that experience into your practice to help turn your priorities into practical plans and your plans into progress.
A Fractional COO provides executive-level operational and strategic leadership on a part-time or consulting basis.
For an orthodontic practice, that can include strategic planning, KPI monitoring, budgeting, leadership meetings, accountability, organizational planning, operational decision-making, and oversight of important initiatives across the practice.
It gives the doctor experienced executive support without requiring the practice to hire a full-time COO.
Orthodontic consulting can take many forms, from solving a specific departmental challenge to providing ongoing strategic support.
Fractional COO consulting is designed to provide broader executive-level leadership across the practice.
Rather than looking at one metric or department in isolation, Rootwell Consulting Group evaluates how strategy, operations, finances, team structure, marketing, the New Patient Process, and other areas of the practice may be influencing one another.
This helps us identify the right problem before trying to solve it.
Fractional COO support may make sense when a practice is growing, the doctor is carrying too much of the operational leadership, important projects repeatedly lose momentum, leadership responsibilities are unclear, KPIs are being tracked without driving decisions, or the practice has ambitious goals but needs greater structure around execution.
It can also be valuable for an established practice that is performing well but wants experienced strategic guidance for its next stage of growth.
The goal is not to replace strong internal leaders. RCG’s goal is to support creating drivers within your practice to support daily operations and carry out agreed upon initiatives that progress the practice forward.
A Fractional COO can provide higher-level strategic support while helping existing leaders gain greater clarity around priorities, responsibilities, decision-making, and accountability.
The exact structure depends on your practice and the leadership resources already in place.
The right KPIs depend on the practice and its goals.
Rather than creating a dashboard filled with numbers, we focus on identifying the metrics that help you understand the health and performance of your practice.
That may include new patient leads, consultations, starts, Case Acceptance, production, collections, accounts receivable, observation patients, schedule utilization, staffing metrics, marketing performance, and other measures relevant to your strategic priorities.
The benchmark tells you where you stand.
Understanding what is driving it tells you what to do next.
Yes. Strategic planning can include defining annual and longer-term goals, establishing financial targets and budgets, identifying key priorities, breaking those priorities into actionable initiatives, assigning ownership, and creating a framework for measuring progress.
But creating the plan is only the beginning.
Ongoing Fractional COO support can help carry that strategy forward through leadership meetings, KPI reviews, accountability, and continued strategic guidance.
You know your practice better than anyone.
Sometimes what you need is an experienced strategic partner who can help you step outside of the day-to-day, look at the full picture, and turn where you want to go into a clear plan for getting there.
Rootwell Consulting Group provides Fractional COO services and orthodontic consulting to help practices create clarity, align their teams, make data-informed decisions, and move strategic priorities forward. Because,
Where strategy takes root, growth follows.
