Client Collaboration
Partnering closely with your team to deliver tailored financial coordinator workflows and customized staff training.

Orthodontic Practice Management Consulting
Expert Guidance. Stronger Practices. We are an elite B2B consultancy partnering with orthodontists and their teams. Specializing in Ortho2 Edge Cloud optimization, we provide deep-dive audits, staff training, and customized dashboards to reduce operational overhead.
CLICK HERE TO ELEVATE YOUR PRACTICEYOUR SOFTWARE. ITS FULL POTENTIAL.
Ortho2 Edge Cloud Consultant — Built on specialized expertise, we provide targeted solutions for orthodontists and their teams looking to maximize their Ortho2 Edge Cloud investment.
Partnering closely with your team to deliver tailored financial coordinator workflows and customized staff training.
Focused on reducing operational overhead and maximizing ROI through ledger correction and dashboard customization.
Bringing deep-dive expertise focused on optimizing Ortho2 Edge Cloud software for any type of practice.
PURPOSE-BUILT FOR YOUR PRACTICE
Expert Guidance.
Stronger Practices.
Streamlining your daily schedule and patient flow to maximize chair utilization and eliminate clinical bottlenecks.
Tightening up your insurance workflows and insurance tracking to plug revenue leaks and ensure you are fully collected on the work you do.
Identifying and eliminating hidden administrative waste to immediately protect and boost your profit margins.
Preparing your EdgeCloud data and financial records so buyers, sellers, and their accountants see a clean, accurate picture — before it becomes a negotiating point.
Empower your staff with deep-dive training focused on Ortho2 Edge Cloud. We target daily workflows to minimize errors, elevating team proficiency to ensure insurance accuracy and operational excellence across your entire practice.
Let’s discuss your practiceDeep-dive evaluation of your current practice management processes. Our comprehensive audits identify critical bottlenecks and hidden inefficiencies, delivering highly pragmatic, actionable insights to streamline operations and maximize your software investment.
Let’s discuss your practiceTailored analytics and report updates designed for the specific demands of your orthodontic practice. We customize your Edge Cloud dashboards to automatically surface critical performance data, driving confident, timely decisions to move your practice forward.
Let’s discuss your practiceCLARITY. CONFIDENCE. COLLECTIONS.
Addressing the exact day-to-day pain points that bog down your office managers and insurance teams, freeing them up to focus on patient care and practice growth.
Stripping away redundant paperwork and manual data entry to create smooth, repeatable front-office workflows that reduce staff burnout.
Tuning your patient and insurance financial systems so revenue moves through your practice efficiently and without delays.
SPECIALIZED, HANDS-ON TRAINING
Empower your insurance team with specialized training designed to overcome the daily hurdles of financial management. We focus on practical, hands-on Edge Cloud Financial Coordinator Training to ensure your staff can navigate complex financial systems with confidence and efficiency.
Elevate your financial workflowsEXPERIENCE THAT MAKES THE DIFFERENCE

Co-Founder & Lead Consultant
Co-Founder & Lead Consultant
Jodi Miller is the founder and lead Subject Matter Expert (SME) at OrthoCloud, bringing an unmatched level of deep-rooted, specialized knowledge to the orthodontic community nationwide. Having spent decades embedded within the industry, Jodi served as a primary contractor and software expert for Ortho2, mastering the architecture of Ortho2 Edge Cloud from the inside out. Her elite technical expertise is uniquely balanced by a decade of hands-on experience as an in-office, full-time orthodontic business manager. For several of those years, she successfully served in a dual role as both business manager and treatment coordinator. This rare combination of software mastery and front-line clinical administration allows her to understand exactly how software choices impact day-to-day office operations, practice revenue, and case acceptance.
Jodi's extensive career spans key offices across Oregon, California, and Florida, giving her personal insight into a wide demographic of patients and families. Most recently in Miami, she navigated highly complex practice dynamics, specializing in managing care and communication for international patients. This experience equipped her with a unique, refined skillset required to handle diverse cross-border logistics, distinct financial arrangements, and elevated service expectations. At OrthoCloud, Jodi strips away cookie-cutter manuals to deliver highly tailored training for 1 to 5 doctor practices. By aligning the powerful tools of Edge Cloud with the specific cultural and operational needs of growing clinical teams, she helps independent practices eliminate administrative bottlenecks, maximize system ROI, and elevate patient care.

Co-Founder & Business Operations Director
Co-Founder & Business Operations Director
Jim brings more than two decades of experience in business operations, technology management, CRM administration, marketing, and revenue optimization. Throughout his career, he has helped organizations streamline processes, improve data visibility, and implement technology solutions that support growth and operational excellence. His background spans Salesforce administration, business intelligence, automation, executive reporting, and strategic planning.
At OrthoCloud Consulting, Jim manages the business systems, technology platforms, marketing initiatives, and operational infrastructure that support the firm's clients and consultants. By combining a passion for process improvement with a deep understanding of business operations, he helps orthodontic practices gain greater efficiency, improve decision-making, and create a stronger foundation for sustainable growth.
LET’S MOVE YOUR PRACTICE FORWARD
Expert Guidance.
Stronger Practices.