iCoreConnect In 2021, CAO endorsed iCoreConnect’s iCoreRx cloud ePrescribing. Since then, we’ve seen improvement in the efficiency, accuracy, and security of our members’ prescription process. We’ve also seen iCoreConnect continue to innovate with cloud-based software designed to improve practice productivity, profitability, and HIPAA-compliant security. For those reasons, the CAO vetted and elected to endorse six additional solutions from iCoreConnect, all offered to CAO members at substantial discounts.

• iCoreRx Cloud ePrescribing | 68% member discount
• iCoreVerify Automated Insurance Verifications | 50% member discount
• iCoreClaims Insurance Claims & Billing | 17% member discount
• iCorePay Digital Patient Billing | 40% member discount
• iCoreAcademy Patient Education Video Library | 60% member discount
• iCoreExchange Encrypted HIPAA Email | 38% member discount
• iCoreCloud Encrypted HIPAA Cloud Backup | 25% member discount

Click here to learn more about all of these endorsed services and get started with a free no-obligation demo. Be sure to use the promo code CAORTHO when you subscribe!

MCC is a cost reduction firm that helps ortho practices save money on their credit card processing and merchant fees without switching or changing processor or software. MCC is not a credit card processor, but a business advocate to ensure that you are on the most competitive pricing in the industry. They not only drive your rates to the bottom line, but they also monitor your merchant account monthly to protect you against surcharges, padded rates, billing errors, etc. The services are 100% risk free.

MCC does not charge any upfront fees and they offer special discounts for CAO members.

Contact Jim Adams at Merchant Cost Consulting:

(617) 306-2578,

jim@merchantcostconsulting.com for a free initial audit!

78% of your new patients come from referrals: professional, community, and patient. Are you treating that like a strategy or an accident?

Most orthodontic practices spend thousands chasing the 22% through digital marketing while the 78% remains completely unmanaged. Referral relationships aren’t “crossed fingers.” When you have a system to track, nurture, and grow them intentionally, they become your most predictable patient source.

PracticeConnector gives you that system.
Manage all your referral relationships in one place:

• Track every professional referrer, categorize by value (A, B, C), and schedule strategic visits
• Build community connections with schools, sports teams, and local businesses
• Turn happy patients into active referrers who consistently send you cases

View everything on desktop or iPhone. Schedule your practice reps with integrated Maps. Track birthdays, visits, tasks, and notes for each relationship. Get reports that show exactly which referrers are producing results.

The practices that grow consistently don’t just market better. They have a system that turns relationships into predictable referrals month after month.

Ready to turn your biggest patient source into your most predictable one?

College Ave Student Loans
Student loan debt is a significant concern for many members. College Ave offers a borrower-focused experience designed to help CAO members and their families refinance existing student loans or find the best loan options for college. Whether you need a loan to pay for school or are looking to refinance after graduation, College Ave provides a complete suite of competitive loan products tailored to your needs.
With a quick 3-minute application, instant credit decision, and no application fees, the process is simple and stress-free.
CAO members (AND family +friends) enjoy exclusive benefits, including:

A 0.25% interest rate discount on all in-school loans.*
0.50% of the loan amount paid back to the borrower on all refinance loans. **
1 CAO Members receive a 0.25% interest rate reduction on In-school loans that are opened through the CAO member benefits portal. The CAO member discount will be applied to your loan account after the initial disbursement occurs.
2Amount equal to 0.50% of the initial loan balance to be credited on the borrower’s statement within 60 days of closing of the loan. For example, if the consolidated loan equaled $20,000, the member benefit equals $100, with a maximum of $599.99.

www.collegeave.com/caao

Payments simplified. Your growth amplified.

At Quantum ePay, we make payment processing simple, delivering tailored solutions built for the unique needs of orthodontic professionals. Our mission is clear: to provide seamless, secure, and cost-effective financial technology that empowers businesses to thrive.

As a CAO member, you’ll unlock exclusive benefits designed to elevate your practice. Enjoy advanced payment tools, streamlined billing systems, and secure online payment portals. Plus, take advantage of personalized financial consultations, a free Point-of-Sale terminal, and a guaranteed minimum 25% savings on processing fees when you work with Quantum.
To learn how Quantum ePay can elevate the financial management of your orthodontic practice, email sales@quantumepay.com or call 888-858-1678, Ext. 108.

We work with orthodontic practices that want to grow with intention…not crossed fingers.

Our focus is simple: helping CAO members turn marketing into a predictable source of new patients each month.

We partner with orthodontists who understand that while word-of-mouth referrals are valuable, relying on them alone is a bit like hoping your car keeps moving just because it did yesterday.

Marketing, when done correctly, creates leverage.

Much like hiring the right team member or investing in better technology, one well-built system can produce results again and again…without requiring more time from you each month.

This isn’t about chasing trends or trying every new tactic that shows up in your inbox. It’s about building a repeatable growth engine that gives you confidence, clarity, and control over where your next patients come from.

If you’re ready for smarter, more predictable growth, we’re here to help.