Orthodontic practice framework

Lead Different.

Stop building
from scratch.

Lead with Hive gives orthodontic practice owners, doctors, and managers a complete operational foundation — built by someone who's lived it, customizable for how your practice works.

Get the framework Meet Lauren
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Built for
Practice owners
Orthodontists
Operations managers
Practice managers
Lauren Barring
15+
years in orthodontics

Every practice deserves a real playbook

Most orthodontic practices get handed the keys with no operational foundation. Owners and managers are left figuring it out through trial, error, and expensive consultants who hand you a generic system that doesn't fit how your practice actually runs.

"Not every orthodontic office operates the same — and your framework shouldn't either."

Lead with Hive was built because the gap is real. The tools most practices need — from HR documents to A/R tracking — either don't exist, cost thousands to build from scratch, or come from consultants trying to make you look like every other practice.

These documents also exist to protect you — your doctors, your owners, and your team — with the policies and paperwork that limit liability and create accountability at every level.

7 sections. One complete foundation.

Buy individually or get everything in the complete bundle.

HR

HR supportive documents

Everything you need to hire, onboard, manage, and offboard team members — built for an orthodontic environment.

  • Job descriptions for all ortho roles
  • Daily & role-based checklists
  • Weekly recap forms for employees
  • Onboarding & offboarding checklists
  • Policies & procedures by role
Communication

Clinical letters

Professional correspondence for every stage of treatment — to patients and referring general dentists.

  • Start & debond letters
  • Progress letters to general dentist
  • Referral letters
  • Early removal & compliance documents
Financial

Orthodontic contracts & agreements

Treatment and financial documents that protect your practice and give patients clarity on their commitment.

  • Orthodontic treatment contracts
  • Payment option plan templates
  • Patient financial agreements
Education

Patient education forms

Eight comprehensive forms covering every major treatment type — reduce chairside explanation time and set expectations clearly.

  • Comprehensive braces start & Phase I start
  • Initial Invisalign scan & delivery
  • Post laser treatment & RPE
  • Retainer contract & Phase I retention
Operations

Practice management build-out

A complete guide to configuring your PMS — works across Dolphin, Carestream, Orthotrac, and more.

  • Appointment types & naming conventions
  • Daily, weekly & monthly reports to run
  • Fee schedule framework & audit checklist
  • Insurance vs. private pay setup
Operations

Practice & patient communication systems

Templates, scripts, and workflows that keep your team aligned and your patients engaged at every touchpoint.

  • Meeting agendas & pulse check templates
  • Appointment & recall reminder templates
  • Financial communication (text & email)
  • New patient call sheets & front admin SOPs
Finance

A/R reporting & tracking

A complete accounts receivable template — full breakdown from out-of-pocket to insurance with aging buckets and percentage tracking.

  • Total A/R breakdown template
  • Out-of-pocket vs. insurance split
  • Aging buckets with auto percentages
  • Month-over-month tracking view

The complete Hive framework

Every section. Every document. One complete operational foundation for your practice — delivered instantly as a digital download, fully editable, ready to customize for your team and culture.

HR documents Clinical letters Contracts Patient education PMS build-out Communication systems A/R reporting
Coming soon
Complete bundle
All 7 sections included

Individualized practice consulting

Not everyone has the time — or wants — to customize documents themselves. That's where personalized consulting comes in. Lauren works directly with your practice on a monthly retainer basis, virtually, to build and implement everything for you.

Every engagement is tailored to your specific needs, your doctor's style, and your practice culture. No cookie-cutter systems. No one-size-fits-all approach. Just the right foundation, built the right way for your practice.

Virtual, monthly retainer engagement
Fully customized to your practice — not a template approach
Done for you — Lauren builds and implements, you lead
Custom pricing based on scope and practice needs
Apply for consulting →

Services included

HR setup & team structure

Job descriptions, onboarding, policies, checklists — all built and formatted for your team.

Practice management system configuration

Appointment types, fee schedules, reporting setup — configured and ready to use.

A/R review & collections strategy

Full accounts receivable audit, tracking setup, and a plan to improve your collections rate.

Communication systems & SOPs

Patient communication templates, team workflows, and front desk SOPs built for your practice.

Practice operations audit

A full review of your current systems, gaps, and priorities — with a clear action plan.

Team leadership & culture coaching

Meeting cadences, performance tools, and culture-building strategies for your specific team dynamic.

New practice build-out or rebrand support

Launching a new location or rebranding an existing one? Lauren has done both — multiple times.

Simple from day one.

01

Choose your sections

Buy the sections you need individually, or get the complete bundle for everything at once. Instant digital delivery after purchase.

02

Customize for your practice

Every document is fully editable. Drop in your logo, your policies, your voice. Build it around your doctor, your culture, your team.

03

Roll it out with confidence

Hand your team a real operational foundation. Stop guessing, stop building from scratch, and start leading differently.

Lauren Barring
15+
years in
ortho

Lauren Barringer

Founder, Lead with Hive

Lauren started her orthodontic career at the front desk — fresh out of UNC Charlotte with a BS in Exercise Science — and never left. What began as an entry-level role turned into a calling, and over the next 15+ years she built her career from the ground up inside the same company she joined in 2012.

In that time, she helped grow that practice from 1 location to 7 — taking on treatment coordinating, all admin and financial operations, management, team leadership, company growth through building, acquiring and rebranding, and full business bookkeeping and financial operations.

She built Lead with Hive because she kept seeing the same gap: practices handed the keys with no real playbook. Outside consultants offered frameworks that didn't fit — built for other practices, not yours. Lauren built Hive the way she wished she'd had it from day one: flexible, practical, and designed to protect your team and your doctors while giving you the foundation to grow your way.

15+
years in orthodontics
1→7
practices scaled
7
framework sections
Avid traveler, lover of all animals — especially Jax (14-year-old lab mix) and Brinkley (Great Dane mix).

Ready to lead different?

Questions about what's included, whether the framework is right for your practice, or custom implementation support? Reach out — Lauren reads every message.

Questions about the framework

Not sure which sections you need? Ask and we'll point you in the right direction.

Custom implementation

Want hands-on help customizing the framework for your specific practice? Let's talk.

Speaking & consulting

Interested in having Lauren speak or consult for your team or organization? Reach out.