Who is Charlene White?
Charlene White is an internationally renowned orthodontic management consultant. Her goal is to help all orthodontic teams perform at what Charlene calls a “Peak Performance Level.” She achieves this by fine tuning everything from the appointment book control to the team spirit in the office.

Charlene began her career in dentistry as a dental hygienist/office manager, and went on to work with a practice management consulting firm before launching her own company, Progressive Concepts, in 1983. Specializing in orthodontics, Charlene has conducted over 800 in-office consultations, interviewed over 4700 team members, and has worked one-on-one with hundreds of orthodontists to help them reach their goals.

Charlene has lectured to over 200 orthodontic groups, and has been honored to speak internationally. Her articles and newsletters have been published and sought after for their everyday practice tips that can be implemented immediately. She has been published in the JCO, the AAO Bulletin, Dental Management, and has taped two interviews with Orthodontic Reviews. She has written 18 training manuals that are widely used by orthodontic teams all over the world. Her first book, The Complete Guide to Managing the Orthodontic Practice, is still widely popular among new graduates. Her latest product, “The Complete Tool Kit for Marketing Success,” contains over 500 pages on how to market your practice.

Why is it called SOS?
Years ago Charlene conducted a two-day, in-depth course for an orthodontic study group. The doctors brought their entire staff. Charlene put together a comprehensive agenda covering all major systems in the practice and called it SOS FOR PRACTICE SUCCESS. When she met with Chester and Todd to discuss the name for the module, Charlene thought about that program, since her goal is to provide support for every area of the practice. That is how the name Systematic Office Solutions—SOS—evolved.

What is it? The Charlene White’s Systematic Office Solutions is an add-on module to the Dolphin Management software system. It is part of the Dolphin Legend Series. The SOS contains several programs that collectively reflect Charlene’s proven methodologies for escalating an orthodontic practice to success. Its five primary features are:

Practice Management Scorecard provides critical financial information on the health of the practice Deband Analysis provides critical treatment information on recently debanded patients Recall Effectiveness screen calculates how effective this practice is at manging recalls Schedule Templates can be easily imported to maximize scheduled effectiveness Scripting Content provides suggested answers and dialogue for common questions and situations in an orthodontic practice

What about training?
The purchase price of the module includes a 60-minute training webinar.

What version of Dolphin Management is required to run SOS?
SOS requires Dolphin Management version 4.5 or higher.

Aquarium is the only Dolphin software I own. Can I use the SOS?
The SOS is an add-on module to the Dolphin Management system, so it requires you to be running Dolphin Management.

I use another practice management system, how can I use the SOS?
It is easy—switch to Dolphin Management to gain access to the SOS Module.

Does Charlene need to be present?
Not at all! However, your purchase includes 30 days of personal support from Charlene and her team at Progressive Concepts Orthodontic Consulting & Management Solutions. She can answer why the module works like it does, and explain the philosophies behind its features and functions.

My practice is not in the US or Canada. Can the SOS work for me?
Yes! SOS can be at any site running Dolphin Management, if you are using Dolphin Management. Please see the Contact area of our web site to find your local Dolphin representative to get more information.

What about updates to SOS?
Updates will be included in future versions of Dolphin Managmeent. As long as you are on an active Support Contract, you’ll receive all updates!