Asana for Orthodontics & Dental Practices
Asana Training and Implementation
★★★★★
"We've seen a remarkable improvement in task management, communication, and accountability!"
Thing One
•Complete Asana Builds
•Team-wide Asana Training
•Custom Asana Projects
•Strategic Meeting Templates
•Tailored Task Lists
•Team Correspondence Projects
•Enhanced Support
hours reclaimed every week with Asana (on average!)
Hands-on, White Glove Asana Training & Implementation That Actually Sticks
Asana can radically transform orthodontic and dental practices - but only when it's built right.
Look, we know you don't have the bandwidth to DIY this on top of running your practice... and you shouldn't have to. That's where Everbloom comes in to make sure Asana becomes the powerhouse hub of your practice, not another abandoned system.
WE BUILD IT FOR YOU—CUSTOMIZED TO YOUR PRACTICE
WE TRAIN YOUR TEAM UNTIL THEY'RE CONFIDENT
WE STICK AROUND SO IT ACTUALLY GETS USED
"Cassie's clear step-by-step approach made it easy for our entire team to adopt Asana"
Dr. Joe Eliason
Smile Orthodontics
"Cassie didn't just set up a system—she took the time to understand our needs, streamline our processes, and empower our team."
Dr. Danae Kirk
Kirk Orthodontics
"I can confidently say there are far less things falling through the cracks. Any office wanting accountability and less sticky notes needs Cassie!"
Dr. Emily Watson
Warsaw Orthodontics
What's Included
Asana Organization Setup
We build your entire Asana workspace from the ground up - creating custom projects, boards, and templates to manage your practice's unique workflow seamlessly.
Take a look inside:
✔ Custom project boards for every department
✔ Role-specific task views
✔ Practice-wide calendar integration
✔ Automated workflows & rules
✔ Color-coded priority systems
Team-Wide Asana Training
We don't just hand you the keys and hope for the best. Multiple training sessions across different roles mean everyone knows exactly how to use their workflows with confidence!
Training Includes:
✔ Role-specific training sessions
✔ Live Q&A for every team member
✔ Practice sessions with real workflows
✔ Training recordings for future reference
Custom Asana Projects
Choose from our library of 30+ orthodontic/dental-specific Asana projects, and we'll customize them to fit your exact needs. From onboarding to clinical protocols, we've got it.
Example Projects:
✔ Patient start workflows
✔ Clinical protocol templates
✔ Marketing campaign projects
✔ Inventory & supply management
✔ Treatment coordinator workflows
✔ Financial coordination projects
Strategic Meeting Templates
Stop winging your meetings. Pre-built templates keep everyone on track and make sure nothing falls off the radar.
Templates Include:
✔ Daily huddle templates
✔ Weekly team meeting agendas
✔ Monthly strategic planning
✔ One-on-one meeting frameworks
✔ And more!
Tailored Task Lists
Each team member gets personalized task lists based on their role, ensuring clear responsibilities and accountability.
Everyone Knows What to Do:
✔ Role-specific task views
✔ Due date automation
✔ Clear ownership & accountability
✔ Priority tagging systems
Team Correspondence
Projects
Say goodbye to chaotic sticky notes and interruptions during appointments. This project empowers your team to communicate seamlessly and coordinate efficiently.
Hub Includes:
✔ Inter-department communication workflows
✔ Question/answer tracking
✔ Urgent vs. non-urgent tagging
✔ Follow-up reminders
✔ Everything documented & searchable
Enhanced Support
We don't disappear after setup - Actually, far from it! Direct access to Everbloom's team and ongoing support mean you're never stuck figuring it out alone.
Ongoing Support Includes:
✔ Monthly support calls
✔ Unlimited email support
✔ Workflow/template optimization
✔ New feature training
✔ Priority response times
Ready to Ditch the Chaos & Streamline your practice?
Book Your Strategy CallCassie is an Asana Ambassador & Certified Expert - You're getting the best training out there!
Teams Who Love Asana
Other Ways We Can Help You With Asana
Though our Asana Training & Implementation gives you the biggest transformation and "bang for your buck", we offer several Asana programs depending on where your practice is at!
★★★★★
"Cassie and Everbloom were exactly what our office and needed" - Dr. Danae Kirk
Let's build your Asana workplace the right way.
Book a strategy call and we'll map out exactly what your practice needs, how we'll build it, and how your team will finally stop asking 'what's next?
Book Your Asana Strategy Call
