For Orthodontic & Dental Practices
Revolutionize Your Practice with Digital Workflows
Your practice runs on processes. We help you build, organize, and maintain them digitally, so your team always knows what to do, nothing slips through the cracks, and you stop being the person who holds it all in their head.
Whether that means a full Asana buildout or a ready-to-run Mint Checklist bundle, we meet you where you are and take it from there, doing it all for you.
We're Kind of workflow
nerds around here
Your team deserves the right not to be micromanaged.
Right now, your team is probably juggling tasks across emails, sticky notes, random texts, and whatever they can remember from the last team meeting. Someone is always asking "where did that go?" or "who's handling this?" And you're stuck being the walking encyclopedia because nothing lives anywhere central — and compliance tasks are getting done (maybe) but never actually tracked.
That is not a system. That is organized chaos with a smile.
Digital workflows change that:
✔ One central hub for all tasks and processes
✔ Crystal-clear visibility on what's due and what's next
✔ Zero "quick questions" interrupting patient care
✔ Your team stops guessing, starts executing
✔ Recurring compliance tasks logged automatically
✔ Projects move forward without you micromanaging
✔ Built from decades of hands-on industry experience
✔ Built with you, not just handed to you and abandoned
After Using Workflows, Teams Typically Experience...
hours reclaimed weekly
Reduction in Time Tracking Down Info
Faster onboarding for new team members
clarity on who's doing what
Not sure which tool fits your practice? Here's the honest breakdown.
Asana is your practice's brain.
Asana is a full project and workflow management platform. Think of it as the place where everything your team needs to do, track, and manage actually lives, from patient communication workflows to staff projects, onboarding plans, marketing tasks, and beyond. If your problem is "we have no system and everything lives in my head or in someone's email, "Asana is where you start.
Tell me about Asana services →Asana is Best For:
✔ Practices with no central task management system
✔ Teams who need visibility into who owns what
✔ Offices managing multi-step workflows across departments
✔ Doctors who want to stop being cc'd on everything
✔ Practices onboarding new team members who need processes documented
What Everbloom does:
Asana is a powerful engine, and we know exactly how to build it for a dental or orthodontic practice. We have created 25+ workflows, task lists, checklists, and projects inside Asana — covering marketing, new patient flow, financial reports, lab workflows, onboarding, team accountability, and more. If something is unique to your practice, we build it with you in real time. You are not buying a template. You are getting a fully custom workspace built by people who know exactly how dental and ortho practices run.
Mint is your recurring task and compliance engine.
Mint Checklist is a digital checklist platform built specifically for dental offices. It automates your recurring checklists — daily, weekly, monthly, quarterly, yearly — tracks who completed what and when, sends reminders when things are overdue, and keeps a permanent compliance log you can pull for OSHA reviews, audits, or just your own peace of mind. If your problem is "we have recurring tasks that depend on memory, paper, or a whiteboard noone looks at," Mint is your answer.
Show Me the Mint Bundles →Mint is Best For:
✔ Practices that need OSHA and compliance documentation they can actually stand behind
✔ Offices that have been cited, written up, or are just tired of hoping everything got done
✔ Teams where "who was supposed to do that?" is a weekly conversation
✔ Doctors who want to step away from the day-to-day and trust the system has it covered
✔ Any practice that is done running on memory, paper logs, and good intentions
What Everbloom does:
We took 37 years of combined knowledge and did the work for you. We went through every detail, every cadence, and built checklists your practice can actually use from day one. Every recurring task — daily, weekly, monthly, quarterly, yearly — is already mapped out, the reminders are set, and the compliance log is ready to pull. All you do is enter your practice name, review the cadence, and get started tomorrow. It really is that simple.
1:1, Done-For-You Asana Services
Whether you're starting fresh, need a complete Asana overhaul, or just want your team properly trained - we've got you covered.
Asana Team Training & Implementation
Our most popular offer - for a reason! We work 1:1 with your practice to create crystal-clear task management and a workspace where every single process lives - organized, searchable, and doable.
Asana Refresh & Recharge
Whether you're looking to reignite your team's Asana skills or take your workspace to the next level, this focused mini session is designed to realign, refresh, and optimize your Asana.
Asana Audit
Already have Asana? Awesome! Let's make it more efficient, aligned, and future-proof for your practice. This program is designed to help practices gain insights into their Asana usage and identify opportunities for improvement.
Mint Checklist Bundles — Start Fast, Scale When You're Ready
These are not generic checklists. Every Mint Bundle was built by people with 37 years of combined dental and orthodontic practice experience. Each checklist includes the task, the reasoning behind it, word-for-word scripts where helpful, and compliance flags wherever OSHA, CDC, or state board requirements apply. Your team does not need to understand all the rules. They just need to follow the system. And you get the documentation to prove they did.
All bundles launch April 7. Pre-order available now.
Dental Bundle
Every recurring task your dental practice runs on, built out by role and cadence and ready to load.
Orthodontic Bundle
Built by people who have spent decades inside ortho practices. Every checklist includes the step, the why, and a compliance flag where it matters.
Marketing Bundle
This bundle puts your whole marketing cadence on a system so nothing slips between team members or gets skipped in a busy week.
Onboarding & Offboarding Bundle
Every new hire deserves a consistent start. Every departure deserves a clean close. This bundle makes both happen without the chaos.
Want to go further than the bundles?
1:1 Mint implementation support
Buying a bundle gets you the checklists. Working with us 1:1 gets you a fully customized, implemented system your team actually uses. We will take your Mint Bundle, tailor it to your specific practice, load it into your Mint account, and walk your team through how to use it — so it does not collect digital dust like the paper version did.
Already a Mint subscriber? We can work with your existing account.
Not ready for 1:1 support yet? Start with free resources.
Our magic lies in 1:1 implementation (we know your time is limited!) - But we're here to help your practice at any stage you're in.
Free Asana Webinar
Join Cassie Kellner as she guides you through setting up your Asana organization correctly from the start!
Join free webinar →
Coming Soon: Mint Checklist for Beginners
This free webinar walks you through how Mint works, how to set it up, and how to get your team actually using it.
Save my spot →
Asana For Beginners Course
New to Asana? This is for you! Our beginner-friendly training equips you with everything you need to conquer workflows.
Purchase the course →We've helped countless teams get their workflows together!
★★★★★
"Everbloom's Asana Training has been a gamechanger for our practice!" - Dr. Joe Eliason
Not sure where your practice should start?
Book a strategy call. We will assess where you are at with your digital workflows, figure out the best path forward, and walk you through exactly how Everbloom can help, whether that is Asana, Mint, or something in between.
This call is free. It is 30 minutes. And you will leave knowing exactly what to do next.
Book Your Free Strategy Call
