PRM Advanced
Your Instructor
Casey has an MBA from Pepperdine University and completed her undergraduate program with a major in Business Project Management. She drives TIO’s commitment to provide member practices with unmatched marketing and business management expertise.
Casey started in the orthodontic industry working for Dr. Alexander Waldman in Beverly Hills. While working for the practice, she developed a range of practice management processes encompassing tracking and reporting, management systems and templates, treatment plans, marketing programs, and more.
Casey lives in Los Angeles with her husband (Shaun), two kids (Benjamin and Olivia), and Beagle (Lacy). They enjoy spending their days at the beach and at Disneyland.
Feel free to reach out to her should you need any personal assistance at [email protected] or 310-882-5424
Course Curriculum
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StartMail Merge Profile (2:20)
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StartClient Touch (5:36)
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StartLanding Pages (4:58)
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StartCreate a New Email Template (4:45)
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StartUpdating To-Do Plans with Team Settings (3:42)
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StartReassign a Task when Team Settings are Enabled (3:38)
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StartAction Sets (8:23)
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StartIntelligent Links (10:50)
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StartAutoresponder Rebranding (13:27)
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StartAdding Contacts (6:16)
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StartAdvanced Search (6:35)