Kristi Lietz
Partner | Executive Consultant | Financial Systems
With more than 20 years of experience in orthodontic financial management, Kristi is a respected expert in patient and insurance collections protocols. Throughout her career, she has helped practices of all sizes build strong financial systems that support healthy cash flow, reduce stress for teams, and create a positive experience for patients.
Kristi specializes in designing and implementing clear, effective policies for patient billing, insurance processing, and collections. Her approach combines practical training with proven strategies to eliminate confusion, prevent common errors, and streamline financial operations.
She has consulted with hundreds of orthodontic offices nationwide, empowering doctors and teams to improve their financial performance while maintaining the highest standards of customer service and professionalism.
Known for her approachable style and commitment to results, Kristi is passionate about helping orthodontic practices achieve long-term financial success, operate efficiently, and deliver exceptional care to the communities they serve.
Expertise includes
- Developing customized financial protocols that fit each practice’s unique goals and workflows
- Training front office and financial coordinators to communicate confidently about treatment costs and payment options
- Improving insurance verification and follow-up processes to accelerate reimbursement
- Implementing statistical reporting parameters and tracking key performance indicators to measure practice results
- Using data-driven insights to guide operational and financial decisions that drive sustainable growth
- Creating systems to increase case acceptance and reduce outstanding balances