エピソード

  • Overcoming Adversity: Dr. Elisabeth Yenidjeian's Inspiring Startup Journey

    Overcoming Adversity: Dr. Elisabeth Yenidjeian's Inspiring Startup Journey
    2025/07/17
    "I was getting very burnt out."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/


    Summary

    In this conversation, Dr. Liz shares her inspiring journey to becoming an orthodontist, detailing her unexpected entry into the field, the challenges she faced while transitioning from New York to opening her own practice in Asheville, and the health issues that arose during this time. She emphasizes the importance of community, authenticity, and resilience in overcoming adversity, and discusses her unique marketing strategies that helped her establish a strong presence in her new location. Dr. Liz's story is a testament to the power of perseverance and the impact of genuine connections in both personal and professional realms.


    Connect With Our Guest

    Everyday Orthodontics - https://www.everydayortho.com


    Takeaways
    • Dr. Liz's journey to orthodontics was unexpected and filled with challenges.
    • She emphasizes the importance of community and patient care in her practice.
    • Overcoming health challenges taught her resilience and determination.
    • Authenticity in marketing helped her connect with the community.
    • Building a practice requires hard work and dedication, especially in the face of adversity.
    • Dr. Liz's unique approach to patient consultations fosters trust and comfort.
    • She believes in the power of genuine interactions with patients.
    • The support of mentors and peers is crucial in navigating the challenges of practice ownership.
    • Dr. Liz's experience with a natural disaster highlighted the strength of community support.
    • Staying true to oneself is essential for success in any field.

    Chapters
    00:00 Journey to Orthodontics: A Serendipitous Path
    10:00 Transitioning from New York: The Decision to Open a Practice
    19:03 Overcoming Adversity: The Challenges of Opening a New Practice
    25:54 Health Challenges: A Personal Battle
    33:54 Building a New Life: Marketing and Growing the Practice
    35:17 Navigating the First Year: Challenges and Triumphs
    51:25 Community Resilience: Overcoming Adversity Together
    58:00 Reflections and Advice: Embracing the Journey

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
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    1 時間 1 分
  • The Power of OKRs with Casey Bull

    The Power of OKRs with Casey Bull
    2025/07/10
    "We can't just run an office in chaos."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/

    Summary

    In this episode, Jill and Casey Bull discuss the importance of effective team management and goal setting in orthodontic practices. Casey shares insights on implementing OKRs (Objectives and Key Results) to enhance team performance and accountability. They explore the concept of '10 state' to define excellence in roles, the significance of structured team meetings, and the need to prioritize big goals over daily tasks. The conversation emphasizes fostering a culture of accountability while maintaining a supportive environment for team members.


    Connect With Our Guest

    CascadEffects - https://www.cascadeffects.com


    Takeaways
    • Casey Bull emphasizes the need for impactful change in orthodontic practices.
    • OKRs help clarify objectives and measure progress effectively.
    • Leading KPIs are crucial for proactive management.
    • Defining a '10 state' helps teams strive for excellence.
    • Structured meetings enhance team accountability and focus.
    • Rocks and sand analogy illustrates prioritization of goals.
    • Accountability should be framed as support, not criticism.
    • Self-care is essential for productivity and balance.
    • Open-mindedness can lead to better practices and outcomes.
    • Effective communication tools can streamline team interactions.

    Chapters
    00:00 Introduction to Cascade Effects and Casey's Journey
    03:07 Understanding OKRs in Orthodontic Practices
    06:00 Implementing OKRs: Practical Steps for Success
    08:55 The Importance of Measuring Team Performance
    11:58 Defining the 10 State: A New Approach to Goal Setting
    19:29 Understanding the Big Picture in Team Dynamics
    21:26 The Importance of Structure and Goal Setting
    22:54 Effective Team Meetings: Engaging Everyone
    25:54 Navigating Team Accountability and Feedback
    29:01 Implementing Rocks: Prioritizing Big Objectives
    33:11 Balancing Accountability and Team Autonomy

    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
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    42 分
  • Empowering Women in Wealth Management with Brittany Frazier from Cain Watters

    Empowering Women in Wealth Management with Brittany Frazier from Cain Watters
    2025/07/03
    "We do not want to try to time the market."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/


    Summary

    In this conversation, Jill and Brittany Frazier discuss the importance of financial planning, particularly for women, and the implications of the upcoming wealth transfer. Brittany shares insights on gender differences in financial decision-making and investment strategies, emphasizing the need for financial literacy and education. They explore the role of financial advisors and how to navigate financial relationships, while also addressing mindset blocks that may prevent women from investing confidently. The discussion concludes with practical advice for engaging with financial advisors and overcoming common barriers to financial success.

    Connect With Our Guest

    Cain Watters - https://www.cainwatters.com


    Takeaways
    • Brittany Frazier is a financial planner and CPA at Cain Watters.
    • The Great Wealth Transfer will see women controlling two-thirds of US wealth by 2030.
    • Women tend to invest for security and specific goals, while men prioritize performance.
    • Education is key to building confidence in financial decision-making for women.
    • Women often take longer to make investment decisions compared to men.
    • The importance of aligning financial plans with individual and couple goals.
    • Advisors should help clients define short-term, mid-term, and long-term goals.
    • Women are less confident in financial decisions than men, leading to under-investing.
    • It's crucial to understand the different investment strategies of men and women.
    • Delegation is important for personal and professional growth.

    Chapters
    00:00 Introduction to Brittany Frazier and Cain Watters
    03:03 The Evolution of Financial Planning for Women
    05:53 Understanding the Great Wealth Transfer
    09:03 Women and Financial Confidence
    11:51 Investing Strategies: Women vs. Men
    14:58 The Importance of Education in Financial Planning
    17:56 Generational Shifts in Financial Perspectives
    21:15 Understanding Couples' Perspectives in Financial Advising
    23:09 Defining Goals and Values in Financial Planning
    25:33 Investing with Purpose: Time Horizon and Risk Tolerance
    27:51 The Importance of Financial Advisors
    31:31 Mindset Blocks for Women in Investing
    34:44 Overcoming Fear in Financial Decisions
    37:27 The Importance of Long-Term Investment Strategies
    40:34 Final Thoughts and Speed Round Insights


    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
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    41 分
  • Evolution of Orthodontic Office Design with Ross Orthodontic

    Evolution of Orthodontic Office Design with Ross Orthodontic
    2025/06/26
    "You can't base it strictly on price."

    Connect With Our Sponsors
    GreyFinch - https://greyfinch.com/jillallen/
    A-Dec - https://www.a-dec.com/orthodontics
    SmileSuite - http://getsmilesuite.com/


    Summary

    In this engaging conversation, Jill and Joseph Ross discuss the evolution of orthodontic office design, emphasizing the importance of space optimization, equipment quality, and layout considerations. Joe shares insights on the changing needs of orthodontic practices, including the shift from traditional waiting rooms to more efficient designs. They also explore the pros and cons of fixed versus mobile carts, cost factors in building clinics, and the significance of planning for future expansions. Joe offers valuable advice for new orthodontic practices and highlights common mistakes to avoid in office planning. The discussion concludes with a look at future trends in orthodontic design and a fun speed round with Joe.

    Connect With Our Guest

    Ross Orthodontic - https://rossorthodontic.com


    Takeaways
    • Joe Ross has been in the orthodontic equipment industry since 1981.
    • The design of orthodontic offices has evolved significantly over the years.
    • Space optimization is crucial in orthodontic practice design.
    • A minimum of 300 square feet per chair is recommended for orthodontic offices.
    • Fixed carts are preferred for their clean look and functionality.
    • Cost factors for building clinics vary greatly by location and design choices.
    • Quality equipment is essential for long-term success in orthodontics.
    • Planning for future expansions is important when designing a new office.
    • Common mistakes include improper layout and insufficient sterilization areas.
    • Listening is often more valuable than speaking in professional settings.

    Chapters

    00:00 Introduction to Joseph Ross and Ross Orthodontic
    02:55 Evolution of Orthodontic Office Design
    05:59 Space Requirements for Orthodontic Practices
    08:56 Chair and Unit Layout Considerations
    11:55 Changes in Patient and Family Dynamics
    14:56 Fixed vs. Mobile Carts in Orthodontics
    17:58 Cost Factors in Office Build-Outs
    20:55 Equipment Budgeting and Selection Tips
    21:19 Investing in Quality Equipment
    25:10 The Importance of Durable Design
    29:06 Navigating Office Expansion Decisions
    33:09 Common Mistakes in Office Design
    36:37 Future Trends in Orthodontic Design


    Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?

    Reach out to me- www.practiceresults.com.

    If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode.

    New episodes drop every Thursday!

    Episode Credits:

    Hosted by Jill Allen
    Produced by Jordann Killion
    Audio Engineering by Garrett Lucero
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    39 分
  • Revolutionizing Orthodontic Communication with Mango Voice

    Revolutionizing Orthodontic Communication with Mango Voice
    2025/06/19
    "AI receptionists are the future." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this episode, Richard May, VP of Business Development at Mango Voice, discusses the evolution of communication in orthodontics, the integration of AI in patient interactions, and the importance of technology in enhancing customer experience. He shares insights on how Mango Voice is revolutionizing the way orthodontic practices manage calls and communicate with patients, emphasizing the role of AI in improving efficiency and training. Additionally, Richard addresses the regulatory aspects of call recording in the healthcare industry. In this conversation, Richard May discusses the importance of compliance and security in healthcare communication, highlighting Mango's commitment to HIPAA compliance and data protection. He explores trends in call management, emphasizing the shift towards more sophisticated systems that enhance patient interaction. The discussion also covers innovative features of Mango's phone system, including after-hours call forwarding and the use of AI receptionists. Richard concludes with advice for young professionals, encouraging them to embrace opportunities, even when they seem daunting. Connect With Our Guest Mango Voice - https://mangovoice.com/ Takeaways Mango Voice provides VoIP services specifically for healthcare professionals.The importance of timing in career opportunities and business success.AI is transforming communication in orthodontics by enhancing patient interactions.Mango AI analyzes phone calls to provide sentiment analysis and call summaries.AI tools can save time for front office staff and improve patient care.Effective communication is crucial for converting leads into patients.Mango Voice integrates with various orthodontic software for seamless operations.Call recordings are essential for training and improving team performance.Regulations around call recording vary by state and require compliance.AI should be viewed as a tool to enhance, not replace, human roles. Mango is committed to compliance and security in healthcare communication.The company offers customizable solutions for different practice needs.Mango's phone system includes features like after-hours call forwarding and missed call text messages.AI receptionists are becoming a significant trend in the industry.Practices can evaluate their call management effectiveness with Mango's tools.Mango ensures patient information is kept private and secure.The company aims to make communication light and stress-free for users.Missed calls can be turned into opportunities with the right system in place.It's essential for practices to consider their call flow and answer rates.Young professionals should take opportunities that challenge them.Chapters 00:00 Introduction to Richard May and Mango Voice03:01 The Evolution of Communication in Orthodontics05:54 Harnessing AI for Enhanced Patient Interaction08:55 The Role of AI in Call Management12:01 Improving Team Performance with AI Insights14:55 Integrating Technology for a Better Patient Experience18:09 Navigating Regulations in Call Recording24:29 Mango's Commitment to Compliance and Security28:44 Trends in Call Management for Medical Practices33:53 The Evolution of Communication in Healthcare39:12 Innovative Features of Mango's Phone System45:06 Final Thoughts and Advice for Young Professionals Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
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    42 分
  • Understanding OSHA Compliance in Orthodontics with Andrea Cook

    Understanding OSHA Compliance in Orthodontics with Andrea Cook
    2025/06/12
    "Now is the time to do digital." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Jill and Andrea Cook discuss the evolving landscape of orthodontics, focusing on the challenges and opportunities presented by digital transformation, the critical importance of sterilization processes, and the necessity of adhering to OSHA and infection control standards. They emphasize the need for practices to adapt to new technologies while ensuring safety and compliance, particularly in the context of hiring and training new team members. The discussion highlights the importance of proactive planning and system implementation for both new and established practices. In this conversation, Andrea Cook and Jill discuss various aspects of practice management, focusing on effective implementation strategies, the importance of training, inventory management, team dynamics, and communication. They emphasize the need for structured systems to enhance efficiency and employee satisfaction, while also addressing the challenges of employee overload and the significance of open dialogue in the workplace. The discussion concludes with personal productivity habits and the impact of technology on practice management. Connect With Our Guest Andrea Cook Orthodontic Clinical Consultant - https://www.andreacookconsulting.com Takeaways Digital transformation is a significant challenge for orthodontic practices.Time management is crucial for implementing new technologies effectively.Practices must prioritize sterilization processes for patient and employee safety.OSHA compliance is essential and requires written protocols and logs.New practices should establish core systems from the beginning to avoid costly retrofits.Team training is vital for maintaining compliance and efficiency.Practices should utilize slower months for training and system improvements.Sales reps may not always provide the best advice for orthodontic needs.Regular reviews of protocols are necessary to ensure ongoing compliance.Proactive planning can prevent future operational challenges. Effective implementation requires a strategic plan and gradual steps.Training is essential for maintaining protocols and ensuring safety.Bulk purchasing can save time and money in inventory management.A streamlined inventory system reduces wasted time and resources.Strong team dynamics are crucial for a productive workplace.Open communication helps identify employee overload before it escalates.Regular performance planning sessions foster team development.Encouraging vulnerability among team members enhances office culture.Trusting your instincts can lead to significant career advancements.Technology like Chat GPT can greatly improve practice efficiency.Chapters 00:00 Introduction and Background02:45 Navigating Digital Transformation in Orthodontics10:46 The Importance of Sterilization Processes17:45 Understanding OSHA and Infection Control Standards25:43 Strategizing for Effective Implementation27:09 The Importance of Training and Maintenance28:06 Navigating Inventory Challenges30:54 Streamlining Inventory Management35:23 Building Strong Team Dynamics40:21 Identifying Employee Overload42:46 Fostering Open Communication in the Workplace45:44 Personal Productivity Habits Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice? Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
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    48 分
  • The Digital Marketing Playbook for Orthodontists with Dr. Rodrigo Viecilli

    The Digital Marketing Playbook for Orthodontists with Dr. Rodrigo Viecilli
    2025/06/05
    "You have to trade trust for money." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Rodrigo Viecilli shares his unique journey from academia to becoming a successful orthodontist and entrepreneur. He discusses the challenges he faced while starting his practice during the COVID-19 pandemic and the importance of digital marketing in a competitive landscape. Rodrigo emphasizes the significance of SEO, Google Maps, and Google My Business in attracting patients, as well as the role of backlinks in building authority. He advocates for collaborative marketing among orthodontists to enhance visibility and patient acquisition, while also highlighting the need for a long-term strategy in digital marketing. In this conversation, Rodrigo Viecilli shares insights on digital marketing strategies for orthodontic practices, emphasizing the importance of location, online advertising, and optimizing Google Maps for visibility. He discusses the necessity of ads for startups, the interplay between SEO and reviews, and the significance of understanding competition in the digital space. Rodrigo also provides advice for new practices on where to allocate marketing dollars and the importance of professional independence in business. Connect With Our Guest ORTHODYNAMO - https://orthodynamo.com/ Takeaways Rodrigo transitioned from academia to orthodontics, facing unique challenges.Starting a practice during COVID-19 required innovative marketing strategies.Digital marketing is crucial for survival in a competitive market.SEO is essential for attracting patients organically.Google Maps and Google My Business are vital for local visibility.Backlinks enhance website authority and search rankings.Collaborative marketing can benefit orthodontists collectively.Content quality is more important than backlinks alone.Building a strong online presence takes time and effort.Understanding digital marketing potential is key for practice location decisions. Digital marketing mistakes can be costly for small practices.Location significantly impacts patient acquisition in orthodontics.Online advertising is crucial for new practices to gain visibility.A strong offer is essential for effective advertising.SEO and reviews are interconnected in driving traffic.The Google Map pack is often underutilized by practices.Startups should prioritize engaging with knowledgeable marketing firms.Understanding local competition is vital for strategic planning.Professional independence enhances business integrity and growth.Continuous evaluation of marketing strategies is necessary for success.Chapters 00:00 Rodrigo's Journey: From Academia to Orthodontics02:56 Navigating Challenges: Starting a Practice During COVID-1905:58 The Importance of Digital Marketing in a Competitive Landscape09:01 SEO Fundamentals: Why It Matters for New Practices11:55 Understanding Google Maps and Local SEO15:02 The Power of Google My Business (GMB)18:00 Backlinks: Building Authority and Visibility21:00 Collaborative Marketing: Strength in Numbers24:10 Playing the Long Game: SEO and Patient Acquisition25:47 Understanding Digital Marketing in Small Cities29:40 The Role of Online Advertising33:40 Optimizing Google Maps for Visibility38:51 Strategic Marketing for Startups44:11 Final Thoughts and Advice for Growth Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
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    49 分
  • Unlocking Tax Credits for Healthcare Professionals

    Unlocking Tax Credits for Healthcare Professionals
    2025/05/29
    "Inflation is killing us." Connect With Our SponsorsGreyFinch - https://greyfinch.com/jillallen/A-Dec - https://www.a-dec.com/orthodonticsSmileSuite - http://getsmilesuite.com/ Summary In this conversation, Scott Broadbent discusses the importance of tax credits for healthcare professionals, particularly orthodontists. He explains how his company, Acquire Tax Credits, helps practitioners navigate the complexities of tax credits and the recent changes in tax legislation that could benefit them. Scott emphasizes the significance of documenting research and development efforts to qualify for these credits and addresses common misconceptions about the process. The discussion also highlights the potential financial impact of tax credits on new and established practices, encouraging doctors to take advantage of available resources. In this conversation, Scott Broadbent discusses the importance of tax credits for dental practices and introduces the SCUBA program, designed to provide peace of mind for patients while enhancing revenue for dentists. He emphasizes the collaboration with CPAs to ensure proper implementation and maximization of tax benefits. The discussion also covers the cost structure of the SCUBA program and its potential impact on practice profitability. Scott concludes with insights on customer service trends and the value of teaching patients to manage their dental care effectively. Connect With Our Guest Acquire Tax Credits - https://acquiretaxcredits.com/ Takeaways Tax credits can significantly benefit healthcare professionals.Many practitioners are unaware of the tax credits available to them.The PATH Act expanded the scope of qualifying for tax credits.Documentation is crucial for successfully claiming tax credits.New practices can leverage tax credits to alleviate financial burdens.The recent budget bill may enhance tax credit opportunities.Collaboration with CPAs is essential in the tax credit process.Misconceptions about R&D tax credits can deter practitioners from applying.The audit rate for R&D claims is relatively low.Proper preparation can lead to successful tax credit claims. Tax credits can significantly benefit dental practices.Collaboration with CPAs is crucial for maximizing tax benefits.The SCUBA program offers peace of mind for patients.Dentists can retain patients better with structured care plans.The SCUBA program is designed to be easy for dental staff to implement.Dentists keep 80% of the revenue generated from the SCUBA program.Inflation impacts dental practices, necessitating innovative solutions.Patient retention is key to long-term practice success.The SCUBA program can enhance profitability for dental practices.Providing peace of mind can lead to increased patient loyalty.Chapters 00:00 Introduction to Scott Broadbent and Acquire Tax Credits02:05 Understanding Tax Credits for Healthcare Professionals06:00 The Impact of Tax Credits on New Practices10:04 Recent Changes in Tax Legislation14:00 Navigating the Tax Credit Process17:59 Addressing Common Concerns and Misconceptions22:31 Navigating Tax Credits for Dental Practices27:02 Understanding SCUBA: A Peace of Mind Program for Dentists35:36 Cost and Implementation of SCUBA Program41:20 Final Thoughts and Speed Round Insights Are you ready to start a practice of your own? Do you need a fresh set of eyes or some advice in your existing practice?Reach out to me- www.practiceresults.com. If you like what we are doing here on Hey Docs! and want to hear more of this awesome content, give us a 5-star Rating on your preferred listening platform and subscribe to our show so you never miss an episode. New episodes drop every Thursday! Episode Credits: Hosted by Jill AllenProduced by Jordann KillionAudio Engineering by Garrett Lucero
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    47 分