Dental and DSO Automation
Our dental work concentrates on the two workflows that decide DSO economics: insurance verification, which is more manual in dental than almost anywhere else in healthcare, and treatment plan follow-up, where accepted-but-unscheduled treatment quietly evaporates.
What breaks today
Verification is done by phone
Dental benefit detail is frequently unavailable electronically, so verification means an office coordinator on hold with a payer.
Unscheduled treatment disappears
Treatment is presented, accepted, and never scheduled. The group cannot quantify how much revenue that represents.
Every office reports differently
Production, collections, and case acceptance are calculated slightly differently per location, so the roll-up is meaningless.
Recall depends on one person per office
Hygiene recall consistency is a function of who works the front desk, which makes it a staffing risk.
What we build
Scoped during the assessment, then delivered in one to three week increments against your real systems.
Automated benefit verification
Electronic verification where the payer supports it, structured portal automation where it does not, with results written back into the practice management system.
Treatment plan follow-up sequences
Accepted-but-unscheduled treatment triggers multi-touch outreach with financing options, tracked to close.
Standardized multi-location reporting
One definition of production, collection, case acceptance, and hygiene reappointment applied identically across every office.
Hygiene recall automation
Recall driven from the schedule, with escalation across channels.
Acquisition onboarding playbook
A repeatable integration path so a newly acquired office reports on the group standard within weeks.
What changes
We measure your baseline during the assessment and set targets against it. We do not promise a figure before that number exists.
- Verification time per patient reduced substantially across the group
- Unscheduled treatment converted through systematic follow-up
- One comparable set of numbers across every location
- New acquisitions onboarded to group reporting on a fixed timeline
Systems this touches
Integration channel is chosen on verified capability in your environment, not on what is easiest to document.
- Dentrix
- Dentrix Ascend
- Open Dental
- Eaglesoft
- Curve Dental
- DentalXChange
Not sure this is the right workflow to start with? The $24,997 assessment exists to answer exactly that, and it frequently points somewhere other than where leadership expected. New to the topic? Read the practical guide to healthcare workflow automation.
Common Questions
How many locations does this make sense at?
The economics usually work from around five locations upward, or earlier if the group is actively acquiring. Below that, the standardization benefit is smaller than the integration cost.
Do you work with server-based Dentrix installs?
Yes. A large share of dental practice management is still on-premise, and we integrate at the database level with appropriate controls when no API is available.
Talk it through with an engineer.
Tell us what this workflow costs you today and we will tell you honestly whether automating it is worth the engagement.
Start with a conversation, not a proposal.
A 45-minute call with a senior engineer. We will tell you honestly whether automation is the right answer for the workflow you have in mind.