The client
A growing U.S. Dental Support Organization (DSO) running 20–25 practices on several different practice-management systems (PMSs), supported by an internal IT team and a rotating set of outside vendors.
The challenge
For a DSO this size, revenue cycle management was the single biggest blind spot. Accounts receivable — from patients and from insurers — lived inside each location's PMS, and nowhere else. There was no way for leadership at headquarters to see the money in one place.
- Several heterogeneous PMSs meant different data shapes, exports, and quirks at every turn.
- Every practice ran its own insurance verification, payment posting, and reconciliation by hand.
- Front-desk staff bounced between insurance portals to check eligibility; the accounting team reconciled EOBs (Explanation of Benefits) manually, often after hours.
- Leadership had no aggregated, real-time view of production, collections, or A/R across locations, providers, or carriers.
What we built
A multi-tenant SaaS revenue-cycle platform that sat on top of the systems they already ran — no rip-and-replace, no disruption to daily operations:
- Automated insurance eligibility verification that wrote results straight back into each location's PMS, so the front desk stopped switching between carrier portals.
- Claims tracking surfacing status and amount per patient, per location, in one place.
- Automated insurance-payment posting — ACH deposits and EOB reconciliation posted to the general ledger automatically.
- A unified, multi-location KPI dashboard showing production, collections, A/R, new patients, appointments, and claims — aggregated across all locations and sliceable by provider and carrier.
- A data warehouse beneath it all, normalizing 15+ PMS feeds into one model.
We started in Figma, spent the first phase mapping their real business flow and prioritizing the pain that mattered most, integrated without changing day-to-day work, and trained power users with their feedback built into every iteration.