An enterprise RCM & payments platform for dental

The client

A dental payments and card-services company that works with thousands of independent dental practices. Its founder kept hearing the same complaint from owners: the SaaS tools running their payments, analytics, and revenue cycle treated them as hostages to their own data.

The challenge

Build a genuinely enterprise-grade RCM and payments platform that serves a single independent practice and a large DSO equally well — multi-tenant, secure, and able to connect practices across completely different PMSs. It had to handle payments, automate accounts receivable, surface practice analytics, and pass the security bar that HIPAA-regulated dental data demands.

• Independent practices and DSOs needed to run on one platform, each with its own data fully isolated.
• Practices lived on completely different PMSs that had to be connected without manual back-office work.
• Payments, A/R, and analytics were fragmented across tools that locked owners out of their own data.
• The platform had to clear HIPAA and SOC 2 to win enterprise dental deals.

What we built

An enterprise dental SaaS platform, built end to end and run on an ongoing basis:

• Flexible payments — multiple payment modes with automated write-back to the PMS; save-on-file, virtual or physical, and a "Pay Now" button embedded on each practice's own website.
• A/R automation — automated outreach campaigns to recover outstanding balances, plus easy patient payment plans.
• Practice analytics — KPI dashboards, custom report builders, Excel export, and a data-warehouse feed for deeper analysis.
• Practice assessment — a tool to gauge a practice's financial and operational health before a DSO acquires it.
• Practice chaining — a chain admin can connect to multiple independent practices across heterogeneous PMSs, with no manual back-office work.
• Enterprise security — taken through SOC 2 Type II and HIPAA certification, on owned Azure infrastructure, with strict PII/PHI isolation so nothing leaks between tenants.

We owned the whole stack: architecture, the full SDLC, the certifications, payment-gateway integration, the data warehouse, QA, customer success — even go-to-market support — on a retainer model with no cost overruns.

The results

• ~45% increase in on-time and online payment collection for practices on the platform, thanks to embedded "Pay Now" and save-on-file.
• ~23% reduction in patient accounts receivable, driven by automated A/R campaigns and payment plans.
• $1.3M in annual payment volume processed through the platform.
• Multi-tenant by design — independent practices and DSOs run on one platform, each tenant's data fully isolated.
• SOC 2 Type II + HIPAA certified — clearing the security bar that wins enterprise dental deals.

Why it worked

Most tools force a practice to bend to the software. This one bent to the practice — any PMS, independent or DSO, with the security and analytics enterprises require. We didn't just ship it; we run it.