The operating gaps

Named in operator language. One paragraph each.

1. 01

   Inconsistent patient intake handoffs

   The front-desk hands off to the hygienist, who hands off to the doctor, who hands off back to checkout. Each transition is a place where insurance verification slips, treatment-plan acceptance drops, or the next visit fails to get scheduled. Across a multi-office DSO the variance between offices is itself an operating gap.

2. 02

   Lapsed patient database without recall automation

   Eaglesoft, Dentrix, Open Dental, and Curve all carry the same shape of dormant patient slice: six to thirty months since last visit, still on the books, no scheduled recall sequence. Hygiene revenue from properly sequenced reactivation is recoverable; the rate is calculable from your historical conversion data.

3. 03

   After-hours call abandonment

   The toothache call at 6:18 p.m. rolls to voicemail. The patient calls the next office on their search results page at 6:21 p.m. and books there at 6:24 p.m. The lost-call ledger against the booking ledger surfaces the leak; speed-to-lead routing closes it without an answering service contract.

4. 04

   Hygiene rebooking gaps at checkout

   The hygienist completes the cleaning, recommends the six-month recall, and the patient leaves without a scheduled next visit. The post-visit follow-up sequence designed to recover the rebook is on the plan and inconsistent in execution across offices. The intention gap is operational.

5. 05

   Internal reporting across PMS and ledger

   Production by provider, collection lag by office, hygiene production per chair-hour, and treatment-plan acceptance rate live in the PMS, the ledger, and the front-desk spreadsheet. Monday morning, the operations director stitches them by hand. Internal Reporting eliminates this without ripping the PMS out.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for DSOs and group dental is a fifteen-minute working session against a Dentrix, Open Dental, Eaglesoft, or Curve export and a recent month of front-desk call-log data. The firm calculates recoverable revenue across lapsed-patient reactivation, after-hours abandonment, hygiene rebook rate, and treatment-plan acceptance. The retainer is sized against the figure. Each layer that lands adds operational depth and switching cost across the office network; the engagement compounds. If the figure does not justify the retainer, the firm says so on the call.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Stack recommendation for DSOs and Group Dental

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Revenue Recovery

   The dormant patient slice is the largest recoverable book. Reactivation produces visible production lift inside thirty days.

2. Layer 1

   Speed-to-Lead

   After-hours and overflow call capture installs in parallel with Revenue Recovery, closing the second largest leak.

3. Layer 2

   Document Processing

   Insurance verification packets, treatment-plan documentation, and referral letters consume hours per office per week.

4. Layer 3

   Follow-Up Automation

   Post-visit recall, hygiene rebook sequences, and treatment-plan follow-up install across all offices on top of the existing PMS.

5. Layer 3

   Internal Reporting

   Cross-office production, collection lag, and hygiene-chair utilization in one weekly view replacing the spreadsheet stitching.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.