Healthcare
STRATA for DSOs and group dental. The five operating gaps that cost group practices recoverable revenue every month.
Platforms at v1: Dentrix, Open Dental, Eaglesoft, Curve
The operating gaps
Named in operator language. One paragraph each.
- 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.
- 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.
- 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.
- 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.
- 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.
- A specific dollar figure of recoverable revenue, calculated against your own data.
- A vertical-specific gap diagnosis named in operator language, not marketing language.
- A reference conversation with an operator in your vertical or an adjacent one.
- A 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.
- Layer 1
Revenue Recovery
The dormant patient slice is the largest recoverable book. Reactivation produces visible production lift inside thirty days.
- Layer 1
Speed-to-Lead
After-hours and overflow call capture installs in parallel with Revenue Recovery, closing the second largest leak.
- Layer 2
Document Processing
Insurance verification packets, treatment-plan documentation, and referral letters consume hours per office per week.
- 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.
- 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.
What PMS platforms does STRATA integrate with at v1?+
Does this work for a single-office practice or only multi-office DSOs?+
Will my front desk need to learn a new system?+
How is patient PHI protected during the audit and engagement?+
What does the prospect need to bring to the audit call?+
How the engagement is governed
Three structural promises. All on the record.
The Honest No
If the Revenue Audit shows the recoverable revenue does not justify the retainer, the firm says so on the audit call. STRATA is not the right fit for every business in a vertical, and we name that directly.
The Pause Clause
If the recovered revenue does not exceed the monthly retainer within the first 60 days of deployment, the engagement pauses until the gap is closed.
Month-to-month
The first 90 days of any STRATA engagement is month-to-month. Long-term commitments are earned by operational performance, not signatures.
STRATA for DSOs and Group Dental
Your recoverable revenue is a specific number.
The Revenue Audit calculates it from your dsos and group dental data in fifteen minutes.
The Pause Clause stands. The Honest No is on the audit call. The first 90 days is month-to-month.