DSOs & Dental Groups · VALUE CAPTURE
Affiliation & De Novo Integration.
Newly affiliated offices and de novos reach platform standards faster: PMS and phones converted, providers credentialed, fee schedules loaded, teams retained, and performance measured against the pre-close baseline.
The problem this solves
- Every affiliation brings its own PMS, phone system, fee schedules and payer contracts
- Credentialing gaps that hold claims after close
- De novos ramping without a shared view of new-patient flow and provider schedule fill
What we measure
- Time from close to platform PMS and phones
- Claims held for credentialing
- Same-office production against pre-close baseline
- De novo ramp against business case
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Integration playbook and tracker
A standard sequence for each affiliation, covering data migration, phones, payer enrollment, fee schedules, branding and team onboarding, tracked in one view the sponsor can read.
02
Credentialing and payer transition
Provider and location credentialing tracked against held claims, so revenue is not parked while paperwork moves.
03
De novo ramp management
Pre-opening patient acquisition, scheduling templates and weekly ramp reporting against the business case, with early warnings when an office falls behind.
The market context, in published numbers
16%
of US dentists were affiliated with a dental support organization (DSO) in 2024
ADA Health Policy Institute, Dental Practice Research (2024)
59.3%
of DSO-affiliated dentists cited staffing as one of their top 3 practice challenges for 2026, ahead of insurance (55.6%) and maintaining a full schedule (35.2%)
88.3%
of dentists who recently recruited practice staff rated recruiting dental hygienists "very" or "extremely" challenging in Q4 2025 (94.9% in Q4 2023, 90.1% in Q4 2024)
1 in 3
US dentists across all practice types, not only DSO-affiliated, reported they were not busy enough and could have treated more patients in Q4 2025
$2.1B
spent by the US dental industry on eligibility and benefit verification in 2023, up 15%; the CAQH Index put the savings from moving portal and manual checks to automated electronic checks at $580 million
Figures are third-party market benchmarks from the cited sources, not Ometz Partners client results. We share them so you can size the problem before we ever talk.
Capabilities
What the Integration & Value Capture program covers.
Day-1 readiness and the first 100 days
Legal Day-1 readiness, communications, decision rights and a plan for the first 100 days with the risks named and owned.
Integration management office
Workstream plans, a weekly cadence, issue and risk logs and decision tracking, run with your leadership and the sponsor.
Synergy tracking
Each synergy defined, baselined and owned, with run-rate benefits and one-time costs tracked against the deal model.
Systems and data consolidation
Practice-management, ERP, CRM, accounting and custodial platforms consolidated, with data mapping, migration and reconciliation automated where possible.
Operating-model harmonization
Pricing and fee schedules, front-desk and back-office processes, and policies standardized where it creates value, and left local where it does not.
People and relationship retention
Retention plans for clinicians, advisors, partners and key staff; for wealth platforms, advisor transitions and client repapering run as a tracked workflow.
Carve-outs and TSA exits
Standalone functions stood up and transition-service agreements exited on schedule for businesses carved out of larger groups.
Also in the DSOs & Dental Groups program
ACCESS
Patient Access & Treatment Acceptance
More production from the demand and the patient base you already have: every new-patient request answered and booked, recall and unscheduled treatment worked as a system, and schedules filled to template in every office, with the support center and office teams working from one queue.
MARGIN
Dental Revenue Cycle Performance
A lower cost to collect and faster cash: eligibility and benefits confirmed before the patient sits down, clean claims out the door, and denials and posting worked from prioritized queues in the support center.
Next step
Size this opportunity in your own numbers.
The Performance Diagnostic runs for two to four weeks at a fixed fee and ends with a baseline, three priced improvement plays and a 90-day plan. The findings are yours whether or not we continue.