DSOs & Dental Groups · 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.
The problem this solves
- Verification done by phone and payer portal, office by office, with breakdowns patients only see at checkout
- Claims sent without the attachments or narratives a payer requires, then reworked after denial
- AR aging and write-offs visible by office only at month end, too late to act
What we measure
- Net collection rate
- First-pass claim acceptance rate
- Days in AR and aged AR share
- Verification cost per appointment
Every program starts by baselining these numbers in your systems. Results are reported against your baseline, not against industry averages.
The playbook
01
Verification at scale
Eligibility and benefit breakdowns gathered ahead of the schedule through clearinghouse and payer connections, exceptions routed to a central team, and patient estimates ready before the visit.
02
Claim readiness and denial queues
Pre-submission checks for attachments, narratives and payer rules, and denials grouped by cause and payer so fixes happen upstream. Coding judgment stays with the dentist and your coding team.
03
Posting and follow-up
ERA and EOB posting, payer follow-up and patient balance outreach sequenced by value, with every action logged for audit.
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 Operations Performance program covers.
Process measurement and redesign
Process mapping, work sampling and system logs to find where time, cost and errors accumulate, followed by a redesigned flow with clear ownership.
Order-to-cash and procure-to-pay
Emailed and PDF purchase orders read into the ERP, invoice matching, deduction and chargeback research, and collections prioritized by risk and value.
Revenue cycle operations
Eligibility, authorization preparation, claim edits and denial work queues for care providers, with root causes fed back to scheduling and intake.
S&OP and planning
A monthly sales and operations planning cycle with demand signals, capacity, inventory and service levels in one view, so plans hold between meetings.
Quality and regulatory documentation
Drafting and assembly of deviations, CAPA records, certificates of analysis, safety data sheets and specifications for review. Your Quality Unit reviews, approves and signs every GMP record.
Financial-services operations
Account opening and transfer paperwork, advisor onboarding files, fee billing and reconciliation, tax and audit engagement preparation, and alert-review preparation, with every decision left to your operations, principal and compliance staff.
Close, reconciliation and reporting
Month-end close tasks, reconciliations and management reports assembled automatically and checked against your controls.
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.
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.
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.