Technology doesn't improve
your practice.
Implementation does.

We help dental practices navigate the complexity of technology implementation so you can manage effectively today and scale tomorrow.

Vendor Adoption Journey

STARTADOPTED!!!!!
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Common pitfalls
Guided path
What We Do

Buying software is easy. Getting your team to adopt it is not.

Independent, product-agnostic guidance shaped by 98+ years of dental operations expertise, hundreds of implementations, and a methodology built around real results.

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Free PMS Guide

Software Selection

  • Product-agnostic guidance to navigate software selection, consolidation, and evaluation
  • Custom requirements documentation and feature comparison
  • Vendor demonstration coordination and proposal evaluation
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Software Selection Details

What's Included:

  • • Custom requirements documentation based on your workflows
  • • Detailed feature comparison matrix with scoring
  • • Vendor demonstrations & proposal coordination
  • • Clarity on pricing to compare apples-to-apples

Deliverables:

  • • Software Comparison Matrix
  • • Requirements Analysis Document
  • • Total Cost of Ownership Financial Model

Timeline:

4-6 weeks from kickoff to final recommendation

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Complete Implementation

  • End-to-end project management from planning through go-live
  • Change management delivery, system configuration and data migration
  • Custom SOPs guiding workflows across your entire tech stack
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Implementation Details

What's Included:

  • • End-to-end project management
  • • Change management delivery
  • • System configuration & data migration
  • • Training, go-live support & optimization
  • • Custom SOPs guiding the workflow across your entire tech stack

Deliverables:

  • • Detailed project plan
  • • Custom Change management deck
  • • Training strategy and agenda per location
  • • Success metrics per location

Timeline:

4-8 weeks from kickoff to go-live (varies by size)

System Optimization

  • Maximize ROI from existing systems through workflow redesign
  • Custom training programs and feature adoption strategies
  • Continuous improvement and performance monitoring
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Optimization Details

What's Included:

  • • System audit & workflow analysis
  • • Feature adoption gap assessment
  • • Custom training programs
  • • Ongoing support & continuous improvement

Deliverables:

  • • System Audit Report
  • • Optimization Roadmap
  • • Custom Training Materials
  • • Performance Metrics Dashboard

Timeline:

6-8 weeks for initial optimization

Tech Strategy Advisory

  • Long-term technology roadmap planning and strategic guidance
  • Multi-location coordination and scalable tech infrastructure
  • Ongoing advisory support and technology decision-making
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Advisory Details

What's Included:

  • • Strategic technology roadmap development
  • • Multi-location coordination & infrastructure planning
  • • Ongoing advisory & decision support
  • • Vendor relationship management

Deliverables:

  • • Technology Roadmap Document
  • • Multi-Location Strategy Plan
  • • Monthly Advisory Reports
  • • Quarterly Strategic Reviews

Timeline:

Ongoing retainer-based engagement

Free • Takes 2 minutes

Get Your Implementation Guide

Tell us what you're planning, and we'll show you the exact milestones, pitfalls, and questions you need to address—customized to your situation.

Measurable Outcomes

Results That Impact Your P&L

Every technology decision should drive measurable business outcomes. Here's what success looks like when the right technologies are coupled with world-class implementation.

↑ Revenue
Fewer No-Shows

When patients show up as scheduled, production per day increases and your providers stay fully utilized. Reduce missed appointments with automated reminders, two-way texting, and online booking that keep schedules on track.

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Patient CommsOnline BookingSMS Integration
↑ Revenue
Accelerate Case Acceptance

When patients understand their options and feel supported financially, they are more likely to say yes to care. Improve case acceptance with digital treatment presentations and financing tools that make decisions easier.

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Treatment PlanningPatient FinancingDigital Presentation
↑ Revenue
Recapture Lost Revenue

Unscheduled or incomplete treatment often sits untouched and can represent hundreds of thousands in revenue. Bring that revenue back into your practice with automated tracking that surfaces missed opportunities and outreach that gets patients scheduled.

Powered By
Treatment TrackingRecare AutomationPatient Engagement
↓ Costs
Save Hours Per Week

Teams lose valuable time re-entering data between systems. Remove manual work with integrated tools that share information automatically across your PMS, imaging, and third-party platforms.

Powered By
API IntegrationData SyncWorkflow Automation
↓ Costs
Boost Collections

Collections suffer when claims are inaccurate or delayed. Strengthen your financial performance with automated eligibility checks, claim scrubbing, and denial management that reduce write-offs and speed up reimbursement.

Powered By
RCM PlatformClearinghouseERA Processing
↑ Satisfaction
Elevate Patient Satisfaction

Patients expect modern, convenient experiences and stay loyal when you deliver them. Improve satisfaction with online scheduling, digital forms, and simple payment options that reduce friction at every step.

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Patient PortalDigital FormsReview Management
→ Visibility
Single Source of Truth

Leaders make better decisions when data is consistent and accessible. Gain clarity with consolidated reporting that provides real-time visibility into production, collections, and KPIs across all locations.

Powered By
Data WarehouseBI PlatformKPI Dashboards
↓ Risk
On-Time Delivery

Tech stacks fail when there is no structure or accountability. Stay on track with a project management approach that sets clear milestones, keeps communication tight, and supports real change management.

Powered By
Project ManagementChange ManagementTraining & Support
↗ Scale
Scalable Growth

Standardized systems and processes allow rapid de novo openings and acquisition integration—onboard new locations in weeks, not months, without quality degradation.

Powered By
Standardized SOPsCloud InfrastructureTraining Playbooks
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When You Want Implementation Done Right and On Time

We fill the gaps in time, bandwidth, and expertise so your team stays steady and your rollout stays on track.

Protect Overhead

You don't have to hire an FTE

Expense the Project

If you don't have budget to add headcount or just need help for a specific project, we step in to lead the implementation—so your EBITDA stays intact.

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Project-Based EngagementFlexible ResourcingNo Long-Term Commitment
Efficiency

You don't have to train

Keep Your Team Focused

If you need to roll out software but don't want to pull someone away from their regular duties, we jump in to run the project and partner with you to leverage your time.

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Dedicated Project LeadVendor CoordinationTraining Delivery
Reduce Risk

You deserve a positive experience

Avoid Frustration & Turnover

If you've handled upset doctors and frustrated teams with past projects, you know a poorly managed rollout doesn't just waste time—it causes turnover. We lead change management so everyone stays aligned.

Powered By
Change ManagementStakeholder CommunicationPilot Programs
Full Scope

You need end-to-end support

From Discovery to Go-Live

If you need to start with gathering requirements, confirm the technology meets your needs, then implement with documented SOPs and post-rollout support—we handle all of it.

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Workflow AssessmentSOP CreationGo-Live Support
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Free Resource

PMS Decision Intelligence Guide

9 vendors compared · 500+ data points · Used by 200+ location DSOs

Why We're Different

You Deserve a Product Agnostic Guide

Vendors tell you how their software works. We evaluate your business objectives, workflows, and structure, then customize the most effective path to measurable outcomes.

100% Independent

We evaluate solutions based on your needs, not vendor relationships. Zero bias.

Dental Operations Leaders

From single dental practices to 200+ location DSOs, we know how to implement at scale.

Deep Software Expertise

We get in the weeds—how each system works, where the gaps are, and how to smooth the workflows.

Destination-First Methodology

We start with your goals and design the implementation around them, not around a vendor's product lineup.

98+
Years Combined Experience
1000+
Locations Implemented
0
Vendor Obligations
100%
Aligned With Your Outcomes
Case Studies

From Strategy to Execution

Real partnerships. Real challenges. Real outcomes. See how we help dental organizations navigate critical technology decisions and execute implementations that deliver results at scale.

Streamline RCM

Scale without RCM headcount

4-location privately-owned group prepared to add 2 offices. RCM lead said she needed to hire 2-3 team members. Assessment revealed workflow opportunities and text-to-pay implementation eliminated the need.

40
Hours/mo Saved
0
RCM Hires
2
Offices Added

Key Outcomes:

40 hours/month RCM tasks saved through workflow optimization
Zero RCM team members hired to support growth
2 additional offices successfully onboarded
Multi-Location DSO

Complete digital transformation for 20 locations

Cloud migration, new PMS implementation, standardized schedule templates, and online booking launched across 20 locations.

20
Locations
39
Providers
100%
Cloud

Key Outcomes:

Standardized schedule templates across all locations
Online booking rolled out to all practices
Centralized reporting and analytics infrastructure
Hurricane Response

On-schedule go-live through hurricane crisis

Multi-location dental group completed go-live on schedule despite one office being without power for 2.5 weeks due to hurricane damage.

0
Delays
2.5
Weeks No Power
100%
Data Safe

Key Outcomes:

Remote setup completed while teams handled hurricane challenges
Continuous patient communication via digital tools
Cloud PMS enabled rapid call center setup overnight
Optimize Dental Team - Your Tech Navigators
Meet Your Tech Navigators

Meet The Team Behind Optimize Dental

We are a team of dental operations leaders who have spent decades inside private practices and large DSOs implementing technology, fixing broken workflows, and helping guide organizations through complex change.

We are product-agnostic, privately owned, and focused on serving your business so you get the results you deserve.

Jill Nesbitt, our founder, brings more than 25 years of dental operations and technology experience to the group. She spent 15 years running a multi-specialty practice and later led strategic customer success programs for Henry Schein One, where she worked with some of the largest DSOs during the industry's cloud transition. Her experience shapes the methodology our entire team uses today.

Experience Highlights:

  • 25+ years dental operations and technology expertise
  • Strategic Customer Success Manager at Henry Schein One
  • Advisor to a 400+ location DSO
  • Pioneer in destination-first technology strategy

Not Sure Where to Start?

Whether you're evaluating a PMS switch, planning a multi-location rollout, or optimizing what you already have—your roadmap starts here.

Already know what you need? Schedule a call

No pressure. No vendor pitches. Just honest guidance from an independent expert.