We help dental practices navigate the complexity of technology implementation so you can manage effectively today and scale tomorrow.
Vendor Adoption Journey
Independent, product-agnostic guidance shaped by 98+ years of dental operations expertise.
Navigate vendor options with product-agnostic guidance and requirements documentation.
End-to-end project management from planning through go-live with change management.
Maximize ROI from existing systems through workflow redesign and training.
Long-term technology roadmap planning and strategic guidance for growth.
We fill the gaps in time, bandwidth, and expertise so your team stays steady and your rollout stays on track.
You don't have to hire an FTE
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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9 vendors compared · 500+ data points · Used by 200+ location DSOs
Vendors tell you how their software works. We evaluate your business objectives, workflows, and structure, then customize the most effective path to measurable outcomes.
We evaluate solutions based on your needs, not vendor relationships. Zero bias.
From single dental practices to 200+ location DSOs, we know how to implement at scale.
We get in the weeds—how each system works, where the gaps are, and how to smooth the workflows.
We start with your goals and design the implementation around them, not around a vendor's product lineup.
Measurable Outcomes
Every technology decision should drive measurable business outcomes. Here's what success looks like when the right technologies are coupled with world-class implementation.
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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Client Work
Real partnerships. Real challenges. Real outcomes. See how we help dental organizations navigate critical technology decisions and execute implementations that deliver results at scale.
Jefferson Dental needed to select a new PMS and rationalize a fragmented tech stack across their 60-location organization. We led a structured, workflow-driven evaluation — not a demo tour.
"The Optimize team delivered exactly what we needed — project management to keep us on track and deep insight into the various options and how they would fit our organization."
Geoff Wayne, CEO — Jefferson Dental
Key Outcomes
Streamline RCM
A 4-location group preparing to add 2 offices believed they needed 2-3 new RCM hires. Workflow assessment revealed the opposite.
Key Outcomes
Multi-Location DSO
Cloud migration, new PMS implementation, standardized schedule templates, and online booking launched across 20 locations simultaneously.
Key Outcomes
Hurricane Response
Multi-location group completed go-live on schedule despite one office being without power for 2.5 weeks due to hurricane damage.
Key Outcomes
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.
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.
