Markets & Enterprise

Where Growth Gets Surgical

08/06/2025
|
8 min. to read

The Pikos Institute: Breaking Barriers in Implant Training
Behind every confident smile restored through advanced implant dentistry lies a story of skill, dedication, and cutting-edge education. The path to mastering complex procedures like full-arch reconstructions is often steep.

Yet, those who pursue advanced training don’t just transform patients’ lives; they also become pivotal drivers of growth within DSOs. In short, they’re equipped to meet the needs of patients and keep revenue in the chair. This isn’t just about individual success—it’s a strategic shift that empowers clinicians to lead, innovate, and elevate care while fueling long-term business performance. That’s where Pikos Institute comes in.

Training That Breaks Barriers
For 35 years, the Pikos Institute has been offering world-class surgical instruction for maxillofacial surgeons, prosthodontists, periodontists, and general dentists, giving DSOs a way to provide continuing education opportunities that fuel their growth.

Access to advanced surgical training is especially critical for women, who make up only 7%-8% of the American Association of Oral and Maxillofacial Surgeons active members. In a specialty where representation still lags, programs like those offered by the Pikos Institute are helping to break barriers— not only by leveling the playing field but by expanding what’s possible for underrepresented clinicians. For DSOs to offer training is not just progressive—it’s strategic, and it changes lives.

“If a DSO is serious about growth and long-term success, advanced implant training is a no-brainer,” says Roe McFarlane, CEO of Modis Advanced Education, strategic backer and supporter of the Pikos Institute. “And investing in women dentists especially is a decision that pays dividends across the board.”

Surgical Implant Dentistry at the Highest Level
McFarlane notes that surgeons and organizations need continuing training on real-world, complex cases. “A lot of dentistry focuses on cosmetic and restorative work—fixing chipped teeth or placing crowns—and that’s important. But at the Pikos Institute,” says McFarlane, “we’re teaching clinicians advanced, complex surgical implant therapies—patients who’ve lost all their teeth and have compromised bone structure. Dr. Pikos and his institute teach how to rebuild and repair their foundation so implants can be placed and give them a life-changing smile. This is advanced surgical dentistry at the highest level. And frankly, very few people in the world are comprehensively teaching the techniques demonstrated by Dr. Pikos and his faculty.”

The Pikos Institute is a global leader in hands-on, clinically grounded training for dentists and surgeons. With more than 7,000 alumni, it’s known for evidence-based instruction in implant dentistry, bone and soft tissue grafting, and full-mouth reconstruction.

What sets the Pikos Institute apart is its immersive, integrated approach, combining didactic learning with live surgery viewings, hands-on practice, and in-depth complication management.

“You’re not just watching a lecture,” explains Pikos Institute faculty member Dr. Nicole Hernandez. “You’re seeing full cases—start to finish—with all the nuance and complexity that come with them.”

The Institute’s curriculum is built from thousands of real cases, decades of documentation, and a relentless commitment to the latest techniques, tools, and materials. “The real differentiator is showing surgical complications,” added Dr. Hernandez. “We get a lot of positive feedback on this area, and it can only come from doing a high volume of cases, which is why Dr. Pikos is so valued.”

Advanced Technology, Superior Outcomes
Unlike fragmented approaches where surgeons, labs, and restorative dentists work in silos, Pikos models a fully integrated system under one roof. “We are very fortunate that we have all of the latest technology and planning software and equipment that allows us to kind of streamline and plan and execute these cases in a much more efficient and comprehensively planned manner to deliver the best care for our patients with the least amount of headache,” says Dr. Hernandez.

She adds, “People who attend take notes not just on the procedures but on everything—the CT scanner, the workflow, the lab protocols. So, in addition to learning in the class, they’re also seeing a whole way of operating that’s very different from what they’re used to.”

Nicole Hernandez, DDS, MD Oral & Maxillofacial Surgeon and Faculty at Pikos Institute

Never Stop Evolving with Lifelong Learning
Dr. Hernandez is a third-generation female dentist who attributes her commitment to patient care to her grandmother, a private practitioner for 35 years. Practicing at Coastal Jaw Surgery in Tampa, Dr. Hernandez focuses on implants, tissue grafting, TMJ disorders, and more. Beyond her surgical expertise, she sees her role as an educator and a lifelong learner, which drew her to join the faculty at the Pikos Institute.

“Education is critical because things are always changing. We’re all trained based on our specific path—whether you’re a periodontist, general dentist, prosthodontist, or oral surgeon. But just because that’s how we were taught doesn’t mean it’s the only, or even the best, way to do something. Continued education broadens your horizon—it gives you exposure to things you may never have encountered before,” Dr. Hernandez states.

She’s also candid about the importance of sharing the lessons learned from complications. “To say, ‘This didn’t work, and here’s why,’ helps everyone grow. Continuing education is often humbling. You might think you understand something—then someone presents it in a new way and it completely shifts your thinking.”

Dr. Suchie Chawla, DDS, MD Oral & Maxillofacial Surgeon

Vulnerability Is Where Growth Lives
Dr. Suchie Chawla, who recently joined the Institute’s network of over 7,000 alumni trained at the Pikos Institute, agrees that true growth begins beyond your comfort zone.

“I’ve been in practice for 17 years now. The longer you practice, the more hesitant you become about trying unfamiliar techniques. That was soft tissue for me. It’s easier than I thought it would be, but I just needed that extra push.”

Operating out of Manhattan, Dr. Chawla leads a private oral and maxillofacial surgery practice with a wide procedural range—from wisdom teeth to complex reconstructions. Board-certified and dual-degreed in medicine and dentistry, Dr. Chawla embodies the intersection of technical skill and compassionate care.

And she, like Dr. Hernandez, is driven to never stop learning. “When I go to a course, it’s worth it if I walk away with four or five clinical pearls. That’s enough to make a difference in how I practice,” Dr. Chawla states.

Born in Prague and raised across cities like Warsaw, Kathmandu, and New Delhi, Dr. Chawla credits her compassion and strong work ethic to her father, a diplomat in the Indian Foreign Service.

Her journey with the Pikos Institute left a lasting impression. “Dr. Pikos was incredibly approachable. He made you want to ask more questions, to keep learning. And when he didn’t know something, he’d defer to his experienced faculty. That kind of humility in someone so accomplished really stuck with me.”

Reflecting on the importance of visibility and representation in her field, Dr. Chawla states, “There are not that many women role models in surgery today. And I think we need more role models.” For Dr. Chawla, and thousands of Pikos Institute alumni, education is a bridge between potential and excellence, helping to build female role models one practitioner at a time.

Empowering Clinicians to Expand
Their Procedures through Training In a field that demands precision, leadership, and adaptability, the clinicians who thrive are the ones who stay curious, stay humble, and stay committed. The kind of elite, hands-on training at Pikos doesn’t just change careers—it changes the lives of both providers and patients.

And when clinicians bring that level of expertise back to their organizations, they become key drivers of innovation, patient satisfaction, and sustainable growth within DSOs.

Because in the end, the best clinicians aren’t the ones who know it all—they’re the ones who never stop learning.

Ready to Lead the Future of Surgical Dentistry?
For clinicians wishing to learn sound concepts of surgical-based implantology, the beginner-level course Mastering Implant Dentistry Fundamentals consists of four 3-day Modules (108 hours), each of which will include clinically relevant and evidence-based interactive lecture discussion, live surgery, and two half-day hands-on workshops.

Explore all upcoming courses at PikosInstitute.com and join a global community of empowered clinicians reshaping the standard of surgical implant care.

$20K
Scholarship Opportunity

Pikos Institute and WinDSO are thrilled to partner on a scholarship opportunity created to uplift and empower women in dentistry. Open only to WinDSO members, two full scholarships valued up to $20,000 will be awarded to attend any Pikos Institute course.

“Our mission is to provide world-class continuing education that advances clinical excellence. Through this scholarship, we are investing in the future of women in dental leadership,” says Roe J. McFarlane, CEO of Modis Advanced Education, strategic backer and supporter of the Pikos Institute.

Key Details:
  • Two scholarships available
  • Open to dentists, specialists, hygienists, students, recent graduates
  • Scholarship can be used toward any Pikos Institute live course (up to $20,000 value)
  • Courses include oral surgery, implantology, and practice management
  • Apply by December 31, 2025
  • Winners are chosen based on their passion and commitment to dentistry communicated in the application
  • Winners announced at WinDSO Empower & Grow Conference 2026
  • Travel and hotel expenses not included

Apply for the scholarship for a chance to enhance your clinical skills with top-tier CE training. Application and all details are at: pikosinstitute.com/pikos-institute-windso-scholarship

Gain ACCESS TO
INSPIRING
stories
Get membership
Perspectives

Where the Money Slips Through

10/22/2025
|
8 min. to read

Inside the DSO Revenue Gap

Vyne Dental’s Chief Product Officer Paul Bernard explores how leading DSOs identify, measure, and fix these gaps—and how you can too.

Many DSOs unknowingly lose thousands of dollars to inefficiencies hidden deep within their revenue workflows. From inaccurate coding to outdated collection processes, these “invisible leaks” can significantly impact the bottom line.

Whether you are running 50 offices or one, the RCM process is the same. However, the law of large numbers begins to affect DSOs as they grow.

“Every practice leaks, but these leaks really start showing up in a more magnified way the bigger you get,” Vyne Dental Chief Product Officer Paul Bernard says. “At the end of the day, if you see a patient and you expect to be paid $100, how much of that do you actually put in your pocket—and how much effort does it take to get those final pennies?”

Start with a Bigger Bucket
RCM starts long before billing a claim. The work you do up front to build a successful claim is part of the process. “People tend to want to bucket RCM too small. They think RCM is just billing the claims, which is just one piece. The whole process, from scheduling a patient to the patient making their final payment and everything in between, has aspects that significantly impact RCM,” Bernard explains.

By investing time on upfront processes in RCM, you can avoid spending energy on cleaning up mistakes. A process map can help you visualize that.

“Process mapping is not intuitive for a lot of people, but it’s no more complicated than examining what happens first, and then what happens next. You’ll start to see that prep work matters. It’s everything that happens before filing that makes that claim successful or not successful,” says Bernard.

Beyond mapping, narrowing your perspective on RCM can also limit your potential improvements.

Quote
Every practice leaks. The bigger you get, the louder it drips.

“For instance, some think scheduling has no impact on RCM. It absolutely does,” Bernard notes. “I want to be looking for things at scheduling that will help me submit a successful claim, such as asking if patients have changed employers. Is their insurance still the same? If they don’t know, go ahead and schedule but loop back before they show up to see if you’re in network.

“If you have a narrow view of RCM,” Bernard points out, “you are going to find narrow opportunities to improve. All the things that must happen before you even send a claim to a payer contribute to how much you will be paid.”

Mistakes You Can’t Afford

Incomplete or Delayed Credentialing
One way DSOs can miss out on or delay revenue is failing to properly contract and credential doctors. This can significantly impact how and when they are paid.

When DSOs acquire a practice, payers have to be re-contracted, which usually happens under a different tax ID.

“Payers will send payments to a tax ID, not a doctor who’s in a location. Knowingly or unknowingly, you changed where the money gets routed, and your processes in RCM have to adjust for that,” Bernard explains. “Those claims won’t get paid because the insurance company doesn’t know who this doctor is. You’ve billed a claim that isn’t getting paid, and you end up having to unwind problems, which will cause delays in payment or denial of payment.”

Not Mining EOBs
Explanations of benefits (EOBs) are a tremendous source of process data because they will tell you what claim got denied, what line on a claim got denied, and why. If you understand those reasons, then you can see where in your process flow you could have caught it.

Inevitably, a lot of errors are going to be at the point where you validate whether the eligibility and benefits are accurate and before you make an estimation and choose a fee schedule. Find and fix that error—and get paid.

“It does you no good if you have a good eligibility and benefit breakdown but you’re picking the wrong plan for that patient. You are never going to get the exact amount correct, so maintaining these plans and payer plans and fee schedules in your practice management system is critical if you want to bring those two together,” Bernard explains.

Quote
If your view of RCM is narrow, your results will be too.

Incomplete Claims
The ultimate goal is a clean claim with no receivables to manage. “You want to be collecting as much of what the patient owes up front as you can and then have some reasonable certainty that once you send that claim, it’s going to get paid whatever the insurance owes you,” notes Bernard.

“That’s a perfectly clean claim. That would mean that the level of effort that you must spend managing the receivable is zero because there is no receivable.”

Products like Vyne Trellis scrub claims before they get to the payer.

“It’s much better to try and put as much effort as you can up front to make sure that that claim is correct,” Bernard explains. “You can take 10 minutes now to fix it, or you can take two hours 30 or 60 days from now to try and figure out why you didn’t get paid. It’s a no-brainer—and yet somehow, we still allow these defects to escape the process.”

It’s All About Data
Don’t worry about making sure everyone is on the same practice management system.

“Why would you take a doctor who is unbelievably productive and generating revenue using whatever system they’ve been using and say, ‘Now that you’re part of a DSO, you need to switch.’?” Bernard asked. “Why would you rip out the wiring from somebody who is usually productive?”

The reality is that forcing a change often results in reduced productivity because staff are unfamiliar with the new system. It introduces unnecessary risk into the operation of a practice that was otherwise performing well.

Instead of focusing on uniformity of systems, DSOs should prioritize access to data. “Insist that the practice management systems give you your data,” he said. “Once you have it, you can bring that data into a centralized system and analyze it however you want. If you can free the data from those systems, you don’t need to change anything—and you reduce your operational risk.”

Once your data is accessible, you can measure performance across the organization without disrupting what Appointment Credentialing Claim Scrubbing Data Errors is already working. It’s not about the system itself—it’s about the visibility and control the data gives you.


Keep the Patient in the Loop
“You’ve got to think about the billing experience from the patient’s perspective,” says Bernard. “At Vyne Dental, we call it ‘patient in the loop.’”

If a patient leaves the doctor’s office, hears nothing for weeks, and then a surprise bill arrives, it can prompt confusion, doubt, and a timeconsuming call to the office. What if, instead, they were kept in the loop the whole time with clear, proactive updates? By the time the bill comes, they understand it, trust it, and are far more likely to pay it.

“There’s a direct correlation between time and payment,” Bernard explains. “The older that receivable gets, the less likely it is to be paid.”

When you build a billing process that moves efficiently, it not only benefits the patient but also strengthens the practice.

Quote
Prep work matters. It’s everything before the claim that makes it successful—or not.

Build Smarter, Scale Stronger
RCM isn’t just billing—it’s a living ecosystem. And like any complex system, it’s only as strong as its weakest link. From initial patient scheduling to the moment a claim hits the payer, every step in the process either protects revenue or puts it at risk.

The most successful DSOs aren’t the ones who work harder to chase revenue—they’re the ones who build smarter systems to prevent loss before it happens. They invest in automation. They map out their processes. They scrub claims early. And they never stop analyzing their EOBs for trends that can unlock even greater efficiency.

Because at the end of the day, your revenue isn’t what you bill—it’s what you keep.

Strengthen your pipeline. Protect your bottom line. Scale with confidence. Experience Vyne Trellis®— the end-to-end revenue acceleration platform that gets you paid faster through streamlined claims submission and tracking, delivers batch and realtime eligibility checks, and keeps your communications secure.

Ready to Stop Revenue Leaks Before They Start?
Schedule your personalized demo today
at VyneDental.com.

Paul Bernard
Vyne Dental’s Chief Product Officer

 

Gain ACCESS TO
INSPIRING
stories
Get membership
Perspectives

The Next Generation of Dentistry

08/06/2025
|
5 min. to read

A new generation of dentists is reshaping ownership, gender balance, and affiliations— with long-term consequences for the business of dentistry.

By: Rachel Morrissey and Marko Vujicic

What does it mean to be a “typical” dentist? Twenty years ago, the average dentist was likely in their 40s, midcareer, and the owner of a small practice. At that time, the profession was dominated by baby boomers who had graduated in the late 1970s and early 1980s, an era marked by a surge in dental school graduates.

Today, the picture looks quite different. Over the past several years, a generational shift in dentistry has been taking place, with more dentists at both the beginning and end of their careers. The large cohort of baby boomer dentists is now reaching their late 60s, with retirement on the horizon. At the same time, a growing number of young dentists are entering the field—a pattern that shows no signs of slowing.

The number of dental school grads in the U.S. has gone up since the early 2000s, following a large drop in graduates that began in the late 1980s. The introduction of more than a dozen new dental schools in the U.S. since 2000 contributed an additional 9,000 graduates to the
already rebounding workforce pipeline over the last two decades. Between 2014 and 2024, there were just under 70,000 dental school graduates.

Quote
Women now make up 56% of dental school graduates—a figure reshaping the entire profession.

Another major shift in today’s dental workforce is gender representation. In the early 1980s, women made up only about 20% of dental graduates. By the early 2000s, men still outnumbered women in predoctoral dental programs.

That trend has since reversed: Beginning in 2019, women comprised the majority of dental school graduates.

In fact, in 2024, 56% of dental school graduates were women. Women also made up more than half of the graduating classes of several advanced dental education disciplines in 2024, including pediatric dentistry, orthodontics, and general practice residency programs.

Source: American Dental Association (ADA), Health Policy Institute (HPI), Commission on Dental Accreditation Surveys of Dental Education.

What does a younger, increasingly female dentist workforce mean for the future of the profession? One key implication lies with practice
modality. HPI has been closely tracking changes in dentist affiliation with DSOs as well as shifts in dental practice size, measured by the
number of affiliated locations within a practice. Both aspects of practice modality are changing, and the gender and age shift are major drivers.

There are major differences in practice modality depending on dentist career stage. Early career dentists are far more likely to practice in larger groups and to be affiliated with a DSO.

As of 2024, one-third of all dentists are in solo dental practice (34%) while less than one-fifth work for a large group practice with 10 or
more affiliated locations (17.4%). For younger dentists—those up to 10 years out of dental school—the reverse was true: 15% worked in solo practices compared to 29% in large group practices.

The share of dentists affiliated with a DSO has more than doubled in the last 10 years. In 2024, about one out of every six dentists overall was affiliated with a DSO. While this number has grown for all dentists, it is particularly robust for young dentists, with women even more likely to work at a DSO-affiliated practice. In 2024, close to one-third (32%) of female dentists up to five years out of dental school were in a DSO-affiliated setting.

Increased affiliation with DSOs is not likely to reverse any time soon. The American Dental Education Association’s 2024 Survey of Dental School Seniors showed that 32% of surveyed dental school seniors who plan to go into private practice following graduation intend to join a DSO-affiliated practice. Just five years ago, 18% of dental school seniors reported the same plans, a little more than half of today’s number.

An examination of practice ownership trends reveals a similar pattern of divergent career choices across age and gender cohorts. HPI analyzed data looking at practice ownership at different career stages for cohorts of dentists who graduated between 1991 and 2020. For dentists who graduated in 2010 or earlier, the majority were practice owners five to nine years after graduation. In sharp contrast, only about 20% of dentists who graduated between 2016 and 2020 were practice owners at the same point in their career. For women dentists in this cohort, the figure is 14% compared to 30% for men.

Quote
In 2024, nearly one-third of new female dentists joined DSO-affiliated practices.

The demographics of dentistry are shifting. More dentists are choosing career paths in larger group practices or DSO-affiliated settings over traditional solo ownership early in their careers. As this new generation grows, their preferences will continue to redefine what it means to be a dentist today.

Rachel Morrissey is a senior research analyst at the American Dental Association’s Health Policy Institute, where she leads the analysis of data for a variety of projects focused on dental education and emerging issues in dentistry. She has co-authored several articles on the dental workforce, published in Health Affairs Scholar, Dental Economics, and the Journal of Dental Hygiene.

Marko Vujicic currently serves as Chief Economist, Chief of International Relations, and Vice President of the Health Policy Institute at the American Dental Association. He is a recognized thought leader in health care policy as it relates to dental care. He has published extensively in peer-reviewed journals such as Health Affairs, The New England Journal of Medicine, and his team’s work is regularly cited by CNN, The New York Times, The Wall Street Journal, Fox News, and other media outlets. Previously, he was Senior Economist with The World Bank in Washington D.C. where he focused on health systems reform in developing countries.

 

Gain ACCESS TO
INSPIRING
stories
Get membership
Leadership

Lessons in Leadership

10/22/2025
|
1 min. to read

Learn quick insights and success strategies from Women in DSO members shaping the future of dentistry. Gain wisdom, inspiration and practical guidance.

Gain ACCESS TO
INSPIRING
stories
Get membership
Leadership

Lessons in Leadership

03/06/2025
|
1 min. to read

Learn quick insights and success strategies from Women in DSO members shaping the future of dentistry. Gain wisdom, inspiration and practical guidance.

Gain ACCESS TO
INSPIRING
stories
Get membership
Leadership

Lessons in Leadership

02/27/2026
|
1 min. to read

Learn quick insights and success strategies from Women in DSO members shaping the future of dentistry. Gain wisdom, inspiration and practical guidance.

Gain ACCESS TO
INSPIRING
stories
Get membership
Leadership

Lessons in Leadership

08/06/2025
|
1 min. to read

Learn from Women in DSO® members shaping the future of dentistry. Gain wisdom, inspiration, and practical guidance from these quick insights and success strategies.

Gain ACCESS TO
INSPIRING
stories
Get membership
Perspectives

2025: A Year of Recovery and Innovation for DSOs

03/06/2025
|
6 min. to read

Predictions and Analysis on Economic Conditions, Technology and M&A Trends

By Brian A. Colao
Director, DSO Industry Group at Dykema

The last two-plus years have been the toughest economic environment in the history of the DSO industry. The challenges began in early 2021, near the end of the COVID-19 pandemic, with a new presidential administration that flooded the economy with a surplus of aid programs, many of which proved unnecessary. Around a year later, Russia invaded Ukraine, destabilizing global markets, followed by several crises in the Middle East. The result was the highest interest rates and inflation in the history of the DSO industry, coupled with record costs for goods and labor. These difficult economic conditions significantly lowered EBITDA, leaving many organizations struggling to maintain positive cash flow and comply with the terms of their credit facilities. These conditions also caused a massive slowdown in the once-booming DSO M&A markets, creating great uncertainty heading into the November 2024 presidential election.

In November 2024, one of the most closely watched elections in U.S. history took place, resulting in the election of a new presidential
administration. Interest rates have since been lowered by the Federal Reserve. This raises the question: what can we expect for the DSO industry in 2025?

Economic Conditions are Trending in a Positive Direction

Going into 2025, there are a number of favorable economic conditions, including the following:

1. The Federal Reserve cut interest rates three times in the latter half of 2024, during meetings in September, November, and December, totaling a full percentage point reduction. This has led to more favorable lending conditions, with expectations that rates will continue to decline throughout 2025.

2. Investor confidence has improved significantly after the outcome of the 2024 presidential election, with the stock market rising more than 1,500 points and 3.6% the day after the election and continuing to rise over the next few weeks.

3. An enormous amount of investor capital remains on the sidelines, waiting for the right opportunities.

4. There is also a large inventory of dental organizations of all sizes that are seeking recapitalization events.

5. Many technological innovations have either come online or are expected to come online soon, which can dramatically improve the same-store growth of dental organizations.

The New Presidential Administration is Expected to Pursue a Much Less Stringent Regulatory Environment

Going into 2025, the regulatory environment appears much more favorable, including the following factors:

• The FTC’s proposed non-compete rule was enjoined by a federal court on August 20, 2024. The new administration is not expected to pursue the enforcement of this proposed rule, which will create much more favorable conditions for the labor market.

• The Corporate Transparency Act was enjoined by a federal court on December 3, 2024. If this injunction is upheld, it will create a less burdensome environment for corporate entities.

• The current FTC director will be resigning, and a new director appointed by President Trump will be taking over with a much more business-friendly philosophy.

• President Trump has pledged to overhaul the Justice Department, which is expected to lead to less aggressive healthcare-related investigations and enforcement actions.

• Governor Gavin Newsom recently vetoed SB 842 (in September of 2024), which, if signed into law, would have allowed the California Attorney General broad powers to block healthcare M&A transactions.

Amazing Innovations Exist to Boost Same-Store Growth for DSOs

This is truly one of the most exciting times in the history of the dental industry. There have been more innovations in the last five years than in the previous 100 years. Some of the most incredible innovations that either exist or are coming soon include:

• Diagnostic AI allows for the diagnosis and treatment of many more dental conditions than ever before.

• AI is automating payment of invoices, adjudication of insurance claims, approvals, collection of receivables, and improving revenue cycle management. AI is also reviewing phone calls to maximize patient retention.

• A revolutionary product exists that has the potential to regenerate enamel and monetize the treatment of minor cavities without resorting to the traditionally invasive “drilling and filling” procedures.

• Membership plans are increasing the ability of dental organizations to attract and retain patients who lack insurance.

• Technological advancements and innovations in clear aligners, implants, anchored dentures, sleep medicine devices, and traveling specialists have made the integration of specialties into general dentistry offices easier than before.

• Innovative patient finance solutions have made access to treatment easier than before.

• Other technology advancements include real-time tracking of capital tables and earn-outs, lease management, management of merchant fees, the use of big data to determine market presence, and lab consolidation—all of which have the potential to reduce overhead.

These technologies can increase same-store growth, lower overhead, and compensate for shortages in clinical and non-clinical employees. However, challenges remain in the adoption of these technologies, including resistance to change, lack of effective implementation plans, and the integration with existing technologies already in use at dental organizations.

Questions and Predictions for the First Half of 2025

There are several key questions as we enter the first half
of 2025:

1. Will interest rates go low enough to truly jump-start M&A markets?

In December of 2024, the Federal Reserve Chairman delivered disappointing news, by projecting just 2 rate cuts, down from its original anticipated rate cut of 4. This caused stocks to tumble. The Chairman cited persistent inflation as the main reason for the smaller-than expected reduction, warning that it could take until the third or fourth quarter of 2025 for inflation to improve.

2. Is investor confidence high enough to truly jump-start M&A markets?

Investor confidence is at its highest point in the last three years, and there is significant capital waiting to be deployed but inflation still remains higher than it should be and interest rates will not be reduced as quickly as the market had hoped.

3. What will 2025 valuations for dental organizations look like?

I believe valuations will be fair but not as high as they were at the end of 2020 and 2021, when market highs were reached.

4. What will 2025 deal structures look like?

The market will continue to utilize rollovers, earn-outs, and joint ventures as a means of mitigating risk for transactions into 2025. EBITDA will also be scrutinized much more strictly than it was during the market highs in 2021.

5. What will same-store growth look like?

Organizations that adopt new technologies, properly implement them, and integrate them with existing systems will experience substantial same-store growth.

6. What challenges could derail a market rebound in 2025?

• New wars or global unrest.
• The implementation of draconian policies,
such as onerous tariffs.
• Failure to achieve low enough interest rates.
• Stubbornly high inflation.

Prediction for 2025

I predict a gradual recovery during the first two quarters of 2025, with smaller to mid-sized deals closing in this period. I expect to see improved deal activity in the third and fourth quarters of this year, assuming there are no major global or domestic setbacks. Additionally, I anticipate a dramatic increase in the adoption and successful implementation of new technologies in 2025, which will lead to significant same-store growth for dental organizations.

Gain ACCESS TO
INSPIRING
stories
Get membership
Markets & Enterprise

Beyond Stop-gap Staffing

03/06/2025
|
8 min. to read

In the fiercely competitive landscape of dental service organizations, most approaches to staffing remain reactive rather than strategic. The focus is most often on short-term wins—filling a chair for a day or covering a shift at the last minute—instead of building a foundation for sustained growth. However, as patient demand surges and market competition intensifies, leadership at forward-thinking DSOs are shifting their perspective. They treat staffing not as a stop-gap measure, but as a strategic lever for long-term profitability.

To explore this approach, I recently spoke with several DSO executives and dental leaders within the onDiem network: John Murphy, Vice President of Talent Acquisition at Aspen; Joshua Perry, CEO of Access Care; and Misty Mattingly RDH, BS, Senior Vice President and Chief Dental Hygiene Officer at Sage Dental. As some of the most experienced authorities in our industry, they candidly shared both the challenges their organizations have faced and the strategies they’ve adopted to turn staffing into a competitive advantage. Their insights, combined with broader trends, shed light on how DSOs can reframe workforce challenges as opportunities for sustained growth.

The Staffing Conundrum: Why Now?

“We’re at a crossroads,” said John Murphy of Aspen. “Demand for dental services is at an all-time high, and the workforce just isn’t keeping up. That puts enormous pressure on us and our margins.”

Murphy’s perspective is critical. In the midst of rising labor costs, evolving patient expectations, and expanding access to dental care, practices must find innovative and flexible ways to maintain capacity.

This challenge highlights a critical gap in the traditional DSO staffing model. In their quest to attract top talent, practices may sometimes underestimate the factors that keep employees engaged and committed long-term. (Smaller practices with limited resources, in turn, may not always be aware of state and local laws that require even part-time dental workers to be classified as W-2 employees entitled to all associated benefits and protections.) For many dental workers, particularly part-time staff, access to benefits and flexible scheduling can be a non-negotiable.

Addressing these issues requires creative and strategic solutions, such as collaborating with staffing partners who can offer benefits and administrative support that DSOs and practices may struggle to provide on their own. By tackling these gaps proactively, DSOs can not only reduce turnover but also enhance employee satisfaction and loyalty.

Let’s explore how staffing can become a growth driver by focusing on three critical elements: retention, quality, and optimization.

The New Growth Equation: Retention + Quality + Optimization

Transforming staffing into a growth driver requires a multi-pronged approach that prioritizes retention, quality, and optimization. These three elements come together to create a sustainable staffing strategy that addresses immediate needs while positioning the DSO for long-term growth and success.

Benefits as a Competitive Edge

Retention isn’t just about keeping staff; it’s about reducing the costs and risks of turnover. According to Joshua Perry of Access Care, “One of our early pain points was losing part time employees who needed a more comprehensive health insurance program. At the time, we simply couldn’t offer it without skyrocketing costs or administrative headaches. That’s where our staffing partnership with onDiem came into play.”

Staffing companies such as onDiem are W-2 compliant nationwide, allowing them to provide all dental professionals (regardless of their full-time or part-time status) on their platform with W-2 benefits such as comprehensive health insurance, PTO, malpractice insurance, workers’ compensation insurance, and more. Through onDiem’s SafePay™ offering, practices and organizations such as Access Care have been able to hire and book their own temps through onDiem’s platform—immediately granting them access to these benefits without dealing with the administrative burden or cost.

Perry credits onDiem for Access Care’s improved retention rate, noting that it increased significantly within the first year of partnership. “This partnership was a game-changer for us,” says Perry. “It allowed us to provide benefits to our essential part-time and temp employees without the administrative headaches—and was more cost-effective than building the infrastructure ourselves.”

Choosing a staffing partner that allows for this arrangement not only can enhance retention for the DSO, but also position the DSO as an employer of choice in a highly competitive labor market.

Building a Pipeline of High-Performing Talent

Retention alone isn’t enough; DSOs must also ensure that the talent they retain and recruit is top-notch. “Like any other dental organization, we’ve had our share of mismatches,” Misty Mattingly of Sage Dental admits. “Sometimes we’d bring in a temp who wasn’t a good fit, and it would disrupt the team dynamic or patient experience.”

Mattingly’s solution? Building a pipeline of high-performing talent. “Our philosophy is simple: hire the best temps, and rehire them when possible,” Mattingly explained. “By treating temporary staff as an extension of our team, and choosing a staffing partner with the same philosophy, we’ve reduced mismatches and built a high-quality pipeline.”

Staffing services can play a pivotal role here by offering access to pre-vetted professionals—and in the case of onDiem, by providing access to fully W-2 compliant and certified workers to mitigate costly legal risk. Additionally, sophisticated staffing platforms allow DSOs to track and re-engage high-performing temps, creating a seamless talent pipeline.

“It’s not just about filling roles; onDiem has helped us create a system where we know the best possible talent is always within reach when we need them,” Mattingly emphasizes. “That confidence lets us focus on scaling our business and improving our standards of patient care.”

Flexible Solutions for Dynamic Needs

Staffing challenges are rarely static or fully predictable. Holidays, unexpected sick leaves, and the addition of new columns or service lines all demand flexibility. “One of our biggest headaches was managing staffing during peak periods,” Murphy noted. “We’d often end up short-handed, and it impacted patient satisfaction and care.”

Murphy’s challenge is unfortunately shared across the DSO and practice community. But by moving away from traditional and frenzied “whack-a-mole staffing,” as Murphy puts it, and toward staffing strategy that maximizes your practices’ capacity, a DSO stands to gain for the years to come. “At several of our locations, dental chairs regularly went empty, because it’s hard to ramp up when you’re in the throes of high patient need,” he explained. “Our staffing partner helped our team switch our approach, and now we are proactively staffing to each location’s full capacity, treating more patients, and witnessing significant growth in our margins.”

Flexible staffing solutions such as onDiem expertly adjust to dynamic needs—enabling DSOs to cover peak periods year-round; test new markets or specialties by bringing in specialized talent temporarily; and expand operating hours or columns without immediately committing to full-time hires.

“Our staffing partner helps us adjust in real-time,” Murphy added. “That flexibility has been a big part of our growth story.”

Dental Staffing: A Strategy for Sustainable Growth

Our partner organizations offer a compelling example of how DSOs can evolve their approach to staffing. By focusing on retention, quality, and optimization—and by partnering strategically with a staffing service — they’ve turned a regular challenge into a driver of growth.

“Staffing isn’t just about today,” Murphy said. “It’s an investment that can pay off with growth and profitability. It’s about building the kind of workforce that ensures we’re here tomorrow.”

Collaborating with Staffing Companies: A Strategic Partnership

Moving beyond stop-gap solutions requires a close partnership with staffing services. Murphy describes his organization’s collaboration with its staffing partner, onDiem, as “an evolving partnership that’s delivering meaningful results.” Based on our partners’ experiences, here’s how DSOs can get it right:

1. Align on goals
“Initially, we weren’t clear about the best way to manage and leverage temp workers,” says Murphy. “We treated staffing as a quick fix instead of a strategic tool. Once we aligned with our staffing partner on long-term goals—like entering a new market or improving retention—things started to change.”

2. Lean on data to improve quality
Modern staffing platforms such as onDiem offer analytics that can inform your staffing decisions. “onDiem helps us track and stay connected with our most effective temps,” Murphy explains. “This helps us avoid costly mistakes, and relieves some of the anxiety that comes with staffing.”

3. Use temp staffing to test the viability of new markets
Temp staffing isn’t just about filling gaps; it’s a strategic tool for expansion. “We wanted to test adding weekends or evening shifts for patients who want to be seen after hours,” Perry shares. “Bringing in temporary specialists allowed us to assess demand without committing to permanent hires.”

Gain ACCESS TO
INSPIRING
stories
Get membership
Leadership

Charting a New Path for DSOs

03/06/2025
|
6 min. to read

Across Amy McCarthy’s professional journey, her passion for innovation and entrepreneurial spirit have been driving forces behind her success. They have defined her career and are now shaping the future of Envista. As the newly appointed leader of Envista’s DSO initiative, she is spearheading a transformation designed to elevate how DSOs operate, scale, and deliver exceptional patient care.

Building a Foundation

Amy’s entrepreneurial journey began early. At 17 years old, she founded a mail courier service in Everett, Washington, which served over half of the local medical community. Her innovative service cut delivery times for medical records in half, streamlining workflows for countless healthcare providers.

“I was creating solutions that added value. I didn’t realize it then, but that experience taught me the importance of identifying pain points,” Amy shares. Over the next decade, she grew this business while pursuing a college degree, a career, and later an MBA. This hands-on experience laid the foundation for professional work in the pharmaceutical industry where she quickly made her mark. At 25 years old, Amy became one of the youngest district sales managers in the company’s history.

“I focused on understanding my customers’ goals and needs. By aligning my efforts with their objectives, I was able to build trust and long-lasting relationships. That approach has been a cornerstone of my leadership philosophy,” she explains.

But Amy’s career trajectory shifted when she chose to leave her high-pressure role to focus on raising her two young children.

“On my youngest child’s first birthday, I quit my role as Regional Sales Manager at Sanofi-Aventis Oncology. I was traveling constantly and felt like I wasn’t doing anything well — being a mom or a manager. No matter what adjustments I tried, I couldn’t find balance or happiness. It was one of the hardest decisions I’ve ever made. I loved my career, but I felt a lot of pressure—and pull—to be with my kids. My family always valued stay-at-home parenting, so I decided to give it a try,” Amy recalls.

Yet even during this work hiatus, Amy’s entrepreneurial drive could not be stopped. She soon launched a photography business, a passion project that allowed her to balance motherhood with work through a creative outlet.

“It filled my constant need to learn and improve. I built a custom website, grew a thriving client base, and enjoyed the flexibility. But after a few years, I found myself wanting more,” Amy reflects.

That desire led her to consulting, where she advised small businesses on strategic planning, operations, and marketing. Consulting ultimately connected her to Premier Periodontics, a Seattle-based DSO who brought Amy on to scale operations. Amy was pivotal to the organization’s success.

“I started as Director of Operations and moved into marketing, and eventually I became COO. During my time there, we expanded Premier to eight locations and helped launch Evident Alliance, a 25-location multi-specialty DSO,” Amy explains.

She credits much of her success to the trust her colleagues placed in her.

“They let me make decisions and run with them, which is how I work best. Dr. Will Fernyhough and Dr. Issa Dkeidek remain great friends to this day,” she adds.

Joining Envista

In 2021, Amy joined Envista, drawn by the opportunity to combine her expertise in innovation and healthcare.

“Envista’s portfolio is unmatched. I knew that it would be an opportunity to grow personally and offer endless opportunity to innovate and create value for customers,” Amy says.

Amy shared her vision for the future of Envista’s place with DSOs last spring with CEO Paul Keel. Paul saw the importance, shared Amy’s excitement for the opportunity and added DSO to the strategic planning process. As a result, extensive voice of customer interviews were completed, new resources allocated, and restructuring occurred to suit the needs of these very important customers. All focused on leveraging Envista’s vast customer-centric solutions and portfolio.”

The Secret Sauce

Envista’s success with DSOs boils down to three key elements: solutions, simplicity, and scale.

Envista’s portfolio includes best-in-class solutions, products and technologies across categories: diagnostics/imaging, implants, consumables, and ortho. What sets the company apart, however, is its ability to integrate these offerings into tailored solutions for DSOs.

“We’re not just selling products. We’re partnering with DSOs to help them operationalize and scale their businesses. This means creating training programs, offering fleet management tools, and collaborating on innovations that improve efficiency and patient care,” Amy explains.

Envista offers simplicity for DSO partners. The advantages of working with one manufacturing partner for multiple solutions / across multiple categories is enormous. Having a single point of contact, one contract, a partner who knows your goals and paint points and who is proactively working on your behalf to help you grow, across initiatives, is invaluable. The time savings and peace of mind are invaluable. Envista has the resources, expertise and experience to help our DSO partners and scale.

“Amy has a deep understanding of market dynamics, coupled with an innovative approach to partnership development. Her ability to identify new opportunities, negotiate mutually beneficial agreements, and align partnerships with the company’s broader objectives has directly resulted in significant achievements for Heartland. Her leadership has had a profound impact on DSOs,” adds Dr. Anna Singh, Senior Vice President of Clinical Operations at Heartland Dental.

Quote
I saw a chance to apply everything I’ve learned to an organization with incredible potential. Envista’s portfolio is unmatched, and I knew that by bringing everything together strategically, we could create a new kind of value for our customers.

A Vision for the Future

Amy envisions continued growth and innovation for Envista. A significant focus is on advanced training and education, with customized programs for partners like Heartland Dental and Smile Brands to help providers grow their implant practices.

“Envista has been a great partner to Smile Brands for many years and has evolved with our changing needs, always with long-term success in mind for our providers, their patients, and us as an organization. We look forward to continuing this journey together,” shares Steve Bilt, CEO of Smile Brands.

Fleet management technology is another area of focus. Envista’s suite of tools helps DSOs track and optimize equipment usage, improving efficiency and effectiveness. The DTX Studio Imaging Suite is also revolutionizing workflows by integrating diagnostics, imaging, and treatment planning into a seamless experience.

“It’s changing the way dental offices operate. The best part is, it’s an open platform that works with any existing technology, making DSOs more agile and effective,” Amy says.

For Amy, Envista’s success is about more than business — it’s about solving problems and growing relationships.

“I’m never satisfied with the status quo. There’s always room to grow, innovate, and improve. That’s what keeps me going,” she says.

Under Amy’s leadership, Envista is setting a new standard for partnership in the dental industry — offering DSOs not just the tools
to succeed but a vision for growth, innovation, and meaningful collaboration that drives long- term impact.

Gain ACCESS TO
INSPIRING
stories
Get membership
Filter
Categories
Paspaudę „Įsigyti mokymus“ mygtuką būsite nukreipti į platformą, kurioje galėsite įsigyti šiuos mokymus.