More DSOs are turning to strategic outsourcing to reduce costs, streamline operations, and support overburdened in-practice teams. This case study explores how one multi-location DSO restructured its clinical and business operations by outsourcing key non-clinical roles — from insurance verification to treatment coordination — without compromising patient experience or quality of care.
Which functions are best suited for outsourcing vs. in-house retention
How to identify high-cost, low-impact roles that can be virtualized
How to integrate remote team members into clinic workflows and culture
High-performing teams don’t just happen — they’re built on systems. In today’s DSO landscape, inconsistent workflows, communication breakdowns can drag down even your best teams. This session explores how to create a strategic digital stack that empowers your workforce at every level — from front desk to regional ops — while improving engagement, execution, and retention.
What a modern digital workforce stack looks like for DSOs today
How to connect scheduling, task management, and communication tools
How digital systems prevent burnout, and boost accountability and increase efficiency

Mariz Tanious

Dr. Alan J. Acierno

Katie Roberts, PhD
You can’t scale what you can’t manage — and most DSOs are growing faster than their leaders. s DSOs expand across regions, many find themselves stuck between two extremes: overburdened executives managing too many clinics, and newly promoted managers who lack training or support. The result? Operational inconsistency, weak culture, and stalled performance. In this session, learn how leading DSOs are building leadership pipelines that work — turning hygienists into team leads, office managers into regional directors, and providers into clinical mentors.
How to identify high-potential team members before they burn out
What a structured leadership development program looks like at a DSO
How to track leadership readiness, performance, and impact with the right KPIs

Dr. Aman Kaur

Pat Bauer
As the lines between oral and systemic health continue to blur, DSOs are uniquely positioned to bring whole-patient preventive care into everyday dentistry. From screening for diabetes and cardiovascular risks to integrating dental and medical records, forward-looking DSOs are transforming routine checkups into critical health touchpoints. This panel brings together leaders who are embedding holistic screenings and medical-dental integration into their operating models, building the foundation for a more preventive, patient-centered future.
Leveraging integrated EHRs and AI-driven diagnostics to connect dental and medical records
Training hygienists and care teams as frontline preventive health screeners
Creating referral pathways and partnerships with physicians and payers

Joe Feldsien

Nabil Fehmi
Clear aligners are no longer just a cosmetic upsell — they’re a strategic service line that drives recurring revenue, higher treatment acceptance, and longer-term patient retention. For DSOs, offering in-house aligners can eliminate referral leakage, streamline workflows, and open the door to capturing more adult patients seeking aesthetic treatments. This session breaks down how growth-minded DSOs are implementing or scaling profitable, patient-friendly aligner programs, using digital scanning, patient education tools, and smart marketing to make clear aligners a core part of their service menu.
In-house vs. outsourced ortho or external referrals — where the margins lie
The pros, cons, and clinical flexibility of using Invisalign, Dandy, Candid Pro, or fully in-house aligners
How DSOs are driving demand through lifestyle branding, social media, and subscription pricing