CareStack™ - Dental Practice Management

Scale is a blind spot if your data is trapped in local servers. Most growing DSOs don't realize their legacy system is a "growth ceiling" until they hit 10+ locations. As Plum Dental Group expanded to 25+ practices across Rhode Island and Connecticut, they hit a common wall: Operational Fragmentation. • On-premise servers at every location. • Zero real-time visibility across the group. • IT overhead that scaled with every new office. CEO Dan Katz realized that to move from 6 practices to 25+, they didn't just need a new cloud-based tool - they needed a structural shift. He knew they had to prioritize operational clarity, centralize billing, and consolidate org-wide communication into one dashboard. So he switched to CareStack. And adopted the CareStack Way of scaling operations. The Results: • 40% Faster AR Turnover: Slashed from 20 days to under 12. • Appointment Retention: Broken appointment rates fell below 10% (beating the 18% national average). • Infrastructure Gains: No more managing on-premise servers or IT overhead. • Enterprise Power: A single billing team now manages all 25+ locations. As Dan puts it: "If you are able to measure it, you are able to manage it." When your system becomes a source of truth instead of a black box, growth stops being a gamble and starts being predictable. Is your legacy system the ceiling on your group's potential? Book a demo to see The CareStack Way in action → https://carestack.com/demo #DSO #DentalGroup #PracticeManagement #RevenueCycle #CareStack #PlumDental #HealthTech #ScaleStrategy

Built a company from scratch. Scaled it for 11 years. Then made the decision to step away and start again. In this episode of The Doers Podcast, hosted by Dan Hall, we sit down with Hootan Shahidi, Senior Manager at ProspHire. Hootan shares his journey from entrepreneurship to helping DSOs implement technology and scale operations. From one rejected claim that sparked a business idea to working with large organizations today, this conversation dives into what it really takes to build, grow, and evolve. Watch the full episode: https://lnkd.in/dNUpM6Cz #TheDoersPodcast #Entrepreneurship #Healthcare #DentalIndustry #DSO #PracticeGrowth #Leadership #BusinessGrowth

Gloves on. Mirror in hand. And someone yelling "can you repeat that?" across the room. Perio charting should not feel like a group project. CareStack's AI-driven Voice Perio Charting lets you speak your measurements and watch them land directly into the chart, in real time, hands free, no second person needed, no sterile field compromised. Simple. Intuitive. Reliable. Your exams just got a whole lot smoother. Book a demo and see it in action carestack.com/demo That is the better way. #TheCareStackWay #CareStack #DentalTech #PerioCharting #DentalInnovation #VoiceTech #PracticeManagement #DentalWorkflow #AI Dan Hall Nichole Perry

Manual EOB entry is one of the most time-consuming tasks in a dental office and it adds up fast. Hours spent opening, sorting, and typing. Errors that slow down payments. Teams stuck in repetitive work. CareStack and Anatomy Financial changes that. All your physical EOBs, in one inbox. AI that converts them into ERAs automatically. Payments matched and posted directly to your CareStack ledger without manual effort. So your team spends less time on busywork, makes fewer errors, and gets more time back to focus on what matters. This is what modern dental billing should feel like. Book a CareStack demo to learn more. carestack.com/demo Sasha King Dan Hall Nichole Perry Tamojit Sengupta Revati Krishnan #DentalTech #DentalBilling #CareStack #Anatomy #PracticeManagement #DentalOperations #EOB #ERA

Disconnected systems slow teams down. Centralized systems move organizations forward. For Ana Meseldzija and 1st Family Dental, choosing CareStack meant moving from 18 separate tools to one unified platform. The impact was immediate: • One centralized cloud instead of fragmented systems • Unified patient charts across all locations • Real-time access to the information teams need More than just software, it created alignment across the entire organization. When your systems are connected, your teams are too. Book a demo to learn more - carestack.com/demo #CareStack #DentalPractice #DSO #PracticeManagement #HealthcareTechnology #OperationalEfficiency #PracticeGrowth

Dentists should be spending evenings with their family. Not reviewing and completing clinical notes. But for most offices, that’s still the reality. That’s a workflow problem that shouldn't exist. Switch to the voice-powered future of clinical note taking. With AI Scribe from CareStack. Complete clinical notes as the appointment happens. Without having to sit and type, Here’s how simple it is: • Pick your template • Hit record • Talk to your patient like you normally do And your clinical notes? Done. Structured. Saved to the chart. Even before the appointment ends. What does this mean for your practice? • No more after-hours documentation • More focus during patient interactions • Faster, more consistent clinical records • Less burnout. More productivity. This is what happens when AI is built into your practice workflow, not added on top of it. AI Scribe is available exclusively for CareStack customers only. Book a CareStack demo to learn more. carestack.com/demo #CareStack #AIinDentistry #DentalTechnology #PracticeEfficiency #ClinicalWorkflows #VoiceAI #NoMorePajamaNights

Growth doesn’t break DSOs. Disconnected systems do. Every growing DSO adds tools: PMS Phone systems Patient engagement Marketing platforms RCM workflows Individually, they work. Together, they rarely do. That’s where things start to slip: No unified reporting No real-time visibility No operational clarity When Alpha Dental Center hit that point, instead of adding more tools, they made a structural change. They didn’t just replace software. They switched to CareStack. Across their 20+ locations, this transformed workflows, reporting, and team efficiency. The result? More than 20% growth in gross production in the subsequent year. And the year after. Because with CareStack: • Teams move faster • Leaders make better decisions • Growth becomes predictable If your DSO is being limited in growth, switch to CareStack. Book a demo to learn more →https://carestack.com/demo #PracticeManagementSoftware #DSO #DentalTechnology #PracticeGrowth #CareStack

#DowneastSmiles loves AEKA! With Enhanced Customization and Flexibility, Streamlined Clinical Workflows and Integrated Patient Charts, AEKA brings improved Efficiency to #DrOliviaMerandi's practice workflows. The office staff loves the simplicity and flexibility of the modern, FDA-Approved imaging experience in AEKA that works seamlessly with CareStack. Experience how integrated modern imaging systems can revolutionize your clinical workflows. Book a demo with CareStack today https://carestack.com/demo

“A high performer is someone who can do tasks. The difference between that and a leader is that a leader is proactive.” In this upcoming episode of The Doers Podcast, Dan Hall sits down with Nicole Phillips, RDH, CDIPC, Director of Learning and Development at Elite Dental Partners, to talk about what truly separates high performers from real leaders. From mentorship and ownership to developing leaders across large organizations, Nicole shares how leadership is built intentionally and not by accident. 🎙️ Full episode releasing this Friday. #TheDoersPodcast #LeadershipDevelopment #DentalLeadership #PracticeLeadership #TeamDevelopment

“We have operational excellence in place. We train the most talented people and build teams ready to support every practice.” In this episode of The Doers Podcast, host Dan Hall speaks with Victoria Yu, CEO of Elite Dental Partners, about scaling a modern DSO while staying focused on people, culture, and operational excellence. Victoria shares how Elite Dental Partners supports clinicians, evaluates technology, and builds systems that remove friction from everyday practice operations across 70+ locations. For leaders thinking about DSO growth, dental operations, and building sustainable practice systems, this is a conversation worth watching. 🎧 Watch the full episode: https://lnkd.in/gTVFMNXK #TheDoersPodcast #DentalLeadership #DentalIndustry #DSOLeadership #DentalPodcast #DentalOperations #PracticeGrowth #HealthcareLeadership