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For specialty DSOs

10-100 locations.
One AI receptionist. One dashboard.

Built for specialty DSOs (ortho, implant, cosmetic, multi-disciplinary). Per-location phone + hours + providers + PMS. Network rollup analytics. SSO/SAML. SOC 2 Type 1 target Q3 2026. Outperforms Luma Health SmartAgent on specialty depth and Practice by Numbers on actually answering the phone.

Avg case value
$5,000-$80,000
Revenue leaking / month
$96,000+ per location
from missed calls alone
Go-live
4 days
from signed BAA
Why it hurts more in specialty
Network-wide phone leakage = $1M+/yr
Avg specialty practice loses $96K/yr to missed calls. Multiply by 20 locations = $1.92M/yr leaking. Even at 50% capture rate, we recover $960K/yr per 20-location DSO. We pay for ourselves with one location.
Per-location routing demands purpose-built infrastructure
DSOs that run one central call center lose 20-30% of bookings to bad routing. PracticeIQ gives each location its own Vapi number + hours + providers + PMS — with centralized monitoring.
PMS fragmentation across acquired practices
Most DSOs run 3-5 different PMS — Dolphin/Cloud 9 at ortho, Open Dental at GP acquisitions, NexHealth bridging Eaglesoft + Dentrix. Our adapter-per-PMS design handles all of them via Sikka.ai + direct partnerships.
SOC 2 is a procurement gate
Every DSO IT review asks for SOC 2. We're tracking 35 Trust Services Criteria controls with ~70% ready. Type 1 auditor engagement is scheduled for pilot-customer-1 close; target Type 1 report Q3 2026.
Referring-GP leakage compounds across the network
DSO specialty practices live on GP referrals. Closing the loop drives 2x more referrals over 12 months. We automate Stark-compliant thank-yous + outcome updates + annual GP scorecards.
What you get
Network rollup dashboard — every location in one view, drill-down to per-doc metrics
Per-location phone + hours + providers + PMS credentials (AES-256-GCM encrypted)
10+ PMS integrations: Dolphin, Cloud 9, Ortho2, Open Dental, NexHealth, Dentrix, Eaglesoft, CareStack
Treatment coordinator coaching across all locations — benchmark performance internally
Patient ROI Microsites for high-value consults
On-Call Doctor War Room for after-hours emergencies (implant DSOs especially)
Cancellation Backfill — auto-text waitlist, recover 60% of cancelled slots
GP Referrer Annual Scorecards (Stark-compliant relationship nurture)
Bilingual Riley (English + Spanish) with per-call language detection
SSO / SAML roadmap — quote-ready for enterprise IdP integration
Quarterly business reviews with executive sponsor
Pilot SLA 99.5% voice availability · post-AWS 99.9% target
Multi-tenant isolation enforced by server-side clinic scoping + RLS deny-all for non-service-role
Audit-log retention 6 years — every PHI touch captured

20 locations × $96K/yr leakage = $1.9M/yr we were losing. PracticeIQ recovers about half. Our entire DSO platform fee is rounding error compared to that.

— typical feedback from discovery calls

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