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Today’s patients expect Amazon-like speed — even in healthcare. DSOs that can deliver fast, efficient, and high-quality clinical care win on both patient satisfaction and operational efficiency. This session explores how leading DSOs are re-engineering clinical operations to deliver same-day crowns, aligners, implants, and diagnostics, while maintaining consistency and clinical excellence across multiple locations. 

  • Which procedures are best suited for same-day delivery and how to price/package them 

  • What equipment enables speed — from chairside milling to CBCTs, 3D printers, and intraoral scanners 

  • How to create standardized protocols that balance speed, staff accountability, and clinical accuracy

Service Innovation

Author:

Dr Sima Yakoby Epstein

Chief Executive Officer
OrthoNu

Dr Sima Yakoby Epstein

Chief Executive Officer
OrthoNu

Author:

James Wilcox

Senior Director of Sales
Medit

James Wilcox

Senior Director of Sales
Medit

Author:

Kamylla Bullard

Regional Sales Manager
Medit

Kamylla Bullard

Regional Sales Manager
Medit

Specialty services such as implants, endodontics, periodontics, sleep apnea treatments, and orthodontics offer a direct path to revenue diversification, deeper patient retention, and higher lifetime value — while also positioning the brand as a full-service provider. 

This session explores how mid-sized DSOs are strategically bringing specialties in-house instead of relying on external referrals, and how they’re managing the operational, clinical, and financial complexity of doing so. 

  • What services offer the highest profit margins, patient loyalty gains, and scalability by region/population density 

  • How to recruit, retain, and onboard in-house specialists across implantology, endo, ortho, and more 

  • Equipment and platform investments needed to launch and scale specialty lines 

Service Innovation

Author:

Phillip Matousek

Chief Operating Officer
Lumio Dental

Phillip Matousek

Chief Operating Officer
Lumio Dental

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 

Workforce

Author:

J.W. Oliver

Managing Partner
ZimWorX

J.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.

J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.

Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.

 

J.W. Oliver

Managing Partner
ZimWorX

J.W. is a global leader transforming the way the world views and sees work. As the visionary of SupportDDS and Zimworx—an Inc. 5000 company—he oversees five operational centers with over 1,800 team members across four continents.

J.W. blends high-performance business instincts with faith-driven philanthropy, donating 51% of all profits to ministries and charities around the globe.

Beyond the boardroom, JW is an adventurer and endurance enthusiast who has trekked to Everest Base Camp and Machu Picchu. He is a pilot, a podcast host, and a serial entrepreneur. An ordained minister and devoted husband of 30+ years, JW is laser-focused on a massive mission: empowering 20,000 team members by 2032.

 

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 

Workforce

Author:

Mariz Tanious

Chief Dental Officer
Affinity Dental Management

Mariz Tanious

Chief Dental Officer
Affinity Dental Management

Author:

Dr. Alan J. Acierno

Chief Dental Officer
Smile Brands

Dr. Alan J. Acierno

Chief Dental Officer
Smile Brands
 

Katie Roberts, PhD

Data Science Solution Architect
Neo4j

Katie Roberts, PhD

Data Science Solution Architect
Neo4j

Katie Roberts, PhD

Data Science Solution Architect
Neo4j