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Dental DSO · Roll-Up Integration

Every practice you acquire, running your playbook in under 30 days.

Samara AIP connects each add-on's existing PMS, unifies its data with the platform, and sets your operating standard, with no PMS migration. Samara AIT puts AI teams in every practice to carry out that standard from day one.

Under 30 DaysPer add-on integration
No PMS Migration300+ dental PMS connected
Samara AIPPlatform: data & standards
Samara AITAI teams in every practice
Dental platform · Rollup engineAIPAIT
Practices on platform playbook
12 / 14
2 add-ons in 30-day window
Hygiene recall compliance
84%
Network, trailing 30 days
Chair utilization
88%
vs. 62% at close
Add-on time to live
<30 days
No PMS migration
Same-store chair utilization · 12 weeks post-close+26 pts
Add-on integration
Platform HQLive
Day 30/30
Dentrix Enterprise
Add-on: Lakeside Family DentalLive
Day 30/30
Open Dental
Add-on: Harbor PediatricLive
Day 30/30
Eaglesoft
Add-on: Northgate OrthoStandardizing
Day 22/30
Dolphin
Add-on: Cedar Oral SurgeryConnecting
Day 9/30
Denticon

Illustrative data.

The Roll-Up Problem

Why dental roll-ups stall after the deal closes.

Every add-on brings its own PMS

Dentrix at one office, Open Dental at the next, Eaglesoft at the third. Migrating each one takes quarters and disrupts the schedule during the transition.

Integration trails the deal pipeline

Regional managers retrain front desks one office at a time. The next deal closes before the last one runs the platform playbook.

No unified view of the network

Recall, chair utilization, and production live in separate PMS dashboards, so same-store performance after close is hard to prove.

AIP + AIT

AIP runs the roll-up. AIT runs every practice in it.

A dental roll-up needs a platform layer and a practice layer that work as one. AIP sets the standard and unifies the data across the network. AIT puts that standard to work at the front desk of every add-on.

Samara AIPRuns the platform

AI Platform

For PE, DSO leadership, operations & technology teams

The rollup engine. Connects every add-on's PMS, unifies the network's data, and holds the operating standard every practice runs on.

  • Bi-directional PMS integration, no migration
  • Data unification: one source of truth across practices
  • Operational standardization across every add-on
  • Governance, role-based access, diligence-ready data
Explore Samara AIP
Samara AITRuns every practice

AI Teams

For office managers, front desk & marketing teams

The AI teams deployed into each add-on on day one, carrying out the platform playbook at the practice level.

  • Scheduling, intake & hygiene recall
  • Rebooking & patient reactivation through the ownership change
  • Local marketing under the platform brand
  • Human-in-the-loop approvals at every practice
Explore Samara AIT
The Rollup Engine

Integrate at the pace of your deal flow.

AIP brings each new practice onto the platform, and AIT takes over its front office. The same four steps run for every practice you acquire, so integration no longer depends on which regional manager has time this quarter.

Step 1 · AIP

Connect

AIP plugs into the add-on's existing PMS: Dentrix, Open Dental, Eaglesoft, Denticon, or 300+ others. No migration.

Step 2 · AIP

Data unification

Patients, chairs, recall, and production from every practice in one platform-level view.

Step 3 · AIP

Operating standardization

The platform's recall cadence, confirmation sequence, and scheduling rules become the add-on's standard.

Step 4 · AIT

AI teams go live

AIT runs the playbook at the add-on's front desk, reporting back to AIP against the network benchmark, in under 30 days.

Built for the Platform Model

The platform sets the playbook. Every add-on runs it.

Samara follows the structure of a dental roll-up. AIP covers the platform and add-on layers, and AIT works inside each practice. Approvals flow down from the platform to each add-on and practice, and performance data flows back up to the platform.

Approvals flow downOutcome data flows up

Platform

AIPDSO leadership & operating partners

Owns the playbook, network outcomes, and approvals

Add-on

AIPAcquired groups & regional leaders

Adopts the platform standard for their practices

Practice

AITOffice managers & clinical teams

AI teams run the day with staff approving; patient data stays here

Rollup Outcomes

What the operating partner gets from every acquisition.

Buy-and-build that compounds

Each add-on lands on the same playbook in under 30 days, so integration keeps pace with the deal pipeline.

Same-store growth you can show

Chair utilization, hygiene recall, and production for each practice, compared with the network benchmark.

EBITDA leverage across add-ons

Standardized front-office workflows mean headcount doesn't grow in step with location count.

A documented integration story at exit

Unified data and one operating standard across every practice, ready for a buyer's diligence.

FAQ

Dental roll-up questions

Samara AIP (AI Platform) runs the platform layer of the roll-up: PMS integration, data unification across practices, operating standardization, governance, and role-based access. Samara AIT (AI Teams) runs inside each practice, with AI teams handling scheduling, intake, hygiene recall, rebooking, reactivation, and local marketing under human-in-the-loop approval. A DSO roll-up uses both: AIP sets the standard and AIT carries it out at every add-on.

Have an add-on closing? Get your 30-day integration plan.

Walk us through your platform, the PMS systems you're inheriting, and your add-on pipeline.

No PMS migrationEvery add-on live in under 30 daysAIP + AIT across the network
Get Your Integration Plan

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