Sponsored By Patient Prism Health Wealth Capital Healthcare 100 Podcast At 13th Annual Dykema DSO Conference
Healthcare 100 Presents · The Second Annual Leadership Summit

Four Levers Driving Organic Same-Store Growth

A pre-conference workshop at the 13th Annual Dykema DSO Conference. The executives who have already deployed AI across thousands of practices, on the record about what worked, what did not, and what they would do differently.

Marketing
Patient Access
Case Acceptance
Revenue Cycle
Wednesday, July 15, 2026 · 12:00–4:00 PM
Gaylord Rockies Resort & Convention Center · Denver, Colorado
Hosted by Amol Nirgudkar (Patient Prism) & A.J. Peak (Health Wealth Capital)
Complimentary for Dykema DSO Conference attendees · Lunch and workbook included
See the full panel lineup ↓

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Patient Access60,000new patients Heartland's outbound team recaptured last year that would have been lost
Case Acceptance+29%lift in production per patient at Sage after rolling out clinical AI, measured in its worst practices
Revenue Cycle+50%EBITDA increase one Texas DSO will book this year just by cleaning up credit balances
MarketingNowpatients are sending AI agents, armed with insurance and preferred times, to shop your call center
Why This Workshop

Four levers. Four hours. One goal: moves you can make Monday.

Most dental groups are growing 2 to 3 percent a year while costs climb 5 to 6 percent. That gap is where value quietly disappears, and most operators try to close it by spending more.

This workshop takes the other path. It is built around the four levers operators are actually pulling right now to drive organic same-store growth: marketing, patient access, case acceptance, and revenue cycle.

No vendor pitches. No future-of-AI speculation. Just operators from Heartland Dental, Sage Dental, Dental Care Alliance, Affordable Care, Riccobene Associates, and Tally telling you what is working in 2026. Every panelist went on the record with us on the Healthcare 100 podcast before this event. Live, we push them to go deeper.

At the end of every conversation, each panelist answers the same question: what is the one move a group in this room could make tomorrow that returns $100,000 of EBITDA inside a year?

These are not futurists. They are the executives who have already deployed AI across thousands of practices. You will not find this collection of operators being this honest anywhere else.

Brian Colao
Brian ColaoDirector, Dykema DSO Industry Group
The Lineup

Four panels. The operators doing the work.

Each panel pairs executives running the function at scale, in centralized and decentralized models, so you can see what transfers to your organization.

Panel 1 of 4

Marketing in the Age of AI

Acquiring more profitable patients while search turns into answer engines and AI agents start shopping on patients' behalf. These two CMOs run marketing for over 2,200 practices between them, and both hold marketing accountable for completed visits, not leads. They will show you why the flat percent-of-revenue budget is dead and what replaced it.

Sherianne James
Sherianne JamesEVP & CMO, Heartland Dental · 1,900+ practices
Jenn McClain
Jenn McClainCMO, Affordable Care · 350+ locations

Going deeper live: should the marketing budget trend toward zero? Is every paid dollar an admission your organic engine failed?

Panel 2 of 4

Patient Access in the Age of AI

Converting the lead, creating capacity, and recapturing revenue, in centralized and decentralized models.

Lorri Detrick
Lorri DetrickPresident & COO, Riccobene Associates · ~80 locations
Jeremy Stroud
Jeremy StroudVP Customer Service, Patient Services & IT, Heartland Dental
Amol Nirgudkar
Amol NirgudkarCEO, Patient Prism · $72M first-year recovered revenue at Heartland

Going deeper live: a lost patient is a marketing problem, a sales problem, or an ops problem. AI call analysis separates the three at scale.

Panel 3 of 4

AI-Enabled Case Acceptance

Computer-vision AI driving better diagnosis, higher case acceptance, and patients reaching optimal health. Three platforms, three operating models, past the pilot phase.

Dr. Cindy Roark
Dr. Cindy RoarkSVP & Chief Clinical Officer, Sage Dental
Dr. Trey Mueller
Dr. Trey MuellerChief Clinical Officer, Dental Care Alliance · 400+ practices
Dr. Tim Quirt
Dr. Tim QuirtSVP Clinical Operations, Heartland Dental · 1,700-practice rollout in 10 weeks

Going deeper live: most clinical AI pilots stall around month four. These three DSOs moved past it. Here is how.

Panel 4 of 4

AI-Driven Revenue Cycle Management

Where the money actually changes hands: verification, denials, AR aging, and cost to collect. Revenue cycle is dental's most under-discussed lever and its most under-measured cost center. Tally pairs production AI agents with expert ops, where every exception a human works becomes training data that makes the AI better. That compounding loop is what pushes cost to collect below 4 percent.

Peter van Riper
Peter van RiperCEO, Tally · $500M+ in submitted charges · AR days cut from 67 to 13

Benchmarks to write down: cost to collect is 8–10% typical, ~5% best in class, and under 4% is the AI-era target.

Your Hosts

The co-hosts of the Healthcare 100 podcast

Before the workshop, Amol and A.J. sat down with every panelist on the record. The best of those conversations is distilled into a workbook every attendee takes home.

What You Leave With

Not notes. A plan.

The Four Levers Workbook

Insights and direct quotes from every panelist on the left pages. The right pages are yours, structured so you capture what you hear live.

The $100K Monday Plays

Every panelist's answer to the same question: the one move that returns $100,000 of EBITDA inside a year. In writing, per lever.

Your Four-Move Scorecard

A commitment page near the back. One move per lever, chosen by you, ready to execute the Monday after Denver.

Presented By
Patient Prism
Presented By
Health Wealth Capital
A Pre-Conference Workshop At
13th Annual Dykema DSO Conference
Denver Is Getting Close

Start Dykema a day early.
Leave with moves you can make Monday.

Seating is limited and this room filled fast last year. If you are attending the 13th Annual Dykema DSO Conference, this is the highest-density four hours of the week.

--Days
--Hours
--Minutes
When  Wednesday, July 15, 2026 · 12:00–4:00 PM
Where  Gaylord Rockies Resort & Convention Center, Denver
Cost  Complimentary for Dykema DSO Conference attendees
Includes  Lunch, the Four Levers workbook, and all four panels
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