| Page 23 | Kisaco Research

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

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

You can’t scale what you can’t manage — and most DSOs are growing faster than their leaders. s DSOs expand across regions, many find themselves stuck between two extremes: overburdened executives managing too many clinics, and newly promoted managers who lack training or support. The result? Operational inconsistency, weak culture, and stalled performance. In this session, learn how leading DSOs are building leadership pipelines that work — turning hygienists into team leads, office managers into regional directors, and providers into clinical mentors. 

 

  • How to identify high-potential team members before they burn out 

  • What a structured leadership development program looks like at a DSO 

  • How to track leadership readiness, performance, and impact with the right KPIs 

Workforce

Author:

Dr. Aman Kaur

Founder & President
Women in DSO

Dr. Aman Kaur

Founder & President
Women in DSO

Author:

Pat Bauer

President & Chief Executive Officer
Heartland Dental Foundation

Pat Bauer

President & Chief Executive Officer
Heartland Dental Foundation