Dental RCM & Transformation | Veltris
Dental RCM & Transformation

From Patient Intake to Final Reconciliation —
AI Across Your Entire Revenue Cycle.

Veltris partners with DSOs, dental groups, payers and providers to unify fragmented PMS environments, modernize data foundations, and embed AI across every step of the revenue cycle.

HFS Research — Challengers’ Code Constellation Research Top 30 AI-First HIPAA & SOC2 Ready
30%
Fewer claim denials on first submission
40%
Faster claims cycle times
85%
Reduction in manual RCM effort
20+
PMS systems integrated
The Full Revenue Cycle

RCM Doesn’t Start at the Claim.
It Starts at the Front Door.

Most vendors plug into one part of the cycle. Veltris covers all six steps and connects every stakeholder involved.

🏥1
Patient Intake
Eligibility verification, benefit checks & scheduling automation
🦷2
Treatment & Coding
AI-assisted procedure coding, note capture & charge entry
📋3
Insurance & Auth
Prior auth workflows, real-time payer rule checks
📤4
Claims Submission
Pre-submission scrubbing, anomaly detection & smart routing
💰5
Payment & Posting
EOB parsing, 3-way match, denial triage & collections
📊6
Reconciliation
Multi-site dashboards, cash projections & financial close
🏢
Organization
DSOs & Dental Groups
Centralized RCM, KPI visibility, and standardized operations across every clinic and brand.
👤
Patient
Patient Experience
Faster scheduling, eligibility answers before treatment, and digital billing — reducing friction and improving satisfaction.
🏠
Payer
Insurance & Payers
Cleaner claims, pre-auth compliance, and real-time payer rule alignment to reduce back-and-forth.
💳
Financing
Financing & Collections
AI-driven collections prioritization, patient payment plans, and financing partner integration.
Consulting Offerings

Six Service Areas.
One Dental Operating Model.

Advisory-led, delivery-backed. We help you decide what to modernize, how to unify it, and build the roadmap to execute.

🎯

Dental Transformation Strategy

Executive alignment, current-state discovery, and a pragmatic roadmap for multi-site growth and standardization.

  • Operating model assessment across clinics and systems
  • Transformation priorities tied to revenue and scalability
  • Phased roadmap with business, data and technology workstreams
Strategy & Advisory
🔗

PMS & Integration Advisory

Assess PMS sprawl, integration risk, and data flow dependencies across your dental ecosystem.

  • PMS landscape review and API / middleware strategy
  • Data extraction, mapping and source-of-truth design
  • Vendor dependency analysis and platform rationalization
Integration & Architecture
⚡

RCM & Workflow Optimization

Redesign manual revenue workflows — eligibility, claims, scheduling, reconciliation — before they become scale blockers.

  • End-to-end RCM workflow review and redesign
  • Exception handling, controls and handoff optimization
  • Automation opportunity assessment with ROI prioritization
Revenue Operations
📈

KPI & Reporting Blueprint

Build leadership-grade reporting that works across brands, clinics, providers and locations.

  • KPI dictionary, metric governance and dashboard strategy
  • EOD, clinic, provider and enterprise roll-up design
  • Self-service reporting and decision-support dashboards
Analytics & Visibility
☁️

Cloud & Data Modernization

Modernize legacy data foundations for lower cost, better control, and faster scaling as your network grows.

  • Azure / Snowflake / data platform modernization roadmaps
  • PHI-conscious data governance and security architecture
  • Migration planning for curated data layers and reporting
Data Modernization
🤖

AI & Automation Roadmap

Prioritize AI use cases — claims, coding, scheduling, collections — with the governance needed for safe, measurable adoption.

  • Use-case selection across RCM and data workflows
  • Compliance, governance and AI readiness planning
  • Proof-of-value design with change management support
AI & Automation
Integrated with 20+ PMS systems including:
Dentrix Eaglesoft Open Dental Denticon Dentrix Ascend ABELDent PowerPractice Tracker Cloud 9 Fuse + more
Selected Experience

We Have Done This Before.
At Scale.

Real deployments. Real DSOs. Real outcomes — from the largest dental networks in the US and Canada.

Largest US DSO

Centralized Data & Reporting Modernization

Built a secure Azure-based data platform, custom PMS agent, KPI dashboards and an EOD portal across a multi-brand, multi-clinic DSO network.

Reduced vendor dependency and licensing costs
Centralized reporting across the enterprise
Improved scalability and system integration
Canada’s Largest DSO — 1,000+ Clinics

Data Modernization with Snowflake

Custom PMS agent automating data extraction from ABELDent, Dentrix, PowerPractice and Tracker — migrated into Snowflake with full PHI compliance.

Eliminated costly third-party agent dependency
Scalable, self-managed cloud architecture
Full operational visibility and data control
AI-Driven RCM Enablement

85% Reduction in Manual RCM Effort

Automation, AI/ML, self-service dashboards and automated invoicing, scheduling and eligibility — with a single source of truth across systems.

85% reduction in manual effort
30% faster reconciliation cycles
95% reduction in data discrepancies
30%
Fewer claim
denials
40%
Faster claims
cycle
20–30%
Cost reduction
via automation
15–20%
Revenue per
practice uplift

“AI-driven revenue cycle processes improved collection yield and reduced denial rates — AI embedded across pre-submission, payment postings and collections with a lower rate of manual intervention.”

— HFS Research, Challengers’ Code Report
How We Engage

From Ambiguity to
Actionable Roadmap.

A simple consulting journey built for dental transformation. We turn complexity into a clear, sequenced plan your team can execute.

01

Discover

Stakeholder interviews, system mapping and workflow review

02

Diagnose

Data quality, integration gaps, KPI logic and RCM friction points

03

Blueprint

Future-state operating model, architecture and governance

04

Prioritize

Initiatives sequenced by business value and delivery feasibility

05

Scale

Pilot execution, dashboard rollout and enterprise adoption

Executive Diagnostic

Current-state summary, challenge framing, risk themes and immediate areas for operational lift.

Transformation Blueprint

Roadmap, target architecture, KPI model, governance view and a phased plan for execution.

Priority Initiative Backlog

Ranked workstreams for integration, data modernization, RCM optimization and automation.

Why Veltris

Not a Software Vendor.
A Revenue Cycle Partner.

01 — DEPTH

10+ Years in Dental & Healthcare

We have built and run RCM systems for the largest DSOs in the US and Canada, PBMs, health tech platforms, and payer organizations — not just consulted on them.

02 — INTEGRATION

Zero Rip-and-Replace

We layer on top of your existing PMS, EHR, and clearing house. 20+ integrated systems. No disruption to what is already working.

03 — VALIDATION

Analyst-Recognized Approach

Named by HFS Research in the Challengers’ Code report. Recognized by Constellation Research as a Top 30 AI-First Consulting Firm at Davos 2026.

Revenue Impact Calculator

What Would Veltris’s Outcomes
Mean for Your Organization?

Enter your numbers. We apply only outcomes Veltris has delivered in live DSO and PBM deployments — no industry estimates, no guesswork.

Your Current Numbers

Fill in what applies to your organization

%
$
staff
$
Veltris outcomes applied to your numbers
30% denial reduction — verified across DSO and PBM deployments
85% reduction in manual RCM effort — live production result
2% collection yield improvement — conservative estimate

Your Estimated Annual P&L Impact

Based on Veltris outcomes in live deployments

Denial Revenue Recovery Enter claims + denial rate + claim value
—
Labor Cost Savings Enter team size and salary
—
Collection Yield Gain Enter claims volume + claim value
—
Total Estimated Annual Impact
—
Book a Free RCM Audit to Validate These Numbers →

Applies Veltris-verified outcome rates to your inputs. Actual results vary by organization, payer mix, and current workflow maturity.

Book Your Session

30 Minutes. Your Numbers.
Real Answers.

Bring your PMS landscape, revenue workflow pain points, or modernization goals. We will benchmark your denial rate and cash gap against DSO peers and show you exactly where AI closes the gap.

What you get in the strategy call
Denial rate benchmark
Cash gap analysis
PMS integration review
90-day RCM roadmap
HFS Research — Challengers’ Code Constellation Research Top 30 AI-First 10+ Years Dental & Healthcare HIPAA & SOC2 Compliant