Prepared for Heartland Dental

1,900 practices.
11.5 million patient visits.
Where does the time go?

Heartland runs the largest dental support organization in the country. The clinical side is handled. The operational side is where margin lives or dies. That's where we come in.

1,900+
supported practices
11.5M
patient visits in 2025
7.3%
revenue growth, 2025

Every practice in your network loses hours to work that should not require a human.

Not clinical work. The scheduling, verification, billing, recall, and coordination work that happens between the patient and the chair. Multiplied across 1,900 locations, that's millions of hours a year.

SCHEDULING

Patient scheduling across 1,900 locations

Front desk staff spend 15+ hours per week per practice managing appointments, reschedules, and no-show follow-ups. That's 29,000+ hours weekly across the network.

~$2.2M/month in labor
INSURANCE

Insurance verification and prior auth

Every new patient requires a phone call or portal login to verify coverage. 40% of claims get delayed or denied because of verification errors. Staff rework is constant.

9-14 days average verification time
RECALL

Patient recall and reactivation

Patients who miss their 6-month cleaning rarely get followed up with consistently. Reactivation campaigns are manual, inconsistent, or don't happen at all. Each lapsed patient is $400-800 in lost annual revenue.

~30% of patients lapse annually
BILLING

Revenue cycle and claims processing

Claims get submitted, rejected, corrected, and resubmitted. The cycle eats 30-60 days. Staff copy data between practice management software and billing systems by hand. Errors are routine.

14% of claims denied on first submission
COORDINATION

Multi-location coordination

A patient calls one office but needs to be seen at another. Records don't transfer cleanly. Schedules don't sync. Regional managers spend their days on the phone fixing what software should handle.

No unified view across practices
COMPLIANCE

Compliance and documentation

HIPAA documentation, OSHA training logs, state board requirements. Every practice tracks this differently. Audits mean pulling records from 5 different systems and hoping nothing was missed.

2-3 days per audit, per practice

Agent systems that handle the operational layer between your patients and your practices.

Not dashboards. Not reports. Working software that answers calls, verifies insurance, schedules appointments, processes claims, and follows up with patients. On its own. 24/7.

01

Voice agent for appointment scheduling

Patient calls in. The agent answers, checks availability across locations, books the slot, sends a confirmation text, and logs it in your practice management system. Handles reschedules and cancellations too. Works after hours, on weekends, and during peak call volume.

LiveKit + ElevenLabs
80%
fewer missed calls
02

Insurance verification agent

Pulls patient coverage details from payer portals automatically. Verifies eligibility before the appointment. Flags coverage gaps or prior auth requirements. Pushes the result into the patient record so front desk staff don't have to call.

LangGraph + payer APIs
9 days
→ under 4 hours
03

Claims processing and denial recovery

Agent reads denied claims, identifies the error code, corrects the submission, and resubmits. Learns from denial patterns to flag issues before submission. Cuts the rework loop from weeks to hours.

Claude + n8n
60%
fewer first-submission denials
04

Recall and reactivation engine

Identifies patients due for cleaning, patients who lapsed, and patients who never booked after their last visit. Sends personalized SMS, email, or voice outreach. Books the appointment when they respond. Runs continuously across all 1,900 locations.

LangChain + Supabase
18%
reactivation rate
05

Document intake and processing

New patient forms, treatment plans, referral documents, medical histories. Patient uploads or faxes them. Agent extracts the data, structures it, and writes it to the correct fields in your PMS. Staff reviews instead of typing.

Claude + OCR pipeline
12 min
→ 45 seconds per patient
06

Regional operations dashboard

One view across every practice. Real-time scheduling density, claim status, denial rates, recall performance, staffing gaps. Regional managers stop calling offices and start reading a screen that tells them where to focus.

Supabase + Vercel
1 screen
for 1,900 practices

Four phases. No theater.

We don't sell slides. We don't sell strategy documents. We build, deploy, and maintain working systems. Here's how it goes.

PHASE 01

Plan

We spend two weeks inside your operations. Shadow front desk staff. Map your practice management stack. Identify the 3 highest-ROI workflows. Build a deployment plan with real numbers attached.

2 weeks
PHASE 02

Build

We build the agent systems against your actual systems. Practice management software, payer portals, phone systems. Not a sandbox. Your real data, your real workflows.

4-6 weeks
PHASE 03

Deploy

We roll out to 5 pilot practices first. Measure everything. Adjust. Then scale across the network. Your staff gets training and documentation. We handle the integration work.

2-3 weeks
PHASE 04

Maintain

Ongoing monitoring, optimization, and new workflow development. We watch the systems, fix what breaks, and keep improving. Your team focuses on patient care. We handle the operational layer.

ongoing

What this looks like across 1,900 practices.

Conservative estimates based on industry benchmarks for DSOs of your size. We build the systems, measure the results, and report against these numbers. If we don't hit them, we keep working until we do.

Labor savings (scheduling + verification) $2.6M/yr
Faster claims cycle (denial recovery) $4.1M/yr
Reactivation revenue (lapsed patients) $8.3M/yr
Estimated annual impact $15M+
Moonstone engagement cost $150K-300K
Return on investment 50-100x

Built on a production stack. Not prototypes.

Every system we deploy uses the same battle-tested tools. No experimental frameworks. No vendor lock-in. Your team can understand, audit, and eventually maintain what we build.

LangGraph
Multi-step agent orchestration
Claude
Document processing, reasoning
LiveKit
Real-time voice agents
ElevenLabs
Natural voice synthesis
n8n
Workflow automation
Supabase
Data layer, patient records
Vercel
Dashboards, web interfaces
LangChain
RAG, retrieval, integrations

15 minutes. No slides.
Just a conversation about your operations.

We'll bring specific examples of what we'd build for Heartland and the numbers behind them. You bring the operational headaches you'd rather not have anymore.

Schedule a conversation