| Page 21 | Kisaco Research

In a market where acquisition costs are rising and patient expectations are evolving, the real battleground for DSOs is no longer just getting patients in the door — it’s keeping them. This session will showcase how leading DSOs are driving higher reappointment rates, stronger recall cycles, and consistent experiences; turning one-time visits into long-term patient relationships. 

  • Predict churn and act before it happens  

  • Automate smart reactivations using treatment history and patient preferences  

  • Training clinical and front office teams to “own the relationship” not just the transaction   

 

Patient Journey

Author:

Dr Hisham Barakat

Chief Clinical Officer
Guardian Dentistry Partners

Dr Hisham Barakat

Chief Clinical Officer
Guardian Dentistry Partners

Author:

Kyle Welch

Co-Founder
Children's Surgery Centers

Kyle Welch

Co-Founder
Children's Surgery Centers

Author:

Jeff Wheeler

Co-Founder
Children's Surgery Centers

Jeff Wheeler

Co-Founder
Children's Surgery Centers

Today’s patients want more than appointment reminders — they want to feel known. 
As DSOs scale, communication often becomes templated and transactional: generic texts, bulk emails, and one-size-fits-all outreach. But the most innovative DSOs are breaking that mold — using behavioral data, patient history, and automation to deliver personalized experiences at scale. 

  • Build intelligent communication workflows that feel personal — even when automated 

  • Align communication across SMS, email, and phone without overwhelming staff 

  • Boost treatment acceptance, recall rates, and long-term loyalty through smart engagement 

Patient Journey

For DSOs with 10 to 100+ locations, the question is no longer “how do we reach patients?” — it's “how do we convert attention into booked appointments at the lowest possible cost?” In this session, hear how leading DSOs are engineering scalable, data-driven acquisition engines — integrating local market intelligence, central marketing oversight, and modern tech stacks to lower NPAC while increasing conversion.  

  • The modern DSO’s marketing funnel: from awareness to conversion to reactivation 

  • How to run geo-targeted, specialty-aligned campaigns at scale 

  • Why tracking the full patient journey — not just lead volume — is now table stakes 

  • How LTV modeling helps guide smarter acquisition decisions 

 

Patient Journey

Author:

Eduardo Levantman

Chief Operations Officer
Lone Peak Dental Group

Eduardo Levantman

Chief Operations Officer
Lone Peak Dental Group

It’s not just about growth — it’s about what kind of growth. Whether you're a single-location practice considering your first exit, or a 30-location DSO aiming to attract private equity interest, preparing for acquisition requires more than profitability and a clean P&L. In today’s deal environment, buyers are scrutinizing scalability, infrastructure, technology adoption, and operational sophistication more than ever. 

  • What buyers are prioritizing right now (and what’s a red flag) 

  • The difference between a “practice” and a “platform” in the eyes of PE 

  • How to build acquirer-ready infrastructure: finance, compliance, tech, reporting 

  • How digital maturity, clinical consistency, and patient retention drive valuation 

Scaling
Investment

Author:

Shalin Tejani

Chief Executive Officer
Legacy Dental Group

Shalin Tejani

Chief Executive Officer
Legacy Dental Group

Join GATC Health for an interactive roundtable exploring how AI-driven predictive intelligence is transforming investment strategy in drug development and biotech financing. Discover how the technology platform used by Lloyd's of London is now driving Derisq™ - a new report that delivers validated predictions of safety, efficacy, and non-obvious risk - predicting 11x more accurately than clinical trial outcomes - to provide confidence well before clinical trials begin.
In this session, investors and biopharma leaders will learn how:

  • Predictive AI platforms can de-risk portfolios and prioritize high-probability assets
  • Detailed predictions (91% specificity, 86% sensitivity) to drive capital efficiency and strategic decision-making
  • Innovative risk mitigation approaches, including insurance-backed clinical outcomes through partnerships with Lloyd's of London, are creating new pathways to secure funding

Walk away with actionable insights on leveraging detailed predictive reports that deliver deep insights into unknown risk within 3-4 weeks to support your investment thesis and development strategy - reducing uncertainty and accelerating success.

Author:

V. Tyrone Lam

Chief Business Officer
GATC Health

V. Tyrone Lam

Chief Business Officer
GATC Health
 

V. Tyrone Lam

Chief Business Officer
GATC Health

V. Tyrone Lam

Chief Business Officer
GATC Health

V. Tyrone Lam

Chief Business Officer
GATC Health

Today’s patients expect Amazon-like speed — even in healthcare. DSOs that can deliver fast, efficient, and high-quality clinical care win on both patient satisfaction and operational efficiency. This session explores how leading DSOs are re-engineering clinical operations to deliver same-day crowns, aligners, implants, and diagnostics, while maintaining consistency and clinical excellence across multiple locations. 

  • Which procedures are best suited for same-day delivery and how to price/package them 

  • What equipment enables speed — from chairside milling to CBCTs, 3D printers, and intraoral scanners 

  • How to create standardized protocols that balance speed, staff accountability, and clinical accuracy

Service Innovation

Author:

Dr Sima Yakoby Epstein

Chief Executive Officer
OrthoNu

Dr Sima Yakoby Epstein

Chief Executive Officer
OrthoNu

Author:

James Wilcox

Senior Director of Sales
Medit

James Wilcox

Senior Director of Sales
Medit

Author:

Kamylla Bullard

Regional Sales Manager
Medit

Kamylla Bullard

Regional Sales Manager
Medit

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