case study

Imagen Dental Partners uses Pearly to achieve consistent, scaled, and effective patient billing across 130+ locations

Learn how Imagen Dental Partners identified collection opportunities and scaled their patient billing with Pearly.
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FEATURES USED

Billing Automation

DSO Reporting Suite

Enterprise Support

Letter Automation

Digital Statements

PRACTICE SOFTWARE
Denticon
PRACTICE TYPE

130 Office DSO

130+ offices
using Pearly to standardize patient billing
>67%
of balances settled after 3 billing touchpoints
20%
patient-portion "dark A/R" uncovered and worked
With the help of Pearly, I'm now able to diagnose why my A/R is X percent over 90 days... When I started really looking at the details of my metrics with Pearly, what really surprised me and impressed me is that half of my payments that I receive, I get them after just one text. More than two-thirds, by the time they get three texts, my A/R is resolved.
Samantha Champagnie, VP of RCM
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Challenge:

Heavy patient financial mix unaddressed amid rapid expansion

As Vice President of Revenue Cycle Management at Imagen Dental Partners, Sam Champagnie oversees RCM operations for a rapidly growing dental partnership organization (DPO) of 130 practices across 17 states. With consistent growth in excess of 20% and same-store sales growth at 2 to 3 times the national average for general practice dentistry, Imagen required a scalable, automated revenue cycle solution that could eliminate billing backlogs and unmask "dark" A/R without inflating administrative overhead.

Rapid enterprise growth revealed that traditional, manual collection workflows could not scale effectively across new acquisitions.

  • Heavy Patient Financial Mix: Patients account for over 40% of total A/R balances across Imagen's practices. Relying on local front-desk teams to manually call and send statements to thousands of patients created severe capacity limits that couldn't keep pace with Imagen’s rapid growth.
  • Audit Reveals Inconsistent Billing: Imagen’s pre-acquisition diligence process revealed a significant billing opportunity for practices. While 100% of practices reported to bill patients monthly, audits showed 60% billed infrequently, and 100% billed only partial balances.
  • High Volume of "Dark A/R": Diligent analysis revealed that over 20% of Imagen’s patient A/R was completely "blocked", meaning that patients received zero billing engagement due to outdated contact data or other location-specific factors. These balances sat un-billed, aging quietly into bad debt.

Patients owe today more than 40% of A/R balances... Add to that pressure point: the traditional collection model doesn't scale. So when you're adding 20 to 30 practices a year, like we do at Imagen...you have to make a strategic shift in how you're addressing these balances. Collections has to be automated; it's a non-negotiable.
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Solution:

RCM software standardization & structured change management

Sam Champagnie made automating patient-portion billing through Pearly an absolute, non-negotiable business standard across all 130 locations.

  • Enterprise Standardization: Standardized the billing software and outreach workflows across all practices while preserving clinical autonomy for partner doctors.
  • Structured Change Management: Equipped front-office teams with scripting, training, and role-playing to ensure smooth patient communication during the transition from paper to digital billing.
  • Root-Cause A/R Diagnosis: Leveraged Pearly’s data to move beyond surface-level 90+ day A/R metrics. Imagen diagnosed root causes of blocked A/R and deployed targeted recovery strategies.

Impact:

Increased speed to cash and reduced cost to collect

By layering automated digital outreach on top of standardized workflows, Imagen transformed its patient billing performance while protecting staff time, cash flow, and EBITDA.

Metric / Area Outcome
Speed to Cash 50% of payments collected after just one text; >67% resolved after three texts.
Staffing Successfully scaled RCM operations across 20%+ YoY expansion without added collections staff.
“Dark A/R” Visibility Uncovered and resolved 20%+ of hidden/blocked patient balances into active cash flow.
Cost to Collect Kept collection spend flat as a percentage of net production during aggressive expansion.

This case study draws from the conversation held in the Becker’s Dental webinar: The Multi-Location A/R Framework: Grow Revenue, Not You Front Office – Watch the full session on-demand here.

Inconsistent billing workflows are exactly the reason you're not going to scale, and you cannot automate without consistency in workflows. If you've adopted automation with inconsistent workflows, all you've really done is accelerated a poor outcome. Automation doesn't fix the workflow; it just makes the outcome arrive faster. So you have to have consistent workflows and layer automation on top of it.
Samantha Champagnie
VP of RCM
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