Case Study
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Trident uses Pearly to reduce patient A/R, increase cash flow, and boost efficiency.

31.6%

A/R Collected in First 30 Days

14

Billing Staff Hours Saved Per Week

67.6%

Payments Made on Mobile Device

6

Locations Using Pearly Pay
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The ROI of Pearly is significant. The platform makes it easy to clean up outstanding accounts receivable, boost collection rate, and provide a superior patient experience.

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Corey Rupertus

Financial Controller, Trident Mangagement Services

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The Challenge

Trident Management Services provides speciality management solutions to emerging endodontic practices, with a mission to enhance the independent healthcare practice’s influence.

Several of Trident's practices had an outdated accounts receivable collection process and, as a result, were suffering from low collection rates. The billing team was spending countless hours mailing statements and making collection calls, without results.

Corey Rupertus, the Financial Controller from Trident, started looking for a modern A/R solution and decided to pilot Pearly Pay at one location to determine the return on investment.

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The Solution

Trident first implemented Pearly's A/R Automation platform at their Springfield, PA location. The Pearly Onboarding team worked with Trident's IT team to integrate with their practice management system, Open Dental, and customize the platform settings to fit their needs.

After the first two weeks using Pearly at the Springfield, PA location, the results were so significant that Trident decided to implement Pearly Pay at five additional practices in the Washington Metropolitan Area.

Pearly's software was so easy to use that Corey was able to train the Trident billing team on her own in a few minutes to scale adoption across the additional locations.


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We started collecting more patient payments within minutes of implementing Pearly at our practices.

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Impact of Pearly

Within the first 30 days, Trident's locations collected over 31% of their past due patient A/R that was engaged with Pearly's Pearly's outreach optimization engine. Pearly continues to intelligiently engage past due patients on the right channel, with the right message, and at the right time.

Pearly's built-in automation tools and seamless integration with Open Dental has empowered Trident's team to save an estimated 14 hours of staff time per week. Corey also noted that Pearly has been especially helpful for smaller balances that their practices would have otherwise written off -"it's found money!"

Patients have responded positively to Pearly's outreach and payment experience, evidenced by 11% of payments getting completed within 15 minutes of the first notification. In addition, nearly 68% of bills are viewed on the patient's mobile device, and then payment is completed within 90 days on the same device.

Pearly has helped Trident on their mission of enhancing the influence of independent dental practices by elevating the patient financial experience at each location.


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Pearly's software is so easy-to-use and their team is great to work with!

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