DSO Patient Access Platform

DSOs do not just need more digital tools. They need one operating layer that helps every location move patients from appointment demand to scheduled, verified, checked-in and payment-ready visits with less manual work and better visibility.

Text-to-Pay · settled Wednesday

before the visit, not after

N. Reyes · ready before the desk

forms, ID, consent from home

One playbook, every location

governed centrally, by role

Works with existing EHR, EMR and PMS systems where configured

HIPAA-aligned workflows

Built for healthcare workflows that require secure patient communication, forms, identity, and payment handling.

Works around existing systems

Designed to support patient-facing and front-office workflows around existing EHR, EMR, PM, PMS, and revenue systems where integrations are available.

Multi-channel completion

Supports web, mobile, kiosk, tablet, portal, and staff-assisted paths depending on deployment.

Built for multi-location control

Supports enterprise configuration and reporting needs across locations, providers, roles, and workflows where configured.

Why DSOs Evaluate Patient Access Platforms

Every location runs differently

Without standard workflows, each office develops its own way to handle scheduling, forms, eligibility, payment, and check-in.

Front-desk staffing pressure repeats across the network

If the solution depends on manual follow-up, the same burden scales across offices.

Patient readiness is hard to see centrally

Leaders need visibility into completion, exceptions, check-in, payments, and adoption by location.

DSOs need consistent collection behavior

Missed appointments, incomplete intake, late insurance checks, and delayed payment conversations all create avoidable financial drag.

How CERTIFY Health Fits the DSO Operating Model

CERTIFY Health supports the patient-facing and revenue-facing workflow around existing systems, helping DSOs standardize operations without defaulting to a full core-system replacement.

Patient access workflows

Self-scheduling, appointment reminders, waitlist, recall support, and patient communication where configured.

Visit-readiness workflows

Digital intake, ID capture, insurance capture, eConsent, eligibility, and check-in across multiple channels.

Arrival workflows

Kiosk, mobile, tablet, portal, and staff-assisted check-in paths where deployed.

Patient payment workflows

Text-to-Pay, payment links, payment plans, card-on-file, autopay, reminders, and in-office payment options where configured.

Identity and security workflows

FaceCheck, positive patient identification, multi-factor authentication, duplicate review, and controlled access where deployed.

Central configuration and reporting

Govern workflows by facility, location, provider, appointment type, terminal, user role, and reporting need where configured.

Integrates with your Preferred Practice Management Software

The DSO Workflow Model

Step 01 · Book

Create consistent access and intake rules across locations.

Step 02 · Identify

Let patients complete more work before arrival.

Step 03 · Prompt

Route exceptions to staff instead of making staff chase every task.

D. Kowalski Hygiene · 9:00 - self-served ready

N. Reyes New patient · 9:20 - cards on file ready

T. Lindqvist Eligibility flag · queued overnight worked before 8 AM

Step 04 · Pay

Bring eligibility and payment readiness earlier.

Step 05 · Track

Track adoption, completion, and revenue workflow signals by location.

RV Riverside - 92% pre-registered kiosk adoption steady live

NS Northside - 88% · 3 exceptions queued to staff, none aging live

LV Lakeview - Text-to-Pay trending up fewer statements printed live

See the connected workflow →

Outcome From High-Volume Healthcare Workflows

Outcomes from a high-volume, multi-location outpatient deployment. The metrics below show how connected workflows performed at scale; results reflect a specific deployment and are not a guarantee of future performance.

$ 0 M+

Collections

Enterprise DSO data shows over $100 million collected through CERTIFY Health in one year, averaging about $11 million per month.

$ 0 K

Payment plan

Payment plans generated $110,000 from 168 plans across 87 clinics in six months, with fewer than 5% cancellations, declines, or insufficient-funds events.

$ 0 M+

Text-to-Pay

Text-to-Pay generated over $1 million through text payment links.

0 +

Digital follow-up

Auto-pay and digital dunning processed 14,000+ final collection notices digitally instead of through paper mail.

Enterprise DSO

CERTIFY Health has supported high-volume dental operations with outcomes across pre-registration, kiosk check-in, online booking, communication, payment plans, Text-to-Pay, digital statements, and reporting.

Frequently asked questions

What is a DSO patient access platform?

It is a connected workflow layer that helps DSOs manage scheduling, intake, check-in, eligibility, communication, identity, and patient payment workflows across locations.

Does CERTIFY Health replace our dental PMS?

No. CERTIFY Health supports patient-facing and administrative workflows around existing dental systems where integrations are available.

Who is this page for?

This page is for DSO operators, regional managers, office managers, patient access leaders, revenue-cycle leaders, CIOs, and executive teams

Why does patient access matter to revenue?

nt access affects conversion, schedule utilization, intake completion, coverage readiness, check-in speed, collections, and patient retention.

Can CERTIFY Health support multi-location configuration?

Yes. CERTIFY Health can support centralized configuration and reporting with location, provider, appointment-type, terminal, and user-role controls where configured.

Ready to standardize patient access across your dental group?

See how CERTIFY Health helps DSOs connect scheduling, intake, check-in, eligibility, communication, identity and payments around the systems already in place.

Platforms

Specalities

Ambulatory & Physician Groups

Enterprise Kiosk Solutions at Scale