A dentist looking out of the operatory window in early morning light
AI-driven practice management
Practices · Groups · Investors

Before AI runs your practice, it should earn your trust.

You know AI is coming. X-rays are a good start, but nobody has walked you through the business side. That's what we do, together, starting with what matters most to you.

Or get a plan for the tools you already have: an hour with the founders, yours to keep either way →
01Can AI really help my business?

Yes. Just not the AI you have been shown.

Clinical AI reads X‑rays. Point tools do one task. Neither holds all your practice data, so neither can run the business.

Same crown. Four systems. Three different fees.

One visit · M. Alvarez · D2740
Today

Every tool keeps its own copy.

PMSCopy 1 of 5
M. Alvarez · D2740, #14
Fee$1,240
AppointmentFri 9/12
MessagingCopy 2 of 5
Maria A. · 6:14 pm
“Confirmed for Friday.”
Linked visitnone
Claims portalCopy 3 of 5
ALVAREZ, M · D2740
Billed$1,180
Date of service09/14
ClearinghouseCopy 4 of 5
Alvarez M · claim 88-4127
Allowed$912
Remitpending, 31 days
AnalyticsCopy 5 of 5
Alvarez, Maria · Restorative
Production$1,210
Collected$0
Fee3 values, 3 systems
Date9/12 or 9/14
Links between copiesNone

Four copies. No record.

One record, generated at the source.

M. Alvarez · D2740 crown, tooth 14 One entry · Fri 9/12
FactFee stated $1,240PMS
FactContract allows $912Stated Delta PPO contract
ForecastExpected payment $860–912Last 14 months, this carrier
FactVisit confirmed by the patient, 6:14 pmSMS, linked to this visit
ActionClaim submitted Sat 12:10 am, with the X‑rays attachedApproved task · Vella
Cannot seeWhether the crown was the right call. That is the clinician's.
Chart
Schedule
Ledger
Deposit

One record, generated here

Visit, claim, conversation and decision, in one place.

It accumulates

A year in, she knows your practice better than any consultant.

What Vella cannot see

Vella stays in the administrative lane. She never sees anything outside your practice software, anything a patient hasn't consented to share, or your clinical judgment.

02Where would we start?

Meet Vella. She reads before she does anything.

Think of week one as a comprehensive exam for the back office. Vella reads your practice software, clearinghouse, bank and insurance fee schedules without changing a single record. You see what she found. Then you choose what she treats first.

Vella, in a practice's first week. Read‑only.
What it reads first
Advise

Billing and insurance

Eligibility checked before the visit, pre‑determinations sent, and where PPO fee schedules and insurance payments disagree.

Advise

Patient coordination

Who's booked, who should be, who fell off.

Advise

Office

Which conversations need a decision today.

Advise

Clinical admin

Treatment presented, never scheduled.

How trust is granted
Advise
Reads, and reports.
Assist
Prepares; a person approves.
Act
Does the work, reports back.

Trust is granted one task at a time.

“After 24 years of doing this, I would not bet money on my guesses. As soon as I think one thing, the payer has another policy in place.”

Natalie Maddox
Office manager for 24 years, now COO of Canopy

An empty operatory chair at dawn
03What does it become?

While you slept.

Four things happened last night. None needed you. Every line is labeled fact, forecast or result, and connects straight back to the patient chart, claim or ledger entry it came from.

Overnight summaryThu 9/11 → Fri 9/12 · 4 items · sent 6:40 am
12:10 amAct
Denied claim corrected and resubmitted with the X‑rays that were missing.Claim 88-4127 · approved task
2:04 amAct
Eleven confirmation requests sent for tomorrow. Two patients rescheduled; the schedule already shows it.Schedule, Fri 9/12
5:30 amAssist
Tuesday's opening filled from the waitlist. Held for your OK at 7:40.Waitlist · awaiting approval
6:38 amReturned
One action paused: the credit balance on account #4471 needs your team's review.Why: this carrier changed its refund policy in August, and Vella hasn't seen a paid example since.Account 4471 · in the morning summary
Read‑only until you approve
Fact$46.8KPayment discrepancies found. Your PPO fee schedules compared with what the carriers actually paid.
Forecast$31–41KExpected recovery, as a realistic range rather than a single guess.
Realized$34.6KConfirmed by postings in your ledger. What wasn't collected is shown beside what was.

Payment discrepancies need your ERAs and your fee schedules — Vella asks for both before she promises a number.

04Who is it for?

You know AI is coming. The question is where to start, and who to trust.

Four seats, three places to stand, one place to start.

The Hub
Messages: Communicate

Every conversation about a patient, in one place.

A dentist in the operatory between patientsThe dentist-owner

“Everyone is selling me something with AI in the name. I can’t tell what is real.”

Six demos in, nobody can say whether your practice is healthy.

Answered in Growth
An office manager at the front desk of a dental practice
The office manager

“Which fire do I put out first?”

Every system has an alert. None agree on today.

Answered in Today
Today
Today: Manage

What does my day look like, and what needs me first?

An operating partner reviewing group performanceThe group CFO

“Twelve locations, twelve versions of the truth.”

Each acquisition brought its own definitions. The board pack is still built by hand.

Answered in Growth
An investor reviewing the numbers on a dental groupThe investor

“I can’t underwrite a number I can’t verify.”

Every business case was written by someone who benefits from it.

Answered in Growth
Perform
Growth: Perform

Is the practice healthy, and what should the next dollar go toward?

Where to start

Understand your data first. Then let Vella work on the claims.

01A read‑only look at your practice data, week one02Your claims and payments, where results show fastest
Start with one session

Whichever seat you sit in, the first session is the same.

05Where does it go from here?

One record underneath. What changes is the altitude.

One record for every seat, authority earned one task at a time. Revenue cycle reaches every altitude, so it came first.

Vella across every altitude of a dental business, on one record
One practice

Business grade.

Associate or hygienist next? Decided on your numbers.

A group

Every location on one definition.

Which location needs me this week. Where the next dollar goes.

The capital

Investment grade.

Forecasts frozen before the money moves, measured after. EBITDA you can defend.

How we keep ourselves honest

Some things we will say no to.

We will not let Vella act on clinical records.

A clinician signs those.

We will not show you a score we cannot explain.

Every number traces to a row and a date.

Nothing is called autonomous until a person has verified it.

No practice starts at Act. Vella cannot promote herself.

If your practice is small, well run and rarely denied, we will tell you that you don't need us yet.

Tomorrow, 6:40 am

Start with one session on your own data.

Read‑only tonight. Within the week, findings you can check against your own EOBs and fee schedules. Nothing in your practice software changes until you say so.

Read‑only tonightFindings in week oneNothing changes until you say so
© 2026 Canopy Dental Inc.PrivacyTermsHIPAA noticeVella™ · What‑If™ · Sentinel™ patent pending
Intelligent practice. Zero friction.