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Everything we know about running a practice. Free, whether or not you ever buy from us.

Six tracks and 32 lessons on the money, the schedule, the controls and the software, written plainly, with every figure carrying its source. Vella sits beside every page as the consultant. Ask her anything; she'll tell you when the honest answer is that you don't need us.

6 tracks32 lessonsEvery figure sourcedNo clinical advice, ever
Start here

Your individual view. Your individual reading order.

Nobody needs all 32 lessons. Pick the seat you're sitting in and read five, in order. Or ask Vella where to start; she'll ask what you run.

Owner of one practice

You produce, you manage, and you read the numbers at seven in the evening.

Office manager

The schedule, the phones, the claims and the recall list are all yours.

Group owner or operations lead

Two to nine locations, and a board pack assembled by hand.

DSO, CFO or investor

Twenty locations, a recap in eighteen months, and a QoE on the calendar.

Everything here is written for the person doing the work, not the person buying the software.

The curriculum

Six tracks. Your business, end to end.

The money, the schedule, the controls, the software and the exit, in the order a practice actually meets them. Lessons marked Read are published; the rest are being written in the order readers ask for them.

Track 01

AI, plainly

What AI can and cannot do inside a practice, and how to buy it without being sold.

1.1The three modes: Advise, Assist, ActNo practice should start at Act. What each mode is, who can promote a task, and why the modes matter more than the model.Read →
1.2What “explainable” has to meanA number you can't trace to its rows is an opinion. A five‑minute test for any demo.Soon
1.3Ten questions to ask any AI vendorBAA and where PHI goes, who owns derived data, drift, override, liability, what's FDA‑cleared — and what happens to your data if you leave.Soon
1.4Radiograph AI: what the evidence supports85–98% sensitivity in clearance studies, about 40% fewer missed caries — and why the clinician still signs.Soon
1.5Phone agents, verification and the front deskWhere AI moves money fastest, and the two mistakes: five tools at once, and anything without two‑way PMS integration.Soon
1.6The workflow problemMost practices don't have an AI problem. A nine‑step order of operations for the ones that do.Soon
Track 02

Running the numbers

The dozen figures a practice runs on, what good looks like, and why definitions matter more than dashboards.

2.1The twelve numbersCollections, overhead, production per hour, case acceptance, no‑shows, A/R over 90 — with 2026 ranges and what each is actually saying.Read →
2.2Overhead: quoted by everyone, defined by nobodyWhy 55% and 68% can describe the same practice, and how to compute it so it means something.Soon
2.3Fact, forecast, realisedEvery number says which it is and when its source was recorded. A missing source is a missing number, never a quiet zero.Soon
2.4Why your locations can't be compared (yet)Hygiene days counted as provider days. Gross at one site, net at another. The ranking changes when the definitions do.Soon
2.5Reading the numbers in twenty minutes a weekWhich three figures, in what order, and the one question to ask of each.Soon
Track 03

Revenue cycle

Eligibility to remittance, and every place money quietly leaks between the chair and the bank.

3.1The claim's journeyVerification to appeal: where each step fails and what the failure costs.Soon
3.2Denials: roughly one in five, and the ones nobody worksThree channels a rejection arrives through, and why resubmitted and worked aren't the same word.Soon
3.3Contract variance: where your payments don't match your fee scheduleThree EOBs against your fee schedule in ten minutes. The one finding you can verify with paperwork you already have.Read →
3.4A/R over ninety daysWhat healthy ageing looks like, and the weekly cadence that keeps the ninety‑day bucket under five percent.Soon
3.5Percentage billing vs paying for workWhat 4–8% of collections costs a $900K practice, compared honestly to per‑claim pricing.Soon
Track 04

The schedule

Keeping a chair full is three different problems: filling it, keeping it filled, and knowing who to call.

4.1The unanswered callAbout 38% of new‑patient calls go unanswered in business hours; most never call back. The cheapest fixes first.Soon
4.2Recall is the cheapest appointment you will ever fill85%+ reappointment as the target, and how a lapsed list becomes a $16K‑a‑month hole.Soon
4.3No‑shows and the two‑day ruleGetting under 5%: cadence, deposits, and who to call personally.Soon
4.4Accepted treatment, never scheduledThe largest single leak in most practices. How to run the report, what to strip out, and how to work the list without pressuring anyone.Read →
4.5Capacity: the honest answer to “should I add a day?”When the chair is booked at full fee the leaks are small and the answer is often no.Soon
Track 05

Protecting the practice

Embezzlement, controls, and the check an owner used to make by being present.

5.1The numbers nobody likesAbout 60% of practices, two years undetected, around $109,000 (Prosperident). Why dental is over‑targeted and under‑protected.Soon
5.2The four schemesPhantom procedures, write‑off concealment, lapping, vendor self‑approval — what each looks like in the ledger.Soon
5.3Three‑way matchingChair against claim, claim against payment, payment against deposit. Monthly by hand, or daily from the record.Read →
5.4Separation of duties in a four‑person officeThe three separations that matter most, and the one rule for bank‑detail changes before payroll.Soon
5.5When you find somethingGraded language, who to route it to, and what a court‑ready evidence chain requires.Soon
Track 06

Growing

From one location to two, from two to nine, and what a partner pays for when you sell.

6.1The second location12–18 months of consistent profitability first; what to systematise before you sign.Soon
6.2Between three and fiveYou stop being present, lenders get cautious near $2M of exposure, associates leave. What to put in place before it arrives.Soon
6.3Comparability before scaleOne definition across locations, before any migration.Soon
6.4What a partner pays for5–7×, 7–10×, 9–14× — and the turns you control: management, documented systems, provider dependency.Read →
6.5Quality of earnings, plainlyWhat a QoE reads and can't; three to eight weeks; why every struck dollar is amplified at ten times.Soon
6.6Same‑store growth, by cohortThe number a recap buyer asks for first, and the half of growth you can't buy.Soon

If a lesson you need isn't here yet, ask Vella for it. The next ones are written in the order people ask.

How we write

Consulting, given away. Four rules keep it honest.

Canopy intends to be the consultative arm of dentistry, and most of that consulting will be free. These are the rules the lessons (and Vella) are held to.

Every figure carries its source

A benchmark says whose benchmark. A modelled number says modelled. If we can't source it, it isn't on the page.

We will tell you when you don't need it

Some practices are small, well run and rarely denied. The lessons say so, and so does Vella.

No clinical advice, ever

We write about the business of a practice. Whether the crown was the right call stays with the clinician, and always will.

Advise, Assist, Act

Every mention of AI on these pages says which mode it means. A tool that won't say is a tool we won't recommend.

Sources used across the curriculum this quarter include the ADA Health Policy Institute, ADA Technical Report 1109:2025, Prosperident, Dentx 2026 benchmarks, Sofer Advisors, Dental Transitions and Bedrock QoE. Each lesson cites its own.

The consultant is already on the page.

Vella answers from these lessons for anyone who visits. Inside Vella OS she answers from your own record: the same questions, with your numbers behind them. Either way, the first advice is free and the honest answer is sometimes "not yet".

Want a lesson that isn't here? Ask for it. The next ones are written in the order readers ask.

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