From denied claims to aged A/R and inconsistent collections, the revenue cycle remains one of the most leak-prone and under-optimized systems inside many DSOs — especially as they scale. In this focused executive panel, DSO finance and operations leaders share how they uncovered millions in missed collections and reclaimed revenue by overhauling their RCM workflows, centralizing billing operations, and layering in automation, AI tools, and smarter vendor oversight.
How leading DSOs structure their internal vs. outsourced RCM teams
Which KPIs should be reviewed daily vs. monthly — and which are most often ignored
How AI and automation can reduce denials, speed up collections, and improve cash flow

Brian Doyle

Jeff Cole
Jeff Cole is the Founder & CEO of Pearly (www.pearly.co), a revenue cycle management platform that helps DSOs and private dental practices streamline billing processes and improve collection rates. Pearly powers patient billing for over 3,000 dental offices in the United States, including dozens of large DSOs.
Prior to founding Pearly, Mr. Cole was the CEO of Path, a patient communication solution for senior care operators, that was acquired in 2018. He began his professional career as an Alternative Investment Analyst at Credit Suisse in New York and graduated cum laude from Princeton University.
Mr. Cole currently serves on the Board of the Goleta Valley Cottage Hospital Foundation and lives with his wife and son in Santa Barbara, California.