P1 Dental · Opportunity Report
00Post-Workshop Deliverable · Indianapolis · May 5, 2026

The AI opportunity
at P1 Dental Partners.

A working document distilled from the May 5 workshop with P1 leadership and Prairie Capital. Seventy-four use cases generated. Five themes mapped. Seven prioritized. One lighthouse — Schedule Fulfillment — selected to anchor the first 90 days of execution.

Workshop
May 5, 2026
Location
Indianapolis, IN
Attendees
P1 leadership + Prairie
Prepared by
Go Grow · Copilot Innovations
Scroll
01 — Executive Summary

A prioritization problem,
not a technology problem.

The workshop confirmed what the pre-workshop survey had already signaled: P1's AI challenge isn't capability or appetite — it's focus. Across two hours of generative work, leadership and Prairie identified 74 distinct AI use cases spanning brand, service, customer, operations, and people. The room then converged: a clear top seven, and one priority lighthouse — Schedule Fulfillment — backed by the highest concentration of votes.

This report takes that raw output and turns it into a sequencing plan Graham, Shane, Jon, and the broader team can act on. It organizes every idea by theme, preserves the complete inventory so nothing is lost, ranks the top seven, walks the Schedule Fulfillment lighthouse to a POC-ready definition, and proposes a "first five / second five / all others" cadence so the team protects momentum without overreaching.

"First five, second five, all others." That's how this team makes decisions. So that's how this roadmap is structured.Framing from CEO call · April 9
74
Use Cases Identified
Captured live across five strategic themes
5
Opportunity Themes
Brand · Service · Customer · Operations · People
7
Top-Voted Priorities
Where the room converged in real time
1
Lighthouse Deep Dive
Schedule Fulfillment — POC-ready in 4–6 weeks
02 — Opportunity Themes

Five themes —
the operating system
of a DPO.

Workshop output naturally clustered into five themes that map the full operating system of a Dental Partnership Organization. Below, each theme is summarized in a single card; the section that follows breaks them out one-by-one with the strategic framing, the complete idea list, and the highest-voted opportunities within each.

The shape of these themes tells its own story: most of the volume — and most of the votes — sit in operations and people. That maps directly to Graham's 12-24 month priorities: patient experience, then operating performance, then revenue and cost.

03 — Complete Idea Inventory

Every idea the room generated.

All 74 ideas captured in the workshop, preserved verbatim and grouped by theme. Top-voted use cases are highlighted with a glowing dot. The lighthouse — Schedule Fulfillment — is flagged in gold.

Treat this as a menu, not a mandate: the sequencing section that follows takes a deliberate position on what gets built first, second, and later. Everything here remains visible so the team can pull ideas forward as the data and operating environment evolve.

74 ideas across five themes. 7 prioritized by the room. 1 lighthouse selected for deep-dive.
Top-7 voted★ Lighthouse
01
Theme · Brand, market presence & mission

How P1 shows up in the market

13ideas
These ideas sit at the boundary between P1 and the world — patients, prospective providers, the broader market. None made the top 7, which is meaningful: the room judged the immediate ROI to be elsewhere. Brand will be a 2027 conversation, after operations and people moves create the credibility to invest behind the brand promise.
Review marketing positioning
Promote practice capabilities in SEO
Tie P1 brand to individual GP practices
Positive P1 brand development
How we compare vs. the market — what do we do better
Tie & reinforce core values at each practice location
Onboarding journey & experience (touchpoints & data provided)
Where should we market & promote ourselves for candidates?
Where should we market & promote ourselves for new patients?
Expanding hours & days based on current and prospective patients
Single brand analysis
Compare practice profitability by marketing spend (marketing ROI)
Reputation management at scale
02
Theme · Service innovation

How patients experience P1

13ideas
Ideas about touchpoints, channels, and the texture of the patient experience itself. These are high-leverage moves for retention and word-of-mouth, but most depend on data and process foundations being laid in the Operations theme first. A handful (click-to-pay, virtual check-in) can move now as quick wins.
More customized patient experience & journey
Virtual check-in
Monitoring latest technologies
New patient acquisition (identify & outreach)
Treatment insights
Monitoring patient reviews
Click / link to pay
Service mix by provider analysis
Predictive patient engagement
Campaigns for existing patients — e.g. whitening
Benchmarking service codes by provider
Personalized messages for patients after appointments
Benchmarking visits by provider
03
Theme · Customer / partner acquisition, retention & expansion

Filling the funnel — and closing the back door

11ideas
Where the lighthouse lives. This theme is about capacity and conversion — turning latent demand into booked, kept, and completed appointments. Schedule Fulfillment was the highest-voted idea of the entire workshop, and it sits here. Several adjacent ideas (lapsed-recall outreach, anti-cancellation logic, friction-free booking) share data infrastructure with the lighthouse and can ride along at low marginal cost.
System to reach out to patients past recall based on practice availability
Recruiting (sourcing & outreach)
Identify & engage more responsive patients
Schedule fulfillment ★ Lighthouse · #1 voted
Increased appointment / treatment compliance
Making booking an appointment more seamless / automated
Quality of earnings analysis
Market payor analysis
Chart audits to identify themes / opportunities
Identify risks with acquiring practices
Identify pre-acquisition characteristics of best performing practices
04
Theme · Operational excellence

The engine room — where most votes landed

20ideas
The largest and most concentrated theme — 20 ideas, 3 in the top 7. Operations is where the room sees both the most upside and the most addressable friction: RCM, payer rate analysis, scheduling, claims, location-trend pattern detection, chart audits. These ideas tend to share a common data foundation (Ascend + payer + claims), which is why several of them land in Bucket 01 together.
Reducing manual Excel data manipulation (e.g. doctor comp, month-end reporting)
Open chair time in providers' schedules
Payer analysis #2 voted
Payer contracting — comparing rates across practices
Clean claim filing
Patient overbooking (airlines model)
AR management
DSO benchmarking
Reducing claim denials
Analyzing location trends #4 voted
Translating data into action for office teams (hygiene performance ranking)
Future projections for provider time off vs. PY
New provider credentialing & recredentialing
Analyzing data already in manual Excel files and / or Power BI
Outcome analysis for payers
Anticipating patient cancellations
AI tool to record notes for provider
AI tool to do chart audits on providers for coding accuracy #6 voted
Presenting patients with pricing immediately
Videa AI ROI assessment
05
Theme · Employee development & provider engagement

The people who deliver the care

17ideas
Three of the top 7 sit here — including both of Graham's specialty-recruiting "genie wishes" (general hygiene/dental sourcing and endodontist relocation scoring). Provider supply is the single biggest growth constraint Graham has named. Beyond recruiting, this theme covers comp benchmarking, P1 Academy curriculum, performance coaching, and knowledge management — most of which can be moved with lightweight AI tools rather than full-platform builds.
Dental / hygiene recruitment #3 voted
Market compensation research
Internal equity compensation vs. market compensation
Doctor bonus structure
Internal NPS score for providers
Tying performance reviews & compensation to practice performance
Recruiting endodontists #5 voted
Create curriculum for P1 Academy tracts
New provider experience
Customized business reviews per practice #7 voted
Tying performance to annual merit reviews
Performance coaching
License renewal notifications
Knowledge management — SOP / workflow database
Compliance courses
Career development plans
Performance reviews
04 — Where the Room Converged

The Top 7 — what the room voted on.

After the divergent landscape exercise, the room collapsed back to seven priorities. The shape of these votes tells its own story: the wins P1 is reaching for are operational, financial, and people-related — not marketing or experience. Five of the seven sit in operations or workforce. That maps directly to Graham's 12-24 month priorities: patient experience, then operating performance, then revenue and cost.

Schedule Fulfillment took the top spot by a meaningful margin — and was selected as the lighthouse to walk through the Lighthouse Canvas in the second half of the workshop.

01

Schedule fulfillment

Smart routing of unscheduled patients into open chair time — quantifies revenue leakage and unlocks capacity without adding labor.

Lighthouse
02

Payer analysis

Benchmark Anthem / UHC / Delta reimbursement across practices to surface negotiation leverage — directly responsive to Graham's "genie wish."

Operations
03

Dental & hygiene recruitment

AI-assisted sourcing and outreach for the #1 constraint on growth — provider supply, especially in tight markets.

People
04

Analyzing location trends

Pattern-detection across the 60+ location portfolio — outliers, leading indicators, the Power-BI work P1 has been trying to land for two years.

Operations
05

Recruiting endodontists

Graham's specialty-recruiting "genie wish" — cross-reference LinkedIn, spouse backgrounds, alma maters, geographic ties to score relocation likelihood.

People
06

AI chart audits for coding accuracy

Provider-level coding audits at scale to recover billing accuracy and stop the leakage that quarterly manual audits miss.

Operations
07

Customized business reviews per practice

Auto-generated, practice-specific monthly reviews — replaces the manual Excel work Wes's team is drowning in.

People · Ops
05 — Lighthouse Deep Dive

Schedule Fulfillment —
the lighthouse.

In the second half of the workshop the room walked Schedule Fulfillment through the Lighthouse Canvas — a structured discovery format covering problem, users, data, integration, risks, stakeholders, value, the AI solution, resources, challenges, KPIs, costs, and timeline. The output is below, organized exactly as the room captured it.

This is the use case best positioned to become P1's first credible AI win: it has approved Ascend API access, named stakeholders who own the work today, a clean revenue-leakage thesis the CFO can defend, and a four-to-six week path to a POC.

Lighthouse

Schedule fulfillment

Captured live · May 5 workshop · Indianapolis
Problemwhat
What specific problem does this use case solve?
  • Same-day procedure openings
  • Reduce open chair time
  • Revenue leakage / missed opportunities
  • Visibility for leadership & operators
  • Underutilization
Userswho
Who is the end user and how will they interact?
  • RDOs
  • Office Managers
  • Regional Hygiene Directors
  • Department Directors / Leaders
Datainputs
What input data does this use case need?
  • Unscheduled patient data
  • Ascend Patient Schedule Module data
  • Office allocation
  • Provider office hours
  • Data provided by providers
  • Access to scheduled data
Integrationfit
Where does it fit in the existing infrastructure?
  • Ascend (Dentrix)
  • API access — approved ✓
  • Practice management system
Risksguard
Compliance, reputational, competency concerns?
  • Double bookings
  • Reputational (extra touchpoints with customers)
Stakeholdersimpact
Which people or units are impacted?
  • Patients / customers
  • Providers
  • All associated functions
Value Propwhy
How does this add value to the business?
  • Practice-level scheduling efficiency
  • Quantify & visualize revenue leakage
  • Reporting & visibility into trends and patterns
AI Solutionhow
What kind of AI is being applied?
  • Smart-scheduling logic (revenue + availability)
  • Integration-heavy build
  • ML to identify patterns & forecast demand
  • Consistent hygiene blocks; flexible for doctors
Resourcesneed
What human, data, technical resources are needed?
  • API + data access
  • Domain experts in scheduling
  • Provider buy-in
Challengesblock
What are the likely roadblocks?
  • Hygiene vs. dental scheduling variability
  • API / data access
  • Provider buy-in
Metrics & KPIsmeasure
How will success be measured?
  • % of scheduling driven by automation
  • Revenue unlocked
  • Manual hours saved
  • Decrease in empty slots
  • Net new bookings added to the schedule
Costs & ROIspend
What's the build & maintenance cost, and ROI horizon?
  • Modest POC build cost
  • ROI testable in pilot region within MVP window
Timelinewhen
What is the expected implementation timeline?
  1. POCPilot region, 1–2 practices4–6 weeks
  2. MVPRegion rollout & integration hardening8–12 weeks
  3. V2Full DPO rollout + ML forecasting layerQ4 2026
06 — A Sequenced Roadmap

First five.
Second five.
All others.

Graham was explicit on the April 9 call: "give me a prioritized list — first five, second five, all others." This is that list. It's built from the Top 7 vote, plus two adjacent use cases that share data infrastructure with the lighthouse and can ride along at low marginal cost.

The sequencing logic: start where the data is reachable and the ROI is defensible. Schedule Fulfillment leads not just because the room voted for it — but because Ascend API access is already approved, the value math is measurable, and the operational owners (RDOs, office managers) are already in the room and asking for it.

Bucket 01 · Next 90 days5

The first five — execute now

High readiness, clear owners, measurable outcomes. Anchored by the Schedule Fulfillment lighthouse.

  1. Schedule Fulfillment POC — pilot region, Ascend API, 4–6 wks
  2. Payer Analysis dashboard — Graham's genie wish; sits on existing claims data
  3. Customized practice business reviews — auto-generated, replaces manual Excel
  4. AI chart audits (coding) — provider-level, recover billing accuracy at scale
  5. Location-trend pattern detection — finishes the Power-BI initiative with AI on top
Bucket 02 · 90–180 days5

The second five — fast-follow

Higher complexity or dependent on Bucket 01 data / process work landing first. Begin discovery now, build next.

  1. Dental & hygiene recruitment agent — sourcing + outreach automation
  2. Endodontist recruiting tool — Graham's specialty-relocation scoring
  3. Anticipating patient cancellations — extends Schedule Fulfillment data model
  4. Reduce manual Excel data manipulation — agentic ops for finance team
  5. Acquisition target finder — closes the gap left by CDO departure
Bucket 03 · Beyond 180 days9

All others — protect & revisit

Real value, but parked deliberately. Revisited each quarter; some may jump forward as data infrastructure matures.

  1. Patient-experience & journey personalization
  2. Virtual check-in & click-to-pay
  3. Reputation management at scale
  4. P1 Academy curriculum & provider development
  5. Patient overbooking (airline model)
  6. Reach-out to lapsed-recall patients
  7. Knowledge management / SOP database
  8. Brand & marketing positioning analysis
  9. License-renewal & compliance automation
07 — How P1 Invests

Three moves to de-risk
the first 90 days.

A prioritized list isn't enough. To convert the workshop's energy into outcomes, P1 needs three operating moves in parallel: a thin governance backbone, named POC owners, and a single source of truth on AI activity. Each is lightweight by design — Graham doesn't need a program, he needs traction.

Move 01

Name a POC owner per Bucket 01 use case

Each of the first five gets one accountable executive plus one operational lead. Schedule Fulfillment lead is the natural Jon Gregoire / Trish Keena pairing; Payer Analysis sits with Wes Womer.

Move 02

Set up a thin AI council — monthly, 60 minutes

Graham chairs. Reviews POC progress, kills what isn't working, triages the vendor inbound (the "six emails a day" problem). Prairie attends quarterly.

Move 03

Stand up a shared "AI at P1" page

Single internal source of truth: what's piloting, what's live, what's killed, what's parked. Closes the credibility gap with providers and gives Patrick Jensen a window without needing a meeting.

08 — Appendix

Working notes & companion artifacts.

The full 74-item idea inventory above is the room's verbatim output, preserved by theme. The Lighthouse Canvas in §05 is also verbatim from the post-its — kept that way so the team can return to original framing rather than relying on synthesized summaries.

Companion artifacts delivered to the P1 / Prairie team:

Artifact 01

Pre-Workshop Pulse Report

Nine-respondent survey synthesis, delivered two weeks before the workshop. Diagnosed the "prioritization not technology" framing this report builds on.

Artifact 02

Hannah's Journey — interactive

End-to-end patient journey artifact showing AI touchpoints across a representative P1 patient's experience. Useful for board / Prairie storytelling.

Artifact 03

This Opportunity Report

Working document — the source of truth for what was generated, voted, and prioritized in the May 5 workshop. Update quarterly as POCs ship.

From seventy-four ideas
to a five-item roadmap —
anchored by one lighthouse.

The workshop produced clarity. The next 90 days produce evidence.
P1 Dental · Prairie Capital · AI Workshop 2026