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.
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.
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.
Brand, market presence & mission
How P1 is positioned externally — to patients, candidates, and the broader market.
Service innovation
How the patient interacts with P1 — touchpoints, experience, channels, modalities.
Customer / partner growth
Acquiring, retaining, and expanding relationships with patients and acquired practices.
Operational excellence
The internal engine — RCM, claims, reporting, scheduling, payer rates, audits.
Employee & provider engagement
Recruiting, developing, retaining, and engaging the people who deliver care.
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.
How P1 shows up in the market
How patients experience P1
Filling the funnel — and closing the back door
The engine room — where most votes landed
The people who deliver the care
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.
Schedule fulfillment
Smart routing of unscheduled patients into open chair time — quantifies revenue leakage and unlocks capacity without adding labor.
Payer analysis
Benchmark Anthem / UHC / Delta reimbursement across practices to surface negotiation leverage — directly responsive to Graham's "genie wish."
Dental & hygiene recruitment
AI-assisted sourcing and outreach for the #1 constraint on growth — provider supply, especially in tight markets.
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.
Recruiting endodontists
Graham's specialty-recruiting "genie wish" — cross-reference LinkedIn, spouse backgrounds, alma maters, geographic ties to score relocation likelihood.
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.
Customized business reviews per practice
Auto-generated, practice-specific monthly reviews — replaces the manual Excel work Wes's team is drowning in.
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.
Schedule fulfillment
- Same-day procedure openings
- Reduce open chair time
- Revenue leakage / missed opportunities
- Visibility for leadership & operators
- Underutilization
- RDOs
- Office Managers
- Regional Hygiene Directors
- Department Directors / Leaders
- Unscheduled patient data
- Ascend Patient Schedule Module data
- Office allocation
- Provider office hours
- Data provided by providers
- Access to scheduled data
- Ascend (Dentrix)
- API access — approved ✓
- Practice management system
- Double bookings
- Reputational (extra touchpoints with customers)
- Patients / customers
- Providers
- All associated functions
- Practice-level scheduling efficiency
- Quantify & visualize revenue leakage
- Reporting & visibility into trends and patterns
- Smart-scheduling logic (revenue + availability)
- Integration-heavy build
- ML to identify patterns & forecast demand
- Consistent hygiene blocks; flexible for doctors
- API + data access
- Domain experts in scheduling
- Provider buy-in
- Hygiene vs. dental scheduling variability
- API / data access
- Provider buy-in
- % of scheduling driven by automation
- Revenue unlocked
- Manual hours saved
- Decrease in empty slots
- Net new bookings added to the schedule
- Modest POC build cost
- ROI testable in pilot region within MVP window
- POCPilot region, 1–2 practices4–6 weeks
- MVPRegion rollout & integration hardening8–12 weeks
- V2Full DPO rollout + ML forecasting layerQ4 2026
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.
The first five — execute now
High readiness, clear owners, measurable outcomes. Anchored by the Schedule Fulfillment lighthouse.
- Schedule Fulfillment POC — pilot region, Ascend API, 4–6 wks
- Payer Analysis dashboard — Graham's genie wish; sits on existing claims data
- Customized practice business reviews — auto-generated, replaces manual Excel
- AI chart audits (coding) — provider-level, recover billing accuracy at scale
- Location-trend pattern detection — finishes the Power-BI initiative with AI on top
The second five — fast-follow
Higher complexity or dependent on Bucket 01 data / process work landing first. Begin discovery now, build next.
- Dental & hygiene recruitment agent — sourcing + outreach automation
- Endodontist recruiting tool — Graham's specialty-relocation scoring
- Anticipating patient cancellations — extends Schedule Fulfillment data model
- Reduce manual Excel data manipulation — agentic ops for finance team
- Acquisition target finder — closes the gap left by CDO departure
All others — protect & revisit
Real value, but parked deliberately. Revisited each quarter; some may jump forward as data infrastructure matures.
- Patient-experience & journey personalization
- Virtual check-in & click-to-pay
- Reputation management at scale
- P1 Academy curriculum & provider development
- Patient overbooking (airline model)
- Reach-out to lapsed-recall patients
- Knowledge management / SOP database
- Brand & marketing positioning analysis
- License-renewal & compliance automation
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.
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.
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.
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.
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:
Pre-Workshop Pulse Report
Nine-respondent survey synthesis, delivered two weeks before the workshop. Diagnosed the "prioritization not technology" framing this report builds on.
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.
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.