recursiv.
Sample brief
Practice modernization assessment · Family dental practice · July 2026

The short version

We measured where AI helps a dental practice — and where it doesn't.

A typical family practice, mapped process by process. AI does the work in the background, graded against what your team actually did. The dentistry stays human. Only the paperwork that passes gets switched on.

Includes a live graded run — real grades, made-up documents

42%

42% of the practice's staff hours are insurance paperwork, claims chasing, recall, and notes. We graded AI on that work — 90% right on its first run (Fig. 3).

The whole report in three lines

42% of practice hours are paperwork. AI can carry most of it. The dentistry: none of it.

We graded it: 90% right, half a cent per item. Real run, receipts below.

Nothing turns on until it beats your bar. Below the bar, it keeps practicing.

01 · Why now

The DSOs are buying your competitors. You can't even hire a hygienist.

Private-equity-backed dental groups are rolling up independent practices, and the hardest hire in the building keeps getting harder. The way through is the same either way: take the paperwork off the desks you already have — and make the practice worth more than the founder's chair.

Dentists in DSO groups

13%

And roughly double that among dentists under 35. Consolidation runs one direction.1

Hygienist recruiting

9 in 10

Practices recruiting hygienists call it very or extremely difficult.2

Dentists age 55+

~40%

A wave of practices changes hands this decade. Buyers pay for process, not a founder's chair.3

The pricing reality: solo practices typically change hands around 60–80% of one year's collections; DSO platforms are priced on profit multiples.4 The gap is transferable process — which is exactly what the measured scorecard below documents.

02 · Your week

Where the hours go. What AI can take off the plate.

Representative family practice — two dentists, hygiene, front office. In the engagement, every row is measured, not modeled.

03 · How we test it

Don't trust AI. Grade it.

AI redoes your practice's past paperwork. We grade it against what your team actually did. It touches nothing until it passes.

The answer key

200–500 pieces of your past work per task — EOBs you posted, claims you filed, recalls you sent. What your team did is the right answer.

Practice runs

AI works alongside your team on real work. Patients never see it. It just gets graded.

The bar

You set it — e.g. 98% right, and it earns the job. Below the bar, it keeps practicing.

04 · The report

What passed. What didn't.

We didn't model this section — we ran it. The documents are made up (no patient data, no PHI, ever). The grades, the costs, and the mistakes are real, scored case by case on the Recursiv platform.

Jul 29, 2026 40 graded cases $0.21 total AI cost <60 sec wall clock runs cf6e2851 · 7ab2c9e2

Fig. 3a — The tape · every graded case from the live run, in order

Sorting the day's incoming faxes & documents 18 / 20 right · 2 missed · 0 handed back
Posting EOB numbers — one field at a time 18 / 20 right · 2 missed · 2 of the 18 correctly handed back
Right Handed back — smudged fax, correct call Miss

Reading the misses: one sorting miss garbled its reply on a HIPAA form; the other filed a CBCT imaging report under LAB instead of REFERRAL — a genuine judgment miss. Both EOB misses were the grader cutting the answer off mid-number. The hand-backs were a smudged fax. Every one of these is exactly what the grading exists to catch.

Fig. 3b — The scorecard · bar: 98% to run alone, 90% to run with review

The workRightHanded back Cost eachVerdict
Sorting incoming documents20 docs: EOBs · referrals · cards · lab slips · traps 90.0% 0%$0.005/doc On, with review
Posting EOB numbers20 fields, graded one field at a time 90.0% 10%$0.005/field On, with review
Insurance verificationeligibility · frequencies · remaining maximums Measured in pilot
Recall & no-show outreach draftsright = sent without edits Measured in pilot
Denial appeal letters, first draftright = filed without material edit Measured in pilot
Clinical note first draftsfrom dictation — always doctor-signed Measured in pilot

Right = matches the answer key · Handed back = gave it to a person instead of guessing. Neither task cleared the 98% run-alone bar on day one — that's the point of grading before trusting. The pilot fills in the remaining rows on your practice's work.

The point: nothing on this page asks for trust. Every row either has a grade or says it doesn't have one yet. A pilot runs thousands of cases on your practice's own work and re-grades every month.

05 · Your data

Patient data never leaves the practice.

PHI lives under HIPAA. Recursiv runs on your own servers — the AI comes to the records, the records don't travel. Every action is logged for your HIPAA security documentation, and no vendor touches PHI without a BAA.

HIPAA Privacy Rule · PHI use & disclosure HIPAA Security Rule · safeguards + audit logs HITECH · breach notification BAA · required before any vendor sees PHI State dental board · record-keeping rules

Fig. 4 — Where everything lives. Default: everything inside the green line. Outside AI services are a choice you make, behind a BAA and no-storage terms — never a default.

06 · The path

Test. Prove. Turn on. Nothing skips a step.

Step 1

Walk the floor

Who does what, hour by hour. Output: your version of Fig. 2 — real hours.

≈ 2 weeks

Step 2

Practice runs

AI works alongside your team on real jobs. Patients never see it.

≈ 4–6 weeks

Step 3

The scorecard

Your version of Fig. 3. What passed, what didn't — against your bar.

End of practice cycle

Step 4

Turn on what passed

Behind review gates. Everything else keeps practicing until the numbers earn it.

Ongoing

What's real here: Fig. 3 rows 1–2 are an actual graded run (40 cases, July 29 2026) on made-up dental documents — no patient data, no PHI, ever. Fig. 2 is a representative model of a family practice, and the green shares there are estimates until a pilot measures them. Nothing here is legal or clinical advice. The engagement replaces every estimate with a measured number from your practice.

Sources & run receipts
  1. ADA Health Policy Institute: ~13% of US dentists affiliated with a DSO (2022), roughly double among dentists under 35.
  2. ADA Health Policy Institute polling: most practices recruiting dental hygienists report recruitment very or extremely challenging.
  3. ADA workforce data: roughly 4 in 10 US dentists are age 55 or older.
  4. Practice-broker rules of thumb: solo practices ≈60–80% of annual collections; DSO platform deals quoted on profit (EBITDA) multiples. Illustrative, not an appraisal.
  5. Rules cited: HIPAA Privacy & Security Rules; HITECH Act; state dental board record-keeping requirements.
  6. Scorecard rows 1–2: live graded run, Recursiv platform, July 29 2026 — 40 synthetic cases, $0.21 total, run IDs cf6e2851 · 7ab2c9e2.

The next step

See this scorecard on your practice's real data.

A 6–8 week pilot: we map your hours, AI practices on your actual paperwork — patients never see it — and you get this exact report with measured numbers. If the grades don't earn it, you switch nothing on.