The same hierarchy, run at your scale.

What is true at DSO scale

• Licensing is per location, so a phased rollout — five sites this quarter, the rest next — never touches the sites already live, and never waits on the ones that are not.
• One hierarchy across the whole organisation: clinics, then operatories, with booking written at chair grain — the location and the operatory number — at every site.
• One admin view across every location: licences, phone numbers, call volume and billing, reported the same way at every clinic, not a login per address.
• Standardisation is a choice, not a limit: the approval dial — hold for front-desk approval, or book directly — is set per location, so a newly acquired practice can keep its own settings through a transition while the rest of the organisation runs one way.
• Double booking is refused by the database, per chair, per location, at every site in the organisation — an EXCLUDE constraint, not application logic that a busy day across dozens of chairs can race past.
• A Business Associate Agreement per entity, under one master agreement: no call for a location is answered before that location’s BAA is signed.
• Patient data belongs to the practice at each location. On request, we send a copy of that location’s data and delete ours.

What a DSO asks

Can we roll this out in phases?

Yes. Licensing is per location, so a phased rollout — five sites, then the rest — never touches the sites already running.

One agreement, or one per clinic?

One agreement covers the organisation. Each location still signs its own Business Associate Agreement, because that is what the patient data at that address requires — no call there is answered before it is signed.

Does every site have to run the same way?

Only if you want it to. The approval dial is per location, so you can standardise it across the organisation, or let a newly acquired practice keep its own settings while it transitions.

What reporting do we get across the organisation?

One admin view: licences, phone numbers, call volume and billing, across every location — not a spreadsheet somebody assembles from a login per clinic.

Who owns the data, at every location?

The practice at that location. On request, we send a copy and delete ours — the same answer at one site or at fifty.