How SOP Eliminated 210+ Hours of Manual Work and Accelerated Cash Flow by 14 Days
Jun 30, 2025
The Challenge: Manual Chaos in a Multi-Practice Operation
Southern Orthodontic Partners (SOP), a leading orthodontic DSO with over 100 locations, was facing a familiar operational bottleneck: manual, time-consuming insurance payment workflows that delayed cash flow and overwhelmed staff.
Revenue recognition delays averaged 16.8 days
100+ hours/month per practice spent on claims management
A/R ballooning in 60+ and 90+ day aging buckets
Administrative teams drowning in paperwork
Inconsistent processes across locations made financial reporting a challenge
"It was getting overwhelming with checks coming in from all the different offices – sometimes the stack was half a foot thick. I’d look at it and think, ‘Well, this is all I’m doing today – just sitting here posting checks.’ Wieldy has completely changed that. It’s made everything so much more efficient and manageable." – Teresa, Financial Coordinator
The Pilot: Start Small, Prove Big
SOP launched a 90-day pilot of Wieldy’s AI platform across two representative practices (3 locations), covering $9M in annual collections.
The goal? Measure operational and financial impact before scaling.
Deployed Wieldy Agents:
Benji: AI-driven claims processing and real-time denial resolution
Postie: Automated payment posting into the PMS
The Results: 90-Day Operational Transformation
🚀 Cash Flow Acceleration
Revenue recognition improved from 16.8 to 2.8 days
14+ days faster cash flow
$38,645/month in recovered aged receivables
70% reduction in 90+ day A/R, 51% in 60+ day A/R
⏰ Operational Efficiency
210+ hours/month saved across the two pilot practices (equivalent to 2.5 FTEs of manual work)
Real-time claim resolution replaced weeks-long delays
Standardized processes and reporting across locations
"Wieldy has built an AI platform that's transforming how DSOs handle insurance payments and denials. Their system cuts 80+ hours of monthly admin work per location, accelerates payments by 70%, and resolves claim issues in real-time rather than weeks later. Beyond just cutting costs, more revenue, and speeding up cash flow, they're standardizing financial operations across locations – creating more predictable financial reporting and revenue recognition for DSOs. In addition to meaningful EBITDA improvements, practice owners also report high satisfaction from removing these administrative headaches." – Stephanie, Head of Revenue Cycle
The Staff Experience: A Breath of Fresh Air
SOP experimented with several software solutions, but never found one that actually worked.
After using Wieldy, the team was excited to find one that actually did what it said it would.
"The other AI software we've been using has been one headache after another. Wieldy, on the other hand, has been a breath of fresh air." – Teresa, Financial Coordinator
The Outcome: From Pilot to Enterprise Rollout
Based on the success of the pilot:
13 additional practices immediately contracted for Wieldy
Full rollout initiated across the SOP network
$463K in annualized A/R improvement from just 2 practices
Projected $4M+ working capital optimization across every 10 practices
The Bottom Line
✅ 83% Faster Revenue Recognition
✅ 209+ Monthly Admin Hours Eliminated
✅ $463K A/R Risk Reduction (from 2 locations)
✅ Happier, More Productive Staff
✅ Scalable Success Across 100+ Locations
Facing similar challenges across your DSO?
Wieldy’s AI platform is more than automation–it’s transformation.
Want to learn more? Click to schedule a demo with the Wieldy team, and learn how we can accelerate your cash flow and simplify your operations.
