What Optimize Dental does

Optimize Dental is a Canadian private dental consultancy incorporated as Optimize Dental LTD, headquartered in Wetaskiwin, Alberta with operational presence in Edmonton. The company sells four interlocking offerings to dental practices across Canada: (1) customized consulting engagements focused on practice operations, team performance, and growth; (2) instructor-led training programs, including the Office Manager Development curriculum delivered in a blended online and in-person format; (3) Remote Recare, a managed service in which Optimize Dental's off-site administrators handle treatment coordination, hygiene recall, AR, and periodontal program development on behalf of client clinics; and (4) digital products consisting of production-tracking spreadsheet tools (CA$500–CA$700) and CE-credit video recordings (CA$25). Revenue is generated primarily through professional services (consulting and training) and managed services (Remote Recare), supplemented by one-time digital product licenses priced in Canadian dollars; consulting pricing is quote-based and not publicly disclosed.

The firm's GTM is sales-led and relationship-driven, anchored by a complimentary 30-minute virtual consultation as the entry point, supplemented by content marketing through a blog, email newsletter, and organic social. It is accredited as an AGD PACE Program Provider (Provider ID #428090, approval 7/1/2025–6/30/2027), enabling it to issue recognized CE credits—an important differentiator in the training line. The team of approximately 11 combines more than 100 years of dental operations and management experience and is the primary asset around which the offering is built. Underlying technology is deliberately light: the platform layer is a Squarespace-hosted website and e-commerce storefront, the production tools are spreadsheets, and there is no public AI/ML capability, API, or integration platform. Ownership and operating control remain concentrated with co-founders Theresa Smith and Brittany Pollard, with no disclosed institutional funding, parent company, or M&A activity.

Name

Optimize Dental

Legal name

Optimize Dental LTD

Website

https://optimizedental.ca

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Optimize Dental is a Canadian dental consultancy that provides personalized consulting, instructor-led training, remote administrative (Remote Recare) services, and digital practice management tools to dental practices across Canada.

Ownership category

akta.pro rank

Product category

Dental Practice Management Consulting

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Dental Assisting (EDAOAJAJ)

Keywords

• Dental practice consulting
• Dental training programs
• Remote dental administration
• Dental office manager training
• Dental practice management

Headquarters

HQ city

Edmonton

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Dental Consulting Services: Personalized consulting services offering one-on-one attention, customized plans, and tailored support for individual practice needs. Includes practice optimization, operations streamlining, and standards setting.
2. Training Programs: Instructor-led courses and training covering dental fundamentals, KPIs, and leadership. Delivered through combination of online and in-person components. Includes Office Manager Development program and management courses.
3. Remote Recare Services: Remote administrative support services where experienced dental professionals help with patient outreach, hygiene coordination, and periodontal program development.
4. Digital Products: Video recordings (including CE credit courses like Trends in Vaping) and Production Management Tool spreadsheet products sold as one-time purchases.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels5 records

Core offering

Optimize Dental sells customized consulting services, instructor-led training programs, and remote administrative support (Remote Recare) to dental practices across Canada. Its services are complemented by one-time digital products including spreadsheet-based Production Management Tools and CE-accredited video recordings designed to help dental clinics improve operational efficiency, leadership, and hygiene/recare revenue.

Product overview

Optimize Dental is a Canadian dental consultancy offering a portfolio of services including Consulting, Training Programs (onsite and instructor-led), Remote Recare, Office Manager Training, and Remote Admin Services. The company also offers a suite of digital products including four tiers of Production Management Tools (Essentials and Pro editions, each available with or without Inventory management) priced from CA$500-$700, and video recordings for continuing education. The consulting and training services are the core offerings, while digital products serve as supplementary tools for practice management and education.

Differentiator

Problem solved

Functional benefit

Products and services

• Customized Dental Practice Consulting One-on-one consulting engagements for dental clinics, providing customized plans to improve patient care, streamline operations, set new practice standards, and optimize performance. Target buyers are dentists and practice owners at small and mid-sized Canadian dental practices.
• Dental Training Programs Instructor-led courses and training designed to help dental practices and their teams thrive with modern dentistry skills, spanning fundamentals, KPIs, and leadership. Audience includes dentists, office managers, and dental practice teams across Canada.
• Remote Recare Service Remote team of experienced dental administrators delivers off-site treatment coordination, office management, hygiene coordination, and periodontal program development to help clinics prioritize in-office patient care. Customers are dental practices across Canada seeking to grow recare and hygiene revenue.
• Office Manager Training Program Comprehensive training program for dental office managers covering leadership, management, communication, finance, scheduling, and staff oversight, delivered through combined online and in-person formats with ongoing mentorship and resources. Audience is dental office managers seeking leadership development.
• Production Management Tool Spreadsheet-based digital tool that helps dental practices track production, performance, and inventory. Sold as a one-time perpetual license in Essentials and Pro editions, each optionally bundled with inventory management. Audience is dental practices seeking simple performance tracking tools.
• Trends in Vaping and Impacts on Oral Systemic Health Video Recording 1.5-hour continuing education video recording exploring vaping trends, oral and systemic health impacts, patient identification for quitting, and personalized quit-plan development, approved for CE credits. Audience is dental professionals seeking CE credit.

Quantifiable outcome

• 82% of practice revenue is created from the recare program, making it a key driver of practice success.
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Academy of General Dentistry (AGD)coreOthersNationally Approved PACE Program Provider for FAGD/MAGD credit. Provider ID # 428090. Approval period 7/1/2025 to 6/30/2027. Enables delivery of CE credits recognized by AGD.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Front Office Rocks: A dental front office training and consulting company offering online courses and coaching for dental office managers. Directly comparable to Optimize Dental's Office Manager Training Program and training services.
• Dental Intel: A dental practice analytics and coaching platform that provides KPI tracking and performance benchmarking. Comparable to Optimize Dental's Production Management Tools and consulting approach, though focused more on software-enabled analytics than consulting services.

Broad incumbents

• Solutionreach: A patient relationship management platform for dental and healthcare practices. Comparable to Optimize Dental's Remote Recare services in addressing patient recall and hygiene coordination, though as a larger software platform.
• Weave: A patient communication and practice management platform serving dental and medical practices. Comparable to Optimize Dental's Remote Recare services in addressing patient communication and recall, though as a broader technology platform.
• Curve Dental: A cloud-based dental practice management software company. While a broader incumbent in dental practice technology, it competes with Optimize Dental's digital tools by offering integrated practice management and reporting features.

Regional players

• Goldstar Dental Solutions: A dental consulting firm providing practice management coaching and operational support. Comparable to Optimize Dental's consulting services, though primarily serving the U.S. market rather than Canada.

Direct peers

• MGE: Management Experts: A dental practice management consulting firm providing coaching, training, and operational support. Directly comparable to Optimize Dental's consulting services, with a similar focus on practice systems and team development.
• Jameson Management: A dental practice consulting firm that provides coaching, training, and operational support to dental practices. Directly comparable to Optimize Dental's consulting and training services for dental practice owners and office managers.
• Dawson Academy: A dental education and training organization offering continuing education courses for dental professionals. Comparable to Optimize Dental's training programs and CE-credited video recordings, with a similar focus on professional development for dental teams.
• Productive Dentist Academy: Provides dental practice management consulting, training, and coaching focused on productivity and growth. Directly comparable to Optimize Dental's consulting and training offerings, with a similar focus on operational efficiency and practice performance.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/optimizedental

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optimize Dental