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Policy · Payment · Patient Data

The Patient
Exchange

Where policy, payment, and patient data converge.
Federal healthcare decoded for practitioners, administrators, and health IT leaders who can't afford to be wrong.

47+ Institutions Covered
3 Content Pillars
Weekly New Episodes
52+ Episodes Live
Federal Policy
CMS Prior Authorization Final Rule — What It Means for Your Practice
38 min
The Patient
Exchange
Podcast
Where policy, payment, and
patient data converge.
Interoperability
Information Blocking Rules — What the ONC Enforcement Wave Means for Dental
44 min
CMS Reimbursements FHIR R4 Mandates Patient Data Exchange 21st Century Cures Act Information Blocking Rules TEFCA & QHINs DSO Interoperability Dental FHIR CDT Coding Accuracy ONC Final Rules Prior Authorization Reform Value-Based Care CMS Reimbursements FHIR R4 Mandates Patient Data Exchange 21st Century Cures Act Information Blocking Rules TEFCA & QHINs DSO Interoperability Dental FHIR CDT Coding Accuracy ONC Final Rules Prior Authorization Reform Value-Based Care
01

Three Pillars.
One Authority.

Pillar One

Federal Policy & CMS Rulings

Breaking down what every new CMS ruling actually means — in plain language — for your practice, DSO, or health system.

  • Prior Authorization final rules
  • Information Blocking enforcement
  • ONC interoperability mandates
  • TEFCA / QHIN framework
  • Value-based care incentives
Pillar Two

Reimbursement Strategy

The financial mechanics of modern healthcare: how billing, coding, and federal programs directly impact your revenue cycle.

  • CDT & ICD-10 coding accuracy
  • Medicaid dental coverage expansion
  • Claim adjudication workflows
  • Medicare Advantage dental riders
  • Fraud, waste & abuse compliance
Pillar Three

Patient Data Exchange

How data moves — or doesn't — between systems, and why seamless exchange is now a federal compliance requirement.

  • FHIR R4 implementation realities
  • API-first interoperability mandates
  • Patient access rights & portals
  • Cross-system data harmonization
  • Dental-medical integration
02

Episode Lineup.

53
Patient Experience · Mar 10
Capturing Patient Intent Before They Sit in the Chair — Dr. Padma Gadiyar of Smilo.ai
How AI-powered smile simulations and pre-visit engagement reveal patient motivations before they ever sit down — transforming fear, trust, and high-ticket treatment conversations.
33 min
52
Operations · Mar 10
Turning Dentistry Into a Profitable Business — Inside EBITDent With Kristie Kapp
Kristie Kapp on bridging financial clarity and real-world dental ops: clean P&Ls, focused KPIs, EBITDA optimization, and building a practice that truly works for you.
29 min
51
Patient Access · Feb 14
Building a Digital Front Desk — How Proven Is Fixing Broken Patient Access in Dentistry
Efrain Ramirez on why the dental front desk is the most overlooked growth lever — unifying phones, text, chat, and AI into one HIPAA-compliant operating system.
21 min
50
AI & Automation · Feb 5
From Automation to Agentic AI — How Mario Lazo Is Building Scalable Intelligence for the Enterprise
From RPA to agentic systems at Fortune 100 scale: why AI's real impact lives in unglamorous details, and what dental leaders can learn from enterprise AI deployments.
34 min
49
Compliance · Jan 30
Security First — Joshua Nelson on HIPAA, AI Threats, and Practical Defenses for Dental Practices
Why HIPAA-level controls are the baseline for every small business, how AI is making phishing attacks more convincing, and the best ROI moves in your security budget.
28 min
48
Operations · Jan 22
Scaling Care, Not Just Clinics — Matthew Hernandez on People-First Ops and Same-Day Dentistry
A third-generation dental leader on KPI-driven decision making, same-day crown manufacturing, AI in scanning and lab workflows, and building clinics patients actually love.
32 min
View All Episodes on Spotify
The practitioners who understand federal policy will outperform the ones who don't — by a wider margin than anyone expects.

Federal healthcare policy has always been complex. But the pace of change — new CMS rulings, ONC mandates, information blocking enforcement, FHIR R4 compliance deadlines — has accelerated to a point where most practitioners are operating on outdated assumptions.

The Patient Exchange exists to close that gap. Every episode is built around a specific policy, ruling, or technical standard — explained with the granularity that practitioners, health IT leaders, and revenue cycle professionals actually need.

We don't do hot takes. We do structured analysis, primary source citations, and honest assessments of what's coming — and what it costs if you're not ready.

04

Who Listens

DSO Executives

Multi-location operators navigating interoperability compliance, revenue cycle optimization, and federal mandate timelines across systems.

Practice Owners

Independent dentists who need straight answers on coding accuracy, Medicaid participation, and what every new ruling means for their bottom line.

Health IT Leaders

CTOs and VPs of technology managing PMS integrations, FHIR API compliance, and data governance across complex vendor environments.

Revenue Cycle Teams

Billing directors and coding specialists who need current intelligence on claim adjudication, denial patterns, and CMS policy shifts.

PX

Don't Miss a Ruling.

New episodes weekly. Federal policy moves fast — stay ahead of it.