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How we build the record

DDSIntel compiles one record for every dental practice location from state and federal public records and licensed data, then publishes statistics about those records. This page lists every source category, how often each is published and checked, how we define what we count, and where the numbers fall short.

Methodology version 1.2 · Last revised Oct 15, 2026Corrections log

Sources and update cadence

Our own aggregated database

DDSIntel maintains its own database of dental practices, built and refreshed from the public records below on a fixed cadence. Each practice location has one record and a stable ID. Every refresh is stored as a new version, so we can show what the record said on any data-as-of date. Every published statistic is calculated from this database, not copied from a single source.

Refreshed weekly
Licensing, corporate filings, provider registry
Refreshed monthly
Exclusion lists, county permits, licensed data
Refreshed on release
Census and shortage-area data
Published from it
Monthly indices, quarterly report

Each category below is a source for our database. All are published by a public agency, except licensed commercial data, which we use only where our license permits aggregate publication. "Published" is how often the publisher releases the data. "Checked" is how often we pull it into the database.

Source categoryPublisherWhat we usePublishedChecked
state licensing recordsState dental boardsDentist license number, type, status and addressContinuously; renewal cycles set by each state boardWeekly
state corporate filingsState corporate registries (secretaries of state)Entity status, officers, registered agent, annual reportsContinuously; annual report deadlines set by each stateWeekly
Federal provider registryCenters for Medicare & Medicaid ServicesOrganization and individual NPIs, practice locations, deactivationsWeekly incremental and monthly full files1Weekly
Federal exclusion and sanction listsHHS Office of Inspector GeneralExclusions from federal health care programsMonthly, generally by mid-month2Monthly
County permit recordsCounty building departmentsPermits for new dental build-outs and relocationsVaries by countyMonthly
Census and shortage-area dataU.S. Census Bureau; Health Resources and Services AdministrationCounty populations; dental shortage-area designationsAnnual estimates; quarterly shortage-area summaries34On release
Licensed commercial dataLicensed providers, not namedOffice hours, some DSO affiliationsMonthlyMonthly

From record to figure

  1. Capture

    We pull each source on the schedule above and keep every version, so each figure can be traced to the records as they stood on its data-as-of date.

  2. Match

    We link licenses, entities, NPIs and addresses into one record per practice location, using identifiers first and names and addresses only when identifiers agree.

  3. Review

    Matches below our confidence threshold, and every signal used in an index, go to a person for review before they count.

  4. Publish

    We publish statistics, never a practice-level judgment, with a source line, a data-as-of date and a stable URL.

Definitions

Practice location
A physical address where at least one licensed dentist practices under a dental entity or individual NPI. Mailing-only addresses are excluded.
DSO-affiliated
A location whose owning or managing entity is linked, in corporate filings or permitted licensed data, to a dental support organization. Affiliations through private agreements may not be visible.
Independent
Any location not counted as DSO-affiliated.
New entity or license
A dental entity first registered in the state, or a dentist license first issued at a practice address, in the period. Counted once per location.
Observed ownership change
A change of owning entity or controlling officer at an existing location, seen in public records and confirmed by a second source.
Transition signal
A public-record event that indicates a dental practice is likely to change ownership within 18 months, from one of five families listed in the glossary. A signal is not a sale and is never published for a single practice.
Consented signal
An owner's own choice, through a claimed record, to be open to succession conversations. Shown only to members in the audience and region the owner chooses.
Saturday access
A location with posted Saturday hours in owner-confirmed or licensed data during the month.
Practices per 10,000 residents
Practice locations divided by the county's Census Bureau five-year population estimate, times 10,000.
Region
A fixed group of counties within a state, listed with each index release.

Publication rules

  • Aggregates only in public. No public page names a practice, a dentist or an NPI.
  • Small numbers are suppressed. We do not publish a share for a county with fewer than 10 practice locations, because a single practice could be identified from it.
  • Transition signals are regional. The Dental Transition Index is published for regions and the state, never below that.
  • Sponsorship is separate. Sponsored content is labeled, set apart, and never placed between a chart and its source line. Sponsors do not see findings before publication.
  • Revisions are logged. Any change to a published figure is recorded in the corrections log with what changed and why.

Review

Anthury Montane, Founder, signs off every published figure, owns the corrections log and answers questions about any number. Every signal used in an index is reviewed by a person before it counts. Questions go to research@ddsintel.com.

How the daily briefing is made

The daily briefing summarizes up to ten news items a day that matter to the business of dental practices, sorted for seven audiences: practice brokers, IT and managed service providers, accountants, attorneys, contractors, equipment reps and dental labs. On a quiet day it carries fewer than ten. It never fills space.

  • Sources. We read feeds and data services published by public agencies, such as federal device recall and clearance data, the Federal Register, securities filings, security advisories and state rulemaking notices. We add a trade publication only when its terms allow a headline, a link and our own summary. Our crawler identifies itself as DDSIntel-bot and follows each site's robots rules.
  • Selection. Each morning a language model classifies new items by audience, geography and news value. Items about the states where we track practices rank first, then federal items that apply to practices there. Clinical research, consumer advice, and any item about one dentist's discipline, license or lawsuit are excluded.
  • Writing. A language model (Anthropic's Claude) writes each article only from the text of the source we fetched and, for federal device recalls, figures we fetch from the FDA at the same time, such as the recall's risk class and recent recall counts. It never writes from its own knowledge and must quote the passage behind every claim. A full article opens with the answer and its key number, then gives key facts, questions with short answers, what the item means for each audience, frequently asked questions and every source. When a source is too thin for a full article we publish a short brief, which search engines are asked not to index.
  • Checks in code. Before anything is published, software confirms that every quote appears word for word in the source, that every number, date and name in the article appears in a quote, that no quote from a publisher's text runs longer than 25 words or covers more than a tenth of the source (U.S. government records are not under copyright, so those two limits do not apply to them), that headlines and summaries are complete sentences, that a full article has all its sections at the required length, and that no individual dentist or single independent practice is named. An item that fails twice is dropped and the reason is logged.
  • Review. Items that pass every check publish automatically. DDSIntel editors review the briefing and can correct, rewrite or withdraw any item. Each item is signed by DDSIntel Editorial and labeled "AI-assisted, reviewed by DDSIntel Editorial".
  • Credit and corrections. Every item names its publisher, links to the original and gives the original's date. Summaries are our own words; quotations are short. Changes to a published item are recorded in the corrections log.

Known limits

  • Self-reported registry data. Providers maintain their own federal registry records; changes reach public files only on the next weekly or monthly release.1
  • Licensing addresses are not always practice addresses. A license record can carry a mailing address. We match each license to a practice location before counting it.
  • Seasonality in filings. Annual-report and license-renewal deadlines move officer and license-status changes into predictable months.
  • DSO affiliation is a floor. Where state law limits practice ownership by non-dentists, DSOs usually work through management agreements with dentist-owned entities. Agreements that are not filed publicly cannot be seen.
  • Hours come partly from licensed data. Saturday access depends on posted hours, which practices do not always keep current. Owners can confirm their hours in the owner area.
  • Population denominators lag. Five-year estimates trail fast-growing counties; the state's own estimates can differ.4

References

  1. Centers for Medicare & Medicaid Services. NPPES data dissemination. cms.gov. See also the Federal Register notice of March 4, 2024, on NPPES data products. federalregister.gov.
  2. HHS Office of Inspector General. Exclusions FAQs: update timing of the List of Excluded Individuals and Entities. oig.hhs.gov.
  3. Health Resources and Services Administration. Health workforce shortage areas. data.hrsa.gov.
  4. U.S. Census Bureau. American Community Survey, 5-year estimates for counties. census.gov.