What Lemma does
Lemma builds a dental-focused banking platform for DSO-PC groups. It gives operators one interface across their professional entities and DSO while accounting for the compliance requirements of a multi-entity structure. The problems it addresses are the ones documented throughout this site’s banking section: fragmented logins, limited cross-entity visibility, repeated KYB onboarding, manual intercompany transfers, entity-specific refund and check workflows, and bank systems that do not model state- and fact-specific authority, payer and merchant receipt-routing terms, separate entity ledgers, or role-based transaction rights. getlemma.comWhy we built this wiki
We built the wiki for two reasons. First, DSO operators work across state dental law, corporate formation, payer operations, and multi-entity finance. Information about each area exists, but it is rarely organized around the operator’s full workflow. This wiki brings those sources together and gives readers enough context to ask narrower questions of counsel and other advisers. Second, maintaining a useful reference helps Lemma earn trust, links, and citations. That is a commercial motive, and we disclose it here. Those reasons align only if the wiki remains useful to people who will never be Lemma customers.The sibling wiki
Lemma also maintains the MSO-PC Wiki, which covers management-company structures in medicine, behavioral health, med spas, veterinary care, and other licensed professions. This site links there when a non-dental comparison is useful and otherwise stays focused on dentistry.The mention policy
Lemma is named on eleven pages, each disclosing the mention at the point it appears:
The four account opening pages name Lemma because the requirements and the timeline genuinely differ by route. Each states what a brick-and-mortar bank asks for in full alongside it.
Outside these disclosed mentions, the wiki is intended to be vendor-neutral, including when it discusses Lemma’s own category.
That means:
- Account structures, Structure accounts across your entities, and Reconcile payments daily are written to work at any institution
- The all-in-one platforms evaluation rubric applies to Lemma as much as to anyone
- We describe the category, “dental-focused banking platforms”, rather than naming ourselves, wherever naming ourselves wouldn’t add information
How we handle vendor coverage
Vendor pages cover PMS platforms, clearinghouses, attachment services, membership-plan software, and related products. We focus on verifiable details such as API design, published payer connections, pricing, ownership, and incident history. Readers should confirm current capabilities against their own payer mix and requirements before signing a contract. See The clearinghouses, compared for an example of how the wiki approaches vendor comparison.This is not product documentation
Lemma’s product documentation lives at docs.getlemma.com. This site is an industry reference about DSO-PC structures and operations. It is intended to be useful regardless of where a reader banks.Editorial standards
Documented in full at How we keep this current. In summary:- Primary sources first; secondary commentary identified as such
- Every legal claim carries a citation; state pages are verified against the statutes themselves
- Mintlify displays each page’s last-modified date; the text retains dates that are part of the underlying claim, such as effective dates, compliance deadlines, and source periods
- We say when something is genuinely unsettled
- We don’t publish fabricated 50-state tables
- We describe licensed code sets rather than reproducing them
- We correct errors and note material corrections