> ## Documentation Index
> Fetch the complete documentation index at: https://dso.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# About Lemma (who maintains this)

> Who builds this wiki, what Lemma does, and the editorial policy governing references to the company.

The DSO-PC Wiki is built and maintained by **Lemma**.

## 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.com](https://getlemma.com)

## Why 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](https://mso.getlemma.com), 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:

| Page                                                                                                  | Why                                                                        |
| ----------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------- |
| [Open bank accounts for your DSO and PCs](/guides/banking/open-bank-accounts)                         | The designated positioning page, where multi-entity banking is the subject |
| [KYB/KYC document checklist](/reference/banking/kyb-document-checklist)                               | Account opening requirements, split by route                               |
| [Step 7: Open bank accounts](/start/zero-to-paid/open-bank-accounts)                                  | The same split, in the tutorial                                            |
| [Zero to paid: overview](/start/zero-to-paid/overview)                                                | One timeline row for account opening                                       |
| [Adding a second state: overview](/start/second-state/overview)                                       | The same row, per new entity                                               |
| [Issue a patient refund](/guides/payments/issue-a-patient-refund)                                     | Per-entity check printing and mailing                                      |
| [Handle paper checks](/guides/banking/deposit-paper-checks)                                           | Cross-entity check deposit                                                 |
| [Why dental banking is different](/concepts/banking/why-dental-banking-is-different)                  | One closing callout                                                        |
| [When platforms bundle payroll and card processing](/concepts/banking/bundled-payroll-and-processing) | One callout on the bank-integrated vs platform-bundled distinction         |
| [Welcome](/)                                                                                          | One sentence disclosing who maintains the site                             |
| This page                                                                                             | Full disclosure                                                            |

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](/concepts/banking/account-structures), [Structure accounts across your entities](/guides/banking/structure-accounts-across-entities), and [Reconcile payments daily](/guides/payments/reconcile-daily-payments) are written to work at any institution
* The [all-in-one platforms](/reference/vendors/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

If a page reads like a sales document rather than an industry reference, [tell us](mailto:contact@getlemma.com). We want vendor claims labeled, sources visible, and the analysis useful whether or not the reader uses Lemma.

## 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](/reference/vendors/clearinghouse-comparison) for an example of how the wiki approaches vendor comparison.

## This is not product documentation

Lemma's product documentation lives at [**docs.getlemma.com**](https://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](/reference/appendix/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

## Contact

[**contact@getlemma.com**](mailto:contact@getlemma.com)

Email us with corrections, suggestions, gaps in coverage, or feedback on a page that does not read clearly.