Case Study

Delivering Ethical, Efficient, and Scalable Care with Agilio

Overview
Tridental is a group of ten independent dental practices led by Operations Director Polly Bhambra. With a strong ethos of patient-first, ethical care, Tridental operates across mixed, private, plan and NHS settings. As an associate-led organisation built on trust, the group needed a system that could support sustainable growth, consistent compliance, and a unified operational approach across all locations.

The Challenge
Before implementing Agilio, Tridental used a mix of spreadsheets and disconnected platforms, relying heavily on practice managers to keep their sites inspection-ready. Each manager had developed their own way of managing compliance, HR and documentation – which, while workable, lacked consistency and made scaling difficult.

“We had lots of different systems and platforms. Our practices were managed on trust, but we needed a system that could help us scale, offer sustainability, and ensure every site was aligned on policies, audits, and compliance.”
— Polly Bhambra, Operations Director, Tridental

The Solution
Tridental adopted the Agilio platform to centralise and streamline compliance, HR processes, and staff onboarding. The leadership team now has a clear overview across all ten sites via a central dashboard, allowing them to monitor compliance against KLOEs and identify where additional support is needed.

Key benefits include:

  • Real-time visibility of compliance status across all locations
  • Time and date-stamped policy acknowledgements
  • Complete HR files and onboarding before new staff begin clinical duties
  • Efficient tracking of staff sickness using the Bradford Factor
  • Integrated CPD monitoring and automated HR file management

The Impact
The transformation has been significant. Tridental has seen a measurable improvement in efficiency, team morale and consistency. Practice managers can now focus on patient care, confident that HR, compliance and onboarding processes are handled systematically and correctly.

“The platform gives us peace of mind. We know we’re doing everything correctly, that our team is supported, and that we can focus on what really matters – delivering ethical, patient-first care.”
— Polly Bhambra, Operations Director, Tridental

Why Agilio?
For Polly and the leadership team at Tridental, adopting Agilio was a leap of faith – but one they’d make again without hesitation.

“It’s daunting at first, but Agilio has completely changed the way we work. It’s not just software – it’s structure, peace of mind, and better care for our patients.”

Inspired by Tri-Dental’s success?
Let’s talk about how Agilio can help you scale with confidence. Speak to our team today.