Monthly KPI Charts
Monthly Key Performance Indicators allowing in-depth analysis on key metrics.
Get a daily snapshot of the overall health of your practice in key practice metrics.
Each week you’ll receive a recap of key metrics by provider.
Our service was designed with simplicity in mind. The reports are designed in a way that allows you to easily understand the important metrics you should be monitoring. It also makes your practice easier to manage!
We want all dental practices to be profitable and successful. Our service is priced affordably and is intended to help boost your bottom line, with a high ROI.
Get to know the big picture of what is happening in your practice and dive in deep to see the key metrics that make up that big picture.
What People Are Saying
“The ROI on the call lists and morning huddle reports are outstanding. Definitely makes my life easier but also helps a lot of others in my office organize and condense their workloads.”Dr. Kyle Hickman, DDS
“We use it in both our offices and can’t imagine not having it. Daily production/collections reports, morning huddle/treatment finder reports, and monthly KPI reports. Pays for itself within the first day or two of each month.”Dr. Baron Grutter, DDS
Plans & Features
Automated Reporting Service
- Morning Huddle – Start your day with a detailed report outlining today’s activities and to-do list.
- Daily Dashboard – Daily summary of important financial and practice metrics to help you close out your work-day.
- Weekly Recap – A quick at-a-glance recap of important weekly metrics.
- Recall List – Easy to use recall list of patients to contact
- Unscheduled Treatment Plan List – Easy to use list of unscheduled patients with outstanding treatment plans
- Monthly Charts – Detailed Month over Month & Year over Year report card of the overall health of the practice.
- Attrition List – Take action on the patients who have left without a future scheduled appointment.
- No Long-term contract
- Price Lock Guarantee*
All of our plans are contract-free and come with a 30 day, money back guarantee. You’re never locked into a long-term commitment. If you don’t think you’re getting your money’s worth you can cancel at anytime. All of our prices are guaranteed to stay the same as long as you remain an active client. If we raise our rates your rate remains the same.
*Price lock applies as long as client remains active.
Frequently Asked Questions
How does it work?
Our service starts with an initial install of a tiny bit of code on your server. Your data is then synchronized with our servers utilizing encryption and data isolation. The reports are automatically generated and delivered to you as a PDF file in your email inbox. Anywhere you can access and open your email you will have access to your reports!
How do you protect my data?
Before any data is synchronized it first encrypted utilizing 256-bit, AES encryption utilizing a unique key. It is kept in an isolated, cloud-based environment before being processed on physically secured hardware on encrypted drives.
What about Protected Health Information in reports?
Any report that includes Protected Health Information is encrypted with a unique password before it is sent. The password is never shared via email and is only accessible to whomever you give access.
Is my software supported?
We currently support Open Dental (versions 15.1 & greater) and Dentrix (G5 and greater). Eaglesoft is currently in beta testing.
What is your refund policy?
We offer no-questions-asked refunds to all customers within 30 days of the start of your service. If you are not satisfied with our reports, then simply send us an email and we will refund your subscription right away. Our goal is to provide a valuable service to growing practices. If you are not thrilled with the reports, then we have no interest in forcing you to stay an unhappy member. After the initial 30 day trial, you can cancel your monthly membership at any time.