Dental analytics
Dental Practice Analytics and Reporting
Compare dental reporting definitions, drill-downs and exports. Learn how to validate production, collections, utilization and recall measures.
At a glance
Dental practice analytics turns appointment, activity and financial records into measures a team can act on. Before comparing dashboards, agree on definitions, date ranges and exclusions so that similar-looking figures describe the same work.
The private prototype supports saved patient profiles, scheduling, visit statuses and recall tracking. Clinical, billing, insurance, messaging and website integrations described in our roadmap are not yet available for clinical use.
Review what is available →Start with a question and an owner
Choose a question such as which appointment types leave unused chair time. Identify the person who will act on the answer and the records they need. A dashboard tile is less useful if it cannot be traced to a queue of appointments or an export that explains the total.
Reconcile a small sample
Select one provider and one day. Compare the report with source appointments, posted transactions and adjustments. Check whether the report uses service dates or posting dates and whether cancellations, write-offs and refunds are included. Save these definitions with the report.
Compare locations fairly
Normalize time windows, operating days and provider availability before interpreting differences between offices. Separate an actual workflow change from a change in how data is entered. Do not assume that a percentage measures clinical quality or that a higher production number is always a better outcome.
Our reporting roadmap
The prototype includes an activity history for patient and appointment changes. Production, collections, financial dashboards and group reporting are not released. A requirements discussion can help identify which reports and underlying data should be prioritized.
Common questions
Which dental KPI should we start with?
Start with the operational problem you can assign and act on. Write its formula and exclusions, then reconcile the result against a small set of records.