How it runs for dental practices
Each tile links to the report behind it.
What are financial dashboard services?
Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for.
What we handle for dental practices
- Show production and collections by provider with the collection ratio each week
- Display adjustments as a percent of production by plan with a trend
- Track lab, supply and staff cost as a percent of collections
- Present insurance AR over 30 days by plan and patient credits outstanding
- Express cash on hand in weeks of payroll and fixed overhead
The KPI that matters here
Dashboard refreshed within two business days of each close, with production, collections and aging tiles updated weekly.
Dental compliance notes
HIPAA
Dental claims, EOBs and patient ledgers are protected health information. We sign a BAA, staff are HIPAA-trained, access to your practice-management system is role-limited with MFA, and the accounting file carries batch totals and claim numbers rather than patient names.
PPO and payer contracts
Each PPO agreement sets the fee schedule, what can be billed to the patient, coordination-of-benefits rules and how overpayments are returned. We record adjustments according to the contract and keep the fee schedules current so underpayments can be identified and refunds are handled the way the contract requires.
Patient credits and unclaimed property
Prepaid treatment that is not completed and insurance payments that arrive after the patient paid create credit balances. We age them monthly and prepare refunds for your approval, because unrefunded credits may become reportable unclaimed property under state law after a dormancy period.
Card data and patient financing
Our agents never take or store card numbers; patients pay through your terminal, portal or financing partner. Financing payouts from CareCredit, Sunbit or similar programs are reconciled net of the merchant discount, and promotional-plan terms are recorded so the cost of financing is visible.
Dental software we work in
- QuickBooks Online
- Gusto
- Bill.com
- Square
- Dentrix
- Open Dental
- Eaglesoft
- Dentrix Ascend
- All 50 platforms
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Frequently asked questions
What KPIs should a dental practice track?
Collection ratio, production by provider, adjustments as a percent of production by plan, overhead ratio, lab and supply cost as a percent of collections, staff cost as a percent of collections, hygiene margin, insurance AR over 30 days and cash in weeks of payroll. Those explain most changes in profit and can all be drawn from your books and practice-management reports.
Can the dashboard show each doctor and each location?
Yes. Production, collections and adjustments are tagged by provider in the practice-management system, and costs are coded by location class in the accounting file. Each doctor can see their own production and collection ratio, and each location gets an overhead view, while the owner sees the group. Shared costs are allocated by a rule you approve.
How often does the dashboard update?
Financial tiles update after the month-end close, usually by the fifth business day. Production, collections and insurance aging tiles update weekly, in time for the Monday huddle. We do not publish unreconciled daily figures, because the value of the dashboard depends on every tile tying back to the books and the day sheet.
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