Production and collections, together
Production by provider and procedure next to what was actually collected on it, with adjustments visible — so the practice runs on collected dollars, not gross production.
Dental practice reporting
A Power BI Dental Practice Dashboard, Built For You
Production vs collections, hygiene reappointment, case acceptance, and schedule utilization in one view — per provider, per location, rolled up across a DSO. A senior US-based engineer builds it and keeps it refreshing. Most builds in 3–5 business days.
Representative dashboard — sample data
The gap between produced and collected
A full schedule is not the same as a healthy practice
Most practice owners can tell you yesterday's production and cannot easily tell you what was actually collected on it, which providers' treatment plans get accepted, or whether hygiene patients are reappointing. That is the gap a Power BI dental practice dashboard closes — your practice management system knows every appointment, procedure, and payment, but the answers live in canned reports read one at a time.
We build one model over your practice management system's data so production versus collections by provider, hygiene reappointment rate, case acceptance, and schedule utilization sit side by side — per operatory, per location, and rolled up across a multi-location group or DSO, current each morning.
What we build for dental groups
- Production vs collections
- Provider & hygiene production
- Hygiene reappointment rate
- Case acceptance
- Schedule utilization & open time
- New-patient flow
- Multi-location DSO rollups
Try us risk-free for 4 hours
Buy a block of prepaid Flex hours and, if you're unhappy within the first 4 hours, we refund you in full — no questions asked. Hours are deducted only for work you've reviewed and approved, there's no project minimum, and your banked hours never expire.
Why practices call us
Reporting that answers the morning huddle and the board deck
You send the request; a senior engineer models appointments, procedures, and payments around how a practice actually runs.
Hygiene reappointment, tracked
The share of hygiene patients leaving with their next appointment booked, by provider and location — the quiet number that drives recall revenue.
Case acceptance by provider
Treatment planned versus treatment accepted and completed, so case acceptance is a trend you coach on rather than a guess.
Schedule utilization and open time
Booked versus available chair time by operatory and provider, so tomorrow's holes show up in time to fill them.
One rollup across every location
Each practice measured on the same definitions, rolled up for the group or DSO — with per-location drill-down when a number needs explaining.
What should a practice dashboard actually track?
Collections-side truth, mostly. Gross production flatters; the operational picture is production net of adjustments, what was collected on it, and the behaviors that feed next month — hygiene reappointment, case acceptance, and open chair time. A useful model carries all of them by provider and location with enough history to show trend.
Group owners are often surprised by what emerges: the office with the highest production is frequently not the best collector, and a few points of hygiene reappointment move recall revenue more than a marketing push does. Those conclusions only appear when every location sits in one model on the same definitions — see Power BI dashboard development for how we build it.
Practice software reports vs the Power BI version
Here is where the canned reporting in practice management software stops and where the dashboard we build picks up — the same appointments and ledgers, made historical, comparable across providers and locations.
| Question the owner asks | Where the answer hides today | Power BI dashboard version |
|---|---|---|
| Are we collecting what we produce? | Production and collections in separate reports | Production vs collections by provider, trended |
| Is hygiene reappointing patients? | A recall list someone works by hand | Reappointment rate by provider and location |
| Which treatment plans get accepted? | Planned and completed treatment in separate screens | Case acceptance trended by provider |
| How full is the schedule, really? | Tomorrow's schedule view | Utilization and open chair time by operatory, trended |
| How does each location compare? | One report per practice, read one at a time | Every location on the same definitions, rolled up |
| Where do new patients come from? | A referral field nobody standardizes | New-patient flow and retention by source and location |
Where does the data come from — and what about HIPAA?
Appointments, procedures, providers, and ledgers come from your practice management system, via its API, its reporting database, or scheduled exports, depending on the platform — alongside QuickBooks for the accounting side. We confirm the exact connection method for your system in the scope estimate before any hours are used, then configure scheduled data refresh in Power BI (opens in new tab) so the numbers are current each morning.
On HIPAA, we are deliberately careful and deliberately honest: dental practice data can contain protected health information as defined by HHS's HIPAA rules (opens in new tab). Operational dashboards like these are built to need as little of it as possible — aggregated and de-identified wherever the KPI allows — the model lives in your own Microsoft tenant under your access controls, and we will sign a business associate agreement where one is required. What we do not do is sell this as a compliance product: we build reporting, and your compliance officer or counsel remains the authority on your HIPAA obligations.
What does it cost, and how fast?
You buy prepaid Flex hours that never expire: Starter 20h at $125/hr ($2,500), Growth 40h at $115/hr ($4,600), or Power 80h at $100/hr ($8,000). A first production-and-collections build with provider scorecards typically fits inside one block. Most builds ship in 3–5 business days once you approve the scope estimate.
Traditional Power BI firms charge $175–250/hr, set project minimums, want $10K+ to start, let unused hours expire, and don't begin for 4–6 weeks. Flex Support is $100–125/hr, no minimums, banked hours that never expire, and a start this week. Hours deduct only for approved work. See how prepaid Flex hours work for the full comparison.
Who is this for?
Practice owners, office managers, and executives at multi-location groups and DSOs without an in-house analyst. If your questions run to broader clinical and operational healthcare reporting, see Power BI for healthcare; if you already have a report that's broken or untrusted, our Power BI troubleshooting service repairs it from the same hours. If aged insurance AR and claim denials are hurting more than chair time is, our denial management dashboard for revenue cycle teams covers denial rate by payer and reason code, appeal overturn rate, and claim lag. Veterinary practices are the nearest cousin to this page but a genuinely different build — the data lives in a PIMS such as ezyVet, Cornerstone or AVImark and the metrics are average client transaction, visits per DVM and lapsing-patient retention, which is covered on Power BI dashboards for veterinary clinics.
The ideal fit is a group of roughly two to thirty locations — big enough that provider scorecards and location rollups are a real monthly chore, small enough that a dedicated data hire is hard to justify. Contact is form-only — send your request and we'll reply with a scope estimate.
Dashboards we build for dental groups
- Production vs collections
- Hygiene reappointment rate
- Case acceptance by provider
- Schedule utilization
- DSO location rollups
3–5
business days, typical
Prepaid
hours, never expire
You
own everything
A first build usually fits inside one Flex block, and hours deduct only for work you approve. See Flex pricing →
How it works
From practice software to owner-ready numbers
- 1
Send your request
Tell us your practice management system, how many locations you run, and which KPIs matter most. We reply with a scope and hours estimate — including the confirmed connection method and how patient data will be handled — before any work begins. Hours deduct only for builds you approve.
- 2
We model & build
A senior US-based engineer joins appointments, procedures, and payments into one model, writes the measures for production, collections, reappointment, and case acceptance, and reconciles totals to your system — typically 3–5 business days.
- 3
Publish & maintain
We publish to your workspace, set scheduled refresh so figures are current each morning, and hand over the model and credentials. You own everything; we keep it healthy from your banked hours.
Representative perspective
We ran on gross production for years. Seeing collections and adjustments next to it, per provider, changed how we set goals — and which numbers the morning huddle actually uses.Owner, two-location dental practice
Representative perspective
Rolling six offices into one report used to take our manager a week each month. Now every location is on the same definitions automatically, and we spend the meeting on the outliers.Executive, regional dental group
Run the practice on collected dollars, not gross production
Tell us your practice management system and the questions you want answered. We'll scope the task and tell you the hours before any work begins — drawn from prepaid Flex hours that never expire, with no project minimums and no obligation.
FAQ
Questions from practice owners and DSOs
Most major dental practice management platforms, via their API, reporting database, or scheduled exports — the method varies more by platform in dental than in most industries. We confirm the exact connection method for your system in the scope estimate before any hours are used.
Carefully and honestly. Dashboards are designed to use aggregated or de-identified data wherever the KPI allows, everything is built in your own Microsoft tenant under your access controls, and we will sign a business associate agreement where one is required. We do not offer compliance guarantees — your compliance officer or counsel remains the authority on your HIPAA obligations.
Yes. Each location is modeled on the same definitions — production, collections, reappointment, case acceptance — then rolled up for the group, with drill-down to the provider level. Rollups across different practice management systems are possible and scoped case by case.
Yes. We configure scheduled refresh in the Power BI service so the numbers are current each morning without anyone exporting or pasting anything. Refresh frequency depends on how your platform delivers data, which we confirm during scoping.
No. We are an independent, Microsoft-certified consultancy. We are not affiliated with or endorsed by any practice management vendor or by Microsoft; we simply build Power BI reporting on the data those products hold for you.
Book a free demo
Get senior Power BI help, on demand
Tell us the task. We scope it, you approve, and a senior consultant delivers — typically in 3–5 business days. Prepaid hours that never expire.
- Prepaid hours from $100/hour — and they never expire
- Senior-led delivery — 20+ years on the Microsoft platform
- Typical 3–5 business day turnaround
- Full refund if you’re unhappy in your first 4 hours
The fastest way to reach us is the form — tell us the task and we'll reply within one business day.