Export theater
Someone downloads CSVs, pastes into Excel, and hopes the formulas still match last month’s workbook.
Morning clarity for dental practices—without a cloud PHI warehouse
Overnight analytics on a practice PC you leave on. Open Dental first; other systems via export mapping. Reproducible morning briefs—patient data stays on your network.
Local compute. Aggregate metrics. No multi-tenant PHI store.
Coverage depends on the fields in your overnight feed.
Most practices already have the data. They don’t have a reliable way to turn it into the same clear picture every day.
Someone downloads CSVs, pastes into Excel, and hopes the formulas still match last month’s workbook.
Production, collections, and broken appointments get redefined in hallway conversations—so the huddle debates the number instead of the action.
Many “practice intelligence” products want a continuous feed of patient-level data off-site. That is a hard sell for owners who want control.
Skim a fabricated morning brief, or request a callback for an in-person walkthrough. No patient data on this site.
Built for practices that want a daily ops picture without a cloud PHI warehouse.
A small engineering company focused on dental operations analytics: overnight agent on hardware you control, deterministic KPIs, morning brief for the huddle—not a consultant-only BI tool.
Once mapped, overnight pulls or drops feed reproducible KPIs and a digest—so staff aren’t clicking Export every morning. Optional AI may polish narrative only; it must not invent numbers.
Scorecard, KPI strip, and a short focus block. Daily emphasizes yesterday’s cash and schedule risk; deeper periods cover collections, AR, and growth.
Canonical mapping into a stable catalog so month-over-month comparisons mean the same thing across practices.
From supported dental software to a morning brief—overnight agent on your PC, not a daily staff export ritual.
CSV or SFTP inbox overnight. Open Dental also supports read-only SQL export; other PMS use a scheduled export drop.
Adapters normalize vendor tables; the same metric library runs for every practice.
Scorecard, KPI strip, and focus actions—aggregate metrics only.
We do not need PHI to begin a conversation. The path is deliberate and low-pressure.
Optional door-opener: Maps/reviews vs local peers—zero practice data required. Not the overnight PHI agent.
Under a tentative BAA, map a real export on hardware you control. Field coverage and sample KPIs—no patient rows kept for marketing.
If it fits, we install the recurring local job so the morning brief shows up without staff ritual.
Fabricated sample only—the same shape as a real brief on your LAN.
Practice health brief
Jan 1 – Jan 31, 2026
Overall: Healthy
Collections ratio steady; days in AR within target.
Broken appointment rate elevated vs prior month.
New patient count up; pipeline looks solid.
Net production ahead of prior period.
Schedule discipline is the main lever this period. Cash metrics remain healthy; addressing broken appointments should protect production without adding chair time.
| Metric | Prior | Current | Change |
|---|---|---|---|
| Net production | $138,200 | $142,800 | +$4,600 |
| Collection ratio | 93.8% | 94.2% | +0.4 pts |
| Broken appt rate | 5.2% | 6.1% | +0.9 pts |
| Days in AR | 41 | 38 | −3 days |
| New patients | 21 | 24 | +3 |
Illustrative sample only—shows the shape of a brief (scorecard, strip, focus, deltas). Live daily strips emphasize yesterday’s cash and schedule risk; monthly depth includes collection %, AR, and new patients. Real reports use your PMS data on your network—aggregate metrics, no patient names or identifiers.
Before any PHI: we can also share a separate public reputation brief (Maps reviews vs local peers)—zero practice data required. That door-opener is not the overnight PHI agent.
We do not run a multi-tenant cloud that holds PHI. Full product runs on hardware on your practice LAN. Aggregate briefs stay local; optional on-PC worklists stay behind dentist login. This website collects callback requests only—never submit patient or clinical information here.
Open Dental is the primary path for daily automation (CSV/SFTP or read-only SQL). Dentrix, Eaglesoft, and others map through the same catalog when you can provide a scheduled export; coverage depends on what that export includes (for example, schedule KPIs need appointment rows).
An overnight agent on an office PC (or your OD server) runs off-hours, computes KPIs locally, and leaves the brief for morning review. Open Dental can avoid hand exports via SQL; other systems typically need an automated or scheduled drop into the inbox once—not a morning staff ritual.
We can share a separate public reputation brief (Maps/reviews, no practice PHI) and walk the path: optional Pitch USB demo on a real export (tentative BAA), then on-site overnight agent install for recurring analytics if you proceed.
Request a callback—we’ll schedule an in-person walkthrough or answer questions about daily automation on your practice software.