Practice analytics for dental groups

Know what every office is actually producing.

Dion Insights reads your practice-management system and turns it into the numbers you run on — production, collections, AR, recare and provider performance — for each office, and rolled up for the whole group.

Access is by invitation — your Dion contact sets up your login · Sign in →

Illustrative preview · sample data

12 KPIs
per office and for the group
Company · Office
logins scoped to what each person runs
Huddle · End of day · P&L
the day, and the period

What Dion Insights does

Run the group on its own numbers.

Every office, and a roll-up that adds up.

Compare offices side by side, then see the group. The roll-up is computed from every office's combined data — not by adding office totals — so a group rate is a real rate. Where a figure can't be computed, it says so instead of showing zero.

roll-up // every office · one board

Provider scorecards.

Production per provider per day and case acceptance — for the people who work for you now, not everyone who ever did.

AR and recare, in plain view.

Insurance AR by age, the balance over 90 days, and the patients overdue for hygiene — as lists your team can work.

A real P&L, for any period.

From QuickBooks and bank feeds: revenue to net income, EBITDA along the way, every line as a share of revenue — year to date, trailing twelve months, or month by month.

Every morning, every evening.

A morning huddle with the day's schedule, open treatment and recare due — and an end-of-day report on what actually happened against the plan, by provider.

How it works

From raw PMS data to a number you can act on.

01

Connect each office

Link each office's practice-management system — plus QuickBooks and bank feeds for the books. Every office connects separately, so each figure lands on the right location.

02

Pull and reconcile

Figures are pulled on a schedule and checked against what the PMS says was collected. Mismatches show up as exceptions, not buried in a monthly spreadsheet.

03

Set goals and act

Set a target per KPI, track it against the baseline from onboarding, and work a ranked list of action plans — each assigned to the office that owns it.

For owners & group finance

The company login sees the whole group.

Every office side by side, the group roll-up, and the company books — ledger, EBITDA, budget against actual. It registers offices and invites the people who work in them.

For office managers

The office login sees one office. Only.

Its own production, collections, AR, recare and schedule, and the goals assigned to it. No sibling offices, no group roll-up, no company financials — enforced where the data is read, with row-level security as a second check.

Part of the Dion suite — open it from the Dion console with one sign-in.

Put every office on one set of numbers.

Start with your own numbers, or talk to us.

Guardrails, built in.

Row-level security per practice
Credentials encrypted at rest
Append-only audit trail
Missing data shown as missing, never zero