Each morning: production, collections, AR and recare for every office, read from your practice software and books.
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Illustrative preview · sample offices and figures
Dion Insights is dental analytics software for dental practices and groups that reads your practice-management system, books and bank and delivers production, collections, receivables and recare numbers for every office and for the whole group.
Why groups start here
What owners and office managers tell us — and what Insights does about each one.
“The PMS says one number for the month. The bank says another.”
Insights ties the PMS, the books and the bank out every month, and every gap is put in front of someone to explain.
“Every office manager keeps their own spreadsheet.”
One definition per KPI, computed the same way for every office, from the same feeds.
“Our group numbers are an average of averages.”
The group view is a true group number — not an average of office averages — so a group rate is a real rate.
“By the time we see the month, it's already over.”
Month-to-date pace every morning: the goal, where you are against the pace line, and what it takes per remaining day.
The film
The morning huddle, the month tied out, the end-of-day report and the alerts — one practice group's day, start to finish.
What Dion Insights does
Compare offices side by side, then see the group. The group view is a true group number, not an average of averages — so a group rate is a real rate. Where a figure can't be computed, it says so instead of showing zero.
Production per provider per day and case acceptance — for the people who work for you now, not everyone who ever did.
Insurance AR by age, the balance over 90 days, and the patients overdue for hygiene — as lists your team can work.
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.
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.
A day with Insights
Nobody logs in to build a report. The reports are written on a schedule and waiting when the day starts and ends.
Every office's PMS, the books and the bank are caught up, every KPI is recomputed, and anything off target reaches the right person — once, not every night it stays red.
Yesterday by provider, today's schedule and consults, recare due, open treatment, and month-to-date production against the pace line — in the inbox and on screen.
Unscheduled treatment, overdue recare, patients with no future appointment, broken or cancelled visits never reappointed — each a list your team can call through.
Production, patient and insurance collections kept separate, cases presented, and tomorrow's roster — with the holes named while there is still time to fill them.
Weekly: the revenue already inside the practice, waiting to be scheduled. Monthly: where the practice stands on the P&L.
What runs on its own
Some run while the office is closed, some the moment something happens elsewhere in Dion. Here is what they get done.
Your practice data, refreshed
Every office's PMS data is brought up to date before anyone arrives.
Insurance A/R, refreshed
What each payer owes, by age, straight from your revenue-cycle team's records.
Every KPI, recomputed
For every office and for the group.
Books and bank, caught up
QuickBooks and your connected bank accounts, ready for the month's tie-out.
Alerts and the daily digest
Anything off target reaches the right person — once, not every day it stays red.
The morning huddle
Yesterday by provider, today's schedule and consults, recare due, and month-to-date pace.
The end-of-day report
What was produced, collected and presented — and tomorrow's open holes.
The growth brief
The revenue already inside the practice, waiting to be scheduled.
The financial brief
Where the practice stands on the P&L.
Quiet-referrer watch
A referring doctor who has gone quiet is flagged for outreach.
Data housekeeping
Nothing is kept longer than it is needed, and every clean-up is on the record.
Payouts reach the books
A settled payout is already waiting in the bank reconciliation.
Referrals file themselves
Each referral lands under the office it belongs to.
Staff Score arrives
Each person's daily score, with history, beside the huddle.
New bank activity
Fresh transactions are picked up — nothing waits for month end.
Leavers lose access
Deactivate someone in your directory and they are out on their next click.
Onboarding starts itself
The NDA and the practice questionnaire go out without anyone chasing them.
AI, your way
The numbers run on their own. Anything that reads, writes or spends waits for a person — and the limits are yours to set.
Written and emailed on schedule for every office — no one builds them.
ControlsGoals and working calendar per office; who receives each brief.
Anything off target reaches the right person once — not every day it stays red.
ControlsChoose the metric, the office, the line it must not cross, and who hears about it. Switch any alert off.
The month is tied out on its own, and every difference that matters is set aside for a person.
ControlsA person explains each exception; nothing is written off automatically.
A referring doctor who has gone quiet is flagged for outreach.
ControlsSwitch on per office, for specialist practices.
Settled payouts reach the books, new bank activity is picked up, and a leaver loses access at once.
ControlsAnything that cannot be traced to your practice is refused.
What it takes off your team
Set your number of locations and your volumes. Every assumption behind the estimate is on the page, and you can change it.
| Task | A month, all locations | Minutes each by hand | Share Insights does | Hours back |
|---|---|---|---|---|
| Morning huddle sheet | 63 | 17 | ||
| End-of-day report | 63 | 13 | ||
| Month-end tie-out: PMS, books, bank | 3 | 11 | ||
| KPI and provider reporting | 3 | 9 | ||
| Pulling call lists (recare, open treatment…) | 12 | 5 | ||
| Keying vendor invoices | 120 | 4 |
Estimate — change the assumptions to match your practice. The defaults are our conservative starting points, not measured results: the share is below 100% because someone still reads the huddle, explains the exceptions and approves every bill.
Inside the product
Reconciliation
Goals and action plans
Production tracker
Patient finder
Books and bills
Built for groups
A single practice gets the whole product. A group gets the same thing per office, plus the roll-up and the access rules to run it.
Every location has its own PMS connection, so each figure lands on the right office.
The group number is a true group number, not an average of office averages.
Move between offices on any report; company logins see the group, office logins see one office.
Alerts, goals, calendars and specialist settings can be set office by office.
Getting set up
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.
Figures are brought up to date without anyone asking, and checked against the books and the bank. Mismatches surface for a person — not buried in a monthly spreadsheet.
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.
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.
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 on every read, with a second, independent check behind it.
Sign in with your Dion account — the same sign-in as the Dion console.
Works with the rest of Dion
Insights reads the apps that do the work and publishes what the books know. You sign in with your Dion account — the same sign-in as the Dion console.
Your PMS → Insights
Live
Works with CareStack and Open Dental; Dentrix Ascend and Eaglesoft by arrangement.
Every board, list and report — up to date each morning.
Dion MDRCM → Insights
Live
What every payer owes, by age, and the year's claims.
Receivables and A/R aging your billers already work from.
Lead Intelligence → Insights
Live
What happened to every new lead — tried, reached, booked — and referral outreach.
Lead follow-up per person and campaign; referral ROI per referrer.
Dion console ⇄ Insights
Live
Each person's daily Staff Score comes in; providers' progress against goal goes back. Onboarding starts here too.
Staff Score beside the huddle; an NDA and questionnaire the day onboarding starts.
Dion Pay → Insights
Live
Settled payouts, the moment they settle.
Payouts already sitting in the bank rec.
The rest of the suite Insights →
Live
What happens in the books — bills received and paid, months closed — and referrers gone quiet.
Other Dion apps act on it without anyone re-keying.
Every Dion app ⇄ Insights
Live
One patient record across Dion.
The same patient is the same patient in every app.
Dion Clinical & Dion Pay → Insights
Switch on per practice
The practice's own clinical and payment records as the feed of record, in place of the PMS.
The same reports, from Dion's own records.
Dion Insights is one app in Dion Health, the healthcare management system. It works most closely with:
Trust and control
Enforced on every read, with a second, independent check behind it.
Sign-ins, connection changes, syncs, goal and plan edits, and exports are recorded.
Connections to your systems are protected before they are stored.
A figure a source cannot supply is declared unavailable — never shown as zero.
Emailed briefs hold totals; patient details stay behind the login.
Goals, plans, bill approvals and exception explanations are made by a named person.
Questions
Dion Insights is dental analytics software that reads a practice's management system, books and bank and turns them into the numbers the practice runs on: production, collections, insurance receivables, recare and provider performance. Every office gets a dental KPI dashboard, a morning huddle and an end-of-day report, and groups get a roll-up. Your people decide what to do about the numbers.
Dion Insights brings dental practice analytics to practices and dental groups, from a single office to many. Owners and group finance see every office side by side, office managers see their own office, front desk teams get lists to call through, and doctors and hygienists get provider scorecards. Specialist practices also see which referring doctors send them patients and which have gone quiet.
It replaces the hand-built spreadsheets and month-end report assembly that many offices rely on. It does not replace your practice-management system or your accounting software: scheduling, charting and posting stay where they are, and Insights reads from them. The result is one definition for every figure, computed the same way for every office.
Dion Insights works with CareStack and Open Dental today, and with Dentrix Ascend and Eaglesoft by arrangement. It also reads QuickBooks and connected bank accounts for the books. Each office connects separately, so every figure lands on the right location. If you run a different system, talk to us before assuming it is covered.
The numbers are computed by fixed, traceable rules and run on their own; they are not generated by AI. AI is limited to assistance, such as reading an uploaded invoice into a draft bill or drafting a reply for your team, and a named person approves it before anything happens. Goals, action plans, bill approvals and exception explanations always belong to your people.
Dion Insights handles protected health information only on the practice's behalf, under a business associate agreement. An office login sees its own office only, enforced on every read, and sign-ins, exports and settings changes are recorded in an append-only audit trail. Emailed briefs carry totals, not patients; patient details stay behind the login.
Every office connects its own systems and gets its own reports, and the group view adds them up into a true group number rather than an average of office averages. A company login sees every office, the roll-up and the company books; an office login sees one office only. You can add offices later, and each one joins the roll-up on its own.
Try the live demo from this page, then talk to Dion. Your Dion contact then connects each office's practice-management system, your books and your bank, and sets up company and office logins for your team. There is no self-serve sign-up: access is arranged with Dion, and your team signs in with their Dion account.
One office or fifty — see it running in the live demo.