Connect
Link each office's practice-management system, plus QuickBooks and bank feeds. Invited practices connect their own accounts — you never handle their credentials.
Practice analytics & KPI execution
Know what every office is actually producing.
Dion Insights connects to your practice-management system and turns it into the numbers you run the business on — production, collections, AR, recare and provider performance — for a single practice or a group of fifty.
Access is provisioned by invitation — talk to your Dion contact to get started.
ProductionCollectionsCollection ratioAR > 90 daysNew patients / moCase acceptanceHygiene reactivationProduction / provider / dayNo-show rateChair utilizationAvg patient valueProductionCollectionsCollection ratioAR > 90 daysNew patients / moCase acceptanceHygiene reactivationProduction / provider / dayNo-show rateChair utilizationAvg patient value
How it works
From raw PMS data to a number you can act on
Reconcile
Figures are pulled on a schedule and tied out against what the PMS reported as collected. Exceptions surface instead of hiding inside a monthly spreadsheet.
Act
Set targets per KPI, watch movement against the onboarding baseline, and work a prioritised action list with the expected annual impact of each item.
What you get
Everything a group needs to run on its own numbers
KPIs that reconcile
Production, collections, AR aging, case acceptance and recare pulled straight from your PMS on a schedule — not retyped into a spreadsheet each month.
Every office, one view
Connect each location separately and compare them side by side. Group-level rollups sit alongside per-office drill-downs.
Goals and action plans
Set targets per KPI, track movement against the baseline captured at onboarding, and work a prioritised action list with expected annual impact.
Financials that tie out
QuickBooks and bank connections feed a general ledger, EBITDA and overhead view, budget-vs-actual, and reconciliation with exception tracking.
Diligence for acquisitions
Invite a target practice to connect its own accounts. Build a quality-of-earnings view from source data the seller grants directly — you never handle their credentials.
Built for PHI
Per-tenant isolation enforced in the data layer and in Postgres row-level security, encrypted credentials, an append-only audit trail, and defined retention and disposal.
Accounts
Company and office logins
A group practice is not one audience. The owner needs the whole picture; an office manager needs their own office and should not see the rest. Dion Insights makes that a property of the account, not a reporting convention.
Company
Full accessFor owners, DSO operators and group finance
- Every office, with group rollups and side-by-side comparison
- Company financials — ledger, EBITDA, budget vs. actual, AR & AP
- Payroll, supply and acquisition modelling
- Registers offices and invites the people who work in them
Office
ScopedFor the manager or lead at one location
- Their own office's production, collections, AR, recare, provider summary and schedule
- The goals and action plans assigned to that office
- Cannot see sibling offices, group rollups, company financials, or the group-wide savings analysis
- Read-only — company-level changes stay with company accounts
The office boundary is enforced where the data is read, not just hidden in the interface: an office login is bound to one location and every query is filtered to it, with Postgres row-level security as a second, independent check.
Integrations
Connects to what you already run
Practice management
- CareStack
- Open Dental
- Dentrix
- Eaglesoft
- Planet DDS
Multi-location accounts connect each office separately, so figures attribute to the right site.
Finance
- QuickBooks Online
- Bank & card feeds via Plaid
Feeds the ledger, overhead and EBITDA views, and reconciliation against what the PMS reported as collected.
Security
Handling clinical and financial data
Isolation
Every row belongs to exactly one practice. Scope is enforced in the data layer and again by Postgres row-level security.
Credentials
PMS and finance credentials are encrypted at rest and decrypted server-side only. Invited practices connect their own accounts directly.
Accountability
An append-only audit trail records access and changes, including who was invited, by whom, and to which office.
See the privacy notice for how data is collected, retained and disposed of.
Ready when you are
If your practice is already set up, sign in. If you have an invitation, open the link you were sent to activate your login.
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