Analytics & Reporting
Online Dental Analytics and Reporting Software
CareStack’s real-time dental analytics and reporting software features reports, dashboards, and scorecards to track and visualize critical key performance indicators and then presents you with key actionable insights.
Knowing how your business is doing is almost as crucial as running its day-to-day operations. Understanding your practice's growth, production, and profitability becomes easy when you can monitor success and progress toward goals. And having these robust reporting features included within your practice management software is highly beneficial, so you don’t have to rely on outside data analysis or deal with costly third-party add-on software.
With CareStack's Operational Reports and Analytic Dashboards, sort and view detailed data for your entire organization, region, or single office. And the abundant options allow you to also filter reports by provider, or individual user—the options are almost endless!
For the ultimate dental software, choose the solution that’s scalable for growing dental start-ups or large DSOs and still affordable for small mobile providers and single-office dental practices. Choose CareStack!
Benefits of CareStack Analytics and Reporting
- Quick access to reliable data in easy-to-understand reports.
- Track data across multiple locations and multiple providers.
- Operational reports to track the health and well-being of the office.
- Analytical reporting to investigate areas of concern and extrapolate actionable solutions.
- Integrated controls inside the software to limit visibility by user type to certain reports.
Advanced Analytics and Reporting Features
Numerous Reporting Categories
Financial-Based Reports
Monitor important items to your financial health via the Aging and Credit Balances Reports.
Production-Based Reports
Review performance via Daily Production Numbers (Income Allocation) and End of Day Report.
Appointment-Based Reports
Easily monitor relevant activities with Appointments by Users and New Patient Reports.
Discover In-Depth Metrics
Clock In/Clock Out Report
Help prevent costly overtime by quickly viewing all hours worked by all team members using the time clock feature.
Insurance Pending Procedures Report
Avoid missing timely filing deadlines by discovering overlooked items to be sent to insurance.
Insurance Plans Report
A fantastic report to quantify how many patients utilize which specific plans—and determine if it is time to drop a carrier!
Easy-to-Use Goal Setting
Intuitive Goal Creation
Build a yearly production plan and track monthly results to ensure targets are met and identify when action is needed.
Goals By Provider or Location
Assign goals to all providers or modify them to be provider-specific. And for multiple offices, set goals by location.
Set Working Days or Hours
Adjust working days and hours assigned in the month to accommodate the ideal production activities needed to achieve goals.
Powerful Analytics Dashboard
Build Your Own Metrics
Choose your ideal Key Performance Indicators (KPIs) and view real-time data to get ahead of issues and monitor future concerns.
Sharable Dashboard Templates
Build custom Dashboards and share them with team members who need to track the same metrics.
Knowledgeable Support Team
Work with our Client Success Team to stay on top of Key Performance Indicators and identify valuable monthly trends.
Permissions-Based Reporting Access
Hide All Reports
When team members don’t require access, disable this portion of the software to increase efficiency and reduce time spent where not beneficial.
Partial Access
Hide reports on an individual basis, removing irrelevant reports from different employees and positions.
Full Access
Any employee can be assigned Super Admin status, granting access to all reports.
Frequently Asked Questions
Are all the reports real-time data?
Can I modify reports to suit my unique needs?
What happens if I need a report you do not have?
Are there ways to verify the accuracy of the Reports?
Related Features
CareStack's all-in-one platform contains many additional related features, including:
