CareStackCareStack

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!

Smiling man in a white coat holds a tablet, giving a thumbs-up. Background shows stats: 126 appointments, $42,424 production trend, 48% increase.

Key Benefits

Why Practices Love CareStack’s 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.

Main Highlights

Analytics and Reporting for Modern Dental Practice Networks

A dentist in a white coat smiles while presenting to colleagues. Nearby, a screen displays appointment stats and daily reports with graphs.
Three professionals in white lab coats work together at a table with a laptop, surrounded by digital interface elements and selection options.
Smiling woman in a white coat holds a tablet. A digital overlay shows "Production Trend $42,424" with a 48% increase.
A dentist in a lab coat uses a tablet in a modern clinic. On-screen options show "Generate EOD Report" and role selection choices.
A dentist in a white coat smiles while presenting to colleagues. Nearby, a screen displays appointment stats and daily reports with graphs.

Numerous Reporting Categories

  • Financial-Based ReportsMonitor important items to your financial health via the Aging and Credit Balances Reports.
  • Production-Based ReportsReview performance via Daily Production Numbers (Income Allocation) and End of Day Report.
  • Appointment-Based ReportsEasily monitor relevant activities with Appointments by Users and New Patient Reports.

Discover In-Depth Metrics

  • Clock In/Clock Out ReportHelp prevent costly overtime by quickly viewing all hours worked by all team members using the time clock feature.
  • Insurance Pending Procedures ReportAvoid 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!
Three professionals in white lab coats work together at a table with a laptop, surrounded by digital interface elements and selection options.

Easy-to-Use Goal Setting

  • Intuitive Goal CreationBuild a yearly production plan and track monthly results to ensure targets are met and identify when action is needed.
  • Goals By Provider or LocationAssign goals to all providers or modify them to be provider-specific. And for multiple offices, set goals by location.
  • Set Working Days or HoursAdjust working days and hours assigned in the month to accommodate the ideal production activities needed to achieve goals.
Smiling woman in a white coat holds a tablet. A digital overlay shows "Production Trend $42,424" with a 48% increase.

Powerful Analytics Dashboard

  • Build Your Own MetricsChoose your ideal Key Performance Indicators (KPIs) and view real-time data to get ahead of issues and monitor future concerns.
  • Sharable Dashboard TemplatesBuild custom Dashboards and share them with team members who need to track the same metrics.
  • Knowledgeable Support TeamWork with our Client Success Team to stay on top of Key Performance Indicators and identify valuable monthly trends.
A dentist in a lab coat uses a tablet in a modern clinic. On-screen options show "Generate EOD Report" and role selection choices.

Permissions-Based Reporting Access

  • Hide All ReportsWhen team members don’t require access, disable this portion of the software to increase efficiency and reduce time spent where not beneficial.
  • Partial AccessHide reports on an individual basis, removing irrelevant reports from different employees and positions.
  • Full AccessAny employee can be assigned Super Admin status, granting access to all reports.

Feeling Limited with Your Dental Software?

CareStack’s modern user interface is easy to learn. Book a demo with us to learn how CareStack can help you improve patient growth and reduce costs.

FAQ

Why CareStack Is the Best Dental Practice Management Software

View All Queries->
Are all the reports real-time data?
Yes, most is in real-time, and you have access to an analytics index that shows how we calculate the data and how often it is refreshed.
Can I modify reports to suit my unique needs?
Yes, you have the ability to drill down or filter reports based on how you want to see the data based on your specific business needs.
What happens if I need a report you do not have?
You can build a report in our scorecard or list builder, which gives you access to most data points inside CareStack. During onboarding, you will have a dedicated training day just for reporting.
Are there ways to verify the accuracy of the Reports?
Yes. Many of our reports include data that can be verified in other reports as well. We always ask that you bring any concerns to us so we can analyze them, but we are very confident you will see equitable results among different reports, validating their accuracy.
More questions?Contact us at
support@carestack.com
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Trusted by 3000+ Dental Practices

CareStack’s cloud dental software provides efficient practice management, world-class support, and modern tools and technology.

Why the Smartest Dentists are Switching to CareStack

CareStack's software is cost-effective and efficient, helping organizations of all sizes streamline operations and reduce costs while also helping to provide outstanding care.

Dan Katz

CEO, Plum Dental Group

“When we buy new practices and onboard them, we can see how quickly we are able to bring down the outstanding AR.”
Watch Testimonial