| Data sources | Aggregate business metrics entered by your team or imported from supported spreadsheets and PMS exports. Direct PMS integration is not required. | Connects to supported dental PMS platforms, including Dentrix, Eaglesoft, and Open Dental. [1] |
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| Setup time | Create your workspace, choose your metrics, and prepare your aggregate data. Setup time depends on data readiness; no fixed completion time is promised. | PMS compatibility and configuration affect rollout. Ask Dental Intelligence for a practice-specific onboarding timeline; we have not verified a standard setup duration. |
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| Pricing model | $99/month for the single-clinic Launch Plan after a 14-day trial; $0 setup fee. | Request a current quote for your selected products and locations. A comparable public subscription price was not verified. [1] |
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| Per-seat fees | No per-seat fees. Unlimited staff included. | Not verified in the reviewed public materials. Ask whether your quote includes all staff and providers. |
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| Marketing ROI | Track marketing spend, lead sources, conversions, and results using the aggregate data you supply. | Referral-source scorecards can compare new patients, production, lifetime value, and case acceptance by location. Confirm the reporting package in your quote. [3] |
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| Patient funnels | Custom funnels for stages such as leads, scheduled visits, arrivals, consultations, and starts. | Treatment-acceptance reporting uses presented and accepted treatment values from practice data. Confirm how its workflow maps to your desired funnel. [4] |
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| HIPAA handling | HIPAA-aware, aggregate business data only. Do not enter or import PHI or patient-identifying information. | Processes patient information and publishes HIPAA compliance safeguards, plus SOC 2 Type 2 compliance. [2] |
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