| Data sources | Aggregate business metrics entered by your team or imported from supported spreadsheets and PMS exports. Direct PMS integration is not required. | PMS connections include Dentrix, Dentrix Ascend, Practice-Web, Eaglesoft, and Open Dental. [2] |
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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. | Guided onboarding and training are included. Confirm the schedule for your PMS and selected modules; a fixed setup duration is not published on the reviewed pricing page. [1] |
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| Pricing model | $99/month for the single-clinic Launch Plan after a 14-day trial; $0 setup fee. | Advertised plans start at $249/month. Modular bundles and add-ons vary with practice needs and locations. [1] |
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| Per-seat fees | No per-seat fees. Unlimited staff included. | A per-seat fee schedule is not specified on the reviewed pricing page. Confirm staff and provider allowances in your quote. [1] |
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| Marketing ROI | Track marketing spend, lead sources, conversions, and results using the aggregate data you supply. | Offers lead, campaign, and ROI reporting. Marketing IQ is listed as an add-on on the pricing page. [2] [1] |
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| Patient funnels | Custom funnels for stages such as leads, scheduled visits, arrivals, consultations, and starts. | Case-acceptance analytics and unscheduled-treatment follow-up. Ask how selected modules support your lead-to-treatment journey. [2] |
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| HIPAA handling | HIPAA-aware, aggregate business data only. Do not enter or import PHI or patient-identifying information. | Supports HIPAA compliance for patient-data workflows and offers Business Associate Agreements for customers who require them. [3] |
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