During my years working as a dental-focused CPA and advising dozens of growing organizations, I repeatedly noticed a frustrating trend: dental leaders were forced to make high-stakes operational decisions while flying completely blind. They were typically viewing only a fraction of their clinical and financial performance data, which meant they would 

lose 1% to 3% of their annual revenue simply due to a lack of operational data visibility

When we built OS Dental, our primary mission was to break down these technological barriers, providing a unified operating platform that replaces scattered reports with clear, actionable business intelligence. This exact challenge of data fragmentation was the daily reality for 

, before she partnered with our team to streamline her organization's financial and clinical visibility.



Kari Hicks | Access Dental Services | OS Dental Video Review | OS Dental

Dental Data Was Available, But Not Always Actionable

As the Managing Director of Access Dental in Missouri, Kari is responsible for overseeing the financial health and operational performance of eight active dental practices, a centralized digital laboratory, and a high-volume call center. This extensive multi-location infrastructure, spanning Springfield East & West, Rolla, Osage Beach, Mountain Grove, Ozark, Carthage, and Bolivar, generates a massive volume of data every single day.

However, before implementing our dental analytics platform, Kari found herself trapped in an administrative loop, retrieving information from separate databases and migrating data manually between disconnected platforms. For Kari, time was the most expensive part of managing data across multiple endpoints.

Regarding her daily routine before automating her reporting, Kari noted:

"I handled data through multiple sources. It took me a lot of time going to separate databases, separate platforms to retrieve the information. Time is always the most expensive part. Going to multiple places to migrate data."

The constant struggle to consolidate clinical production numbers from practice management software with general ledger data from accounting software meant that critical performance metrics were always out of reach or severely delayed. This retrospective approach to management makes it incredibly difficult to implement real-time corrections. Indeed, growing group practices often struggle to 

bridge the data visibility gap between clinical performance and financial realities

The table below contrasts the direct operational differences between traditional, manual data management and a unified business intelligence framework:

The stark operational differences illustrated in the table highlight how a modern operating framework changes practice health. Relying on traditional methods requires team members to spend hours 

 that leaves leadership reviewing performance weeks after a month closes. Alternatively, utilizing an 

 that connects local office performance to group oversight, helping teams work smarter.

, an exclusive leadership event hosted at the Gaylord Palms in Orlando, Florida. Designed for forward-thinking dental leaders, the conference focused heavily on helping operators 

challenge inherited norms and optimize workflows like revenue cycle management

. During our conversation at the event, Kari shared her frustrations regarding her data fragmentation issues, and we discussed how a unified platform could pull her information automatically to save her time.

What immediately appealed to Kari was that OS Dental already integrated natively with both CareStack and QuickBooks, which were the exact platforms she was using to run Access Dental. By connecting these critical systems, our dental group reporting tool could eliminate manual spreadsheet workarounds.

Kari recalled her motivation for adopting the platform:

"I met Emily and we talked a little bit about combining all the data. And that was really a big deal to me that it could save me time by pulling information from QuickBooks and Care Stack and help me get dialed down on the specifics as it pertains to each location as well as the company as a whole."

She was also impressed by our team's structured onboarding process, noting how crucial a phased rollout is to administrative success:

"I had a great onboarding experience with OS Dental. They did a great job of introducing themselves... of stepping me into the software little by little instead of overwhelming me all at once with a bunch of data."

This systematic onboarding is crucial because 

traditional manual analytics fall short and why validation is key to driving real-time growth

. This technological efficiency is essential for modern group scaling, where top-performing practices must 

rely on data-led operational efficiency to drive consistent same-store earnings growth

How OS Dental Fits Into Their Daily Operating Rhythm

Today, OS Dental has replaced Kari's manual reporting routines, serving as a streamlined central hub for Access Dental. Instead of spending valuable time pulling data from disparate platforms, Kari can access her consolidated dashboards instantly. The platform connects directly to their CareStack PMS and QuickBooks accounting books, automatically syncing operational and financial data points.

One of the most practical applications of the platform is how it supports local practice operations. Kari wanted to give each individual practice their numbers without spending a lot of time working on the data herself. With our 

customizable dashboards and automated financial sync

, she can easily share specific performance metrics with individual clinic managers, allowing them to track localized clinical outcomes, patient scheduling, and collection rates.

"I really liked the automation, the AI, the amount of time that it could save me. And really, what drove it is that it already integrated with Care Stack and QuickBooks, which were the two things that I was trying to pull separate data from. I was really interested in how I can give each individual practice with their numbers without spending a lot of time working on the data myself."

This localized tracking creates an administrative environment focused on transparent, continuous accountability across all eight Missouri dental locations, including Springfield East & West, Rolla, Osage Beach, Mountain Grove, Ozark, Carthage, and Bolivar.

Better Visibility, Faster Conversations, Clearer Decisions

The transition to an automated dental analytics platform has delivered measurable operational clarity to the leadership team at Access Dental. First and foremost, the platform has saved the organization significant administrative time. By eliminating the manual migration of data across multiple endpoints, Kari has reclaimed hours of valuable time through 

operational and administrative efficiency

Kari summarized the immediate impact of the platform:

"It combines the data from both Care Stack and your accounting software to give you sort of a streamlined set of information without having to go to multiple places. Saves you a lot of time. If I were talking to another leader that was interested in OS Dental, I would tell them that this gives you back time."

In addition to the time savings, our platform has enabled Kari to get dialed down on the specifics as it pertains to each location, as well as the company as a whole. This immediate visibility allows for more precise financial and clinical discussions. When localized anomalies occur, such as a drop in case acceptance or an increase in accounts receivable aging, Kari can identify the issue instantly on her dashboard. Instead of waiting weeks for a retrospective report, she can address the root cause immediately with her clinic managers, facilitating faster alignment and clearer business decisions.

What Other Dental Groups Can Learn From This Story

The operational success of Access Dental highlights a vital lesson for the wider dental industry. As DSOs and multi-location group practices continue to consolidate, the organizations that thrive will be those that prioritize data-driven operational efficiency. Relying on static, manual reports prevents leaders from reacting quickly to shifts in their business.

For groups aiming to challenge traditional workflows, maintaining a low days sales outstanding (DSO) and high collection rates requires real-time data visibility. Healthy practices must 

collect at least 98% of adjusted production

 to maintain consistent cash flow, a benchmark that is nearly impossible to track or enforce through manual spreadsheets. By implementing a dedicated dental KPI dashboard, scaling groups can bridge the data visibility gap, automate complex tasks like provider compensation, and establish a repeatable operational framework across all offices.



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What problem does OS Dental solve for dental groups?

OS Dental resolves the critical problem of clinical and financial data fragmentation within multi-location dental organizations. Instead of forcing leadership teams to spend valuable hours logging into separate systems, migrating data manually, and managing complex spreadsheets, our 

 automatically unifies diverse data points into a single operating dashboard. This automated consolidation eliminates expensive administrative bottlenecks, protects practice margins, and provides group practices and DSOs with a clear, validated source of truth for making strategic business decisions.

How does OS Dental help dental practices use data better?

Our dental analytics platform helps dental practices utilize data more effectively by converting raw operational datasets into clear, actionable business intelligence. By establishing 

, the software reconciles clinical productivity with financial overhead metrics in real time. This deep visibility allows practice leaders to monitor performance trends, identify hidden operational inefficiencies, and deliver targeted training to staff, ensuring that administrative decisions are guided by accurate numbers rather than historical guesswork.

Why do dental groups need customizable dashboards?

Dental groups require customizable dashboards because different operational roles within an organization require distinct categories of information to perform effectively. Clinical directors need immediate visibility into provider production and treatment diagnostic variances, whereas local office managers require real-time scheduling metrics and hygiene recall data. 

 allow organizations to deliver role-specific performance metrics directly to different team members, fostering localized accountability while preventing administrative data overload.

How can dental analytics improve dental practice performance?

Dental analytics improve practice performance by exposing critical operational bottlenecks, such as high days sales outstanding or low pre-appointment rates, that negatively impact practice cash flow. By tracking localized KPIs, such as hygiene department contributions and case acceptance rates, dental leaders can establish clear operational benchmarks across all locations. This precise, data-driven approach allows management to address clinical inconsistencies quickly, optimize provider scheduling, and implement standardized systems that directly support 

What makes OS Dental useful for multi-location dental organizations?

OS Dental is uniquely suited for multi-location organizations because it offers a highly scalable data architecture that provides both consolidated group oversight and practice-level tracking. The software allows operators to toggle seamlessly between enterprise-wide performance views and individual office metrics, making it easy to identify underperforming practices. By automating repetitive administrative tasks like doctor compensation calculations and financial statement preparation, our platform helps growing DSOs 

standardize their reporting workflows and scale their operations efficiently

Kari's journey with Access Dental demonstrates that managing multi-location practices does not have to mean wrestling with fragmented systems or losing valuable hours to manual spreadsheets. By integrating OS Dental with her existing CareStack and QuickBooks accounts, she reclaimed her time and established a clear, automated operational workflow for her clinics.

If your group is ready to move away from scattered manual reporting and transition to unified, real-time business intelligence, our team is here to support you. To learn more about how we can streamline your reporting and help your practices grow, visit www.osdental.io today to book a demo.

How Access Dental Reclaimed Critical Leadership Time with OS Dental

For elite dental consultants and practice advisors, the biggest barrier to scaling client performance is not a lack of vision. It is the time spent hunting down reliable, validated data. When advising a multi-location group or a growing dental support organization (DSO), consultants are often forced to log into dozens of disjointed software portals, compile mismatched spreadsheets, and cross-reference inconsistent numbers.

This manual approach limits strategic impact and delays the execution of 

. Instead of spending their valuable coaching sessions advising leadership on cash-flow optimization or EBITDA growth, consultants find themselves arguing over whose spreadsheet contains the correct calculations.

OS Dental business intelligence and operating system platform

 solves this exact bottleneck. By pulling fragmented clinical, financial, payroll, billing, and marketing data into a single, validated operating hub, OS Dental gives advisors a standardized platform to monitor multiple client locations simultaneously.

Through custom dashboards and powerful, multi-dimensional report filters, consultants can instantly isolate performance drivers, identify profit leaks, and design sustainable growth strategies for their clients.

To illustrate the stark operational difference, consider how a consultant's workflow shifts when moving from traditional methods to a unified dashboard:

The Challenge: Dental Data Was Available, But Not Always Actionable

, dental consultants working with multi-practice groups face a major operational hurdle: they have plenty of raw data, but almost none of it is segmented or filterable in a meaningful way. Important business metrics are locked inside separate systems. Clinical performance sits in individual practice management databases, while financial performance is trapped in separate accounting platforms like QuickBooks or Sage Intacct.


From Data Janitor to Strategic Advisor

This disconnect makes it incredibly difficult for an advisor to evaluate the true health of a multi-location group:

 Looking at aggregate revenue across five locations often hides underperformance in individual offices. Without regional or location-specific views, a highly profitable flagship location can easily mask operational deficits in satellite clinics.

 Many practices believe their collections are optimized because their PMS reports a high Net Collection Rate. However, this metric completely ignores the massive impact of contractual write-offs. When factoring in PPO adjustments, the Gross Collection Rate often plummets, quietly draining profits.

 Different office managers pull numbers differently. One office might calculate hygienist production based on scheduled procedures, while another counts only completed and billed visits, leaving the consultant with unreliable data.

 Front-office labor is increasingly consumed by non-clinical work. National healthcare database tracking reports show that 

spending on eligibility and benefit verification in the US dental industry rose 15% to $2.1 billion in a single year

. This increase is largely driven by a heavy reliance on manual plan portal checks. Without precise tracking, these growing administrative burdens eat away at practice margins.

The 98% Net Collection Illusion


Traditional analytics systems frequently fall short because they pull raw data without validating it, leaving teams with reporting discrepancies they cannot trust. This lack of clean integration forces consultants to act as data compilers rather than strategic advisors.

For consultants, this fragmentation creates three specific problems:

The consultant's role shifts from strategic advisor to data janitor.

Why OS Dental Appeals to Dental Consultants

To guide a growing multi-practice brand successfully, a consultant needs more than just a software tool. They need an operating hub that brings elite advisory frameworks and real-time validation to life. This interactive workspace is precisely why OS Dental appeals to dental consultants. Instead of fighting disjointed spreadsheets, consultants can plug practice data directly into industry-leading coaching methodologies to drive immediate operational results.

Standardized Systems for Elite Coaching Frameworks

DEO's Growth Secrets for Dental Organizations podcast

, we discussed how traditional reports commonly blind leaders to about 70% of their operational reality. This lack of data visibility is why industry studies show that the average dental practice quietly loses between 5% and 20% of its production capacity annually to revenue leakage. When factoring in unmonitored contract write-offs, billing errors, and unappealed claim denials, 

peer-reviewed meta-analyses on dental collection losses

 confirm that gross collection losses can swallow an astonishing 30% to 45% of total clinical output.

For consultants leveraging the Dentist Entrepreneur Organization (DEO) coaching model, plugging these massive operational leaks is paramount. The proprietary 

 establishes "Financial Clarity" as the non-negotiable foundation for all growth. OS Dental serves as the automated scoreboard that brings this cycle to life, allowing teams to align with the 

 by organizing essential KPIs into an intuitive 

. Rather than acting as manual data entry clerks, advisors can immediately dive into revenue maximization and expense reduction.

Similarly, consultants who partner with Fortune Management find that OS Dental’s architecture mirrors their foundational coaching philosophies. Fortune Management has long taught that "what gets measured gets improved," guiding dentists to optimize systems across 

interconnected pillars that support a thriving and profitable practice

. Fortune coaches emphasize the critical difference between 

 (such as a sudden drop in month-end collections) and forward-looking 

 (such as treatment mapping, hygiene reactivation calls, and case acceptance rates).

to record a dedicated episode of The Bulletproof Dental Podcast

, we highlighted how OS Dental empowers teams with targeted, role-based analytics that elevate these lead indicators. By connecting provider clinical activity directly to the consolidated Profit and Loss (P&L) statement, the platform lets coaches evaluate 

 in real time, moving teams away from "gut-feel" decisions to rigorous, data-driven accountability.

To help consultants break through the collection rate misunderstandings that occur during coaching sessions, OS Dental helps make a clear, numbers-based distinction between Net and Gross collection rates:

Multi-Dimensional Filter Architecture Built for Advanced Advisory

Multi-Dimensional Filters Built for Dental Advisory

This integration with leading dental operating systems is further enhanced by OS Dental's deep, multi-dimensional report filters. Instead of relying on generic BI databases that fail to account for dental code mechanics, consultants can segment multi-practice performance down to the exact clinical and financial levers that drive enterprise value:

DSOs and multi-location groups do not grow uniformly. Consultants can use 

 to segment clinical and financial performance by organization, custom regional areas, state boundaries, or individual offices. This allows advisors to run clean, side-by-side comparisons to find out why a specific region is lagging in same-store growth or EBITDA margin.

Because insurance participation dictates overall dental profitability, consultants must understand which insurance carriers are helping or hurting the business. OS Dental allows advisors to filter production, adjustments, and collection data by:

Specific insurance carriers, such as Delta Dental, MetLife, or Aetna.

, such as Delta Dental PPO vs. Delta Dental Premier vs. Out-of-Network/FFS.

This filter helps consultants identify high-write-off plans that are draining clinical resources. It provides the exact data needed to decide whether to drop a plan, negotiate fee schedules, or transition patients toward an in-house dental membership plan.

As multi-location groups scale, they often introduce dental specialties to capture more patient lifetime value. OS Dental’s 

 allow consultants to isolate and compare performance across different clinical focus areas:

Specialty Care, including Endodontics, Periodontics, and Oral Surgery.

By separating specialty production from general hygiene and restorative care, consultants can ensure that specialty marketing investments are yielding a strong return on investment.

4. Provider Taxonomy and Employment Type Filters

To optimize doctor compensation and schedule utilization, consultants must be able to track performance by provider type. OS Dental’s 

 To evaluate practice equity and clinical leadership.

 To track associate clinical productivity, case acceptance rates, and return on associate labor costs.

 To monitor hygiene department profitability, periodontal diagnostic rates, and pre-appointment reappointment trends.

This granular level of tracking is crucial for automating complex, tiered doctor compensation structures and ensuring associate productivity aligns with the practice's overall growth goals.


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How Consultants Standardize the Daily Operating Rhythm

For a dental consultant, OS Dental functions as a central advisory workspace. It allows them to transition client teams from reactive management to a structured, proactive operating rhythm.

Advisors use the platform’s targeted, filterable dashboards to guide strategic meetings at every level of the organization:

 Front-office and clinical teams use the Daily Huddle dashboard to review schedule utilization, spot open treatment room slots, and identify same-day treatment opportunities.

 Practice managers and owners review the Operations Dashboard to check hygiene reappointment rates, monitor outstanding accounts receivable, and address billing bottlenecks before they impact cash flow.

 Consultants sit down with DSO executives to analyze consolidated financial performance. Using 

, they can toggle between cash and accrual accounting views, review EBITDA margins, and review QoE-formatted financial statements with a single click.

Daily, Weekly, Monthly Advisory Rhythm

This standardized reporting structure ensures that regardless of how many locations a client adds, every office operates under the exact same definitions of financial and clinical success.

The Impact: Better Visibility, Faster Conversations, Clearer Decisions

When dental consultants implement OS Dental's filterable reporting, they gain the ability to compare practice metrics directly against reliable institutional benchmarks. In an economic climate marked by staffing shortages and rising clinical costs, keeping a close eye on operating margins is essential for protecting a practice’s EBITDA.

National dental database metrics confirm that 

average general practice overhead in the United States typically spans from 60% to 67% of gross collections

, excluding owner-dentist compensation. For practices looking to run at optimal profitability, 

established national dental consulting frameworks recommend targeting a maximum overhead threshold of 59% for general practices

. When total operating costs creep above 70% of collections, it represents a critical operational inefficiency.

Using OS Dental, consultants can apply specific expense filters to see exactly where a client's cash is flowing. Rather than relying on generic accounting buckets, advisors can segment overhead percentages by practice annual collections tier to analyze economies of scale:


If a client's clinical supply spending or administrative labor exceeds standard ranges, consultants can dive deeper. According to national practice economic surveys, 

non-doctor staff costs typically consume 25% to 30% of collections

dental supplies and inventory should be kept under 5% to 6% of collections

. Meanwhile, laboratory fees should represent 6% to 8% in standard restorative environments. Using OS Dental, consultants can quickly pinpoint where costs are drifting, helping clients run a more efficient, system-driven organization.

The primary takeaway for growing practices, multi-location dental groups, and DSOs is that scaling successfully is impossible without centralized, reliable data. Relying on static,

end-of-month reports is like trying to drive a car by only looking in the rearview mirror.

long-term dental group valuations are driven by sustainable, organic, same-store earnings growth

 rather than simple arbitrage. To thrive in today's highly competitive market, dental organizations need a single, unified view of their business. True data visibility does not just mean having a clean P&L. It means connecting clinical decisions, front-desk scheduling, and billing workflows directly to your ultimate financial performance.

When you build your business on a standardized data foundation, you make it much easier to scale operations, onboard new locations, and partner with strategic advisors who can help guide your growth.


 and operating system built specifically for dental groups, DSOs, independent practices, dental CPAs, and dental consultants. The platform integrates fragmented data from practice management systems, accounting platforms, payroll, billing, and marketing software into a single, validated operating system. Users rely on OS Dental to automate complex financial reporting, monitor real-time clinical KPIs, calculate doctor compensation, and eliminate manual spreadsheet tracking.

How does OS Dental help dental groups improve reporting?

 workflow. It connects directly to both clinical and financial databases to pull data into standardized, consolidated views. This allows practice leaders and consultants to review uniform P&Ls, easily toggle between cash, accrual, and adjusted book views with one click, and access automated Quality of Earnings (QoE) reporting without spending days manually pulling reports or dealing with inconsistent spreadsheet formulas.

Why are customizable dashboards important for dental practices?

Every role in a dental organization requires different information to make good decisions. Front-desk teams need to monitor daily schedule utilization, billing specialists need to track insurance claim status and accounts receivable, clinical directors need to review provider productivity, and executives need a clear view of EBITDA and cash flow. Our 

 ensure that every team member has real-time access to the exact, actionable metrics they need without being overwhelmed by unnecessary data.

Can OS Dental help multi-location dental groups?

Yes, OS Dental is designed to support growing multi-location practices and enterprise-level DSOs. The platform consolidates data from multiple locations into a single, centralized 

 dashboard. This allows leaders to track location-level performance, run cross-practice comparisons, spot top-performing offices, and implement consistent financial and clinical standards across the entire group.

How does dental analytics help improve practice performance?

 helps practices identify hidden opportunities and eliminate operational inefficiencies. By tracking lead indicators, such as hygiene treatment diagnostic rates and case acceptance, alongside lag indicators, like collections and overhead, practices can improve scheduling, recover lost revenue, optimize provider productivity, and keep overhead costs well within healthy industry benchmarks.

For dental consultants managing multi-practice clients, OS Dental is a critical asset. By replacing manual reporting and scattered spreadsheets with real-time, filterable data, the platform provides a clear, reliable view of multi-practice performance.

With customizable filters for PPO networks, provider taxonomy, and location hierarchies, consultants can quickly pinpoint operational issues, protect their clients' profit margins, and keep teams aligned with their long-term growth goals.

To see how OS Dental can help you streamline your reporting and gain complete visibility into your clients' operations, 

Dental Consultants Bring Clarity to Multi-Practice Performance

How OS Dental Helps Dental Consultants Bring Clarity to Multi-Practice Performance

For many growing dental organizations, the problem is not a lack of data. The problem is that the data lives everywhere.

One report sits in the practice management system. Another lives in QuickBooks. Marketing performance is somewhere else. Phone data, lead data, scheduling activity, financials, and operational numbers often have to be pulled together manually before leaders can see what is really happening.

Dr. Kalpesh Patel opened Active Dental in Irving in 2009

. Since then, the organization has grown to five locations across the Dallas–Fort Worth area. As the group expanded, managing data across spreadsheets, QuickBooks files, and multiple software platforms became increasingly complex. Dr. Patel needed one clear, shared view of performance so his team could make faster, better-informed decisions.


Kalpesh Patel | Active Dental | OS Dental Video Review | OS Dental | Combine Sheets

“Before OS Dental, we were using manual spreadsheets, we had multiple different QuickBooks files.OS Dental brought everything into one place. So OS Dental has been a game changer.”

Like many dental leaders, Dr. Patel had access to data. The issue was that it was scattered across too many places.

There were spreadsheets. There were different documents. There were multiple systems. There were financial files that had to be reviewed separately from practice management data. And because the information was not easy to centralize, it was also harder to share with the broader leadership team.

“The biggest pain point was I had so many different documents, so many sheets to be able to go to, different locations, different things. I had access to that, but I really couldn’t share all of those things with my team.”

That is a common problem for group practices and DSOs. When data lives in disconnected systems, leaders spend too much time collecting numbers and not enough time using them. Reporting becomes a manual process. Performance conversations become slower. It gets harder to compare what is happening across locations, departments, providers, or revenue cycle workflows.

For Active Dental, the goal was not simply to create another report. The goal was to bring business data into a format that could support better conversations, clearer accountability, and smarter decisions.



Kalpesh Patel

Dr. Patel was interested in OS Dental because it could bring together the different parts of the business into one connected view.

“What really interested me about the solution was being able to combine all that together, able to take my data from CareStack, our PMS software, and link it with our financial software.”

That ability to combine operational and financial data was a key reason he chose OS Dental.

“There are softwares out there that integrate with your PMS. There are softwares out there that consolidate your financials, but this does both. That’s why I chose it.” 

For dental groups, this distinction matters. Practice management systems are essential, but they are not always built to give executives a full operating view of the business. Financial platforms are essential too, but they do not always show what is happening inside scheduling, production, treatment planning, phone performance, lead conversion, or patient flow.

OS Dental helps connect those views so dental leaders can move from fragmented reporting to dental business intelligence. Instead of checking separate systems and manually building spreadsheets, leaders can use customized dental practice dashboards to monitor performance and identify where attention is needed.

How OS Dental Fits Into Active Dental’s Operating Rhythm

For Dr. Patel, one of the most valuable changes is the ability to make data easier to access and discuss with his team.

“The biggest problem that OS Dental solved for me is to be able to combine this into one sheet and be able to share this with my team, to have a conversation with my director and we can just pull up financials and it’s not complicated.”

That kind of simplicity changes the rhythm of leadership conversations. Instead of starting with, “Let me open this website,” or “Let me pull this spreadsheet,” the team can start with the actual question: What is happening, why is it happening, and where should we focus?

For a dental group, that single operating view can support many types of conversations. Leadership teams can review financial reporting, operational reporting, dental KPI dashboards, patient scheduling performance, revenue cycle management trends, provider performance, marketing results, and location-level performance in a more connected way.

The power is not just in seeing more data. It is in seeing the right data together.

Dr. Patel is careful not to overstate how far the team has gone with OS Dental. In fact, he said Active Dental is still early in how deeply they are using the platform.

“We have not even begun to really use it, we’re probably 20% use of it, and it’s already been amazing for us.”

That is an important point. The value of dental analytics software does not always come from using every possible feature immediately. Sometimes, the first major improvement is simply replacing scattered reports with a clearer view of the business.

For Active Dental, that has meant better visibility and easier access to information. It has also created a foundation for more productive team conversations.

Dr. Patel also sees OS Dental playing a larger role in what Active Dental calls its “pathway to success.” That pathway starts with lead generation, continues through phone answering, patient scheduling, treatment planning, care delivery, and ends with patient satisfaction and reviews.



Kalpesh Patel | Active Dental | OS Dental Video Review | OS Dental | Pathway to Success

“When I look at that pathway to success, OS Dental can provide me all of that data”

He pointed to the ability to connect phone software, Google Analytics, PMS data, and financial data. Together, those sources can give leadership a more complete view of practice performance, from marketing and lead flow to patient care and financial outcomes.

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