Morning-Huddle BI Dashboards for a 32-Practice Dental Group
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Problem
Month-old spreadsheet reporting
A 32-practice doctor-owned dental partnership ran each office on gut feel and month-old spreadsheets. Practice managers exported reports by hand from three different practice management systems, the numbers arrived weeks late and rarely matched, and partners had no same-day view of production, recall, or collections across locations.
Solution
Next-morning KPI dashboards
We built a nightly data pipeline that pulls production, scheduling, and collections data from all three practice management systems into a single warehouse with shared definitions for every KPI. Each office now opens the day with a morning-huddle dashboard on a wall display, while partners get a network-wide view with per-location drill-downs.
Measurable Impact
What changed after launch
Reporting lag reduced from roughly 30 days to next-morning across all 32 practices
Hygiene reappointment rate improved from 61% to 72% within two quarters of huddle adoption
Practice managers saved an estimated 6 hours per week previously spent building manual reports
Collections-to-production ratio climbed 3.5 percentage points as overdue balances surfaced daily
Tech & Tools Used
What powered the build
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