Practice Scorecard
See location-level performance across the KPIs that leadership, operations, and finance teams review most often.
Intelligence Suite
Business Intelligence Software for Dental Practices, Groups, and DSOs
The Intelligence Suite brings practice, financial, operational, marketing, payroll, and phone data into one connected view, giving dental leaders a clearer way to understand performance across locations.
Trusted by 1500 + Growing Dental Practices & Groups
DSO PERFORMANCE MANAGEMENT SYSTEM
One Business Intelligence Layer for Practices, Locations, and Core KPIs
OS Dental’s Intelligence Suite unifies scattered dental data, standardizes reports, and helps leaders monitor KPIs, financial health, revenue cycle, providers, goals, and growth.
01/08Practice Performance
Review Performance Across Locations
Monitor production, scheduling, hygiene, patient activity, treatment opportunities, provider performance, and daily operations across every location.
Provider Dashboard
Understand provider production, collections, patient activity, and performance trends in one role-based view.
Hygiene Dashboard
Track hygiene production, reappointment patterns, patient activity, and hygiene contribution across locations.
Operations Scorecard
Standardize operational KPIs so leaders can compare performance consistently across practices.
Patient Analytics
Understand patient activity, retention, new patient flow, unscheduled treatments, and growth opportunities.
Daily Planner
Give teams daily visibility into schedules, production opportunities, provider activity, and operational priorities.
Treatment Acceptance
Track treatment presentation, acceptance, and follow-up opportunities to improve production outcomes.
Treatment Plan Board
Review open treatment opportunities and prioritize patient follow-up with more clarity.
02/08Revenue Leakage
Find Where Money Is Getting Stuck
Review AR, open claims, write-offs, payer delays, reimbursement patterns, and collections in one revenue cycle view.
Revenue Review
Review collections, write-offs, production reconciliation, collection rate, payer type, and monthly revenue trends.
AR Aging
Track patient and insurance AR across aging buckets, outstanding balances, and location-level trends.
Claims Finder
Identify open claims by carrier, claim age, estimated payment, claim status, and days to submit.
03/08Financial Performance
Connect Practice Activity to Profitability
Connect production, collections, expenses, margins, ledger activity, and location profitability to review financial performance across the group.
Business P&L Overview
Review revenue, expenses, and profitability across practices with a clearer view of business performance.
Financial Performance
Track patient and insurance AR across aging buckets, outstanding balances, and location-level trends.
Portfolio Performance
Compare financial and operational performance across locations, regions, or ownership groups.
Ledger Analyzer
Review ledger activity and financial details with more structure and visibility.
Expense Rankings
Identify where expenses are increasing and compare cost patterns across locations.
Trailing Twelve Months
Review twelve-month performance to understand trends beyond one period.
04/08Goal Tracking
Keep Teams Focused on the Numbers That Matter
Set, monitor, and review production, collection, provider, department, and location goals against actual performance throughout the month.
Goals Reporting
Track practice, provider, and department goals against actual performance throughout the month.
Goals Planning
Set, monitor, and review goals across practices, providers, departments, and KPIs.
Production & Collection Targets
See where production is on track, where it is falling behind, and where teams need to focus.
05/08Provider Performance
Make Provider Performance and Compensation Easier to Review
Review provider production, collections, goals, and compensation-related inputs with fewer spreadsheet validations and clearer financial visibility.
Provider Dashboard
Understand provider production, collections, patient activity, and performance trends in one role-based view.
Provider Compensation
Review provider performance and compensation-related inputs with less manual work.
Provider-Level KPIs
Give doctors, associates, managers, and leaders a clearer view of provider performance.
Compensation Input Review
Reduce spreadsheet-heavy validation by connecting compensation-related data into a clearer workflow.
06/08AI Digest
Turn Performance Changes Into Clear Next Steps
AI Digest summarizes performance changes, risks, opportunities, unusual trends, and focus areas inside OS Dental and through scheduled updates.
Recommended Focus Areas
Help leaders understand what to prioritize next, rather than only reviewing what happened.
Scheduled Performance Digests
Receive weekly or monthly summaries that keep leaders aligned before review meetings.
Opportunity Highlights
Surface locations, providers, or KPIs where improvement opportunities are emerging.
Risk Highlights
Identify areas where performance is slipping, revenue is at risk, or follow-up is needed.
In-Platform Summaries
See key performance changes and focus areas directly inside OS Dental.
07/08AI Connect
Explore Business Data With the AI Tools Your Team Uses
AI Connect helps users explore OS Dental data using approved AI tools, so they can summarize trends, compare locations, and review performance information.
AI Tool Connectivity
Connect OS Dental data with AI tools your team already uses for analysis and summarization.
Plain-Language Data Exploration
Ask better business questions without manually rebuilding reports.
Location Comparison
Compare practices, providers, departments, and KPIs more easily using connected data.
Performance Summaries
Simplify reporting for leaders, managers, consultants, and finance teams.
08/08Marketing & Call Analytics
Connect Calls, Marketing, and Patient Opportunities
Connect campaign, call, appointment, and patient opportunity data to review growth performance and follow-up patterns across locations.
Call Analytics
Connect call performance to patient opportunities, missed calls, conversion patterns, and location-level growth visibility.
Marketing Performance
Understand how campaign activity connects to calls, appointments, and patient growth.
Missed Opportunity Visibility
See where patient opportunities may be lost through missed calls, weak follow-up, or poor conversion.
Appointment Conversion
Review how phone and campaign performance connect to booked appointments.
Customer Stories
Dental Leaders Are Replacing Manual Reports With OS Dental
OS Dental is built around the reporting, analytics, and planning challenges dental organizations face every day: disconnected systems, manual spreadsheets, slow reporting cycles, and unclear performance visibility.
Before OS Dental, we were using a Google spreadsheet. We had to pull different reports, put them into the spreadsheet, and analyze the data ourselves.
Caitlin Miller
Regional Manager, Riley Dental Group
There are software solutions that integrate with your PMS. There are software solutions that consolidate your finances. OS Dental does both. That’s why I chose it.
Kalpesh Patel
Founder, Active Dental
We were losing about 15 to 20% of our weekly productivity just in reporting.
Himesh Kana
Managing Partner, Dental Depot DFW
It combines the data from your practice management and accounting software to give you a streamlined set of information without having to go to multiple places.
Kari Hicks
Managing Director, Access Dental Services
Connected Systems
Key Business Systems Into One Intelligence Layer
Connect PMS, accounting, payroll, phone, marketing, and workflow systems into one dental business intelligence layer.
Better Business Intelligence. Better Business Outcomes.
Faster Decisions
See performance more clearly with less reliance on manual report preparation.
Cleaner Reporting
Reduce spreadsheet dependency and inconsistent reporting workflows.
Better Profit Visibility
Connect production, collections, expenses, and margins.
Stronger Accountability
Give providers, managers, and leaders clearer performance targets.
Multi-Site Control
Compare locations using consistent KPI definitions.
Actionable Guidance
Turn performance changes into priorities, follow-ups, and areas for improvement.
Frequently Asked Questions
Ready to Run Your Dental Organization From One Source of Truth?
See how OS Dental helps dental groups connect data, simplify reporting, track performance, use AI-supported insights, and plan with more structure.