Case Study
Dental Practice Financial Dashboard
Multi-dentist general and cosmetic dental practice
The Problem
The owner could not see practice financials until 45 days after month-end, making it impossible to manage cash flow or make timely decisions.
The Mess
Dentrix data lived separately from QuickBooks. Production, collections, and overhead were tracked in three disconnected systems. The owner relied on gut feeling.
What We Fixed
- Integrated Dentrix with QuickBooks Online via automated sync
- Built weekly financial dashboard with production, collections, and key metrics
- Created real-time overhead monitoring by category
- Established monthly financial review meeting cadence
The Outcome
The owner now sees production vs. collections weekly, identifies insurance issues in days not months, and cut discretionary overhead by 12%.
Results at a Glance
"I used to dread looking at the numbers because they were always old and never made sense. Now I check the dashboard every Monday morning. It takes 5 minutes and I know exactly where we stand."
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