Up to three named feeds
Agree which exports or supported connectors can answer the question. A single system may provide more than one feed.
Data engineering for specialty practices
Turn scattered practice data into reliable reporting.
Olio connects approved spreadsheets, system exports, and supported feeds. Your team gets three defined datasets, three dashboards, and a documented way to refresh and check the numbers.
Watch The Two CountsFor independent specialty medical and dental practices, with an initial focus on multi-location ophthalmology groups.
Data Foundation Build
What your team receives
Start with one organization, one reporting workspace, and a question that matters to the people using it.
Three reporting datasets
For each dataset, define what one row represents, how records match, and who owns each measure.
Three starter dashboards
Each dashboard has one page and up to five agreed measures. Your team reviews the numbers against the source.
An Olio short film
The Two Counts
One meeting. Two different visit counts. Follow a practice team from a familiar disagreement to a number everyone can explain.
Tell us where your reports disagreeRead the transcript
Monday morning. Two reports on the table. How many patients came in last week?
The schedule says one hundred and twenty. The front desk counts ninety-six. Who’s right?
Both. One counts visits booked. The other counts visits that actually happened.
At Olio Insight Partners, we start by listening. Then we trace each number back to the records your practice approves.
You get three sets of data and three dashboards. We check the totals with you and teach your team how to update the reports.
Your team makes the decisions. We build reports. We don’t replace your patient system or give medical advice.
Bring us the two reports that never agree. Let’s start there.
Try the reporting demo
See what changes when you change the filter.
Choose a month and a location in a fictional group. See how collections, appointment capacity, and referrals change. Open a measure to see how your practice could check it.
Cedar$79,700
Lake$88,600
Park$97,500
Group total $265,800. Each amount ties to the same month in the sample finance export.
How we work
Know where every number came from.
A reliable report needs an agreed meaning, evidence that it refreshed, and someone responsible when a source changes.
Check feasibility
In paid discovery, inspect an approved sample, name the source owner, and agree on definitions and acceptance criteria.
Build one feed first
Trace a representative export through loading, checks, and a dashboard. Expand after the client approves that path.
Prove the refresh
Reconcile totals, observe three scheduled refreshes, demonstrate recovery, and train the person who will own the reports.
Start with one report
What should your team be able to see?
Tell us which report takes too long to prepare, who uses it, and what decision depends on it. The founder will review your inquiry and follow up by email.
“Our locations count completed visits differently. Can we agree on one definition?”
Prepare for discovery