Data foundations
Approved source connections, documented transformations and checks against agreed totals.
Services
Reporting built around your business.
Data connections, dashboards, reporting workflows and ongoing support for specialty medical and dental practices.
Reporting & dashboards
Management reports and interactive dashboards with agreed measures, filters and update schedules, for any business function.
Training & support
Operating instructions and owner training, with monitoring, maintenance or advisory work scoped to your needs.
Scope follows the question.
Start with what your team needs to decide. We agree the data, platform, deliverables and approval criteria during discovery.
Starter build
A proposed starting scope covers one organization and workspace, up to three feeds, three datasets and three single-page dashboards with up to five measures each. We confirm the scope after reviewing your sources and needs.
Quality and handover
Documented definitions, source mappings, reconciliation checks, two reporting review rounds, operating instructions and owner training. Your team approves the measures, access and refresh process before launch.
Platform, history and updates
Use an approved client environment and supported exports or connectors. The proposed starter includes up to 12 months of available history and daily or weekly updates. Access, licensing and specialist staffing are confirmed during discovery.
Additional work and support
Custom connections, real-time updates, larger backfills, source repairs, governance, advisory work and ongoing support receive their own scope. Clinical advice and EHR replacement are outside the reporting service.