Advanced MedAesthetic Partners

AMP grows by partnership. Every new practice arrives with a Zenoti instance configured in its own way, along with its own mix of ad accounts, lead tools and call tracking. Each also has a leadership team accustomed to reading the business through its own reports. As Kieren pointed out on one call, even two practices on the same Zenoti instance can calculate the same metric differently. Corporate could not reliably compare practices, and practice managers could not see how they measured up against the broader platform.

The original problem was marketing. AMP relied on digital advertising to fill the books, and it needed to know whether paid media spend turned into first appointments and revenue rather than booked slots that never showed. Answering that question meant matching ad platform and lead data to Zenoti guests and invoices while remaining HIPAA compliant.

As the platform grew, the question widened to operations: provider utilization, wages against sales, retail attach rate, collections against target, and whether a de novo location was ramping on plan. Nobody at a practice had time to pull that together by hand, and it was not realistic to expect practice managers and patient care coordinators to assemble it themselves.

What AMP needed from a solution:

1. One HIPAA-compliant warehouse that unifies every practice's Zenoti data with paid media, lead, call, CRM, payroll and accounting sources, and refreshes on its own.
2. A standard set of operating and financial KPIs applied the same way to every brand, with corporate roll-ups and practice-level drill-downs from the same data.
3. Location-scoped dashboards for practice managers, so each manager sees only the locations they run and does not have to filter through the whole network.
4. A way to ask new questions of the data without waiting on an analyst or an engineer.

CorralData connected each AMP practice's Zenoti account through its standard integration, then built an organization-level warehouse that unifies every brand and maps each center to its practice and pod. Google Ads, Meta Ads, Google Analytics 4, Google Search Console, Liine, CallRail and HubSpot cover the front of the funnel. Rippling supplies Human Resources Information System (HRIS) and payroll data for labor reporting, Sage Intacct supplies the general ledger, and Google Sheets carry the monthly revenue goals and mappings the corporate team maintains. Zenoti sales history in the warehouse runs from December 2021 to the current day.

Each practice keeps a CorralData account of its own for brand-level reporting. On top, the organization account holds corporate boards such as the AMP Management Executive Summary, operational dashboards for managing partners, and a Practice Dashboards set that is replicated by location. When AMP onboards a new brand, the practice dashboards are copied from a template and pointed at the new centers.

One standard KPI set for every practice

AMP defined a focused set of operating and financial KPIs for every brand: average patient ticket, sales per service hour, provider utilization, percent new patients, percent retail revenue, wages as a percent of sales, and collections against monthly goal.

The same definitions carry through the dashboards, from the practice manager’s view to the executive summary. A number discussed in a pod review matches what a practice manager saw that morning. The resulting operating and financial dashboards are standardized across brands and designed to be straightforward to read.

Practice dashboards scoped to each manager's locations

AMP rolled out its Practice Dashboards by location with row level security. A practice manager logs in and sees their own center, or the two or three centers they cover, with no drop-down to work through. Managing partners see their pod. Corporate sees everything.

The set includes a PM Dashboard with collections, a Provider Dashboard, a Labor Dashboard, Schedule Optimization, Retail Opportunity, Paid Media, a monthly tracker and re-engagement lists. Practice manager training now runs through these boards, and automated snapshot emails deliver key numbers directly to managers' inboxes.

Paid media measured against patients and revenue

Ad platform spend, Liine and CallRail lead records, HubSpot contacts and GA4 sessions are stitched to Zenoti guests and invoices inside the HIPAA-compliant warehouse, so AMP can trace a campaign all the way to the patients and revenue it produced. That per-brand, per-location view is how corporate decides where to scale demand up or down, and how it tracks ramp at new locations.

AskCorral for the questions the dashboards do not answer yet

Kieren uses AskCorral, CorralData’s AI agent, as a working tool. He can ask for collections by location since a given date instead of building the query himself. In one session, he asked where moving patients to a different provider might improve schedules and wages as a percent of sales. That question became the basis for AMP’s Schedule Optimization board.

AMP’s next step is to establish a set of questions that every practice manager asks on designated days, giving managers a consistent, data-based way to decide where to act.

Labor and forecasting from payroll, schedules and sales in one place

With Rippling worker and pay data alongside Zenoti schedules and sales, AMP tracks wages as a percent of sales and provider utilization by location, giving teams a chance to adjust hours before the month closes. A Forecast Board projects revenue against goals. Two additional boards address questions corporate raises in pod reviews: Injector Ramp and Consultation, and Same Store Sales Growth and Lapsed Client Analysis.

AMP now runs a platform spanning 20+ brands on one warehouse, and it did so without hiring data engineers. Corporate reviews every practice against the same KPI set, practice managers open a dashboard scoped to their own location, and new brands are added using a template rather than rebuilding their dashboards from scratch.

On the marketing side, AMP lowered its cost to acquire new patients while growing new patient revenue, and it can see patient lifetime value, lifecycle behavior and monthly forecasts by practice, all while remaining HIPAA compliant.

Day to day, the change is accountability. Utilization, labor efficiency metrics and collections against goal are reviewed regularly with each pod, and a practice that is tracking below its utilization target adjusts schedules before the month ends rather than after. Kieren, a constant user of the platform himself, has moved from building reports for practices to setting the questions they answer themselves.