Use AI to effortlessly answer any business questions from all your data.
CorralData MCP brings your business data and intelligence directly into Claude and other AI assistants
Build and share custom data applications powered by your connected data.
See where accuracy is won or lost across your data stack, and how a governed foundation changes the outcome.
Harness the power of AI without compromising on security.
A dedicated Technical Account Manager guides your team through it
Turn any dashboard into a clear, actionable summary in just one click
AI agents detect opportunities in your data and sync them across your platforms with our fully-managed Reverse ETL.
Sync data from 600+ sources, align KPIs, and see portfolio-wide results instantly.
Give every role the same board, filtered to exactly what they're allowed to see.
Help your clients become data driven faster through seamless reporting and collaboration tools.
Grow your census and strengthen your bottom line with HIPAA-compliant analytics.
AI-powered analytics for dental practices and DSOs. Track production, case acceptance, patient recare, and marketing ROI.
Turn data into success with complete visibility of every consumer interaction.
Make data-driven decisions that enhance patient care and your bottom line.
HIPAA-compliant AI agents that optimize operations, marketing, and patient care across every med spa location.
AI-powered analytics for plastic surgery practices. Track consult conversion, surgeon performance, and marketing ROI.
AI agents that monitor, analyze, and optimize performance across every portfolio company.
Easily surface the data you need to increase sales and drive revenue.
Measure every hospital the same way and track compliance across your whole group.
See how AMP scaled profitability and enhanced patient care
See how CorralData & Evolve Results built ADVENT a true ROI engine
See how AMNH gained a better understanding of the ‘why’ behind their data
See how BodyLase unlocked full data visibility, enabling smarter marketing and stronger results
See how evolvetogether used AI-powered insights to shape a unified growth strategy
See how Geode Health unlocked the value of their data while protecting patient privacy
See how Engine identified and converted more high-value customers
See how AI and unified data drove revenue growth at Inspire Aesthetics
See how Lacoste boosted their e-commerce performance with AI-driven insights
See how Moon Juice used live insights to find, reach, and convert their best customers
See how Olympus uses data and AI to fuel growth
See how Options Medical Weight Loss maximized their LTV:CAC
See how Pfizer turned complex data into actionable marketing intelligence
See how Ready Set Rocket streamlined client reporting and unlocked actionable insights
See how Solo Stove measures true channel ROAS with a marketing mix model in CorralData
See how St. John Knits increased marketing efficiency by 50%
See how sweetgreen acquired new customers and built stronger relationships with their most loyal patrons
Know exactly which marketing channels drive your highest-value patients, which providers retain the most volume, and where your practice is leaving revenue on the table.
HIPAA compliant · BAA available · Live in days
Your EMR, marketing tools, and financial systems each hold a piece of the puzzle. CorralData brings it all together, automatically, in real time.
Data fragmented across too many tools
Your EMR, QuickBooks, and Google Ads don't talk to each other, so no one has the full picture in one place.
Rebooking rates slip before anyone notices
A location's rebooking rate can drop for weeks before the monthly report catches it, by then those patients have already gone somewhere else.
Ad spend isn't tied to booked visits
You know what you spent on Google Ads. Without a manual pull, you don't know how many of those clicks actually became a kept visit.
Every location defines "utilization" differently
Leadership can't compare providers or sites without someone normalizing spreadsheets by hand first.
Locations on different systems don't roll up
Some run on the same EMR, others came in through an acquisition on a different one, and nothing lines up without weeks of manual reconciliation.
Month-end reports that take forever
A multi-day manual pull from five different tools, and the numbers are already stale by the time it's done.
Connected to your EMR and ready on day one, with AskCorral working alongside your team to surface the specific action behind every number.
Click any tab below to explore what you can measure in CorralData ↓
Total Revenue
$18.4M
▲ 9.2% MoM · vs $16.9M target
Active Locations
47
Stable vs last month
Patient LTV
$2,140
▲ 6.1% · vs $2,018
Retention Rate
71.3%
▲ 2.4pts vs 68.9%
Top Performer — Revenue
Eden Health
$612K this month, leading the portfolio
Needs Attention — Revenue
Westview Clinic
14% below target, a $58K recovery opportunity
Revenue by Location
Retention Rate by Location
Total Leads
3,140
▲ 15.6% MoM
Blended ROAS
3.4x
▲ vs 2.9x
Cost Per New Patient
$186
▼ 7.4% · vs $201
ROAS by Channel
New Patients by Channel
AskCorral — Recommendation
Paid social converts 50% higher than paid search
Shifting 10% of budget from search to social could add roughly 90 new patients per month at the current CAC
Total Appointments
28,410
▲ 5.8% MoM
Provider Utilization Rate
74.6%
▼ 3.1pts · 4 locations flagged
No-Show Rate
8.9%
▼ 1.6pts vs 10.5%
Provider Utilization Rate
90-Day Retention by Provider
AskCorral — Flag
Provider A retains patients at 78% vs 61% team average
Replicating Provider A's follow-up cadence across the team could recover meaningful volume from at-risk patients
Total Collections
$16.9M
▲ 91.8% rate · vs 89.1%
Avg. Margin per Visit
$214
▲ 4.6% vs $205
Capacity Utilization
68.3%
3 service lines below target
Margin % by Service Line
Capacity Utilization by Service Line
AskCorral — Opportunity
Aesthetic services run 61% margin but only 58% capacity
Booking more slots into your highest-margin service line is worth more than growing volume anywhere else first
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AskCorral
From growing multi-location practices to PE-backed rollups managing dozens of brands, here's how teams use CorralData every day.
Daily Insights, Automated
Scheduling gaps, provider flags, and AI-surfaced opportunities, ready before the team huddle starts.
Marketing Funnel Visibility
Cost per new patient, ROAS by channel, and patient LTV, tracked by channel and by location.
Provider Performance Scorecards
Utilization and retention rate, benchmarked across every provider in the organization.
Patient Retention & Recall Recovery
Overdue patients, no-show risk, and rebooking opportunity, surfaced with the revenue attached.
Portfolio Roll-Up for Multi-Location Groups
A live, board-ready roll-up of revenue, retention, and location benchmarking, built for PE-backed rollups.
Revenue Cycle & Collections Visibility
Collection rate, margin per visit, and capacity utilization, tracked across the whole portfolio.
How It Works
Live in weeks, not quarters, with no engineering lift on your end.
Instantly sync your data with 600+ pre-built connectors. No coding or engineering resources required.
AI agents surface insights automatically, answer questions in plain English, and surface trends across locations.
Align your team. Collaborate within the platform with co-workers and agency partners to stay focused on objectives.
Agent-orchestrated connectors push approved actions back into your EMR, CRMs, and ad platforms, with full HIPAA controls and audit trails.
No rip-and-replace required. CorralData connects to your existing EMR, marketing platforms, and financial systems.
EMR & Practice Management






Marketing & CRM




Financial & Operations

Data Warehouses
We can also sit on top of your warehouse with zero re-ingestion. Your data stays where it lives. You get the full AskCorral AI, MCP, modeling, and BI layer.
HIPAA compliance, dedicated infrastructure, governed AI access, and row-level security, built into the foundation, not bolted on.
HIPAA Compliant
We sign a Business Associate Agreement with every customer before data flows. Your patient data is handled in full compliance with HIPAA.
Isolated Instance
Your own isolated instance on AWS with its own endpoint, never co-mingled with another customer's data. Your data stays completely segregated.
Zero AI Data Retention
AskCorral queries run with zero data retention. Your data never trains a model. BAAs in place with both Anthropic and OpenAI.
Row-Level Security
Each role sees only what they're entitled to, enforced at query time across every dashboard, AI response, and autonomous action.
Pharmaceuticals · Enterprise
See how Pfizer unified fragmented vaccine marketing data to measure real impact on adoption across demographics, in a highly regulated environment.
Read case study →ENT · Multi-Location
See how ADVENT, a 35-location ENT practice, tied every marketing dollar to fulfilled patient revenue across all of its clinics.
Read case study →
CorralData connects to over 600 data sources including Zenoti, athenahealth, Meevo, PatientNow, Nextech, ModMed, Cerbo, and many more. Beyond EMR and PMS systems, CorralData also integrates with marketing platforms like Google Ads and Meta Ads, CRMs like Salesforce and HubSpot, and financial systems like QuickBooks and Sage Intacct.
Yes. CorralData is fully HIPAA compliant with enterprise-grade security, end-to-end encryption, role-based access controls, and a signed BAA available for every customer.
Most healthcare organizations are live in days, not months. CorralData's team handles all data connection, business logic mapping, and KPI configuration — built around how your business actually operates.
CorralData tracks patient retention rate, revenue per location, patient LTV, provider utilization, LTV:CAC ratio, no-show rate, marketing ROAS by channel, schedule fill rate, rebooking rate, and any other metric that exists in your connected data sources.
Yes. CorralData specializes in multi-location and multi-brand healthcare organizations, including PE-backed rollups. The platform consolidates data across locations, brands, and systems into a single unified view.
Book a 30-minute demo and see a live dashboard built for your portfolio, with your actual KPIs, in real time.
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