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AI-powered analytics for DSOs & dental groups

The intelligence layer for dental groups. Know exactly which marketing channels are driving your highest-value new patients, which providers are leading on case acceptance, and where your portfolio is leaving production on the table.

HIPAA compliant · BAA available · Live in days

CorralData Dental Analytics Dashboard
100+Healthcare & aesthetics brands
4.9Rated on G2 by dental operators
600+Integrations across PMS, marketing & finance
HIPAACompliant · Signed BAA available
Why Operators Come to Us

Most DSOs are sitting on data and insights they can't easily access.

Your PMS, 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 PMS, QuickBooks, and Google Ads don't talk to each other, so no one has the full picture in one place.

No visibility into underperforming locations

Struggles stay hidden until the monthly review, by then a location can already be down $40K in production.

Recare patients slipping through the cracks

Overdue patients pile up with no prioritized outreach list, and that revenue just walks out the door.

Case acceptance stalls before it's scheduled

Treatment plans get a yes but no booking, and nobody's flagging the gap, so accepted revenue sits unscheduled for months.

Marketing spend with no clear ROI

Leads are tracked, but not through to case acceptance, so you can't tell a cheap lead from a good one.

Month-end reports that take forever

A 3-day manual pull from five different tools, and the numbers are already stale by the time it's done.

Built for Dental

Every metric your group actually needs, live from day one

Connected to your PMS 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 ↓

Dental Practice Command Center dental-demo Live Data App

Total Production

$2.41M

▲ 7.6% MoM · vs $2.24M target

Total Collections

$2.19M

91.2% rate · vs 88.4%

New Patients

847

▲ 14.3% MoM · vs 741

Cost Per New Patient

$312

▼ 8.2% · vs $340

Case Acceptance Rate

68.4%

▲ 4.3pts vs 64.1%

Chair Utilization Rate

79.3%

▼ 2.7pts · 3 locations flagged

Top Performer — Production

Northside

$487K this month, leading the portfolio

Needs Attention — Production

Westside Smiles

11% below target, a $22K recovery opportunity

Production by Location

Northside
$487K
Downtown
$475K
Eastside
$462K
Lakeview
$441K
Westside Smiles
$398K

EBITDA % by Location

Northside
34.2%
Downtown
29.0%
Eastside
26.0%
Westside Smiles
23.0%
Lakeview
21.6%

Total Leads

1,240

▲ 18.2% MoM

Lead to Booking Rate

74.0%

918 exams · vs 69.3%

Cost Per New Patient

$312

▼ from $340, 8.2%

New Patient Funnel

Leads
1,240
NP Exams Booked
918
Showed (Kept)
780
Cases Accepted
583

New Patients by Channel

Google Ads
442
Meta Ads
318
Organic / SEO
214
Referrals
156
After-Hours AI
110

AskCorral — Recommendation

Referral patients convert 34% higher

Shifting 10% of budget to referral incentives could increase revenue per patient by $180

Total Appointments

4,821

▲ 6.4% MoM

Hygiene Reappointment Rate

82.7%

▲ 3.5pts vs 79.2%

No-Show Rate

6.3%

▼ 1.8pts vs 8.1%

Provider Scorecard — Production

Dr. Patel
$87K
Dr. Chen
$81K
Dr. Torres
$74K
Dr. Williams
$62K

Chair Utilization by Location

Northside
91%
Downtown
85%
Eastside
80%
Lakeview
75%
Westside Smiles
68%

AskCorral — Flag

Westside Smiles spike in same-day cancellations

9.4% no-show rate · roughly $22K in monthly production at risk

Active Patient Base

12,847

Stable vs last month

Overdue Patients (90+ days)

3,241

25.2% of base, flagged

Recall Revenue Opportunity

$186K

Unscheduled treatment value

Overdue % by Location

Westside Smiles
31.4%
Lakeview
28.8%
Eastside
24.6%
Downtown
19.2%
Northside
14.1%

Recall Opportunity by Location

Westside Smiles
$58K
Lakeview
$46K
Eastside
$35K
Downtown
$27K
Northside
$20K

AskCorral — This Week's Call List

3,241 overdue patients represent $186K

Calling the top 200 highest-value overdue patients this week could recover $60–70K before month-end

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AskCorral

Use Cases

What DSOs and dental groups actually do with CorralData

From growing dental groups to PE-backed DSOs managing 50+ locations, here's how teams use CorralData every day.

Morning Huddle, Automated

Daily production, schedule fill rate, and AI-flagged insights, ready before the team huddle starts.

Marketing Funnel Visibility

Cost per lead, lead-to-case rate, and initial visit ROAS, tracked by channel and by location.

Provider Performance Scorecards

Production per provider and case acceptance rate, benchmarked across every provider in the group.

Recare & Recall Recovery

Overdue patients, unscheduled treatment value, and recall opportunity, surfaced with the revenue attached.

Portfolio Roll-Up for DSOs

A live, board-ready roll-up of production, EBITDA per location, and location benchmarking.

RCM & Collections Visibility

Collection rate, cancellation rate, and average collection velocity, tracked across the whole portfolio.

How It Works

From scattered data to actionable intelligence

Live in weeks, not quarters, with no engineering lift on your end.

1

Connect

Instantly sync your data with 600+ pre-built connectors. No coding or engineering resources required.

2

Analyze

AI agents surface insights automatically, answer questions in plain English, and surface trends across locations.

3

Collaborate

Align your team. Collaborate within the platform with co-workers and agency partners to stay focused on objectives.

4

Act

Agent-orchestrated connectors push approved actions back into your PMS, CRMs, and ad platforms, with full HIPAA controls and audit trails.

Integrations

Connect your PMS to your entire tool stack

No rip-and-replace required. CorralData connects to your existing PMS, marketing platforms, and financial systems.

PMS & Practice Management

  • Open Dental

If you run something else, tell us during onboarding and we'll build the connection.

Marketing & CRM

  • Google Ads
  • Meta Ads
  • Google Analytics
  • CallRail
  • HubSpot
  • Salesforce

Financial & Operations

  • QuickBooks
  • Sage Intacct
  • Xero

Data Warehouses

Already in Snowflake, BigQuery, or Redshift?

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.

Browse all 600+ integrations
Security & Compliance

Built for clinical-grade data.

HIPAA compliance, dedicated infrastructure, governed AI access, and row-level security, built into the foundation, not bolted on.

HIPAA Compliant

We sign a BAA with every customer before data flows. Standard for every CorralData engagement, not optional.

Dedicated Instance

Every customer gets their own isolated data warehouse, not a shared multi-tenant environment.

Zero AI Data Retention

Your data never trains LLMs. AI agents process your dashboards in isolation and never share it with third-party models.

Row-Level Security

Corporate HQ sees the full portfolio roll-up. Location operators see only their locations, managed centrally.

Full security details

Common questions about CorralData for dental

CorralData connects to the PMS your group runs on. Every DSO's tech stack is different, we build the connection to your specific system, no engineering lift on your end. Beyond PMS, we integrate with 600+ platforms covering marketing (Google Ads, Meta), finance (QuickBooks, Sage Intacct, NetSuite), HR (Gusto, ADP), and call tracking. Book a demo and tell us your stack.

Most DSOs and dental groups are live and running dashboards within a few days of signing. CorralData's team handles everything, PMS connection, data normalization, business logic mapping, and KPI configuration. You don't need to touch a line of code or configure a single pipeline.

No. CorralData is built for dental operators, not data scientists. Our white-glove onboarding team sets up your dashboards, defines your KPIs, and configures everything to match how your group operates. Your leadership and clinical teams can read the dashboards, no SQL required.

Yes. CorralData is fully HIPAA compliant with enterprise-grade security, end-to-end encryption, role-based access controls, audit logging, and a signed Business Associate Agreement (BAA) available for every customer.

CorralData is purpose-built for multi-location scale. Whether you're operating 5 locations or 200, the platform handles portfolio roll-ups, location benchmarking, regional scorecards, and EBITDA tracking across every location in one unified view. As your group grows, through organic expansion or acquisition, new locations are onboarded into the existing data model in days, not months.

Make your data
work for you.

Book a 30-minute demo and see a live dashboard built for your portfolio, with your actual KPIs, in real time.

Book a Demo
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