The blind spot

Your PMS has the answers. Getting them out is the hard part.

Every number you need to run your practice already lives in your practice management software. But it's scattered across a dozen reports nobody has time to pull, so most decisions get made late, or on gut feel.

End-of-month surprises

You find out production slipped after the month is already gone, when it's too late to do anything about it.

Report archaeology

Production, collections, and hygiene numbers live in different reports, pulled one at a time and stale on arrival.

Gut-feel decisions

Scheduling, staffing, and marketing calls get made on instinct because the data is too painful to reach.

What's inside

Every number that matters, on one screen

CaseLift Analytics keeps five live dashboards synced straight from your PMS. Open the tab and the numbers are already there.

📈

Overview

The whole practice at a glance: production, collections, patient flow, and the momentum behind each one.

🦷

Production

Production tracked by day, provider, and procedure, so you can see exactly what's driving the month.

💵

Collections

Collection rate, adjustments, and outstanding balances, so revenue you've already earned doesn't slip away.

👥

Patients

Active patients, new patients, and attrition, with the trend lines that tell you if the base is growing or quietly shrinking.

🪑

Hygiene

Hygiene production, reappointment rate, and the holes in your schedule, the earliest warning sign in any practice.

🔄

Always current

Synced automatically from your PMS. No exports, no spreadsheets, no waiting on someone to run the report.

How it works

From demo to live dashboards in a day

Book a quick demo, connect your PMS, and your numbers build themselves.

1

🔌

Connect your PMS

After a quick demo, connect Dentrix, Eaglesoft, Open Dental, Curve, or 50+ other systems with a secure, read-only connection. Most practices are live the same day.

2

📊

Your numbers build themselves

CaseLift syncs your production, collections, patient, and hygiene data and keeps every dashboard current automatically. Nothing to export, nothing to maintain.

3

🎯

Run the practice on facts

Check your dashboard each morning and know exactly what needs attention, while there's still time in the month to act on it.

Live data from your PMS Dentrix

+ 50 other leading dental PMS

Why it's different

Retire the spreadsheet ritual

You could keep pulling PMS reports into Excel every month. Or you could open one tab that's already up to date.

PMS reports + spreadsheets

CaseLift Analytics

Getting the numbers

✕Pull reports one at a time

✓One live dashboard, always current

Freshness

✕Snapshots that age the moment you export them

✓Synced automatically from your PMS

Seeing the whole picture

✕Production, collections, and hygiene in separate reports

✓Every key metric side by side

Trends

✕Build them yourself in Excel

✓Tracked for you, month over month

Setup

✕Hours of exports and formulas

✓Connect your PMS once and you're done

Questions

Frequently Asked Questions

What is CaseLift Analytics?

CaseLift Analytics is our reporting plan. It connects to your practice management software and keeps live dashboards for production, collections, patients, and hygiene, so you always know where the practice stands without pulling reports. It's $299 per month, month-to-month.

Does Analytics include patient outreach?

No. Analytics is reporting only, it never contacts your patients. If you want CaseLift to actually work your overdue list or follow up on unscheduled treatment, that's what the Hygiene Engine and the Treatment Engine do. You can start with Analytics and add an engine whenever you're ready.

Which practice management systems does it work with?

Analytics integrates with Dentrix, Eaglesoft, Open Dental, Curve, and 50+ other leading dental PMS. The connection is read-only and syncs automatically, with nothing to export or upload.

How long does setup take?

It starts with a quick demo. After that, the only step is connecting your PMS, and most practices see their dashboards populated the same day.

Is my data secure and HIPAA compliant?

Yes. CaseLift is fully HIPAA compliant. The PMS connection is read-only, all data is encrypted at rest and in transit, and we sign a Business Associate Agreement with every practice before any data is synced.

Can I upgrade to an engine later?

Anytime. Analytics runs on the same platform as the Hygiene Engine and the Treatment Engine, so upgrading doesn't mean starting over. Your PMS connection and your data come with you. And since every engine plan includes Analytics, you stop paying the $299 separately the moment you upgrade.

Is Analytics included with the engine plans?

Yes. Both the Hygiene Engine and the Treatment Engine include CaseLift Analytics at no extra cost. The standalone $299/mo plan is for practices that want the reporting on its own, without patient outreach.

Is there a contract?

No. Analytics is month-to-month with no setup fees, and you can cancel anytime.

Want the numbers worked for you?

The Hygiene Engine fills your chairs and the Treatment Engine closes your cases, and both include Analytics at no extra cost.

See the Engines →

Know exactly where your practice stands, every single day