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CaseLift Analytics

Know exactly where your practice stands, every single day

CaseLift Analytics connects to your PMS and turns your raw data into 11 live dashboards, from production and collections to insurance, providers, and projections. The numbers you run your practice on, without pulling a single report.

CaseLift · Analytics Overview
๐Ÿ“Š Live from Dentrix · updated this morning
Production MTD
$184,200
โ–ฒ 12% vs last month
Collection rate
96.4%
โ–ฒ 1.8 pts
Hygiene reappointment
84%
โ–ฒ 5 pts
Active patients
2,418
+32 this month
Production trend · 6 monthsโ–ฒ 18%
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 11 live dashboards synced straight from your PMS, with Ask CaseLift on top of all of them. Open the tab and the numbers are already there.

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Ask CaseLift

Ask a question in plain English and get an answer built from your practice's own data.

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Overview

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

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Production

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

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Collections & AR

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

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Insurance

Open claims and aging by payer, so held-up insurance money never sits unnoticed.

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Patients

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

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Hygiene

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

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Treatment

Case acceptance and unscheduled treatment, the pipeline behind next month's production.

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Providers

Production and key rates by provider, so you can coach with numbers instead of hunches.

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Projections

Where the month and year are heading, forecast from your own trends and explained in plain English.

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Profit Maximizer

Shows where profit is hiding in the practice and ranks where acting pays off first.

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Fee Optimizer

Audits your fee schedule and flags the codes you're billing below where you should be.

Fee Optimizer

Most practices are underpriced and have no way to know it

Fees get set once, then carried forward for years. Fee Optimizer reads your last twelve months of billing, puts every code against the market, and shows you the money sitting in your own fee schedule.

Every code against the market, ranked by what it's worth

Not a report to interpret. The codes you're billing under, with the number attached to each one.

  • Built from your own billing. Real fees, real volume, straight from your PMS.
  • Positioned against the market. Every code placed between the 50th and 90th percentile.
  • Priced at your volume. The gap times how often you bill it, so routine codes often win.
  • Catches what nobody reviews. Fees that haven't moved in a year, and codes billed inconsistently.
How it works

From demo to live dashboards in a day

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

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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.

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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.

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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 Eaglesoft Open Dental Curve Dental + 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
โœ•Pull reports one at a time
โœ“One live dashboard, always current
Freshness
โœ•Snapshots that age the moment you export them
โœ“Synced automatically from your PMS
Seeing the whole picture
โœ•Production, collections, and hygiene in separate reports
โœ“Every key metric side by side
Trends
โœ•Build them yourself in Excel
โœ“Tracked for you, month over month
Setup
โœ•Hours of exports and formulas
โœ“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 11 live dashboards, from production, collections, and insurance to providers, projections, and profit tools, so you always know where the practice stands without pulling reports. It's a flat monthly plan, 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, each with an experienced virtual coordinator working your patients. 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, and nothing starts over. Your PMS connection and your data come with you, and your coordinator goes to work on the same numbers you have been looking at. Since every engine plan includes Analytics, you stop paying for it 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 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, both worked by an experienced virtual coordinator, and both include Analytics at no extra cost.
See the Engines →

See your numbers by tomorrow morning

Connect your PMS in minutes and run your practice on live data. No contracts, cancel anytime.

Month-to-month ยท no contracts, cancel anytime