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Reporting & Insights

Turn data into growth opportunities

Generate detailed reports on practice performance, uncover trends, and identify exactly where your next growth opportunity is hiding.

Reports that drive action

Pre-built and custom reports designed specifically for dental practice owners and managers.

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Production Reports

Track daily, weekly, and monthly production by provider, procedure, or location. See exactly where your revenue is coming from.

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Case Acceptance Analysis

Understand why patients say yes — or don't. Break down acceptance rates by treatment type, presenting provider, and dollar amount.

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Patient Acquisition

Track where new patients come from, cost per acquisition by channel, and lifetime value to optimize your marketing spend.

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Recall & Retention

Monitor recall rates, identify patients who are overdue, and track retention metrics that predict long-term practice health.

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Financial Summaries

Collections, outstanding AR, payment plan performance, and insurance reimbursement rates — all in one comprehensive financial view.

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Custom Dashboards

Build your own dashboards with the metrics that matter most to your practice. Drag, drop, and share with your team.

Insights delivered how you want them

Automated reporting that keeps your team informed without the manual work.

1

Choose Your Reports

Select from pre-built templates or create custom reports tailored to your practice's specific KPIs and goals.

2

Schedule Delivery

Set up daily, weekly, or monthly email reports for yourself and your team. Everyone gets the data they need automatically.

3

Act on Insights

Use actionable recommendations to improve case acceptance, reduce no-shows, optimize scheduling, and grow revenue.

Stop guessing, start growing

See how YesSmile.AI reporting tools help practices identify and capture growth opportunities.