Managed Plan Options

STARTER - $199/mo

Perfect for practices that want customized clinical metrics & KPIs from their EHR data.

  • Custom clinical metrics & KPIs

  • Weekly automated refresh

  • Quarterly check-ins (30 mins)

  • Support & monitoring to make sure all is well

  • Custom dashboard build & onboarding - $1,500 one-time

GROWTH - $349/mo

Best for practices that want a more complete look at their practice, including inquiry conversion analysis, financial summaries and clinician profitability.

  • Everything in the STARTER plan

  • Quarterly check-ins

  • Includes 1 hour of dashboard updates & enhancements per quarter*

  • Up to three system connections - such as EHR, accounting software (e.g. QuickBooks), payroll software (e.g. Gusto), or CRM

  • $2,500 one-time fee for the multi-system integration & dashboard build

ANALYTICS PARTNER - $499/mo

For practices who want me to be their analytics guy.

  • Everything in STARTER and GROWTH

  • Monthly analytics meetings

  • Data & process consulting

  • Customized Refresh Schedule

  • Unlimited data connections

  • Includes up to 5 hours of dashboard updates & enhancements per quarter*

  • Priority support

  • $2,500 one-time fee for the full analytics architecture & implementation

Power BI Licenses

Each dashboard viewer needs a Microsoft Power BI license ($11/user/month) - this is required by Microsoft. One license is included in your plan. See more below in the FAQs.

*Included hours apply to routine changes to existing dashboards and analytics. Major changes to data sources, platforms, or underlying data structures - including EHR, accounting, payroll, or other system migrations - are scoped separately and are not included in the quarterly hours. Additional development work is billed at $150/hour.