Managed Plan Options

STARTER - $199/mo

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

  • Custom clinical metrics

  • Weekly automated refresh

  • Quarterly check-ins (30 mins)

  • Small quarterly dashboard tweaks/updates

  • Support & monitoring to make sure all is well

  • About the same price as services like Practice Vital, but built specifically for your practice

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

GROWTH - $299/mo

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

  • Everything in the STARTER plan

  • Quarterly check-ins (1 hour)

  • Up to four data connections - EHR, Accounting/Payroll Software (i.e. Quickbooks & Gusto), CRM or other inquiry data source

  • Multi-system integration & dashboard build - $2,500 one-time

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

  • Unlimited data connections

  • Unlimited dashboard additions

  • Priority support

  • Full analytics architecture & implementation - $2,500 one-time

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.