Practice By Numbers Reviews

“metrics and messaging”

Pros

Having access to so many useful metrics has really helped me improve how our office runs. I use it every day during huddle to keep everything organized and it's really convenient being able to communicate with patients from the same platform instead of relying on a separate third-party system. Connecting it to our database was also pretty easy even when we changed EHR software.

Cons

One thing I'd still like is more flexibility to customize certain metrics or turn specific items on and off, like Gross vs. Adjusted monthly projections. I've also noticed that some past information doesn't refresh once it's already in the system. For instance, if numbers from a previous year get updated in our EHR, the metrics for that month and year stay frozen here. The same thing happens if we go back into a chart and later add where a patient was referred from, it won't update unless that information was entered when the chart or initial appointment was first created. Even so, these feel like relatively minor issues overall.

“analytics workflow boost”

Pros

This software made a huge difference in our daily workflow. The eligibility feature uploads straight into the patient's chart so utilization is clear and easy to spot. The analytics side is incredibly flexible and can produce just about any report we need. On top of that, the communication tools are a big help, calls, texts and emails are all tracked and flow directly into the commlog without extra effort. The app syncing right into the chart in Open Dental and showing both patient and family information makes handling calls so much simpler. There are honestly so many things to love about this software. It has taken so much of the hassle out of our everyday tasks and really fits the idea of working smarter, not harder. It covers so much for us that I can't imagine getting through the day without it.

Cons

What I'd really like improved is how unscheduled treatment follow-ups and tasks are tied to saved treatment plans in Open Dental. If a treatment is no longer needed and gets deleted from the treatment plan, the system still sends the patient emails about it. It also generates a follow-up task to call the patient about unscheduled treatment even though that treatment no longer applies. It would also be very helpful to have an option to block certain codes from this algorithm so made-up codes with zero fees in the treatment plan are not emailed out to patients.

“clean and responsive”

Pros

Right away, the clean and simple interface makes the system simple to navigate so staff at any level can pick it up without much trouble. Whether someone is a practice manager or a clinician, it offers an accessible way to handle everyday tasks and keep things organized. Customer support is another strong point. The team is responsive, helpful and quick to step in when something comes up. They also provide great training materials which makes onboarding and troubleshooting much easier. With support available through chat, phone or email, it feels reassuring to know help is always close by.

Cons

Every now and then, there are bugs or minor system glitches that can interrupt workflow for a bit especially during busy high-traffic periods when the platform is under heavier use though it does not happen very often.

“perfect practice fit”

Pros

Having one platform handle analytics, patient communication, patient forms and consent forms has been a big plus for us. It works alongside our practice management software and fills in the gaps that software can't handle on its own. Because of that, we're able to keep things simple and rely mainly on Dentrix plus this system for what we need day to day. Another thing I appreciate is that the software keeps evolving and adding improvements over time.

Cons

With so many features packed in some of the smaller details can get overlooked. The platform seems to be expanding all the time which is good but I'd like to see more focus put on refining the current features and tightening up the existing information.

“constant innovation”

Pros

Working with my success manager, Suzanna, has been fantastic. I've sent her tons of questions and asked for plenty of Zoom calls and she has always been willing to help and track down the answers I needed. I also really appreciate how consistently the platform keeps improving. It feels like there's a new feature coming out almost every month.

Cons

One thing I'd still love to see is the ability, as a provider, to edit the medical history forms or add notes to them.

“communication powerhouse”

Pros

At Godley Station Dental, this has been a fantastic addition for our team. We use it to stay in touch with patients, boost appointment numbers and make our day-to-day operations more efficient. The reporting from custom email campaigns has been particularly useful for measuring how well our outreach is performing. We also really value the webinar training sessions since they help keep everyone on our team current on the software's features and functionality. Thank you for it!!

Cons

When you're completely new to the software, getting around it at first can be a bit challenging.

“texting workflow win”

Pros

One of the biggest advantages for our office is how quickly support responds. I can send a question through their website and get a timely reply from a real person in the US and every conversation stays logged so I can go back and review it whenever I need to. My front desk staff signs in every morning and uses it to text patients throughout the day which has become a big part of our workflow. Those messages are automatically recorded in our practice management system and everything I do in the platform flows straight into Eaglesoft so we don't have to enter the same information twice. New patients get a text with a link to their intake forms and those forms automatically fill in much of their patient record. Setup was easy and the system is very user-friendly. I can also send statements and collect payments and those payments post automatically into our practice software. On top of that, information I used to pull from several different reports in my practice management system is now available in one place through a single report.

Cons

The only area I've had trouble with was the last time I tried using the online schedule page. I couldn't find what I needed at the time but I was too busy to reach out for help and haven't gone back to it in a few months since it's not a feature I use very often. I'm fairly confident that if I contacted support, they'd be able to help me sort it out.

“revenue IQ favorite”

Pros

One thing that really stands out with this program is how many functions it gives us to work with. You can go very in-depth with Revenue IQ and it helps a lot with tracking unscheduled treatment and family members who still need appointments. The platform is also user friendly which makes it practical for everyday use. Whenever we need help understanding something, customer service is quick to step in and assist. Honestly, this is a tool we use in our office every single day.

Cons

About the only drawback that comes to mind is how last-minute hygiene appointment offers were a bit simpler in Lighthouse. With this program, you have to set up a campaign first so it just adds a few extra steps.

“scheduling made easy”

Pros

Since we started using it, managing our schedule and staying in touch with patients has improved a lot. It helps us catch openings in the schedule and gives us ways to keep the calendar full. One thing we really appreciate is how well it supports patient communication. Having everything in one system makes the whole process much more efficient. The integration process was easy and now it's the software we use every single day.

Cons

There's a lot packed into the platform so it can feel a bit overwhelming trying to make sure you're taking advantage of every feature. That said, the customer service team is excellent and always there to help whenever needed.

“instant support access”

Pros

Right from the start, everything fit right into our existing software and the platform comes with a ton of features. On top of that, the support team is reachable by text and replies almost immediately whenever help is needed.

Cons

At this point, I honestly haven't run into any drawbacks and that's after using the software for several months.

“client communication tools”

Pros

Handling data and staying in touch with clients has been really valuable with this software.

Cons

There are a ton of features packed into it and to really get the most out of everything, you almost need someone in the office who specializes in using it.

“dental growth platform”

Pros

After nearly four years of using it, I'm convinced this is one of the most complete and customizable solutions available for dental practices. It helps reduce costs by handling so many functions in one platform that would otherwise require several different tools. There's a learning curve because of how much it can do but that same depth is what makes it so powerful. If you want real visibility into your practice data, this is absolutely essential, running without it would feel like driving a car with no gauges. Another big plus is that they keep adding new features and continuing to improve the product. On top of that, their customer support is outstanding and always willing to help. At this point, it would be very difficult to manage my practice efficiently without it.

Cons

Because the system is so capable, it does take time to learn and set up the way you want. One thing that would really help is a YouTube channel with lots of short training videos so users can get up to speed faster.

“cloud-based solution”

Pros

I have used it for almost two years and I can say it replaced two separate companies we had been paying for the same work by bringing everything together in one great, well-rounded system. The switch happened so quickly that I honestly don't remember running into any issues during the transition. At first, my staff and I had a hard time adjusting to the program but the support team stayed with us the whole way and really helped build our confidence in it. Having a cloud-based platform has also been a huge plus since everyone on our team can use it every day even when they're away from the office.

Cons

I really don't have any complaints about it.

“dashboard lifesaver”

Pros

From day one, this has been something I recommend without hesitation. We rely on it every single day in our office. The biggest advantage for me is being able to see the key metrics I need all in one place. Before this, I had to pull report after report just to get a basic overview. Now everything is on a single dashboard. I even have a custom dashboard set up to monitor the numbers that matter most to me. On top of that, it includes hundreds of metric options I don't use regularly but can pull up anytime I need them, like which insurance carriers our patients use, what their payment rates are and even which ones might be worth reconsidering. We also use the patient forms and communication tools for things like automatic appointment confirmation texts, last-minute messages, reminders about unused yearly benefits and payment requests. Having all of that in one system is incredibly helpful. Their customer support has also been fantastic. There have been plenty of times when I needed help reviewing a patient account and they've always been available and willing to assist. It was also very simple to get set up and make part of our everyday workflow. They offer helpful forums and videos online too which makes learning the system even easier. I'd recommend it 100 out of 100.

Cons

No complaints. It's a lifesaver if you want to manage your practice using real data instead of guessing things like, "It feels like we saw fewer patients this month."

“Great for operations and messaging”

Pros

It didn't take long to start it and having both the daily operations tools and team messaging in one place really helps keep everyone aligned throughout the day. The forms are simple to customize and patients seem to respond very well to the reminder settings.

Cons

There's not much to complain about but I'd really like to see the treatment plan presentation updated. It would be especially helpful for Dentrix users since they make up such a large part of the market. Features like financing options and the ability to add intraoral photos and X-rays would make a big difference.

“practice essential”

Pros

Every day in our office revolves around this software and it has supported our team in countless ways. From our morning huddles to wrapping things up at the end of the day, we rely on it to keep the business running. It helps us stay in touch with patients, confirm appointments, complete patient paperwork, consent forms and treatment plans. On the leadership side, I use it to monitor our performance and set meaningful goals. It also gives me a great way to handle marketing and measure ROI. Most importantly, it saves us a huge amount of time which lets us put more attention into providing the best possible care for our patients.

Cons

Honestly, I don't have any complaints about it. The team keeps making improvements and they've gone beyond what I expected at every stage.

“email call summaries”

Pros

Getting email summaries of both positive and less-than-ideal phone conversations has been really helpful. It makes it much easier to keep track of my front team's customer service performance and see how they're handling calls.

Cons

At this point, I haven't come across anything I dislike.

“KPIs and scheduling”

Pros

One thing our team really appreciates is how much deeper we can drill into KPIs compared with other software we've used. The scheduling feature is also a big plus since I can check it without having to remote into my system. Customer support has been excellent whenever needed and it's become something our office relies on every single day.

Cons

Only thing that would make it better is having more training available on all of the features because I'm pretty sure we're not taking full advantage of everything the software can do.

“super helpful platform”

Pros

This software covers just about everything needed to manage reports, patient communication, paperwork, treatment plans, payments and more. It's very user-friendly and anytime you're unsure how to create or send something, customer support is only a click away. The team is always helpful.

Cons

Sheer number of features can feel a bit overwhelming at times but customer support is consistently available and ready to help.

“growth-focused tools”

Pros

This application brings a lot to the table. We keep discovering new ways it can help us better understand, manage and grow our business.

Cons

There's very little to complain about though I do wish patients who need early appointment reminders didn't have to be tagged manually.