Creating a plan is the fun part. Doing the math, for some, is not so fun. But, the math has to work or else the business will go, well, over the edge!

Gathering big data is just part of your business analytics solution. The rest of it involves understanding what to do with that data, and learning how to use it for your best business advantage. We help to visualize the financial aspects of your marketing plan in real time, with tracking everything from Events, Referrals, Social Media performance, Budget building and operations, to communicating with your team about upcoming events and managing RSVP lists. We provide the tools that do what no one wants to do but every practice with a marketing program need. It’s about figuring out this information can help you learn more about your business, learn how to make your business better, and then making it all happen. 

Operient Inventory

Whether your practice is a single location or has 500 locations, keeping a watchful eye on inventory is a must. Oddly, many practices just "wing it" and hope for the best. Well, as the great Yogi Berra once said, "You've got to be very careful if you don't know where you are going, because you might not get there." This mentality usually does not lead to a pleasant outcome.
Our Inventory module helps to organize the chaos by providing realtime data on good ordered, received, invoiced paid, and movement of supplies from central storage to locations. It delivers trigger for reorders and helps keep those pesky receipts in a safe place to reconcile upon receiving the goods.
Our goal is to help minimize those "we can't do that because we don't have that in stock" moments. THOSE hurt patient care and tarnish customer trust. We help build that trust by helping you to be prepared. If you have the goods in stock, then you're one step close to delivering on your expertise.

Get to "Wow, yes!" with client-friendly Contracts and Agreements. Our system improves the workflow from treatment discussion to signature with speed and ease.

It's about giving your client control, but with guardrails.

We help you build payment options, contracts, and agreements while providing easy channels to communicate with clients. They will be able to receive, review, sign, and return - all from their device, at their own pace.
Our document storage system allows you to retrieve agreements in case you ever need them in the future.