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Leads source connections, transformations, automation, and reporting reliability.
We reconcile booking, payment, membership, finance, and attribution data into one dependable operating view across treatments and providers—with location comparisons when they matter—then keep it reliable after launch.
Useful for one location, a growing group, or an operator preparing for consistent expansion.
30 minutes. No patient or clinical information. Your Reporting Gap Map arrives within 2 business days.
A useful scorecard starts with agreed operating questions. Each answer is tied to a documented definition, source, owner, and level of detail.
How much revenue was booked, how much was collected, and which timing, refund, package, or membership differences explain the gap?
Which provider receives credit when the person who consults, books, or sells is different from the person who performs the treatment?
Which treatments and categories are changing the mix, and how are those changes affecting revenue and appointment capacity?
Which completed visits result in a future appointment, using an agreed window and treatment-specific definition?
Which clients return within the period that matters for their treatment plan, and where is repeat activity weakening?
How are enrollment, recurring collections, redemptions, pauses, cancellations, and outstanding balances affecting performance?
How much available provider or treatment-room capacity is filled, and which schedule assumptions belong in the calculation?
Where are cancellations and no-shows reducing productive time, and how should late changes and rescheduled visits be classified?
Can every location be compared using the same definitions while owners and managers still see the detail they are responsible for?
MarinoDMC is a managed reporting layer over approved business systems—not an EMR, practice-management replacement, or self-service dashboard license.
We assess access, available fields, historical coverage, refresh behavior, and data quality during scoping. Advertising data is included only when it supports an agreed business question, such as connecting spend to consultations, bookings, or collected revenue.
The engagement begins with the decisions your practice needs to make and the definitions your team will use—not a prebuilt dashboard template.
Choose the first decisions the reporting must support, identify the people who own the numbers, and agree on definitions, sources, access, deliverables, and timing.
Connect the approved business sources, document the calculation rules, reconcile totals, and validate the management view with the people who use it.
Monitor scheduled refreshes, diagnose routine defects, and make the bounded improvements included in the selected support plan as the practice changes.
Start with a reconciled reporting build, then choose the level of monitoring and improvement your team needs.
A reconciled management view built around one clearly defined operating problem.
Hide build detailsFor a stable reporting setup that needs a dependable operating check.
View plan detailsFor reporting that needs measured improvement as the business evolves.
View plan detailsFor groups that need location views, a rollup, and a planned reporting roadmap.
View plan detailsReview the support terms, exclusions, ownership, and handoff that apply to every plan.
View all termsThe same specialists define, build, validate, and support the work, so context stays intact from the first question through ongoing improvement.
Leads source connections, transformations, automation, and reporting reliability.
Leads metric definition, dashboard design, validation, and operational reporting.
Professional profileDefinitions, systems, scope, support, ownership, and data boundaries are agreed before the reporting build begins.
A scoped build can cover booked and collected revenue, provider and treatment performance, treatment mix, rebooking, retention, utilization, cancellations, memberships, and location rollups. The final metric list and calculation rules are agreed before the build begins.
Yes. A first build can focus on one practice or one location. Multi-location work adds agreed location views and a group rollup so comparisons use consistent definitions. Public plan limits still apply.
A starting build typically takes two to four weeks after the required access and metric definitions are approved. Source complexity and the agreed deliverables determine the final schedule.
No. MarinoDMC works with business, operational, financial, booking, and attribution data. Patient records, clinical information, and protected health information are excluded. Do not send that information through this website, email, or Calendly.
No platform replacement is assumed. We first assess the approved systems you already use, the access and fields they make available, their refresh behavior, and whether those sources can support the agreed business questions.
We do not impose a universal attribution rule. During scoping, your team agrees on how consults, bookings, treatment delivery, product sales, packages, and memberships should be credited. We document that rule and validate the resulting totals.
Ongoing plans include the scheduled-refresh monitoring, review, diagnosis, and routine repair described in the selected plan. New sources, custom connectors, platform replacements, and material schema changes receive a separate scope.
Your source accounts, business data, and agreed deliverables remain yours. Access, third-party costs, client-owned artifacts, handoff, and any additional migration work are agreed as part of the engagement boundaries.
In 30 minutes, we’ll map the systems involved, clarify the operating question creating the most uncertainty, and recommend a practical first scope. You’ll receive a concise Reporting Gap Map within 2 business days.
Scheduling opens in Calendly. Do not include patient or clinical information.