Talk to Your Data and Transform
Your DSO

Your time is too valuable to waste on disconnected systems and manual spreadsheets. Bring your data together, get instant insights to fix inefficiencies, fill schedules, and uncover lost revenue. Whether you are managing 5 practices or 50, you’ll have the tools to act fast and grow smarter.

Why choose Visio360?

Imagine a world where all your data works together, insights come to you before you ask, and scaling your DSO feels effortless. Visio360 empowers your team to work smarter, not harder—automating tedious tasks, uncovering hidden opportunities, and providing the clarity you need to drive growth and deliver better patient experiences.

Unify Your Data,
Simplify Your Day

Replace silos with a single, integrated platform. All your EMRs, payroll, financial data, and more in one place—no manual spreadsheets required.

AI-Driven Clarity
for Every Role

Whether you're a practice manager, regional director, or executive, see what matters most with custom KPIs and actionable insights tailored to your role.

Effortless Scaling
for Growing DSOs

From 5 locations to 50, onboard new practices faster and maintain consistency across your entire organization.

Save Time & Resources Where It Counts

Automate repetitive tasks like report generation, identify cost inefficiencies, and reallocate staff time to high-value work.

Transform Your DSO with Visio360

  • Simplify Revenue Management: Gain clear, real-time visibility into financial metrics to optimize revenue streams and minimize inefficiencies.

  • Cut Costs, Not Corners: Reduce reliance on expensive IT teams by automating reporting and consolidating fragmented systems into one intuitive platform.

  • Make Smarter Decisions, Faster: With AI-powered insights and instantly generated reports, you can turn complex data into actionable strategies that drive growth.

  • Grow Your Organization’s Value: Impress stakeholders with operational efficiency, transparency, and proprietary technology like the AI Knowledge Model—adding measurable value to your bottom line.

Who Uses Visio360?

We streamline operations and empower every role within a DSO by addressing their unique challenges and delivering actionable insights.

CEOs & COOs

Gain a clear, big-picture view of your organization’s health with real-time financial metrics, labor costs, and practice-level performance. Make strategic decisions with trends and KPIs tailored for long-term growth.

What We Solve: Disconnected data, lack of financial transparency and lengthy reporting cycles.

Key Features: Lower labor costs, improve EBIDTA and streamline integrations of new acquisitions.

CFOs & Financial Analysts

Get a 360° view of your business with real-time financial dashboards that simplify reporting and improve decision-making. Track key metrics like EBITDA, cash flow, and cost reductions while ensuring compliance across your DSO.

What We Solve: We address scattered financial data, time-consuming reporting processes, and inefficiencies in compliance, giving you clear insights into your critical performance metrics.

Key Features: Financial dashboards for tracking EBITDA and costs, PE - grade quality of earnings metrics.

Regional & Operational Managers

Focus on what matters most with actionable insights into labor allocation, schedule efficiency, and revenue tracking. Identify problem areas quickly, whether it's a practice falling behind or inefficiencies in staffing.

What We Solve: Time-consuming manual reporting
and lack of actionable insights.

Key Features: Improved Revenue Cycle Management (RCM) through role-specific dashboards, patient retention tracking and optimization.

Practice Managers
& Dentists

Stay on top of daily operations with simplified, accessible reports. From tracking appointments and collections to understanding clinical metrics, get the tools to improve patient outcomes and operational efficiency.

What We Solve: Overwhelming administrative tasks and limited visibility into day-to-day performance.

Key Features: Automated daily checklists and insights to reduce inefficiencies and reclaim valuable time.

Seamless Integrations
for Your DSO

Visio360 connects with all your essential tools—marketing, HR, EMR, financial systems like QuickBooks, and call center analytics—ensuring a smooth data flow and actionable insights across your entire organization.

Core Features

Forget juggling spreadsheets or guessing where your revenue went—our platform connects every corner of your business, shows you exactly where to act, and helps you turn data chaos into growth opportunities.

Unify Your Data

Combine EMRs, financial tools, HR platforms, and call center data into one secure hub. No spreadsheets, no silos—just clear, actionable insights in real time.

AI-Powered Insights

From lost revenue to staffing inefficiencies, Visio360 helps you spot trends, predict outcomes, and focus on what drives growth—all with AI-driven dashboards and conversational search.

Instant Reporting

Generate real-time reports in minutes—no coding or IT needed. Save hours every week and get the data you need when you need it.

Seamless Integrations

Connect with tools like QuickBooks, Gusto, and your EMR. Keep your workflows intact while unifying your data across platforms.

Scalable for Growth

Standardized KPIs and clear visibility make onboarding new practices a breeze. Scale without the growing pains.

Streamline Operations

Fix scheduling gaps, reduce staffing inefficiencies, and recover lost revenue with AI-powered alerts and insights—so your team can focus on patients, not admin work.

Powered by Claritype AI

Claritype is the AI engine behind Visio360, enabling natural language exploration of your data. Simply ask questions like “Where are we losing revenue?” and get instant, actionable insights to drive smarter decisions.

Dashboards That Work
as Fast as You Do

Create and customize dashboards without engineering help. Track revenue, patient retention, and labor costs—all tailored to your goals. Skip the spreadsheets and get actionable insights instantly.

Track Key Metrics

Dashboards like "Daily Production vs. Collections" and "Patient Retention Trends" help improve cash flow, patient engagement, and overall growth.

Spot & Fix Revenue Leaks

With dashboards like "Labor Cost vs. Revenue" and "Missed Appointments," quickly take action to recover lost revenue and optimize operations.

Gain Multi-Location Insights

"Regional Trends" and "Practice-by-Practice KPI Comparisons" make it easy to replicate success and improve underperforming locations to boost profitability.

“I’ve been searching for a comprehensive solution to track all our operational performance analytics in one place. After years of looking, and trying other platforms with no avail, I’ve finally found it with Claritype and it's been a complete game-changer! Claritype saves hundreds of hours each year by automating the process of pulling and analyzing reports, which in turn has improved our efficiencies and also decreased our need for additional personnel hours. With Claritype, I now have more time to focus on growth and strategy, and it’s given me the motivation to continue driving our company forward. Look no further, Claritype is your solution!”

Stephanie

Director of Operations, Ortho DSO

Smarter Data for DSOs

Learn how to eliminate manual data headaches and unlock real-time insights in our latest podcast. Discover practical strategies to streamline operations and make faster, smarter decisions.

Learn what’s possible for your DSO

Discover how to streamline your DSO

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