Data That Talks Back: Driving Action From Dashboards
Data dashboards aren’t enough — growth today requires actionable insights delivered to the people doing the work. In this episode, hosts Amol Nirgudkar and A.J. Peak welcome Elliot Zibel, Founder and CEO of ClariFi Health, and Mick Janness, CEO of Oakpoint, to explore how modern DSOs can move from static reports to real-time decision-making. Together, they break down the tools, strategies, and KPIs that move the needle and explain why solving data infrastructure early can unlock EBITDA and drive long-term scalability.
Key Takeaways:
(04:37) Multiple PMS systems make it hard to standardize processes across practices.
(11:20) Data needs to be clear, focused, and actionable for those driving outcomes.
(20:02) Real intelligence means turning data into action, not just showing the past.
(25:02) AI is less about hype and more about supporting smarter, prioritized decisions.
(32:58) Without proactive data, many DSOs are flying blind each month.
(36:17) Phones and unscheduled treatment are key to filling open slots.
(40:56) Simplifying data helps front desk teams focus on what truly matters.
(45:17) Strong morning huddles directly boost team performance and daily outcomes.
(50:27) The right data, paired with context and coaching, drives efficiency and accountability.
(54:25) More X-rays fuel better AI, diagnostics, and treatment acceptance.
Resources Mentioned:
ClariFi Health website
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