Unite your Call Tracking, Electronic Health Records, Revenue Cycle Management, and operations data into one optimized dashboard to make faster, smarter decisions—without waiting on IT.

You have mountains of data across your EHR, billing, scheduling, and CRM — but when it’s decision time, all you see are disconnected reports.
Sounds Familiar?
Your call tracking, EHR, billing, and ops don’t talk to each other—leaving you blind when it matters most.
By the time you finish a report, the data is already outdated.
Waiting on tickets slows decisions. Your team deserves answers now.
Data Visionary brings your Web Analytics, Call Tracking, EHR, Billing, Scheduling, CRM, and operations data into a single clear view—built for the way healthcare works. No more spreadsheets or scattered reports—just instant, role-based dashboards with the insights you need.
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Link your EHR, billing, CRM, and operational systems in record time—without complex builds or endless meetings. Go from disconnected data to a unified, secure platform in weeks.


Track patient flow, revenue cycle performance, and operational efficiency as they happen—not weeks later. Make confident calls with always-current, role-specific dashboards.
Skip the ticket queue. Access, filter, and share the data you need instantly—no coding, no delays, just answers when you need them.
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Whether launching in one site or enterprise-wide, we handle setup—connecting systems, building dashboards, and getting teams running fast. From quick pilots to full rollouts, we deliver insights faster.
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Data Visionary doesn’t just deliver dashboards—it delivers measurable change. From patient flow to financial performance, we make your data work where it matters most.

From the Marketing and Admissions to the C-suite, everyone sees the same clear picture. Data Visionary connects all your systems into a single, live dashboard—so decisions happen faster.
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Integrate without the headaches. With 50+ ready-to-go integrations for EHR, billing, CRM, marketing, and operations, your data works together seamlessly.
Make decisions in the moment. Real-time updates keep data current—no refresh needed—so you can act quickly and confidently.
Built to grow with you. From single-location practices to national systems, Data Visionary adapts easily to your evolving needs.
Most teams are live in 30-60 days. We handle the setup—connecting your EHR, billing, and operational systems—so you can go from scattered data to clear dashboards in weeks, not months.
Yes. Data Visionary is HIPAA-compliant from day one, with enterprise-grade security standards that keep your patient and financial data protected.
We offer 50+ ready-to-go integrations, including Epic, Cerner, Athena, AdvancedMD, and more. If you have the software, we can connect to it. If not, our experienced team can advise, and implement a multitude of pre-vetted EHR and billing options
We provide hands-on training and role-specific guides so every team member—from the marketing department to executives—can confidently use their dashboards on day one.
No additional hardware is required. Data Visionary runs in the cloud, so your teams can access it securely from anywhere—no IT rebuilds, no servers, no hassle.