From Chaos to Clarity in One Single Platform

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.

See Your Data Today

Your Data Is Everywhere.
Your Insights Are Nowhere.

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?

Multiple systems, zero 
visibility

Your call tracking, EHR, billing, and ops don’t talk to each other—leaving you blind when it matters most.

Hours building reports, minutes using them

By the time you finish a report, the data is already outdated.

IT bottlenecks blocking answers you needed yesterday

Waiting on tickets slows decisions. Your team deserves answers now.

One Platform. All Your Answers.

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.

Connect Everything In Weeks, Not Months

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.

See Real-Time Metrics That Matter

Track patient flow, revenue cycle performance, and operational efficiency as they happen—not weeks later. Make confident calls with always-current, role-specific dashboards.

Get Insights Without IT Dependency

Skip the ticket queue. Access, filter, and share the data you need instantly—no coding, no delays, just answers when you need them.

From Setup to Insights
—Fast

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.

  • Quick Start (30-60 Days)
Launch Fast. See Results Faster.
  • Connect up to 5 core systems.
  • Access pre-built dashboards by role.
  • Includes training & onboarding.
  • ROI insights within the first 30 days.
  • Full Platform (60-90 Days)
A Complete Analytics Transformation.
  • Unlimited data sources.
  • Custom dashboards for every team.
  • Advanced filters, alerts, and drill downs.
  • Security review & compliance setup.
  • Full Platform (60-90 Days)
Built For Scale, Designed For Complexity.
  • Tailored AI/ML models.
  • Predictive analytics & forecasting.
  • Executive reporting suite.
  • Dedicated implementation team.
  • SLA-backed performance.

From Chaos to Clarity in 30 Days

We Connect

We link all your systems – EHR, billing, ops, and more – into a single secure pipeline.

We Build

You get pre-built, role-specific dashboards with the metrics that matter most.

You Decide

With answers at your fingertips, your team can move faster and make smarter decisions.

You Scale

Your data foundation grows with you—ready for new sites, services, and advanced analytics.
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We Connect

We link all your systems – EHR, billing, ops, and more – into a single secure pipeline.

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We Build

You get pre-built, role-specific dashboards with the metrics that matter most.

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You Decide

With answers at your fingertips, your team can move faster and make smarter decisions.

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Marketing

Track ROI, campaigns, and patient acquisition

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Real Healthcare Organizations. Real Results.

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.

Explore The Platform

23

%

Reduction in program exits
Data Visionary spots early discharge risks and helps keep clients under care.

45

%

Faster collections.
Optimize revenue with unified billing and Payor insights for SUD and MH providers.

2

x

ROI in year one.
Measure marketing impact fast—Data Visionary drives higher ROI.
Call Tracking Software
Customer Relations Management
(CRM) Software
Electronic Health Records (EHR) Software
Revenue Collections Management
(RCM) Software
Lead Funnel Overview Dashboard
Admissions Intelligence Dashboard
Billing, Revenue and Payor Dashboard
Executive Financial Overview Dashboard

Real-Time Healthcare
Analytics for Every Team

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.

Explore The Platform

Connect Any System

Integrate without the headaches. With 50+ ready-to-go integrations for EHR, billing, CRM, marketing, and operations, your data works together seamlessly.

Instant, Live Dashboards

Make decisions in the moment. Real-time updates keep data current—no refresh needed—so you can act quickly and confidently.

Scales With You

Built to grow with you. From single-location practices to national systems, Data Visionary adapts easily to your evolving needs.

When Your Data Works, Everything Works

Here’s what it looks like when healthcare teams finally have the clarity they need.

Mike Sisk

Founder CEO Mind Body Optimization

Mind Body Optimization

"DataVisionary.ai has quickly become the most important tool in my growing business. The custom reports and dashboards they have created for Mind Body Optimization allow us to scale our locations, providers and help more clients get treatment faster."

Results Achieved

33%
In new patients quarterly
26%
Month-over-month growth rate

Dr. Sarah Thompson

Chief Operating Officer

Riverside Medical Group

"DataVisionary.ai completely transformed how we use data. Our teams now make faster decisions with confidence, and we’ve seen incredible improvements in patient outcomes and operational efficiency."

Results Achieved

25%
Increase in operational efficiency
18%
Reduction in patient readmissions

Frequently Asked Questions

How quickly can we start using Data Visionary?

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.

Is Data Visionary secure and HIPAA compliant?

Yes. Data Visionary is HIPAA-compliant from day one, with enterprise-grade security standards that keep your patient and financial data protected.

Will Data Visionary work with our current EHR and billing systems?

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

What training will our team receive?

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.

Do we need to purchase extra hardware or software?

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.