The Scotoma Practice Insights 360 Suite integrates every major driver of Practice performance into a unified, easy-to-use platform:

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• KPI and Operational Metrics

• Practice, Doctor, Location and Financial (EBITDA) Budgets that sync with actuals for continuous forecasting

• Deep dives into Frames, Lenses and Contact Lens sales and margins

• Optician Performance Analytics

• "What If" planners that reveal opportunities and show exactly where to focus to improve results

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Perfect for: Practices that want deeper understanding, smarter planning and a unified view of performance.

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KPI 360

 

Your Practice at a Glance 

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Turn complex Practice data into a clear set of key performance indicators that matter most. KPI 360 gives Owners and Managers a monthly view of revenue, profitability, patient flow, provider productivity, collections, optical, staffing efficiency, and cash flow. Know exactly where the Practice is performing well and where attention is needed. 

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Key Benefits 

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• Monthly KPI dashboard 

• Track trends month-over-month and year-over-year 

• Custom scorecards for Owners, Doctors, Managers, Optical staff  

• Early warning indicators for performance issues 

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Practice Performance 360 

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See the Complete Health of Your Practice 

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A clear, no‑nonsense view of your Practice’s health. Practice Performance 360 connects operational, financial, and clinical data to provide a comprehensive view of how your practice is performing. No clutter. No noise. Just the essential metrics you need to understand where you stand and what needs attention. 

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Key Benefits 

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• Analyze performance across Locations  

• Identify operational strengths and bottlenecks 

• Monitor profitability and efficiency trends 

• Support strategic decision-making with data-driven insights

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Production 360

 

Measure What Drives Revenue 

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Gain complete visibility into Practice, Location and Doctor Production. Production 360 tracks exam volumes, procedures, optical sales, payer mix, collections, and provider productivity to help maximize revenue opportunities while maintaining quality patient care. 

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Key Benefits 

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• Ability to see the detail behind the high-level data 

• Clinic and optical Production reporting 

• Revenue trend and opportunity analysis 

• Fully customizable 

 

Financials 360 

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Financial Clarity for Better Decisions 

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Scotoma Practice Financials 360 transforms your Profit and Loss Statement and Balance Sheet into a single dashboard that helps Practice owners understand what is driving profitability, what wealth is being created and retained within the Practice, how that is funded and where did the profitability actually go.  

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Key Benefits 

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• Understand the story behind your numbers 

• Sources and uses of cash reporting 

• Balance sheet and working capital monitoring 

• Gain the insight of a Fractional CFO without the cost of a full-time hire 

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Forecast 360 

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Plan with Confidence 

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Forecast 360 helps Practices understand where they are headed financially. Create dynamic forecasts by Practice, Doctor and Location Production that flow into a full EBITDA Forecast. 

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Key Benefits 

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• Rolling financial forecasts 

• Budget-to-actual reporting 

• Scenario and sensitivity analysis 

• Growth and expansion planning 

 

Benchmarking 360 

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Know How You Compare 

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Compare your Practice's performance against historical trends, internal targets, and industry benchmarks. Benchmarking 360 provides valuable context to help identify improvement opportunities and validate strategic decisions. Dig deeper beyond high level KPI’s into Frames, Lenses and Contact Lens Margins. 

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Key Benefits 

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• Internal and external benchmarking 

• Doctor and location comparisons 

• Industry KPI comparisons 

• Best Practice identification 

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Valuation 360 

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Understand What Your Practice Is Worth

 

Whether planning for growth, partner transitions, acquisitions or succession, Valuation 360 provides meaningful insight into the factors that influence Practice value. Understand how operational and financial performance impacts enterprise value. 

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Key Benefits 

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• Practice value assessment 

• Value driver analysis 

• Acquisition and transition planning 

• Equity and ownership strategy support 

 

Custom Insights 360 

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Answers to Your Most Important Questions 

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Every practice faces unique challenges. Custom Insights 360 provides tailored analysis, dashboards, and reporting designed specifically around your goals, questions, and decision-making needs. 

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Key Benefits 

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• Custom dashboards and reports 

• One-off strategic analyses 

• Practice-specific KPI development 

• Executive decision support 

 

Data Management 

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The ability to bring in other disparate data to integrate with your Practice Management Systems, Accounting, and Payroll for meaningful data analysis.

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