A healthcare group running both dental and physical therapy practices needed a unified view of clinic performance without leaving their existing CRM environment. We built a fully custom analytics application embedded inside their GoHighLevel sub-account, with dual-workflow data ingestion and Claude AI surfacing growth recommendations automatically from live clinic data.
The client operated dental and physical therapy practices under one parent group, each running on different data systems with different reporting workflows. Their dental practice exported performance data from OpenDental via CSV. Their PT practice tracked appointments and outcomes through Google Sheets.
The practice owners had access to numbers, but no intelligent layer to interpret them. Weekly reporting was manual, slow, and lived completely outside their core operating platform - GoHighLevel. Performance reviews waited on data prep instead of focusing on decisions.
They came to us with a clear ask: build a dashboard inside GoHighLevel that handles both practice types from one interface - and have it actually tell us what to do with the numbers.
Five compounding operational gaps that made data-driven decision-making nearly impossible across two practice types.
Rather than building yet another standalone reporting tool, we engineered a fully custom analytics application hosted as an embedded app inside the client's GoHighLevel sub-account - supporting both practice types from a single interface, with Claude AI generating plain-English business insights from live clinic data.
One embedded app. Dynamic onboarding. Two data ingestion paths based on practice type. Unified AI insight layer feeding both dashboards.
Built the entire analytics platform as a custom app embedded inside the client's GoHighLevel sub-account. Everything lives in the CRM they already work in - no external tools, no tab-switching, no extra logins for the practice managers and owners using the dashboard daily.
Structured onboarding page where users input their Location ID, select Dental or PT as their dashboard type, and choose their data source. Available data sources dynamically change based on the dashboard type selected - preventing configuration errors and keeping the setup path clean.
Two distinct workflow paths inside the same application - one for Dental, one for Physical Therapy. Each path has its own data ingestion method, its own tailored metric set, and its own visualization layer, but they share the same AI insight engine and the same UI shell.
For the Dental workflow, users upload an OpenDental CSV export. The app parses the file, processes the data, and immediately populates the dashboard with charts, trends, and sparklines. A persistent re-upload control sits at the top of the dashboard so practice managers can refresh data at any time.
For the Physical Therapy dashboard, the app connects directly to a Google Sheet via Sheet ID and pulls live data into the dashboard without requiring exports or manual uploads. Data updates in the Sheet flow into the dashboard automatically.
Integrated Anthropic's Claude AI into both dashboard workflows to automatically analyze clinic data and generate plain-English business insights and growth recommendations. The system goes beyond visualization to help non-technical practice owners and managers understand what the numbers mean and what actions to take next.
Both dashboards surface key performance metrics, trend charts, and sparklines in a clean, consistent interface designed for non-technical users. Same visual language across Dental and PT means practice owners can move between dashboards without re-learning anything.
Measurable improvements across reporting efficiency, data accuracy, and strategic decision velocity - across both practice types simultaneously.
The technologies layered into this engagement, end-to-end.
Custom GoHighLevel apps, multi-platform integrations, AI-powered insight layers - when the off-the-shelf option doesn't fit, we engineer the one that does. Tell us what's broken.