$2.8 M + in profit leakage across 28+ practices

$2.8 M + in profit leakage across 28+ practices

The Profit Platform Built to Leverage Payor Contracts

See every rate you're paid side by side, find where each payor falls short of the rest, and use that as leverage to negotiate your way to consistent, sustained profit.  Explore 8 core features designed to help dental practices optimize payors and control expenses.

Implants

Implants

Implant Services

Implant Services

Gross Contribution Profit

Gross Contribution Profit

54 procedures

54 procedures

$32,256

$32,256

48%

48%

Column total: $67,570

Column total: $67,570

Adjusted Production

Variances

Practice Group (4)

+$48,318

Partner Group (4)

+$48,318

ProfitSocket

+$43,791

Financial Overview -…

Financial Overview -…

Financial

Financial

Practices and Partners

Practices and Partners

ProfitSocket proudly works with a range of practices and partners who share a passion for dental office performance.

ProfitSocket proudly works with a range of practices and partners who share a passion for dental office performance.

Features

The only platform that connects payors and expenses to practice profitability.

The only platform that connects payors and expenses to practice profitability.

Proprietary metrics and AI — engineered to turn payor relationships into profit.

Proprietary metrics and AI — engineered to turn payor relationships into profit.

All features
01Profit Path
02Rate Targets & Fee Negotiation
03PULSE Ai
04Datasets
05Fee Schedule Analysis
06Performance Index
07LiveDocs
08Payor and Profit Alerts
01Profit Path
02Rate Targets & Fee Negotiation
03PULSE Ai
04Datasets
05Fee Schedule Analysis
06Performance Index
07LiveDocs
08Payor and Profit Alerts

01 / 8

PROFIT PATH

A clear path to more profit.

See where your practice stands, get the next best move, whether that’s renegotiating, raising fees, switching vendors, or dropping a plan, then watch what each move adds to your profit.

100%

traceable

Payor Impact

Procedure Profitability

Provider Contribution

Expense Intelligence

Procedure Profitability Matrix

Procedure Profitability Matrix

By Procedure Type — Cooperville Dental

By Procedure Type — Cooperville Dental

Implants

Implants

Implants

Restorative

Restorative

Diagnostic

Diagnostic

Surgery

Surgery

Preventive

Preventive

Endo

Endo

General Services

General Services

Perio

Perio

Ortho

Ortho

Fixed

Fixed

22%

22%

22%

26%

26%

26%

45%

45%

45%

10%

10%

10%

28%

28%

28%

8%

8%

8%

48%

48%

48%

23%

23%

23%

23%

23%

23%

49%

49%

49%

Next Action

8 open

Renewal date

09/30/2026

Delta Premiere

Fee Renegotiation

Total TTM adjustments

$398

· Priority Codes: D2740, D3330, D0120

Annualized target gain

$1,594

Hide

Mark complete

Workspaces

Payor Analysis

Reports

Blendrates Report

Procedure Profitability

Procedure Counts

Financial Overview

Delta Dental

Insurance Company

Ameritas

Insurance Company

Upcoming Actions

Fee Renegotiation · Delta Premiere

Next Action

8 open

Renewal date

09/30/2026

Delta Premiere

Fee Renegotiation

Total TTM adjustments

$398

· Priority Codes: D2740, D3330, D0120

Annualized target gain

$1,594

Hide

Mark complete

Workspaces

Payor Analysis

Reports

Blendrates Report

Procedure Profitability

Procedure Counts

Financial Overview

Delta Dental

Insurance Company

Ameritas

Insurance Company

Upcoming Actions

Fee Renegotiation · Delta Premiere

02 / 8

RATE TARGETS

Know what you should be paid.

Target rates for every code and every payor, set from your own expenses. We renegotiate with your permission, or your office can take the targets and do it yourself.

1

target per code, per payor

Set from your expenses, not the payor’s fee schedule.

CONTACT CATEGORIES

Your Expenses

Procedure Costs

Peer Benchmarks

Profit Goals

Code

Dental Select Gold

09/08/2026

Dental Select Platinum

09/18/2026

Delta Premiere

09/30/2026

Connection

10/06/2026

Metlife 2025

10/20/2026

Principal 2025

12/01/2026

UHC - PPO 2025

01/06/2027

Adjustments

TTM

-61.0%

-$14,895

-64.4%

-$4,289

-21.6%

-$15,027

-38.0%

-$41,646

-47.3%

-$36,395

-27.7%

-$16,978

-38.1%

-$46,704

Payor Drag

-11.2 pts

-64.2 pts

+35.2 pts

+2.8 pts

-30.2 pts

-4.2 pts

+16.2 pts

D0120

Current $22

Target $39

Count 2

Current $24

Target $40

Count 3

Current $45

Target $51

Count 9

Current $39

Target $39

Count 7

Current $30

Target $30

Count 18

Current $41

Target $41

Count 8

D0150

Current $24

Target $54

Count 1

Current $74

Target $79

Count 1

Current $64

Target $64

Count 3

Current $51

Target $51

Count 1

Current $56

Target $56

Count 3

D0210

Current $44

Target $99

Count 1

Current $60

Target $107

Count 1

Current $107

Target $107

Count 3

Current $83

Target $83

Count 1

Current $92

Target $92

Count 3

D0274

Current $24

Target $42

Count 2

Current $31

Target $46

Count 2

Current $58

Target $62

Count 5

Current $50

Target $50

Count 4

Current $39

Target $39

Count 10

Current $45

Target $45

Count 5

D1110

Current $43

Target $75

Count 2

Current $45

Target $76

Count 3

Current $113

Target $113

Count 9

Current $71

Target $71

Count 9

Current $61

Target $61

Count 17

Current $88

Target $88

Count 11

D1206

Current $13

Target $30

Count 1

Current $15

Target $31

Count 3

Current $47

Target $49

Count 4

Current $38

Target $38

Count 4

Current $45

Target $45

Count 12

Current $30

Target $30

Count 5

Code

Dental Select Gold

09/08/2026

Dental Select Platinum

09/18/2026

Delta Premiere

09/30/2026

Connection

10/06/2026

Metlife 2025

10/20/2026

Principal 2025

12/01/2026

UHC - PPO 2025

01/06/2027

Adjustments

TTM

-61.0%

-$14,895

-64.4%

-$4,289

-21.6%

-$15,027

-38.0%

-$41,646

-47.3%

-$36,395

-27.7%

-$16,978

-38.1%

-$46,704

Payor Drag

-11.2 pts

-64.2 pts

+35.2 pts

+2.8 pts

-30.2 pts

-4.2 pts

+16.2 pts

D0120

Current $22

Target $39

Count 2

Current $24

Target $40

Count 3

Current $45

Target $51

Count 9

Current $39

Target $39

Count 7

Current $30

Target $30

Count 18

Current $41

Target $41

Count 8

D0150

Current $24

Target $54

Count 1

Current $74

Target $79

Count 1

Current $64

Target $64

Count 3

Current $51

Target $51

Count 1

Current $56

Target $56

Count 3

D0210

Current $44

Target $99

Count 1

Current $60

Target $107

Count 1

Current $107

Target $107

Count 3

Current $83

Target $83

Count 1

Current $92

Target $92

Count 3

D0274

Current $24

Target $42

Count 2

Current $31

Target $46

Count 2

Current $58

Target $62

Count 5

Current $50

Target $50

Count 4

Current $39

Target $39

Count 10

Current $45

Target $45

Count 5

D1110

Current $43

Target $75

Count 2

Current $45

Target $76

Count 3

Current $113

Target $113

Count 9

Current $71

Target $71

Count 9

Current $61

Target $61

Count 17

Current $88

Target $88

Count 11

D1206

Current $13

Target $30

Count 1

Current $15

Target $31

Count 3

Current $47

Target $49

Count 4

Current $38

Target $38

Count 4

Current $45

Target $45

Count 12

Current $30

Target $30

Count 5

03 / 8

PULSE Ai

Analysis that ends in action.

PULSE finds the problem, opens a workspace around it, builds the case, and points you to the next action.

o

manual set up

Workspaces open automatically when PULSE finds something worth acting on.

WHAT IT TRACKS

Reads provider contracts

Finds target rates

Predicts expenses

Allocates costs

Profit Position

Trailing 12-mo ADJ production

$1.25M

+$72.9K over green · target $1.36M

Expenses

$779K

+DDS

$1.12M

+Debt

$1.17M

Last Renegotiation

Delta PPO 2025 · next 12 months

+$3.2K

+$3.8K from new rates · -$613 to rising costs

Actions

See all

Network evaluation

Confirmed

Delta PPO 2025 renegotiated

Nov 2025

Metlife 2025 renegotiated

Jan 2026

UHC - PPO 2025 renegotiated

Jan 2026

Profit Position

Trailing 12-mo ADJ production

$1.25M

+$72.9K over green · target $1.36M

Expenses

$779K

+DDS

$1.12M

+Debt

$1.17M

Last Renegotiation

Delta PPO 2025 · next 12 months

+$3.2K

+$3.8K from new rates · -$613 to rising costs

Actions

See all

Network evaluation

Confirmed

Delta PPO 2025 renegotiated

Nov 2025

Metlife 2025 renegotiated

Jan 2026

UHC - PPO 2025 renegotiated

Jan 2026

04 / 8

DATASETS

Your practice economics, revealed.

See your full reimbursement structure across payors, procedures, and providers, measured against what it costs to deliver each one.

4

datasets

Built from your PMS and QuickBooks

DATASET TYPES

Payor Impact

Procedure Profitability

Provider Contribution

Expense Structure

Payor Utilization

Current Month

Oct 2025

Name

Pts Treated

Procedure Count

Procedure %

Txt Hrs

Txt Hrs %

Aetna

8

29

4.4%

10.36

5.13%

Ameritas

4

11

1.7%

4.35

2.15%

BCBS

18

63

9.5%

24.73

12.24%

Cigna

5

18

2.7%

9.26

4.58%

Connection

7

25

3.8%

7.18

3.56%

Payor Mix

Current Month

Oct 2025

Payor Mix

188

Patients Treated

Time-Weighted Payor Mix

188

Patients Treated

30K

23K

15K

8K

0

Ameritas

Delta Dental

EMI

United Health Care

Production

Gross Contribution Profit

Payor Utilization

Current Month

Oct 2025

Name

Pts Treated

Procedure Count

Procedure %

Txt Hrs

Txt Hrs %

Aetna

8

29

4.4%

10.36

5.13%

Ameritas

4

11

1.7%

4.35

2.15%

BCBS

18

63

9.5%

24.73

12.24%

Cigna

5

18

2.7%

9.26

4.58%

Connection

7

25

3.8%

7.18

3.56%

Payor Mix

Current Month

Oct 2025

Payor Mix

188

Patients Treated

Time-Weighted Payor Mix

188

Patients Treated

30K

23K

15K

8K

0

Ameritas

Delta Dental

EMI

United Health Care

Production

Gross Contribution Profit

Payor Utilization

Current Month

Oct 2025

Name

Pts Treated

Procedure Count

Procedure %

Txt Hrs

Txt Hrs %

Aetna

8

29

4.4%

10.36

5.13%

Ameritas

4

11

1.7%

4.35

2.15%

BCBS

18

63

9.5%

24.73

12.24%

Cigna

5

18

2.7%

9.26

4.58%

Connection

7

25

3.8%

7.18

3.56%

Payor Mix

Current Month

Oct 2025

Payor Mix

188

Patients Treated

Time-Weighted Payor Mix

188

Patients Treated

30K

23K

15K

8K

0

Ameritas

Delta Dental

EMI

United Health Care

Production

Gross Contribution Profit

05 / 8

FEE SCHEDULE ANALYSIS

See who’s really winning.

Every fee schedule tracked code by code over time, compared to your UCR, with the production impact in dollars instead of percentages.

$

production impact per schedule

Weighted by the codes you actually bill.

WHAT IT TRACKS

Year over year by payor

Usage-weighted

% of UCR

Production impact

UPLOADED FILES

Humana 2025

−$150,489

forecast if unaddressed

Fee Schedule

Type

Code count

Avg % of UCR

Avg Δ vs prior

Weighted Δ vs prior

Codes Increased

Codes Decreased

Last update

Production impact

Humana 2025

Grouped from 3 PMS updates

Direct

187

83.3%

-8.5%

-11.0%

39

148

May 2025

-$150,489

PEHP

Grouped from 3 PMS updates

Direct

321

97.1%

+5.4%

+5.1%

250

68

Jun 2026

$100,604

BCBS Federal 2025

Grouped from 3 PMS updates

Direct

321

96.2%

+5.0%

+7.0%

244

74

Jun 2026

$94,690

Aetna PPO 2025

Grouped from 3 PMS updates

Direct

205

52.2%

+4.6%

+6.2%

154

49

May 2025

$68,682

Delta Premiere

Grouped from 4 PMS updates

Direct

194

87.2%

+4.6%

+3.0%

148

46

May 2025

$67,020

PEHP

+$100,604

after renegotiation

Humana 2025

−$150,489

forecast if unaddressed

Fee Schedule

Type

Code count

Avg % of UCR

Avg Δ vs prior

Weighted Δ vs prior

Codes Increased

Codes Decreased

Last update

Production impact

Humana 2025

Grouped from 3 PMS updates

Direct

187

83.3%

-8.5%

-11.0%

39

148

May 2025

-$150,489

PEHP

Grouped from 3 PMS updates

Direct

321

97.1%

+5.4%

+5.1%

250

68

Jun 2026

$100,604

BCBS Federal 2025

Grouped from 3 PMS updates

Direct

321

96.2%

+5.0%

+7.0%

244

74

Jun 2026

$94,690

Aetna PPO 2025

Grouped from 3 PMS updates

Direct

205

52.2%

+4.6%

+6.2%

154

49

May 2025

$68,682

Delta Premiere

Grouped from 4 PMS updates

Direct

194

87.2%

+4.6%

+3.0%

148

46

May 2025

$67,020

PEHP

+$100,604

after renegotiation

06 / 8

PERFORMANCE INDEX

You’ve never had a mirror this good.

For advisors and multi-location owners: compare every office you own or advise side by side, and see exactly where each one is ahead or falling behind.

3

lenses

Compare Financial Performance, Practice Spending, Reimbursement Rates, Procedure Counts.

COMPARE AGAINST

Practice Group

Partner Groups

Selected Practice

Selected Practice

Selected Practice

Practice Group

Practice Group

Partner Group

Partner Group

ProfitSocket

ProfitSocket

Gross Production

Gross Production

Gross Production

Variances

Variances

Practice Group (4)

Practice Group (4)

+$39,438

+$39,438

+$39,438

Partner Group (4)

Partner Group (4)

+$39,438

+$39,438

+$39,438

ProfitSocket

ProfitSocket

+$43,856

+$43,856

+$43,856

Adjusted Production

Adjusted Production

Adjusted Production

Variances

Variances

Practice Group (4)

Practice Group (4)

+$48,318

+$48,318

+$48,318

Partner Group (4)

Partner Group (4)

+$48,318

+$48,318

+$48,318

ProfitSocket

ProfitSocket

+$43,791

+$43,791

+$43,791

Gross Contribution Profit

Gross Contribution Profit

Gross Contribution Profit

Variances

Variances

Practice Group (4)

Practice Group (4)

+$18,639

+$18,639

+$18,639

Partner Group (4)

Partner Group (4)

+$18,639

+$18,639

+$18,639

ProfitSocket

ProfitSocket

+$5,892

+$5,892

+$5,892

07 / 8

LIVEDOCS

Turn paper into profit.

PULSE reads your provider contracts and turns pages of contract language into the dates, terms, and rates your workspaces run on.

0

missed renegotiation windows

Dates and deadlines surface on their own.

WHAT LIVEDOCS READS

Negotiation date

Auto-renewal

Termination notice

Effective date

LiveDocs

EG

PE

SN

Coming up

Dates you have confirmed

Dr. Stevens

DEA registration

Mar 31, 2029

2 years

Select a document type:

PAYOR

Participating Provider Agreements

Contract Amendments

Network Leasing & TPA Agreements

Dental Licenses & Permits

DEA & State Controlled Substance Registrations

Malpractice Coverage

W-9

Credentialing Applications

Negotiation Correspondence

General Payor Documents

FINANCIAL

Office Lease

Equipment Leases & Loans

P&L Statements

Practice Valuations

General Financial Documents

Title

Required before upload

Upload

Delete selected

UPLOADED FILES

Zelis

TDA

EMI

Delta Dental

Cigna

Participating Provider Agreements

Zelis

Share

Change type

Download

LiveDoc: Read by PULSE, verified, and extracted into practice attributes.

What this agreement says — Zelis Network Solutions, LLC

1 of 6 terms found

LiveDocs

EG

PE

SN

Coming up

Dates you have confirmed

Dr. Stevens

DEA registration

Mar 31, 2029

2 years

Select a document type:

PAYOR

Participating Provider Agreements

Contract Amendments

Network Leasing & TPA Agreements

Dental Licenses & Permits

DEA & State Controlled Substance Registrations

Malpractice Coverage

W-9

Credentialing Applications

Negotiation Correspondence

General Payor Documents

FINANCIAL

Office Lease

Equipment Leases & Loans

P&L Statements

Practice Valuations

General Financial Documents

Title

Required before upload

Upload

Delete selected

UPLOADED FILES

Zelis

TDA

EMI

Delta Dental

Cigna

Participating Provider Agreements

Zelis

Share

Change type

Download

LiveDoc: Read by PULSE, verified, and extracted into practice attributes.

What this agreement says — Zelis Network Solutions, LLC

1 of 6 terms found

8 / 8

PAYOR & PROFIT ALERTS

Alerts that actually mean something.

Set thresholds on what matters to you, and PULSE alerts you the moment a payor slips or a next action is ready. Every alert goes to your whole practice.

2

alert types

Thresholds you set, and PULSE alerts on payors and next actions.

ALERT CATEGORIES

Payor Mix

Procedure Profitability

Procedure Profit

Provider Performance

Performance

Practice Expenses

RENEG

Renegotiation window open

06 October 2026

Your renegotiation window for Cigna is now open.

RENEG

Renegotiation window open

30 September 2026

Your renegotiation window for Delta Dental is now open.

RENEG

Renegotiation window open

18 September 2026

Your renegotiation window for Aetna is now open.

RENEG

Renegotiation window open

17 September 2026

Your renegotiation window for Aetna is now open.

REQST

Request

29 June 2026

Bryson LeMone, DDS has a document request: EIN confirmation letter (SS-4). Please upload and share.

See all recent activity

RENEG

Renegotiation window open

06 October 2026

Your renegotiation window for Cigna is now open.

RENEG

Renegotiation window open

30 September 2026

Your renegotiation window for Delta Dental is now open.

RENEG

Renegotiation window open

18 September 2026

Your renegotiation window for Aetna is now open.

RENEG

Renegotiation window open

17 September 2026

Your renegotiation window for Aetna is now open.

REQST

Request

29 June 2026

Bryson LeMone, DDS has a document request: EIN confirmation letter (SS-4). Please upload and share.

See all recent activity

Alerts

1 new

RENEG

Renegotiation window open

06 October 2026

Your renegotiation window for Cigna is now open.

RENEG

Renegotiation window open

30 September 2026

Your renegotiation window for Delta Dental is now open.

RENEG

Renegotiation window open

18 September 2026

Your renegotiation window for Aetna is now open.

RENEG

Renegotiation window open

17 September 2026

Your renegotiation window for Aetna is now open.

REQST

Request

29 June 2026

Bryson LeMone, DDS has a document request: EIN confirmation letter (SS-4). Please upload and share.

See all recent activity

Alerts

1 new

RENEG

Renegotiation window open

06 October 2026

Your renegotiation window for Cigna is now open.

RENEG

Renegotiation window open

30 September 2026

Your renegotiation window for Delta Dental is now open.

RENEG

Renegotiation window open

18 September 2026

Your renegotiation window for Aetna is now open.

RENEG

Renegotiation window open

17 September 2026

Your renegotiation window for Aetna is now open.

REQST

Request

29 June 2026

Bryson LeMone, DDS has a document request: EIN confirmation letter (SS-4). Please upload and share.

See all recent activity

Alerts

1 new

RENEG

Renegotiation window open

06 October 2026

Your renegotiation window for Cigna is now open.

RENEG

Renegotiation window open

30 September 2026

Your renegotiation window for Delta Dental is now open.

RENEG

Renegotiation window open

18 September 2026

Your renegotiation window for Aetna is now open.

RENEG

Renegotiation window open

17 September 2026

Your renegotiation window for Aetna is now open.

REQST

Request

29 June 2026

Bryson LeMone, DDS has a document request: EIN confirmation letter (SS-4). Please upload and share.

See all recent activity

Trust & numbers

What practices find when they finally look.

What practices find when they finally look.

Real practices, real contracts, real recovered margin — the same numbers their teams see in ProfitSocket.

Net margin lift, first year

+4–7%

+4–7%

across practices that renegotiated at least one payor contract

“We dropped one payor and renegotiated two more. That single quarter of decisions paid for ProfitSocket for the next decade.”

“We dropped one payor and renegotiated two more. That single quarter of decisions paid for ProfitSocket for the next decade.”

Dr. Sarah Mitchell

Owner, 4-op independent practice

+$150K production recovered

“Every client meeting now starts from the same live numbers. I stopped rebuilding spreadsheets and started advising.”

“Every client meeting now starts from the same live numbers. I stopped rebuilding spreadsheets and started advising.”

Mark Reynolds, CPA

Dental practice advisor, 30+ clients

12 hrs of reporting saved monthly

Average recovered per practice

$180K

$180K

in leakage surfaced and recovered during the first 12 months

Integrations

Powerful integrations with your essential business tools

Powerful integrations with your essential business tools

Profisocket connects with the systems your dental group already uses, bringing operational, financial, and marketing data into one intelligence layer.

Profisocket connects with the systems your dental group already uses, bringing operational, financial, and marketing data into one intelligence layer.

integration image 01

Frequently asked questions

Everything owners and partners ask before booking a demo. Still curious? We’ll walk you through it on your own numbers.

What is ProfitSocket?

ProfitSocket is an AI-directed profit operating system for dental practices. We reduce the effects of insurance adjustments, eliminate insurance dependency, and grow profit across payors, providers, procedures, and expenses.

How is ProfitSocket different from my practice management software?

How is ProfitSocket different from other office analytics software (Dental Intel, Jarvis, etc.)?

Can ProfitSocket help me renegotiate fee schedules or drop a payor?

What systems does ProfitSocket connect to?

How do dental CPAs, consultants, and other partners use ProfitSocket?

What are Workspaces?

Qarin Grid Image

Stop ignoring
what insurance is costing you.

See profit by payor, procedure, and provider, and start reducing your insurance dependency. Book a 45-minute demo today.

See profit by payor, procedure, and provider, and start reducing your insurance dependency. Book a 45-minute demo today.