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Revenue IQ

Revenue IQ

Spot the Revenue Gaps and
Reach More Patients.

Access customizable dashboards that reveal where there’s opportunity for you to reach patients and maximize practice profitability. 
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Discover Untapped Revenue
in Your Dental Practice with a Single Tool

Struggling to grow revenue? PbN Revenue Finder unlocks hidden revenue already sitting in your practice management system. Revenue IQ automatically prioritizes your biggest opportunities, such as incomplete treatments, overdue recalls, ASAP patients, and cancelled appointments. Each category shows total revenue potential, so your team always works on the highest-impact tasks first.

Patient Finder

Find High-Value Patients
in Seconds

Stop guessing who to follow up with. Patient Finder lets you instantly identify high-value opportunities using powerful filters or simple AI prompts.
  • Find patients with unscheduled treatment plans.
  • Segment by insurance, remaining benefits, or age.
  • Identify inactive patients or overdue recalls.
  • Use AI-powered search (e.g. “patients who missed appointments last month”).

Smart Tasking & Follow-Ups

Turn Opportunities Into Action, Automatically!

Revenue IQ creates tasks, tracks every follow-up, and lets you launch targeted campaigns, all from the same opportunity list, so opportunities don't stall because of missed handoffs or forgotten callbacks.
  • Auto-assign follow-ups directly from patient lists and track them by status: overdue, due today, and upcoming
  • Monitor call attempts and outcomes (no answer, scheduled, left voicemail, etc.)
  • Launch campaigns for unscheduled treatments, overdue recalls, or unused insurance benefits
  • Schedule one-time outreach or automate sequences for inactive patient reactivation

Saved Searches & Smart Filters

Lock In Your Best Searches and Reuse Them Instantly

Build a library of high-performing filters once, then run them again in a click, without rebuilding from scratch every time.
  • Save and name your most effective search configurations.
  • Reapply filters instantly across any time period.
  • Drill down with granular data (clinical, insurance, demographics).

Loved by
practice owners

“We have been using practice by numbers for about 2 months now, and our results have been nothing short of phenomenal. It is amazing how big a difference it can make when you can see the numbers clearly. For example, we thought we were reappointing hygiene patients, but since we started measuring it, it has gone up by 20-30%. Our goal is to schedule more appointments than scheduled for the day. My staff keep the dashboard open on the second screen all day, and seeing numbers in real time gives them a big sense of achievement.

The team at PBN is very approachable and fixes issues right away. I was looking at Dental Intel for some time, but never got it due to the high setup and monthly fees, but PBN makes complete sense. I would highly recommend this software.”

Dr. Anurag Gupta

Dentist and Practice Owner | Artisan, Dental Bellevue

AI-Powered Insights

Ask questions. Get instant answers.
Your team knows what to look for. RiQ Assistant just makes it effortless. Use natural language to uncover missed opportunities, re-engage patients, and prioritize high-value actions, all in seconds.



Want to see how AI-powered patient search works?
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Turn overlooked opportunities into consistent, measurable revenue growth.

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Frequently Asked Questions

How much hidden revenue can dental practices typically find using Revenue Finder?

Many practices see measurable improvements within weeks. The tool offers tracking metrics in real-time that can boost reappointments by 30–50%, gradually improving the bottom lines. The dashboard keeps staff informed and motivated throughout the day.

Is Practice by Numbers easier to set up than other dental analytics software?

Yes. Unlike alternatives, Practice by Numbers offers a straightforward setup without high setup fees or prohibitive monthly costs. The platform integrates with your existing practice management system and provides an approachable support team that resolves issues quickly, making it a cost-effective solution for practices of all sizes.

Can Revenue Finder help improve patient engagement for my dental practice?

Absolutely. By creating targeted lists, follow-up tasks, and custom campaigns, you can maintain consistent communication with patients, encourage repeat visits, and build stronger patient relationships.

Can I run patient engagement campaigns directly from Practice by Numbers? 

Yes. Once you've segmented patients using the 40+ filters and custom tags, you can launch text message or email campaigns directly from the platform. This integrated approach makes it easy to reach patients for appointment reminders, treatment plan follow-ups, or recall campaigns, helping you stay engaged and convert opportunities into revenue.

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See how you can handle scheduling, payments, communication, and reporting — all in one place, with one platform.

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