One source of truth for margin, utilization, and self-serve reporting

• Margin / utilization

  Utilization and margin visible in real time [confirm number]

Results at a glance

• One source of truth for all Care Team time, shifts, and availability
• Utilization, coverage, and margin visible in real time
• Self-serve reports for HR, ops, and finance — no analyst required
• One trusted dataset across every team and worker type

About Dialogue

Dialogue runs primary care, mental health, nutrition, and care coordination across 13 regions, staffed by a blended Care Team of RNs, MDs, therapists, psychiatrists, psychologists, and nutritionists.

The pain

The numbers were scattered. Care Team time, shifts, and availability lived across tools, so utilization and margin were hard to see.

Every question needed an analyst. HR, operations, and finance each waited on someone to pull the data.

No common source of truth. Different tools told different stories, so no one fully trusted the number.

"What's our utilization? Where's margin leaking? How many hours did this region run?" — each answer a manual export from a different system.

The challenge

Dialogue runs many teams and worker types; without clean, unified data, leaders couldn't see margin or utilization clearly enough to act.

The solution

With all Care Team time and data in one place, Untether gives leaders live utilization, coverage, and margin, plus a report builder so HR, operations, and finance can answer their own questions across every team and worker type.

The impact

Leaders see margin and utilization in real time, finance and HR pull their own reports, and Dialogue can test new staffing models against one trusted set of numbers.