SECURITY

How it Works

We connect to your practice financial systems requiring no more than 15 minutes of your time. Once connected there is no effort needed on your part to get your real-time practice dashboards and your automated management recommendations. Our proprietary artificial intelligence analytics provides weekly recommendations making it simple and easy to improve your practice performance and valuation.

About Dashboard Security

Your data is kept secure and we maintain strict confidentiality. The dvmSuccess Dashboard™ connects with practice management systems using the dvmDashboard Connector™.

Once authorized, the dvmSuccess Dashboard periodically reads the company’s chart of accounts and their P&L (Profit & Loss) reports.


When analyzing a company’s chart of accounts, only the fields necessary to identify, categorize, and track changes are pulled. Information about bank account numbers and balances are not read. Since the summary P&L Report is used, no transactional information is revealed.


To provide accurate and current data, the dvmDashboard Connector sends updates daily, after a login to the computer. Only required updates are sent– so the process is quick, and uses only a small amount of network traffic. This process is unidirectional, with no ability to download any unauthorized, proprietary data. The uploaded data is saved into a secure database that is behind a firewall where it is not directly accessible.


These updates are uploaded to the dvmSuccess Dashboard, using an encrypted HTTPS connection to the dvmSuccess™ servers, which require users to be authenticated. Once customer access to the dvmSuccess Dashboard is enabled, the customer may only access their hospital’s dashboard. Security best practices are used to maintain a secure system.

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