Alpharetta Periodontics & Dental Implants

https://alpharettaperio.com/

Production grew +37.9% YoY ($479,484 → $661,365). During the same window, new patient intake increased by 86 and appointment leakage worsened. The practice scorecard shows 6 of 19 metrics passing, with 4 fails concentrated in patient retention and schedule management. The analysis below frames where collaborative opportunities exist rather than assigning root cause — the team can use these numbers as a shared starting point for the next operating rhythm review.

1. Practice Marketing Scorecard

6Passing

4Failing

9Data Gaps

60%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	71.7	≥ 30	Pass
	NP Call Conversion %	N/A — Not on PeerLogic	≥ 55%	N/A
	Missed Call %	N/A — Not on PeerLogic	≤ 18%	N/A
	3rd Next Available NP Appt	N/A — Modento link not provided	≤ 7 days	N/A
Patient Retention	Unscheduled Active Patients (YoY)	637 vs 537	Decrease YOY	Fail
	Unscheduled $$ Opportunity (YoY)	$886,048 vs $801,435	Decrease YOY	Fail
	NP Hygiene Re-Appointment %	17.7%	≥ 40%	Fail
	Hygiene Re-Appointment %	88.1%	≥ 85%	Pass
	Pre-Appointment %	62%	≥ 60%	Pass
Schedule Management	Appointments Completed (YoY)	1,249 vs 976	Increase YOY	Pass
	No-Shows %	1.0%	≤ 5%	Pass
	Cancellations %	7.2%	≤ 5%	Fail
Online Reputation	Google Reviews (Total)	N/A — Not in GBP scan	≥ 300	N/A
	Google Reviews (Last 30 Days)	N/A — requires Swell/GBP API	≥ 10	N/A
	Google Star Rating	N/A	≥ 4.5	N/A
	Google 5-Star %	N/A — requires Swell	≥ 90%	N/A
	Yelp Reviews (Total)	N/A — not in current scan	≥ 20	N/A
	Yelp Star Rating	N/A — not in current scan	≥ 4.0	N/A
Referral Program	Tracking Referral Source (Missing %)	16% missing	< 20% missing	Pass

2. Production & Revenue Overview

Production Gross

$661,365

▲ +$181,881 (+37.9%)

New Patients

215

▲ +86 (+66.7%)

Case $ Accepted %

53.6%

▼ -11.2pp (-17.3%)

Visits / Working Day

20.07

▲ +2 (+8.7%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$479,484	$661,365	▲ +$181,881 (+37.9%)
Production Scheduled	$425,836	$596,178	▲ +$170,342 (+40.0%)
Annual Patient Value	$1,492	$1,391	▼ $-101 (-6.8%)
Visits Per Working Day	18.46	20.07	▲ +2 (+8.7%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	129	215	▲ +86 (+66.7%)
New Patients / Working Day	2.48	3.52	▲ +1 (+41.9%)
Case Acceptance %	80.8%	96.1%	▲ +15.3pp (+18.9%)
NP Case Acceptance %	83.8%	75.6%	▼ -8.2pp (-9.8%)
Case $ Presented	$419,139	$837,044	▲ +$417,905 (+99.7%)
Case $ Accepted	$271,550	$448,344	▲ +$176,794 (+65.1%)
Case $ Accepted %	64.8%	53.6%	▼ -11.2pp (-17.3%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$37,369	$31,537	▼ $-5,832 (-15.6%)
Same-Day Restorative $	$198,463	$322,516	▲ +$124,053 (+62.5%)
Case Diagnosed % — Hygiene	2.0%	1.0%	▼ -1.0pp (-50.0%)
Case Diagnosed % — Restorative	31.7%	43.9%	▲ +12.2pp (+38.5%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	927	1,014	▲ +87 (+9.4%)
Unscheduled Active Patients	537	637	▲ +100 (+18.6%)
Unscheduled $ Opportunity	$801,435	$886,048	▲ +$84,613 (+10.6%)
Appointments Completed	976	1,249	▲ +273 (+28.0%)
Cancellations %	2.6%	7.2%	▲ +4.6pp (+176.9%)
No-Shows %	1.4%	1.0%	▼ -0.4pp (-28.6%)
Pre-Appointment %	61.0%	62.0%	▲ +1.0pp (+1.6%)

6. Appointment Confirmation & Patient Recapture

Metric	Q1 2025	Q1 2026	YoY Δ
DI Confirmed %	0.0%	0.0%	▲ +0.0pp (+0.0%)
NP Hygiene Re-Appt %	31.0%	17.7%	▼ -13.3pp (-42.9%)
Hygiene Re-Appt %	86.9%	88.1%	▲ +1.2pp (+1.4%)
Recaptured Patients	16	25	▲ +9 (+56.3%)
Patients Net Growth	—	90	—

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.44
NP Close Rate (Cases)	75.6%
Avg Production / Visit	$530
Patient Attrition	150 (62.5%)

Call Conversion (PeerLogic Q1 2026)

NP Call Conversion	—
Existing Patient Conversion	—
Missed Call %	—
Top Reason Not Booked	—
Notes	Not using PL

Not in current GBP priority scan.

Data Hygiene & Tracking Gaps

Referral Source Attribution: 16% of new patients (34 of 215) are missing referral source. Tracking discipline is in healthy range — keep daily check-in audit in place.

Production Waterfall Analysis (Q1 2025 → Q1 2026)

Bridges prior-period production to current-period production by attributing the change to specific drivers. Green = gained production; Red = lost production.

Driver	Impact	Note
New Patient Volume	+$119,580	+86 NP × $1,390 avg restorative/exam
Case Acceptance	$-93,749	Δ -11.2% × $837,044 presented
Same-Day Treatment	+$118,221	Current $354,053 − prior $235,832
Appointment Leakage	$-27,777	Prior 4.0% → current 8.2% (worsened)
Schedule Utilization	+$42,626	VPWD Δ +1.61 × 50 days × $530/visit
Other / Unattributed	+$22,980	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	+$181,881	Q1 2025 → Q1 2026

Action Plan — Organized by Support Team

Marketing

Reactivation campaign for unscheduled active patients — Pull the 6+ month overdue list from Dental Intel Analytics (not Engagement — Engagement only reaches patients with future appointments). This practice shows 637 unscheduled active patients representing $886,048 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $88,605
Online scheduling adoption lift — Only 0.0% of NPs booked online. Audit Modento integration + website CTA visibility. Patients who can't find a "Book Now" button often don't call either.
Owner: Marketing + Web • DI Workflow: N/A — web analytics + Modento config • Impact: Captures after-hours + call-shy prospects

Office Manager

NP follow-up: confirm 2nd hygiene appointment within 24h — Only 18% of new patients re-appoint into hygiene (benchmark ≥40%). Manual checklist at checkout — do not rely on DI Engagement for NPs.
Owner: Office Manager + Hygienist • DI Workflow: N/A — manual checkout protocol • Impact: Each 5pp lift ≈ 11 additional reappointed NPs per quarter

Executive

PeerLogic onboarding — This practice is not on PeerLogic, so we have no call-conversion data. Per Matt/Nathan strategy, get all practices onto PeerLogic — without it we cannot diagnose the front-desk funnel.
Owner: ROD + IT • DI Workflow: N/A — vendor onboarding • Impact: Unblocks call-funnel diagnosis

AI Analysis Disclaimer: This report was generated by an AI system combining Dental Intel benchmarks, PeerLogic call data, and Google Business Profile signals. AI systems in dentistry are estimated at ~40% raw accuracy for clinical interpretation — every finding should be validated by the Market Manager, ROD, and Doctor before action is taken. Numbers are correct per the source CSVs; interpretations and recommended actions are directional, not prescriptive.