Benner & Townsend Dentistry

https://bennerandtownsenddentistry.com/

Production softened -9.4% YoY ($732,836 → $663,691). During the same window, new patient intake increased by 139 and appointment leakage improved (a bright spot). The practice scorecard shows 11 of 19 metrics passing, with 1 fails concentrated in referral program. 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

11Passing

1Failing

7Data Gaps

92%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	81.7	≥ 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)	1,201 vs 1,322	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$787,207 vs $1,066,695	Decrease YOY	Pass
	NP Hygiene Re-Appointment %	70.2%	≥ 40%	Pass
	Hygiene Re-Appointment %	91.3%	≥ 85%	Pass
	Pre-Appointment %	67%	≥ 60%	Pass
Schedule Management	Appointments Completed (YoY)	2,212 vs 2,128	Increase YOY	Pass
	No-Shows %	0.6%	≤ 5%	Pass
	Cancellations %	1.5%	≤ 5%	Pass
Online Reputation	Google Reviews (Total)	522	≥ 300	Pass
	Google Reviews (Last 30 Days)	N/A — requires Swell/GBP API	≥ 10	N/A
	Google Star Rating	5.0	≥ 4.5	Pass
	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 %)	100% missing	< 20% missing	Fail

2. Production & Revenue Overview

Production Gross

$663,691

▼ $-69,145 (-9.4%)

New Patients

245

▲ +139 (+131.1%)

Case $ Accepted %

46.2%

▼ -5.2pp (-10.1%)

Visits / Working Day

39.07

▲ +1 (+1.4%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$732,836	$663,691	▼ $-69,145 (-9.4%)
Production Scheduled	$713,931	$677,134	▼ $-36,797 (-5.2%)
Annual Patient Value	$807	$655	▼ $-151 (-18.8%)
Visits Per Working Day	38.52	39.07	▲ +1 (+1.4%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	106	245	▲ +139 (+131.1%)
New Patients / Working Day	1.96	4.45	▲ +2 (+127.0%)
Case Acceptance %	82.0%	96.6%	▲ +14.6pp (+17.8%)
NP Case Acceptance %	62.8%	77.7%	▲ +14.9pp (+23.7%)
Case $ Presented	$544,075	$469,806	▼ $-74,269 (-13.7%)
Case $ Accepted	$279,581	$217,001	▼ $-62,580 (-22.4%)
Case $ Accepted %	51.4%	46.2%	▼ -5.2pp (-10.1%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$1,002	$2,775	▲ +$1,773 (+176.9%)
Same-Day Restorative $	$240,886	$171,848	▼ $-69,038 (-28.7%)
Case Diagnosed % — Hygiene	0.5%	0.7%	▲ +0.2pp (+40.0%)
Case Diagnosed % — Restorative	19.2%	22.5%	▲ +3.3pp (+17.2%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	2,884	3,004	▲ +120 (+4.2%)
Unscheduled Active Patients	1,322	1,201	▼ -121 (-9.2%)
Unscheduled $ Opportunity	$1,066,695	$787,207	▼ $-279,488 (-26.2%)
Appointments Completed	2,128	2,212	▲ +84 (+3.9%)
Cancellations %	5.1%	1.5%	▼ -3.6pp (-70.6%)
No-Shows %	6.3%	0.6%	▼ -5.7pp (-90.5%)
Pre-Appointment %	62.0%	67.0%	▲ +5.0pp (+8.1%)

6. Appointment Confirmation & Patient Recapture

Metric	Q1 2025	Q1 2026	YoY Δ
DI Confirmed %	58.1%	54.7%	▼ -3.4pp (-5.9%)
NP Hygiene Re-Appt %	45.3%	70.2%	▲ +24.9pp (+55.0%)
Hygiene Re-Appt %	92.7%	91.3%	▼ -1.4pp (-1.5%)
Recaptured Patients	71	71	▲ +0 (+0.0%)
Patients Net Growth	-22	112	▲ +134 (+-609.1%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.58
NP Close Rate (Cases)	77.7%
Avg Production / Visit	$300
Patient Attrition	204 (64.6%)

Call Conversion (PeerLogic Q1 2026)

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

Online Reputation (Google Business Profile)

Rating	5 ★
Review Count	522
Address	212 E Broad St, Winder, GA 30680, USA
Phone	(770) 867-3275
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 100% of new patients (244 of 245) are missing referral source. This exceeds the 20% threshold and blocks reliable marketing ROI attribution. Without this data, we cannot tell which channels are producing new patients.

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	+$55,247	+139 NP × $397 avg restorative/exam
Case Acceptance	$-24,430	Δ -5.2% × $469,806 presented
Same-Day Treatment	$-67,265	Current $174,623 − prior $241,888
Appointment Leakage	+$61,723	Prior 11.4% → current 2.1% (improved)
Schedule Utilization	+$8,251	VPWD Δ +0.55 × 50 days × $300/visit
Other / Unattributed	$-102,671	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	$-69,145	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 1,201 unscheduled active patients representing $787,207 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $78,721
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

Referral source entry compliance — 100% of new patients are missing referral source attribution. This blocks all marketing ROI analysis — we can't tell what is working. Mandate entry at check-in + daily audit.
Owner: Office Manager • DI Workflow: DI PMS integration check + front desk training • Impact: Unblocks marketing spend attribution

Doctor

Peer review of case presentation + schedule availability — Production softened -9.4% YoY. Review the waterfall drivers together — the largest negative driver is where collaboration will unlock the most dollars.
Owner: Doctor + ROD • DI Workflow: Analytics → Production breakdown + VPWD trend • Impact: Recovers soft quarter via targeted lever

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
Strategic context (from Priority List review) — Senior implant doc cut to 6 days/month; new GPR associate placing ~2 implants/month. Opportunity: fill hygiene capacity (3–4 open days), ramp GPR on implants. Not on PeerLogic — onboard first.
Owner: ROD + Growth • DI Workflow: N/A • Impact: Alignment on sequencing

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.