Lakeshore Dental Care

https://www.mylakeshoredental.com/

Production softened -8.3% YoY ($705,251 → $646,365). During the same window, new patient intake declined by 13 and appointment leakage worsened. The practice scorecard shows 8 of 19 metrics passing, with 4 fails concentrated in schedule management and 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

8Passing

4Failing

7Data Gaps

67%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	43.3	≥ 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)	626 vs 835	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$595,026 vs $852,719	Decrease YOY	Pass
	NP Hygiene Re-Appointment %	66.9%	≥ 40%	Pass
	Hygiene Re-Appointment %	95.1%	≥ 85%	Pass
	Pre-Appointment %	73%	≥ 60%	Pass
Schedule Management	Appointments Completed (YoY)	1,756 vs 1,800	Increase YOY	Fail
	No-Shows %	6.6%	≤ 5%	Fail
	Cancellations %	7.9%	≤ 5%	Fail
Online Reputation	Google Reviews (Total)	547	≥ 300	Pass
	Google Reviews (Last 30 Days)	N/A — requires Swell/GBP API	≥ 10	N/A
	Google Star Rating	4.9	≥ 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 %)	43% missing	< 20% missing	Fail

2. Production & Revenue Overview

Production Gross

$646,365

▼ $-58,885 (-8.3%)

New Patients

130

▼ -13 (-9.1%)

Case $ Accepted %

38.3%

▼ -4.4pp (-10.3%)

Visits / Working Day

26.55

▲ +0 (+0.6%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$705,251	$646,365	▼ $-58,885 (-8.3%)
Production Scheduled	$690,780	$628,528	▼ $-62,252 (-9.0%)
Annual Patient Value	$1,021	$951	▼ $-71 (-6.9%)
Visits Per Working Day	26.40	26.55	▲ +0 (+0.6%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	143	130	▼ -13 (-9.1%)
New Patients / Working Day	2.27	2.10	▼ -0 (-7.5%)
Case Acceptance %	100.0%	100.0%	▲ +0.0pp (+0.0%)
NP Case Acceptance %	67.4%	75.9%	▲ +8.5pp (+12.6%)
Case $ Presented	$631,705	$649,658	▲ +$17,953 (+2.8%)
Case $ Accepted	$269,812	$248,755	▼ $-21,057 (-7.8%)
Case $ Accepted %	42.7%	38.3%	▼ -4.4pp (-10.3%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$2,849	$8,111	▲ +$5,262 (+184.7%)
Same-Day Restorative $	$84,376	$115,454	▲ +$31,078 (+36.8%)
Case Diagnosed % — Hygiene	3.1%	3.0%	▼ -0.1pp (-3.2%)
Case Diagnosed % — Restorative	31.5%	29.0%	▼ -2.5pp (-7.9%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	1,959	2,073	▲ +114 (+5.8%)
Unscheduled Active Patients	835	626	▼ -209 (-25.0%)
Unscheduled $ Opportunity	$852,719	$595,026	▼ $-257,693 (-30.2%)
Appointments Completed	1,800	1,756	▼ -44 (-2.4%)
Cancellations %	0.7%	7.9%	▲ +7.2pp (+1028.6%)
No-Shows %	0.4%	6.6%	▲ +6.2pp (+1550.0%)
Pre-Appointment %	63.0%	73.0%	▲ +10.0pp (+15.9%)

6. Appointment Confirmation & Patient Recapture

Metric	Q1 2025	Q1 2026	YoY Δ
DI Confirmed %	0.0%	36.1%	▲ +36.1pp (+0.0%)
NP Hygiene Re-Appt %	38.5%	66.9%	▲ +28.4pp (+73.8%)
Hygiene Re-Appt %	79.7%	95.1%	▲ +15.4pp (+19.3%)
Recaptured Patients	40	29	▼ -11 (-27.5%)
Patients Net Growth	65	12	▼ -53 (-81.5%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.51
NP Close Rate (Cases)	75.9%
Avg Production / Visit	$368
Patient Attrition	147 (92.5%)

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	4.9 ★
Review Count	547
Address	4695 Old Canoe Creek Rd, St Cloud, FL 34769, USA
Phone	(407) 809-1759
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 43% of new patients (56 of 130) 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	$-7,514	-13 NP × $578 avg restorative/exam
Case Acceptance	$-28,585	Δ -4.4% × $649,658 presented
Same-Day Treatment	+$36,340	Current $123,565 − prior $87,225
Appointment Leakage	$-86,613	Prior 1.1% → current 14.5% (worsened)
Schedule Utilization	+$2,761	VPWD Δ +0.15 × 50 days × $368/visit
Other / Unattributed	+$24,727	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	$-58,885	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 626 unscheduled active patients representing $595,026 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $59,503
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

Operations

48-hour appointment confirmation protocol — Combined cancel + no-show rate is 14.5% (benchmark ≤10%). Use Engagement TouchPoint + manual phone backup + Park Column for unconfirmed slots.
Owner: Office Manager • DI Workflow: Engagement → TouchPoint rules + daily morning-huddle confirmation report • Impact: Moving to 8% leakage recovers ~$42,014

Clinical

Standardized treatment plan presentation — Case $ Accepted % is 38.3% (benchmark: 50%+). Moving the needle 5pp on $649,658 presented = $32,483 in accepted treatment.
Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $32,483 at 5pp lift

Office Manager

Referral source entry compliance — 43% 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 -8.3% 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) — Recent acquisition; 2 full-time docs, no room to expand capacity. Bottom priority — opportunity is EBITDA/efficiency, not growth.
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.