SGA - DPSW - Eric T. Moskowitz, DDS, PA

https://www.ericmoskowitzdds.com/

Production held roughly flat +0.6% YoY ($467,258 → $470,109). During the same window, new patient intake increased by 28 and appointment leakage worsened. The practice scorecard shows 10 of 19 metrics passing, with 2 fails concentrated in patient acquisition 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

10Passing

2Failing

7Data Gaps

83%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	22.0	≥ 30	Fail
	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)	448 vs 522	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$388,568 vs $445,694	Decrease YOY	Pass
	NP Hygiene Re-Appointment %	57.6%	≥ 40%	Pass
	Hygiene Re-Appointment %	92.5%	≥ 85%	Pass
	Pre-Appointment %	80%	≥ 60%	Pass
Schedule Management	Appointments Completed (YoY)	1,355 vs 1,214	Increase YOY	Pass
	No-Shows %	1.1%	≤ 5%	Pass
	Cancellations %	4.5%	≤ 5%	Pass
Online Reputation	Google Reviews (Total)	436	≥ 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 %)	26% missing	< 20% missing	Fail

2. Production & Revenue Overview

Production Gross

$470,109

▲ +$2,851 (+0.6%)

New Patients

▲ +28 (+73.7%)

Case $ Accepted %

37.8%

▲ +1.3pp (+3.6%)

Visits / Working Day

22.32

▼ -2 (-9.9%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$467,258	$470,109	▲ +$2,851 (+0.6%)
Production Scheduled	$448,551	$475,600	▲ +$27,049 (+6.0%)
Annual Patient Value	$854	$867	▲ +$14 (+1.6%)
Visits Per Working Day	24.77	22.32	▼ -2 (-9.9%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	38	66	▲ +28 (+73.7%)
New Patients / Working Day	0.79	1.12	▲ +0 (+41.8%)
Case Acceptance %	76.4%	71.5%	▼ -4.9pp (-6.4%)
NP Case Acceptance %	65.4%	56.1%	▼ -9.3pp (-14.2%)
Case $ Presented	$601,795	$533,556	▼ $-68,239 (-11.3%)
Case $ Accepted	$219,811	$201,595	▼ $-18,215 (-8.3%)
Case $ Accepted %	36.5%	37.8%	▲ +1.3pp (+3.6%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$4,809	$5,111	▲ +$303 (+6.3%)
Same-Day Restorative $	$166,004	$162,274	▼ $-3,730 (-2.2%)
Case Diagnosed % — Hygiene	1.3%	1.7%	▲ +0.4pp (+30.8%)
Case Diagnosed % — Restorative	20.4%	26.8%	▲ +6.4pp (+31.4%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	1,984	2,010	▲ +26 (+1.3%)
Unscheduled Active Patients	522	448	▼ -74 (-14.2%)
Unscheduled $ Opportunity	$445,694	$388,568	▼ $-57,126 (-12.8%)
Appointments Completed	1,214	1,355	▲ +141 (+11.6%)
Cancellations %	0.2%	4.5%	▲ +4.3pp (+2150.0%)
No-Shows %	—	1.1%	—
Pre-Appointment %	76.0%	80.0%	▲ +4.0pp (+5.3%)

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 %	39.5%	57.6%	▲ +18.1pp (+45.8%)
Hygiene Re-Appt %	94.5%	92.5%	▼ -2.0pp (-2.1%)
Recaptured Patients	28	43	▲ +15 (+53.6%)
Patients Net Growth	-28	21	▲ +49 (+-175.0%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.41
NP Close Rate (Cases)	56.1%
Avg Production / Visit	$347
Patient Attrition	88 (80.7%)

Online Reputation (Google Business Profile)

Rating	4.9 ★
Review Count	436
Address	9900 Poplar Tent Rd #150, Concord, NC 28027, USA
Phone	(704) 782-2400
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 26% of new patients (17 of 66) 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	+$10,238	+28 NP × $366 avg restorative/exam
Case Acceptance	+$6,936	Δ 1.3% × $533,556 presented
Same-Day Treatment	$-3,427	Current $167,385 − prior $170,813
Appointment Leakage	$-25,386	Prior 0.2% → current 5.6% (worsened)
Schedule Utilization	$-42,501	VPWD Δ -2.45 × 50 days × $347/visit
Other / Unattributed	+$56,990	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	+$2,851	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 448 unscheduled active patients representing $388,568 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $38,857
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

Clinical

Standardized treatment plan presentation — Case $ Accepted % is 37.8% (benchmark: 50%+). Moving the needle 5pp on $533,556 presented = $26,678 in accepted treatment.
Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $26,678 at 5pp lift

Office Manager

Referral source entry compliance — 26% 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

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) — Dr. Moskowitz 3 days/week; strong implant history. Added associate + 2 operators + hygienist last summer — runway for growth. Fee for service. Goal: grow GP base, not DTC implants.
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.