Dr. Jeffrey Dent & Dr. Brian Mears (Parkway Periodontics)

https://parkway-perio.com/

Production grew +6.8% YoY ($497,099 → $530,970). During the same window, new patient intake declined by 50 and appointment leakage improved (a bright spot). The practice scorecard shows 5 of 19 metrics passing, with 7 fails concentrated in patient retention and patient acquisition 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

5Passing

7Failing

7Data Gaps

42%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	65.0	≥ 30	Pass
	NP Call Conversion %	54%	≥ 55%	Fail
	Missed Call %	29%	≤ 18%	Fail
	3rd Next Available NP Appt	N/A — Modento link not provided	≤ 7 days	N/A
Patient Retention	Unscheduled Active Patients (YoY)	1,467 vs 1,526	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$1,110,328 vs $968,934	Decrease YOY	Fail
	NP Hygiene Re-Appointment %	23.1%	≥ 40%	Fail
	Hygiene Re-Appointment %	88.1%	≥ 85%	Pass
	Pre-Appointment %	50%	≥ 60%	Fail
Schedule Management	Appointments Completed (YoY)	1,404 vs 1,497	Increase YOY	Fail
	No-Shows %	2.5%	≤ 5%	Pass
	Cancellations %	6.4%	≤ 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 %)	3% missing	< 20% missing	Pass

2. Production & Revenue Overview

Production Gross

$530,970

▲ +$33,871 (+6.8%)

New Patients

195

▼ -50 (-20.4%)

Case $ Accepted %

56.0%

▲ +14.1pp (+33.7%)

Visits / Working Day

22.79

▼ -5 (-17.5%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$497,099	$530,970	▲ +$33,871 (+6.8%)
Production Scheduled	$533,887	$531,242	▼ $-2,645 (-0.5%)
Annual Patient Value	$635	$757	▲ +$122 (+19.2%)
Visits Per Working Day	27.61	22.79	▼ -5 (-17.5%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	245	195	▼ -50 (-20.4%)
New Patients / Working Day	4.54	3.20	▼ -1 (-29.5%)
Case Acceptance %	67.0%	96.8%	▲ +29.8pp (+44.5%)
NP Case Acceptance %	67.3%	74.6%	▲ +7.3pp (+10.8%)
Case $ Presented	$658,618	$539,114	▼ $-119,504 (-18.1%)
Case $ Accepted	$276,000	$301,762	▲ +$25,762 (+9.3%)
Case $ Accepted %	41.9%	56.0%	▲ +14.1pp (+33.7%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$42,333	$57,883	▲ +$15,550 (+36.7%)
Same-Day Restorative $	$177,550	$193,268	▲ +$15,718 (+8.9%)
Case Diagnosed % — Hygiene	0.7%	1.5%	▲ +0.8pp (+114.3%)
Case Diagnosed % — Restorative	23.0%	23.0%	▲ +0.0pp (+0.0%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	1,750	1,753	▲ +3 (+0.2%)
Unscheduled Active Patients	1,526	1,467	▼ -59 (-3.9%)
Unscheduled $ Opportunity	$968,934	$1,110,328	▲ +$141,395 (+14.6%)
Appointments Completed	1,497	1,404	▼ -93 (-6.2%)
Cancellations %	5.7%	6.4%	▲ +0.7pp (+12.3%)
No-Shows %	5.1%	2.5%	▼ -2.6pp (-51.0%)
Pre-Appointment %	49.0%	50.0%	▲ +1.0pp (+2.0%)

6. Appointment Confirmation & Patient Recapture

Metric	Q1 2025	Q1 2026	YoY Δ
DI Confirmed %	70.0%	57.0%	▼ -13.0pp (-18.6%)
NP Hygiene Re-Appt %	23.3%	23.1%	▼ -0.2pp (-0.9%)
Hygiene Re-Appt %	84.6%	88.1%	▲ +3.5pp (+4.1%)
Recaptured Patients	34	31	▼ -3 (-8.8%)
Patients Net Growth	58	—	—

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.96
NP Close Rate (Cases)	74.6%
Avg Production / Visit	$378
Patient Attrition	— (—)

Call Conversion (PeerLogic Q1 2026)

NP Call Conversion	54%
Existing Patient Conversion	63%
Missed Call %	29%
Top Reason Not Booked	—
Notes	—

Not in current GBP priority scan.

Data Hygiene & Tracking Gaps

Referral Source Attribution: 3% of new patients (5 of 195) 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	$-20,845	-50 NP × $417 avg restorative/exam
Case Acceptance	+$76,015	Δ 14.1% × $539,114 presented
Same-Day Treatment	+$31,268	Current $251,151 − prior $219,883
Appointment Leakage	+$10,088	Prior 10.8% → current 8.9% (improved)
Schedule Utilization	$-91,142	VPWD Δ -4.82 × 50 days × $378/visit
Other / Unattributed	+$28,487	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	+$33,871	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 1,467 unscheduled active patients representing $1,110,328 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $111,033
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

NP call conversion coaching + insurance verification workflow — NP call conversion is 54% (benchmark ≥55%). Top reason: see PeerLogic. Build an insurance-check cheat sheet + scheduling script at the front desk.
Owner: Office Manager + RCM • DI Workflow: PeerLogic call transcripts → weekly 1-on-1 coaching • Impact: Moving to 55% lifts NP intake proportionally
Missed-call recovery — Missed call rate is 29% (benchmark ≤18%). Every missed call is a potential NP. Options: add overflow line, hire answering service, or cross-train hygiene coordinator to pick up during peaks.
Owner: Office Manager • DI Workflow: PeerLogic missed-call log → daily callback queue • Impact: Protects top-of-funnel lead volume

Office Manager

NP follow-up: confirm 2nd hygiene appointment within 24h — Only 23% 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 ≈ 10 additional reappointed NPs per quarter

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.