Production softened -24.2% YoY ($787,375 → $596,896). During the same window, new patient intake increased by 5 and appointment leakage improved (a bright spot). The practice scorecard shows 10 of 19 metrics passing, with 4 fails concentrated in patient acquisition and 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
10Passing
4Failing
5Data Gaps
71%Pass Rate (of measurable)
Category
Metric
Current Value
Benchmark
Result
Patient Acquisition
Avg New Patients / Month (last 90d)
38.7
≥ 30
Pass
NP Call Conversion %
54%
≥ 55%
Fail
Missed Call %
10%
≤ 18%
Pass
3rd Next Available NP Appt
N/A — Modento link not provided
≤ 7 days
N/A
Patient Retention
Unscheduled Active Patients (YoY)
1,012 vs 1,125
Decrease YOY
Pass
Unscheduled $$ Opportunity (YoY)
$1,161,897 vs $1,373,254
Decrease YOY
Pass
NP Hygiene Re-Appointment %
36.2%
≥ 40%
Fail
Hygiene Re-Appointment %
95.1%
≥ 85%
Pass
Pre-Appointment %
61%
≥ 60%
Pass
Schedule Management
Appointments Completed (YoY)
1,662 vs 1,675
Increase YOY
Fail
No-Shows %
0.1%
≤ 5%
Pass
Cancellations %
2.9%
≤ 5%
Pass
Online Reputation
Google Reviews (Total)
823
≥ 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 %)
98% missing
< 20% missing
Fail
2. Production & Revenue Overview
Production Gross
$596,896
▼ $-190,479 (-24.2%)
New Patients
116
▲ +5 (+4.5%)
Case $ Accepted %
27.9%
▼ -4.2pp (-13.1%)
Visits / Working Day
29.91
▲ +1 (+4.1%)
Metric
Q1 2025
Q1 2026
YoY Δ
Production Gross
$787,375
$596,896
▼ $-190,479 (-24.2%)
Production Scheduled
$746,996
$565,371
▼ $-181,624 (-24.3%)
Annual Patient Value
$1,221
$1,148
▼ $-73 (-5.9%)
Visits Per Working Day
28.74
29.91
▲ +1 (+4.1%)
3. New Patient Acquisition & Case Acceptance
Metric
Q1 2025
Q1 2026
YoY Δ
New Patients
111
116
▲ +5 (+4.5%)
New Patients / Working Day
1.95
2.15
▲ +0 (+10.3%)
Case Acceptance %
65.7%
68.5%
▲ +2.8pp (+4.3%)
NP Case Acceptance %
56.8%
65.2%
▲ +8.4pp (+14.8%)
Case $ Presented
$1,495,620
$1,480,236
▼ $-15,384 (-1.0%)
Case $ Accepted
$480,234
$412,352
▼ $-67,882 (-14.1%)
Case $ Accepted %
32.1%
27.9%
▼ -4.2pp (-13.1%)
4. Same-Day Treatment & Clinical Performance
Metric
Q1 2025
Q1 2026
YoY Δ
Same-Day Hygiene $
$18,381
$15,238
▼ $-3,143 (-17.1%)
Same-Day Restorative $
$380,346
$305,825
▼ $-74,521 (-19.6%)
Case Diagnosed % — Hygiene
1.9%
1.1%
▼ -0.8pp (-42.1%)
Case Diagnosed % — Restorative
50.0%
53.4%
▲ +3.4pp (+6.8%)
5. Patient Volume & Appointment Health
Metric
Q1 2025
Q1 2026
YoY Δ
Active Hygiene Patients
1,912
1,932
▲ +20 (+1.0%)
Unscheduled Active Patients
1,125
1,012
▼ -113 (-10.0%)
Unscheduled $ Opportunity
$1,373,254
$1,161,897
▼ $-211,356 (-15.4%)
Appointments Completed
1,675
1,662
▼ -13 (-0.8%)
Cancellations %
4.2%
2.9%
▼ -1.3pp (-31.0%)
No-Shows %
0.6%
0.1%
▼ -0.5pp (-83.3%)
Pre-Appointment %
56.0%
61.0%
▲ +5.0pp (+8.9%)
6. Appointment Confirmation & Patient Recapture
Metric
Q1 2025
Q1 2026
YoY Δ
DI Confirmed %
52.0%
53.5%
▲ +1.5pp (+2.9%)
NP Hygiene Re-Appt %
35.1%
36.2%
▲ +1.1pp (+3.1%)
Hygiene Re-Appt %
94.4%
95.1%
▲ +0.7pp (+0.7%)
Recaptured Patients
43
40
▼ -3 (-7.0%)
Patients Net Growth
-12
-30
▼ -18 (150.0%)
7. Operational Efficiency
Online Scheduling Adoption
0.0%
Hygiene→Restorative Handoff Ratio
0.56
NP Close Rate (Cases)
65.2%
Avg Production / Visit
$359
Patient Attrition
186 (119.2%)
Call Conversion (PeerLogic Q1 2026)
NP Call Conversion
54%
Existing Patient Conversion
76%
Missed Call %
10%
Top Reason Not Booked
Scheduling (23%)
Notes
—
Online Reputation (Google Business Profile)
Rating
4.9 ★
Review Count
823
Address
201 Signature Pl, Lebanon, TN 37087, USA
Phone
(615) 444-7999
Primary Category
dentist
Data Hygiene & Tracking Gaps
Referral Source Attribution: 98% of new patients (114 of 116) 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.
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 1,012 unscheduled active patients representing $1,161,897 in opportunity. Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $116,190
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: Scheduling (23%). 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
Clinical
Standardized treatment plan presentation — Case $ Accepted % is 27.9% (benchmark: 50%+). Moving the needle 5pp on $1,480,236 presented = $74,012 in accepted treatment. Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $74,012 at 5pp lift
Office Manager
Referral source entry compliance — 98% 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
NP follow-up: confirm 2nd hygiene appointment within 24h — Only 36% 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 ≈ 6 additional reappointed NPs per quarter
Doctor
Peer review of case presentation + schedule availability — Production softened -24.2% 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
Strategic context (from Priority List review) — All-on-4 focused 2nd doc recently left; replaced by Nuga (GP-focused). Runway for both DTC implant marketing AND GP growth now available. Highest YoY production decline in this cohort. 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.