LAWRENCE L RESSLER DMD PA NKA Ressler Dental

https://www.resslerdental.com/delray-boynton-dentist

Production softened -9.2% YoY ($526,610 → $477,981). During the same window, new patient intake increased by 18 and appointment leakage worsened. The practice scorecard shows 5 of 19 metrics passing, with 7 fails concentrated in patient retention and schedule management and patient acquisition. 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)	29.0	≥ 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)	427 vs 495	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$816,104 vs $1,006,578	Decrease YOY	Pass
	NP Hygiene Re-Appointment %	33.3%	≥ 40%	Fail
	Hygiene Re-Appointment %	72.4%	≥ 85%	Fail
	Pre-Appointment %	51%	≥ 60%	Fail
Schedule Management	Appointments Completed (YoY)	914 vs 1,010	Increase YOY	Fail
	No-Shows %	1.0%	≤ 5%	Pass
	Cancellations %	11.3%	≤ 5%	Fail
Online Reputation	Google Reviews (Total)	124	≥ 300	Fail
	Google Reviews (Last 30 Days)	N/A — requires Swell/GBP API	≥ 10	N/A
	Google Star Rating	4.7	≥ 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 %)	0% missing	< 20% missing	Pass

2. Production & Revenue Overview

Production Gross

$477,981

▼ $-48,629 (-9.2%)

New Patients

▲ +18 (+26.1%)

Case $ Accepted %

33.0%

▼ -5.5pp (-14.3%)

Visits / Working Day

16.43

▼ -2 (-11.8%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$526,610	$477,981	▼ $-48,629 (-9.2%)
Production Scheduled	$428,148	$420,299	▼ $-7,849 (-1.8%)
Annual Patient Value	$2,033	$1,911	▼ $-122 (-6.0%)
Visits Per Working Day	18.62	16.43	▼ -2 (-11.8%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	69	87	▲ +18 (+26.1%)
New Patients / Working Day	1.30	1.64	▲ +0 (+26.2%)
Case Acceptance %	81.2%	41.2%	▼ -40.0pp (-49.3%)
NP Case Acceptance %	56.6%	62.3%	▲ +5.7pp (+10.1%)
Case $ Presented	$575,493	$594,158	▲ +$18,665 (+3.2%)
Case $ Accepted	$221,828	$195,878	▼ $-25,950 (-11.7%)
Case $ Accepted %	38.5%	33.0%	▼ -5.5pp (-14.3%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$21,670	$9,282	▼ $-12,388 (-57.2%)
Same-Day Restorative $	$83,170	$77,058	▼ $-6,112 (-7.3%)
Case Diagnosed % — Hygiene	19.0%	9.6%	▼ -9.4pp (-49.5%)
Case Diagnosed % — Restorative	38.3%	25.1%	▼ -13.2pp (-34.5%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	610	592	▼ -18 (-3.0%)
Unscheduled Active Patients	495	427	▼ -68 (-13.7%)
Unscheduled $ Opportunity	$1,006,578	$816,104	▼ $-190,474 (-18.9%)
Appointments Completed	1,010	914	▼ -96 (-9.5%)
Cancellations %	6.7%	11.3%	▲ +4.6pp (+68.7%)
No-Shows %	4.3%	1.0%	▼ -3.3pp (-76.7%)
Pre-Appointment %	47.0%	51.0%	▲ +4.0pp (+8.5%)

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 %	13.0%	33.3%	▲ +20.3pp (+156.2%)
Hygiene Re-Appt %	69.2%	72.4%	▲ +3.2pp (+4.6%)
Recaptured Patients	13	15	▲ +2 (+15.4%)
Patients Net Growth	12	4	▼ -8 (-66.7%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.58
NP Close Rate (Cases)	62.3%
Avg Production / Visit	$523
Patient Attrition	98 (96.1%)

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	4.7 ★
Review Count	124
Address	15300 Jog Rd STE 201, Delray Beach, FL 33446, USA
Phone	(561) 499-7400
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 0% of new patients (null of 87) 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	+$12,799	+18 NP × $711 avg restorative/exam
Case Acceptance	$-32,679	Δ -5.5% × $594,158 presented
Same-Day Treatment	$-18,500	Current $86,340 − prior $104,840
Appointment Leakage	$-6,214	Prior 11.0% → current 12.3% (worsened)
Schedule Utilization	$-57,264	VPWD Δ -2.19 × 50 days × $523/visit
Other / Unattributed	+$53,228	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	$-48,629	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 427 unscheduled active patients representing $816,104 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $81,610
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
Google review generation cadence — Currently at 124 Google reviews (rating 4.7). Below 300 threshold. Implement post-visit SMS review request via Swell/Modento.
Owner: Marketing • DI Workflow: N/A — Swell automation • Impact: Improves local ranking + trust signals

Operations

48-hour appointment confirmation protocol — Combined cancel + no-show rate is 12.3% (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 ~$20,553

Clinical

Standardized treatment plan presentation — Case $ Accepted % is 33.0% (benchmark: 50%+). Moving the needle 5pp on $594,158 presented = $29,708 in accepted treatment.
Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $29,708 at 5pp lift

Office Manager

NP follow-up: confirm 2nd hygiene appointment within 24h — Only 33% 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 ≈ 4 additional reappointed NPs per quarter

Doctor

Peer review of case presentation + schedule availability — Production softened -9.2% 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

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) — No priority notes captured. Production -9.2% YoY — warrants discovery call with ROD.
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.