Riverside Dental: Michael D. Spencer DDS

https://www.riverside-dental.com/

Production held roughly flat -1.2% YoY ($2,237,359 → $2,209,940). During the same window, new patient intake declined by 90 and appointment leakage improved (a bright spot). The practice scorecard shows 7 of 19 metrics passing, with 5 fails concentrated in 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

7Passing

5Failing

7Data Gaps

58%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	74.7	≥ 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)	2,170 vs 2,124	Decrease YOY	Fail
	Unscheduled $$ Opportunity (YoY)	$4,458,656 vs $4,371,489	Decrease YOY	Fail
	NP Hygiene Re-Appointment %	18.8%	≥ 40%	Fail
	Hygiene Re-Appointment %	85.6%	≥ 85%	Pass
	Pre-Appointment %	45%	≥ 60%	Fail
Schedule Management	Appointments Completed (YoY)	2,443 vs 2,625	Increase YOY	Fail
	No-Shows %	1.7%	≤ 5%	Pass
	Cancellations %	0.7%	≤ 5%	Pass
Online Reputation	Google Reviews (Total)	813	≥ 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 %)	14% missing	< 20% missing	Pass

2. Production & Revenue Overview

Production Gross

$2,209,940

▼ $-27,419 (-1.2%)

New Patients

224

▼ -90 (-28.7%)

Case $ Accepted %

19.1%

▼ -5.7pp (-23.0%)

Visits / Working Day

37.00

▼ -7 (-15.3%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$2,237,359	$2,209,940	▼ $-27,419 (-1.2%)
Production Scheduled	$1,726,113	$1,607,904	▼ $-118,209 (-6.8%)
Annual Patient Value	$2,058	$2,055	▼ $-3 (-0.2%)
Visits Per Working Day	43.67	37.00	▼ -7 (-15.3%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	314	224	▼ -90 (-28.7%)
New Patients / Working Day	5.41	3.56	▼ -2 (-34.2%)
Case Acceptance %	69.0%	94.1%	▲ +25.1pp (+36.4%)
NP Case Acceptance %	41.1%	44.3%	▲ +3.2pp (+7.8%)
Case $ Presented	$4,058,555	$4,059,716	▲ +$1,161 (+0.0%)
Case $ Accepted	$1,007,727	$776,714	▼ $-231,012 (-22.9%)
Case $ Accepted %	24.8%	19.1%	▼ -5.7pp (-23.0%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$20,151	$29,928	▲ +$9,777 (+48.5%)
Same-Day Restorative $	$545,081	$551,367	▲ +$6,286 (+1.2%)
Case Diagnosed % — Hygiene	4.0%	6.3%	▲ +2.3pp (+57.5%)
Case Diagnosed % — Restorative	51.9%	52.0%	▲ +0.1pp (+0.2%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	2,125	2,267	▲ +142 (+6.7%)
Unscheduled Active Patients	2,124	2,170	▲ +46 (+2.2%)
Unscheduled $ Opportunity	$4,371,489	$4,458,656	▲ +$87,166 (+2.0%)
Appointments Completed	2,625	2,443	▼ -182 (-6.9%)
Cancellations %	0.7%	0.7%	▲ +0.0pp (+0.0%)
No-Shows %	11.4%	1.7%	▼ -9.7pp (-85.1%)
Pre-Appointment %	45.0%	45.0%	▲ +0.0pp (+0.0%)

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 %	11.1%	18.8%	▲ +7.7pp (+69.4%)
Hygiene Re-Appt %	85.6%	85.6%	▲ +0.0pp (+0.0%)
Recaptured Patients	74	79	▲ +5 (+6.8%)
Patients Net Growth	167	-74	▼ -241 (-144.3%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.99
NP Close Rate (Cases)	44.3%
Avg Production / Visit	$905
Patient Attrition	377 (124.4%)

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	813
Address	1061 Riverside Ave, Jacksonville, FL 32204, USA
Phone	(904) 355-5531
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 14% of new patients (31 of 224) 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	$-204,366	-90 NP × $2,271 avg restorative/exam
Case Acceptance	$-231,404	Δ -5.7% × $4,059,716 presented
Same-Day Treatment	+$16,062	Current $581,295 − prior $565,232
Appointment Leakage	+$214,364	Prior 12.1% → current 2.4% (improved)
Schedule Utilization	$-301,684	VPWD Δ -6.67 × 50 days × $905/visit
Other / Unattributed	+$479,608	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	$-27,419	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 2,170 unscheduled active patients representing $4,458,656 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $445,866
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 19.1% (benchmark: 50%+). Moving the needle 5pp on $4,059,716 presented = $202,986 in accepted treatment.
Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $202,986 at 5pp lift

Office Manager

NP follow-up: confirm 2nd hygiene appointment within 24h — Only 19% 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 ≈ 11 additional reappointed NPs per quarter

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

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.