Smile Center of Orlando

https://smilecenteroforlando.com/

Production held roughly flat -0.5% YoY ($543,227 → $540,320). During the same window, new patient intake declined by 18 and appointment leakage improved (a bright spot). The practice scorecard shows 8 of 19 metrics passing, with 4 fails concentrated in schedule management and 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

8Passing

4Failing

7Data Gaps

67%Pass Rate (of measurable)

Category	Metric	Current Value	Benchmark	Result
Patient Acquisition	Avg New Patients / Month (last 90d)	27.0	≥ 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)	1,091 vs 1,375	Decrease YOY	Pass
	Unscheduled $$ Opportunity (YoY)	$767,955 vs $913,646	Decrease YOY	Pass
	NP Hygiene Re-Appointment %	49.4%	≥ 40%	Pass
	Hygiene Re-Appointment %	97.1%	≥ 85%	Pass
	Pre-Appointment %	64%	≥ 60%	Pass
Schedule Management	Appointments Completed (YoY)	2,079 vs 2,198	Increase YOY	Fail
	No-Shows %	2.9%	≤ 5%	Pass
	Cancellations %	8.3%	≤ 5%	Fail
Online Reputation	Google Reviews (Total)	407	≥ 300	Pass
	Google Reviews (Last 30 Days)	N/A — requires Swell/GBP API	≥ 10	N/A
	Google Star Rating	4.8	≥ 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 %)	89% missing	< 20% missing	Fail

2. Production & Revenue Overview

Production Gross

$540,320

▼ $-2,907 (-0.5%)

New Patients

▼ -18 (-18.2%)

Case $ Accepted %

44.3%

▲ +10.8pp (+32.2%)

Visits / Working Day

31.77

▼ -3 (-9.4%)

Metric	Q1 2025	Q1 2026	YoY Δ
Production Gross	$543,227	$540,320	▼ $-2,907 (-0.5%)
Production Scheduled	$577,604	$528,343	▼ $-49,261 (-8.5%)
Annual Patient Value	$664	$704	▲ +$39 (+5.9%)
Visits Per Working Day	35.07	31.77	▼ -3 (-9.4%)

3. New Patient Acquisition & Case Acceptance

Metric	Q1 2025	Q1 2026	YoY Δ
New Patients	99	81	▼ -18 (-18.2%)
New Patients / Working Day	1.65	1.31	▼ -0 (-20.6%)
Case Acceptance %	73.9%	78.8%	▲ +4.9pp (+6.6%)
NP Case Acceptance %	68.6%	67.8%	▼ -0.8pp (-1.2%)
Case $ Presented	$938,090	$723,433	▼ $-214,657 (-22.9%)
Case $ Accepted	$313,963	$320,231	▲ +$6,268 (+2.0%)
Case $ Accepted %	33.5%	44.3%	▲ +10.8pp (+32.2%)

4. Same-Day Treatment & Clinical Performance

Metric	Q1 2025	Q1 2026	YoY Δ
Same-Day Hygiene $	$15,643	$18,476	▲ +$2,833 (+18.1%)
Same-Day Restorative $	$224,127	$219,318	▼ $-4,810 (-2.1%)
Case Diagnosed % — Hygiene	5.1%	4.2%	▼ -0.9pp (-17.6%)
Case Diagnosed % — Restorative	39.5%	34.6%	▼ -4.9pp (-12.4%)

5. Patient Volume & Appointment Health

Metric	Q1 2025	Q1 2026	YoY Δ
Active Hygiene Patients	2,781	2,585	▼ -196 (-7.0%)
Unscheduled Active Patients	1,375	1,091	▼ -284 (-20.7%)
Unscheduled $ Opportunity	$913,646	$767,955	▼ $-145,691 (-15.9%)
Appointments Completed	2,198	2,079	▼ -119 (-5.4%)
Cancellations %	10.8%	8.3%	▼ -2.5pp (-23.1%)
No-Shows %	3.4%	2.9%	▼ -0.5pp (-14.7%)
Pre-Appointment %	57.0%	64.0%	▲ +7.0pp (+12.3%)

6. Appointment Confirmation & Patient Recapture

Metric	Q1 2025	Q1 2026	YoY Δ
DI Confirmed %	59.0%	57.1%	▼ -1.9pp (-3.2%)
NP Hygiene Re-Appt %	42.4%	49.4%	▲ +7.0pp (+16.5%)
Hygiene Re-Appt %	95.0%	97.1%	▲ +2.1pp (+2.2%)
Recaptured Patients	57	66	▲ +9 (+15.8%)
Patients Net Growth	12	-38	▼ -50 (-416.7%)

7. Operational Efficiency

Online Scheduling Adoption	0.0%
Hygiene→Restorative Handoff Ratio	0.51
NP Close Rate (Cases)	67.8%
Avg Production / Visit	$260
Patient Attrition	185 (125.9%)

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	4.8 ★
Review Count	407
Address	3710 Aloma Ave, Winter Park, FL 32792, USA
Phone	(407) 678-8848
Primary Category	dentist

Data Hygiene & Tracking Gaps

Referral Source Attribution: 89% of new patients (72 of 81) 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	$-8,012	-18 NP × $445 avg restorative/exam
Case Acceptance	+$78,131	Δ 10.8% × $723,433 presented
Same-Day Treatment	$-1,977	Current $237,794 − prior $239,770
Appointment Leakage	+$16,210	Prior 14.2% → current 11.2% (improved)
Schedule Utilization	$-42,883	VPWD Δ -3.30 × 50 days × $260/visit
Other / Unattributed	$-44,376	Residual: fee schedule, payer mix, seasonality, provider changes
Net Change	$-2,907	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 1,091 unscheduled active patients representing $767,955 in opportunity.
Owner: Growth team + Office Manager • DI Workflow: Analytics → Unscheduled Active Patients → export → manual outreach assignment • Impact: Recovering even 10% of dollar opportunity = $76,795
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

48-hour appointment confirmation protocol — Combined cancel + no-show rate is 11.2% (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 ~$17,290

Clinical

Standardized treatment plan presentation — Case $ Accepted % is 44.3% (benchmark: 50%+). Moving the needle 5pp on $723,433 presented = $36,172 in accepted treatment.
Owner: Clinical Director + Doctor • DI Workflow: N/A — peer-learning / coaching sprint • Impact: $36,172 at 5pp lift

Office Manager

Referral source entry compliance — 89% 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) — Competitive market, likely needs increased spend to compete. Deferred from last priority review.
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.