Office Locations

Manage multiple office locations and monitor performance across your practice

Total Locations
3
Total Providers
8
Total Operatories
14
Patients Across All
4,280
Main Street Office
Active
Address: 425 Main St, Portland, OR 97214
Phone: (503) 555-0142
Fax: (503) 555-0143
Hours: M-F 8:00 AM - 5:00 PM
Operatories: 6
Patient Count: 2,100
NPI: 1234567890
Tax ID: 93-1234567
Active Providers
Dr. James Chen
Dr. Sarah Miller
Dr. Robert Taylor
Lakewood Branch
Active
Address: 1520 Lake Ave, Lakewood, CO 80215
Phone: (720) 555-0165
Fax: (720) 555-0166
Hours: M-F 7:30 AM - 4:30 PM
Operatories: 5
Patient Count: 1,340
NPI: 1234567891
Tax ID: 93-1234568
Active Providers
Dr. Emily Rodriguez
Dr. Michael Johnson
Dr. Jennifer Lee
Downtown Clinic
Coming Soon
Address: 820 Market St, San Francisco, CA 94102
Phone: (415) 555-0189
Fax: (415) 555-0190
Hours: M-F 8:30 AM - 5:30 PM
Operatories: 3
Patient Count: 840
NPI: 1234567892
Tax ID: 93-1234569
Assigned Providers
Dr. David Martinez
Dr. Amanda White

Provider Assignment Across Offices

Provider Name NPI Specialty Primary Office Additional Offices Schedule Type Status
Dr. James Chen 1111222233 General Dentistry Main Street Office Lakewood Branch Float Active
Dr. Sarah Miller 1111222234 Orthodontics Main Street Office — Full-time Active
Dr. Robert Taylor 1111222235 Periodontics Main Street Office Downtown Clinic Float Active
Dr. Emily Rodriguez 1111222236 Pediatric Dentistry Lakewood Branch Main Street Office Float Active
Dr. Michael Johnson 1111222237 Implant Surgery Lakewood Branch Downtown Clinic Float Active
Dr. Jennifer Lee 1111222238 Endodontics Lakewood Branch Main Street Office, Downtown Clinic Float Active
Dr. David Martinez 1111222239 General Dentistry Downtown Clinic Lakewood Branch Part-time Active
Dr. Amanda White 1111222240 Prosthodontics Downtown Clinic — Full-time Inactive

Weekly Provider Schedule Matrix

Color-coded by office location. Yellow cells indicate coverage gaps.

Provider Monday Tuesday Wednesday Thursday Friday
Dr. James Chen Main Street Main Street Lakewood Lakewood Main Street
Dr. Sarah Miller Main Street Main Street Main Street Main Street Main Street
Dr. Robert Taylor Main Street OFF Downtown Downtown Main Street
Dr. Emily Rodriguez Lakewood Lakewood Lakewood Main Street Main Street
Dr. Michael Johnson Lakewood Downtown Lakewood Downtown Lakewood
Dr. Jennifer Lee Lakewood Main Street Lakewood Downtown Main Street
Dr. David Martinez Downtown Downtown Downtown Downtown Downtown
Dr. Amanda White OFF OFF OFF OFF OFF
Revenue by Location
Main Street Office
$128,400
Lakewood Branch
$94,200
Downtown Clinic
$67,800
Total: $290,400
Patient Volume by Location
Main Street Office
2,100
Lakewood Branch
1,340
Downtown Clinic
840
Total: 4,280 Patients

Key Performance Indicators Comparison

Metric Main Street Lakewood Downtown Company Avg
Production/Provider $64,200 ↑ $47,100 $45,200 ↓ $52,167
Collections Rate 94.2% ↑ 91.8% 89.5% ↓ 91.8%
New Patients/Month 42 ↑ 31 18 ↓ 30.3
No-show Rate 3.2% ↓ 4.1% 5.8% ↑ 4.4%
Avg Wait Time 8 min ↓ 12 min 15 min ↑ 11.7 min
Patient Satisfaction 4.7/5 ↑ 4.4/5 4.1/5 ↓ 4.4/5

Combined Profit & Loss Summary

Total Revenue
$290,400
Total Expenses
$187,300
Net Income
$103,100

Per-Office Breakdown

Main Street Office Revenue: $128,400 | Expenses: $74,200 | Net: $54,200
Lakewood Branch Revenue: $94,200 | Expenses: $58,400 | Net: $35,800
Downtown Clinic Revenue: $67,800 | Expenses: $54,700 | Net: $13,100

Office Performance Ranking

1
Main Street Office
92.4
Production/Provider: $64,200
Collections Rate: 94.2%
Patient Satisfaction: 4.7/5
2
Lakewood Branch
84.6
Production/Provider: $47,100
Collections Rate: 91.8%
Patient Satisfaction: 4.4/5
3
Downtown Clinic
76.8
Production/Provider: $45,200
Collections Rate: 89.5%
Patient Satisfaction: 4.1/5

Company Information

Legal Entity Name
Dental Excellence Group, LLC
DBA (Trade Name)
Dental Excellence
EIN / Tax ID
93-1234567
Practice Type
DSO (Dental Service Organization)
Corporate Address
425 Main Street, Portland, OR 97214
Primary Contact
Michael Anderson
Contact Phone
(503) 555-0142
Contact Email
[email protected]

Subscription & Billing

Current Plan
Enterprise
Monthly Cost
$897/month
Billing Cycle
Monthly
Next Billing Date
March 15, 2024

Per-Office Pricing Breakdown

Main Street Office $299/month
Lakewood Branch $299/month
Downtown Clinic $299/month

Data Sharing Settings

Patient Record Sharing Between Offices
Shared Formulary & Fee Schedules
Cross-Office Patient Scheduling
Billing Configuration
Referral Routing Preference

User & Access Management

Name Email Role Office Access Last Login Status
Michael Anderson [email protected] Administrator All Offices Today, 2:34 PM Online
Dr. James Chen [email protected] Provider Main Street, Lakewood Today, 12:15 PM Online
Sarah Williams [email protected] Office Manager Main Street Only Today, 1:02 PM Online
David Martinez [email protected] Treatment Coordinator Lakewood Only Today, 3:45 PM Online
Jennifer Lee [email protected] Practice Administrator All Offices Yesterday, 5:22 PM Offline
Robert Taylor [email protected] Hygienist Downtown Only February 14, 4:10 PM Offline
Emily Rodriguez [email protected] Provider Lakewood, Downtown Today, 11:30 AM Online
Amanda White [email protected] Dental Assistant Downtown Only Today, 3:15 PM Online
Christopher Johnson [email protected] Billing Specialist All Offices Today, 2:00 PM Online
Lisa Thompson [email protected] Front Desk Main Street Only Today, 5:00 PM Online

Compliance Settings

HIPAA Privacy Officer
Michael Anderson (All Offices)
Main Street Privacy Officer
Sarah Williams
Lakewood Privacy Officer
David Martinez
Downtown Privacy Officer
Robert Taylor

Business Associate Agreements

All BAAs are signed and current. Last reviewed: January 15, 2024

Breach Notification Contacts

Main Street Office [email protected]
Lakewood Branch [email protected]
Downtown Clinic [email protected]

Data Retention Policy

Patient records retained for 7 years after final visit per ADA guidelines. Automatic archival after 5 years of inactivity.