Practice Analytics
Daily Production
$8,542
↑ +3.2% today
Collections Rate
97.2%
↑ +0.8% vs goal
Goal: 98%
New Patients
28
↑ +12% vs last mo
Last: 25
Active Patients
1,847
↔ No change
YTD: 2,156
Tx Acceptance %
73.8%
↑ +5.2% vs last mo
Target: 75%
Avg Prod/Visit
$342
↑ +2.8% vs prior
Prior: $332
Cancellation Rate
4.2%
↓ -0.6% improvement
Target: <5%
Recall Rate %
84.1%
↑ +2.3% vs last mo
Target: 85%
⚠️ 34 Patients At Risk
No visit in 6-12 months. Consider sending recall notices.
3-Month Revenue Forecast
Patient Retention Status
1,847 Active (87%)
156 At-Risk (7%)
89 Inactive (4%)
42 Lost (2%)
Production per Hour by Provider
Operatory Utilization (Mon-Fri, 7am-6pm)
Hour
0-20%
40-60%
80-100%
Morning vs Afternoon Productivity (by Day)
Provider Performance Summary
| Provider | Days | Patients/Day | Production | Collections % | Acceptance % |
|---|---|---|---|---|---|
| Dr. Sarah Mitchell | 20 | 8.5 | $72,400 | 94.2% | 87.6% |
| Dr. James Rodriguez | 18 | 7.9 | $58,100 | 92.1% | 84.3% |
| Dr. Lisa Chen | 19 | 8.2 | $65,800 | 95.6% | 82.1% |
| Hygiene - Amanda Lee | 22 | 6.2 | $40,000 | 95.8% | 92.1% |
| Hygiene - Marcus Brown | 21 | 6.0 | $38,400 | 93.2% | 89.4% |
Top Referral Sources (Last 6 Months)
No-Show & Cancellation Patterns
Treatment Plan Acceptance by Provider
Referral Source Analytics
| Source | # New Patients | Conversion % | Cost/Acq | Lifetime Value |
|---|---|---|---|---|
| Google Maps | 42 | 18.2% | $28 | $4,850 |
| Patient Referral | 38 | 16.4% | $0 | $5,200 |
| Insurance Directory | 31 | 13.4% | $15 | $3,950 |
| Facebook Ads | 28 | 12.1% | $42 | $3,200 |
| Yelp | 24 | 10.4% | $55 | $2,800 |
Revenue Breakdown by Insurance Payer
$78,500 Delta (28%)
$62,400 Aetna (22%)
$58,300 Blue Cross (21%)
$45,200 Cigna (16%)
$36,600 United (13%)
Insurance Payer Performance
| Payer | # Claims | Total Billed | Total Paid | Reimburse % | Days to Pay |
|---|---|---|---|---|---|
| Delta Dental | 156 | $89,200 | $78,500 | 88% | 18 |
| Aetna | 124 | $72,800 | $62,400 | 86% | 22 |
| Blue Cross | 142 | $68,500 | $58,300 | 85% | 25 |
| Cigna | 98 | $54,800 | $45,200 | 82% | 28 |
| United Healthcare | 87 | $45,300 | $36,600 | 81% | 32 |
Accounts Receivable Aging
Treatment Acceptance Rate by Procedure Type
Top 20 Procedures by Volume - Profitability Analysis
| CDT Code | Description | Count | Avg Fee | Avg Paid | Patient Paid | Margin % |
|---|---|---|---|---|---|---|
| D0120 | Periodic Oral Evaluation | 185 | $45 | $38 | $7 | 82% |
| D1110 | Prophy - Adult | 172 | $85 | $72 | $13 | 85% |
| D2391 | Resin Composite - One Surface | 98 | $165 | $142 | $23 | 86% |
| D4341 | Perio Scaling & Root Planing | 54 | $275 | $220 | $55 | 80% |
| D2740 | Crown - Porcelain/Ceramic | 42 | $1,200 | $950 | $250 | 79% |
| D7140 | Extraction, Erupted Tooth | 38 | $225 | $180 | $45 | 80% |