Dental / Orthodontic Practices
Higher Margins, Fewer Heroics for Dental Practice Owners
Multi-chair dental and orthodontic practices generate strong revenue per location, but scheduling gaps, recall leakage, and staff utilization issues erode profit. We fix the systems so margins stay visible and the practice runs without constant founder intervention.
Common Symptoms We See
If any of these sound familiar, the Scorecard will pinpoint exactly where profit is leaking and what to fix first.
Schedule has gaps but the team feels busy and overwhelmed
Recall and reactivation campaigns are inconsistent or manual
Treatment plan acceptance rate is unclear or below 60%
Staff utilization is uneven across providers and hygienists
No weekly scorecard; month-end surprises are common
Owner is the bottleneck for clinical and business decisions
What We Fix First
Ranked by impact. Implemented in the 30-day sprint.
1Implement a weekly KPI scorecard (production, collections, new patients, recall, acceptance rate)
2Fix scheduling and recall systems to reduce gaps and no-shows
3Improve treatment plan presentation and conversion workflow
4Balance provider and hygienist utilization across chairs
5Set up a weekly operating cadence and meeting rhythm
6Remove the founder from day-to-day operational decisions
Practical AI Quick Wins
Real workflows that remove toil and improve decisions. Not AI theater.
Automated no-show reduction via SMS/email reminders and waitlist fill
Recall automation with personalized outreach sequences
Treatment plan follow-up automation for unscheduled cases
Staff scheduling optimization based on historical demand patterns
Review response automation for Google and Yelp
KPIs That Run the Business
These are the metrics we track weekly. When these move, profit moves.
Production per provider
Collections rate
New patient volume
Recall effectiveness rate
Treatment acceptance rate
No-show / cancellation rate
Hygiene reappointment rate
Chair utilization %
Revenue per visit
Overhead ratio
Accounts receivable days
Patient retention rate
What You Get in 30 Days
0-100 Scorecard across 5 focus areas with evidence-based notes
Top 10 Fixes ranked by impact for your specific business
90-day execution plan with owners, weekly metrics, and meeting rhythm
1-3 practical AI workflows deployed and adopted by your team
Weekly operating cadence and dashboards that stick
"No-heroics" playbook so the business runs without the founder in every room
Ready to make margin obvious in your dental / ortho business?
Book the Scorecard call and get your ranked Top 10 Fixes + 90-day plan.