WATCH — CONTINUOUS · NO DOCUMENT
6 automated thresholds, checked hourly to daily. July: 5 fires, 2 real, 3 false — holiday and scheduled-budget suppression ships in Aug. Thresholds in Form 247-C.
Vitals only. One page, first Friday, no meeting required — and it is page 1 of your board pack, so the CFO's copy and yours are the same numbers. Every rate carries its sample size. Comparisons are month-over-month and against the 3-month median, because a week was never a big enough sample to carry a decision. Supersedes FORM 247-R, retired 8-1-26.
WE WATCH IT DAILY. WE REPORT MONTHLY. WE INTERRUPT YOU WHEN IT BREAKS.
WATCH — CONTINUOUS · NO DOCUMENT
6 automated thresholds, checked hourly to daily. July: 5 fires, 2 real, 3 false — holiday and scheduled-budget suppression ships in Aug. Thresholds in Form 247-C.
INTERRUPT — ONLY ON EXCEPTION
2 sent in July. Jul 9 Riverside answer rate under 75% for 48h. Jul 22 paid-search conversion tag dark 6h. Both closed same-day; cost stated in each note.
REPORT — THIS PAGE · MONTHLY
First Friday. Four-minute read, no meeting. Board pack (610-M) sits behind it for the CFO; the 45-minute pack review is the second Tuesday. Quarterly continue/conclude is Form 610-Q.
NEW PATIENTS
274
same-store 254 · Parkway-11 20 · baseline 213
▲ 2.6% MoM · ▲ 5.8% vs 3-mo median (259)
▼ 2.0% per clinic day — July had 22, June 21
n = 274 COMPLETED FIRST VISITS
COLLECTIONS · GL 4000
$1.193M
same-store $1.108M · baseline $1.03M
▲ 4.0% MoM · ▲ 7.7% vs 3-mo median ($1.108M)
92.9% of net production · gross $1.50M less $216K contractual
n = 22 CLINIC DAYS · $54.2K / DAY vs $54.6K JUN
COST / NEW PATIENT — YOUR LEDGER
$244
same-store $211 · Parkway $660 · baseline $246
▼ 2.8% MoM · ▼ 3.6% vs 3-mo median ($253)
spend held flat at $69.4K loaded — we bought better, not more
n = 274 · NO DENTAL CAC BENCHMARK EXISTS
SITE → CONSULT CONVERSION
4.3%
9 of 12 location templates instrumented — 3 unmeasurable
▼ 0.3 pt MoM · ▼ 0.1 pt vs 3-mo median (4.4%)
inside one standard error (±0.33 pt) — reported, not acted on
n = 8,120 SESSIONS → 349 BOOKED CONSULTS
ANSWER RATE, FRONT DESK
90%
plan 90% · baseline 78% · best desk North-04 96%
▲ 2 pt MoM · ▲ 3 pt vs 3-mo median (87%)
first month on plan · Riverside still carries the whole gap
n = 3,884 CALLS → 3,496 ANSWERED · ±0.5 PT
BROKEN APPOINTMENTS
19.4%
no-show + late cancel, combined · baseline 22.4%
▼ 0.4 pt MoM · ▼ 0.7 pt vs 3-mo median (20.1%)
still misses the ≤19.0% plan — third month running
n = 9,860 SCHEDULED → 1,913 BROKEN · ±0.4 PT
| POD | NEW PATIENTS | COLLECTIONS | COST / NP | ANSWER | BROKEN APPT | Δ COLLECTIONS MoM |
|---|---|---|---|---|---|---|
| North — 04 | 31 | $133.4K | $196 | 96% | 14.1% | ▲ 2.1% |
| Central — 01 | 31 | $130.8K | $215 | 93% | 17.0% | ▲ 3.0% |
| Lakeline — 07 | 27 | $122.4K | $211 | 94% | 16.2% | ▲ 4.4% |
| Westlake — 03 | 27 | $120.6K | $229 | 91% | 18.4% | ▲ 5.2% |
| Round Rock — 06 | 22 | $108.6K | $252 | 90% | 20.3% | ▼ 0.8% · flagged — dearest same-store pod |
| Riverside — 09 | 18 | $88.2K | $289 | 85% | 25.1% | ▲ 1.1% · flagged — desk hire open 47 days |
| SIX SHOWN | 156 | $704.0K | $227 | — | — | — |
| GROUP — ALL 12 | 274 | $1,193.0K | $244 | 90% | 19.4% | ▲ 4.0% |
REMAINING 6 PODS: 118 NP · $489.0K · $267/NP LOADED — $187 EXCLUDING PARKWAY-11 ($660, MONTH 5 OF RAMP, ON A DECEMBER CLOCK). FULL 12-POD TABLE AND CHANNEL ECONOMICS IN THE PACK, FORM 610-M P.3. NO DENTAL COST-PER-NEW-PATIENT BENCHMARK EXISTS — THESE ARE YOUR OWN NUMBERS AGAINST YOUR OWN BASELINE.
We said we'd split case acceptance by established vs unestablished before we coached anyone. Done: established patients accept at 47%, unestablished at 25%, and both rates held flat. The whole one-point fall from 41% to 40% is mix — we bought more first-timers, and first-timers accept less. So we are not touching the treatment conversation. The lever is payer mix and the membership plan, and that work is on page 5 of the pack.
Riverside: overflow routing went live and answer rate moved 81% → 85%. Be careful how much credit that deserves — it recovered about $8.7K a year of an $85K-a-year leak. The other nine tenths is calls that are answered and never carry an offer, and no phone tree fixes that. The permanent desk hire has been open 47 days. That is the item, and it is yours, not ours.
Read the headline growth carefully. New patients rose 2.6% and collections 4.0%, but July had 22 clinic days against June's 21. Per clinic day new patients fell 2.0% and collections fell 0.7%. The month is fine. It is not as good as the top line says, and you would have found that out in August anyway.
Third month running that the 4100 write-down line got worse: 13.4% at baseline, 14.2% in June, 14.4% now — $216K written down in July. This is the price of the volume, forecast in the diagnosis before we bought any of it, and it is still a real cost. Membership-plan push lands Aug 14; every point of FFS/cash mix is worth about $15K a month with no added volume.
P&L RECONCILIATION — JUL '26 · EVERY METRIC ABOVE RECONCILES TO A LINE YOUR CFO ALREADY RECOGNIZES · CONTROLLER TIE-OUT AUG 4
ATTRIBUTED GROSS PRODUCTION
$278.4K
care performed for attributed patients, July
LESS CONTRACTUAL ADJ. 14.4%
−$40.1K
payer write-downs · GL 4100
ATTRIBUTED COLLECTIONS
$238.3K
= 20.0% of the 4000 line · we do not claim the other 80%
RECONCILES TO LINE
4000 — PATIENT REVENUE
PMS booked $275.9K · variance −0.9% · rule: PMS wins
READ RECEIPT — WE MEASURE WHETHER YOU READ THIS, AND WE PRINT THE ANSWER
Every send of this page is instrumented per named recipient. June readout, sent Jul 7: 4 of 5 recipients opened it, median time-to-open 2h 41m, median time on page 3m 12s. The fifth copy sat unopened; we called on day 3 and it was opened on day 9. Trailing three sends: 13 of 15 opened — 87%. If a page stops being read we change it or we stop sending it, and we report which. An agency that does not measure whether its own reports are opened is asking you to take its reporting on faith.