October at a glance
This month in one paragraph
A good month that could have been a great one. 41 new patients came in, up from 34, and more than half of them found you on Google without any ad money. Production reached $168,400 and collections $160,200, both ahead of September. The two things holding the practice back are the same as last month: 38 hygiene patients are overdue for their cleaning, and the phones go unanswered one call in seven on Mondays. Both have a fix in motion this week.
What we are doing next
- 1Send the recall text to the 38 overdue hygiene patients on Thursday, then to the 212 due in November. Wording is waiting for your approval.
- 2Put the Invisalign page live and point the Invisalign ad at it; right now that ad lands on the home page and half the people leave.
- 3Resubmit the last two Delta Dental batches with the bookkeeper so the $21,400 of insurance money older than 60 days keeps coming down.
New patients by week
What this means
The blue line is people who typed something like “dentist near me” or “emergency dentist Queens” and picked you. The red line is people a patient, a doctor or an insurance directory sent. Both lines are steady, which is what you want; a spike in blue usually means an ad is running and a dip in red means referrals are slowing. Week 1 is October 1 to 3 only.
Where new patients came from
- Google search and Maps15
- Google Ads11
- Sent by a patient9
- Healthgrades and Zocdoc4
- Instagram and other2
What this means
We ask every new patient how they heard of you at the first visit and the front desk records it in Open Dental. 15 of 41 cost nothing: they found the Google listing on their own. The 11 from ads cost $250 each on average, which is fine against a first-year value of about $900 per new patient. Referrals from patients are the ones to protect; they accept treatment more often than anyone else.
Connected sources
Why this is here
So you can see where each number comes from. Nothing on this page is typed in by hand. On HIPAA: we only ever see counts and dates, never names or charts. Open Dental gives us “14 appointments on Tuesday at 10 a.m.”, not who they were. The same is true of Weave, NexHealth and the claims feed.
When patients want to come in
What this means
Two rushes: late morning and after school. Friday afternoons and Saturday mornings have room. That is why the recall text offers Friday and Saturday slots first and why the Invisalign consults are being booked into Friday afternoons: they are the easiest to fill without pushing anyone out.
Appointments by day
What this means
October had five Thursdays, Fridays and Saturdays but only four of the other days, so Thursday looks bigger than it really is; per day, Monday is the fullest at 56 appointments. Friday runs at 30 a day and Saturday mornings at 11. Those two yellow bars are where another 40 to 60 appointments a month can go before anyone needs to work longer hours.
Treatments by production
- 1Hygiene (cleanings, exams, x-rays)$46,300
- 2Crowns$38,900
- 3Implants$24,600
- 4Invisalign$19,800
- 5Fillings$17,400
- 6Other (extractions, dentures, emergencies)$17,200
- 7Whitening$4,200
What this means
Hygiene is the engine: it is 27% of production and it is where crowns and fillings get found. That is why overdue recalls are the first alert on this page. Invisalign is up $6,100 on September from four new cases; the ad for it is paying off even before the landing page is live. Whitening is small and the ad for it was paused.
Chair utilisation
What this means
Anything above 85% is full; below 60% is a chair earning less than it costs. Op 5 is the Friday-and-Saturday hygiene chair, which is why it is lower, and Op 6 is kept open for same-day emergencies on purpose. If Op 5 climbs past 85% after the recall campaign, it is time to talk about a fourth hygienist.
Busiest hour
Why this is here
Three o’clock is the after-school rush: parents bringing children in for cleanings and sealants. It tells us when to staff the front desk heaviest, when not to schedule long crown appointments, and when the phones need two people. If the peak moves, the schedule moves with it.
Overdue recalls
What this means
Each rebooked cleaning is worth about $210 in hygiene alone and, one time in four, finds a crown or filling. Slide to the number of texts you are comfortable sending; 120 is the 38 overdue plus the first 82 due in November. The rate will drop a little as we reach people who are further overdue, so treat the result as a ceiling.
Phones
What this means
A missed call from a new patient is usually a lost one; they ring the next practice on the list. Roughly a third of missed calls are new patients, so 186 missed calls is about 60 people who could have booked. The missed-call text and the same-day call-back recover most of them. The Monday problem is staffing: two people on the desk from 8 to 10 a.m. would fix it.
Campaigns
| Campaign | Spend | Result | Cost per new patient | Status |
|---|---|---|---|---|
| Emergency dentist Queens · Google Ads | $1,460 | 34 calls · 8 new patients | $183 | Running |
| Invisalign · Google Ads | $980 | 19 enquiries · 3 cases started | $327 | Running |
| Whitening special · Google Ads | $310 | 3 calls · 0 new patients | — | Paused Oct 14 |
| Review drive · NexHealth | $0 | 164 requests · 19 Google reviews | $0 | Running |
| Recall texts · NexHealth | $0 | 142 texts · 44 cleanings booked | $0 | Next: Nov 5 |
| Recall emails · Mailchimp | $0 | 1,180 sent · 23 cleanings booked | $0 | Monthly |
What this means
“Cost per new patient” is ad money divided by people who actually sat in a chair, not clicks. $183 for an emergency patient is good: they are in pain, they book today, and about half stay on as regular patients. $327 for an Invisalign case sounds high until you remember a case is $4,500 to $6,000. The three $0 rows are the systems you already pay for, working harder.
Best Instagram post
Why this is here
Instagram brings two or three new families a month, not forty, so we keep the effort small: four posts a month, filmed in one morning. The candy buy-back works because parents share it with other parents. We will run it again next year and do a sealant version for back-to-school.
Google listing
What this means
4,820 people saw your listing in a search and 212 of them called from it. That is the cheapest marketing a practice has, which is why we answer every review, post the office photos quarterly and keep the hours exact (the Saturday hours were wrong until September).
Website visits
What this means
Most visits come from the Google listing and the emergency ad. 86 people booked online without calling, up from 71, and most of those were after 6 p.m. when the phones are off. The Invisalign ad currently sends people to the home page and 52% leave within ten seconds; the new Invisalign page (waiting on your approval) should cut that in half.
Follow-up that works
What this means
Texts beat emails fifteen to one for getting someone back in the chair, so the email is now the reminder and the text is the ask. One in eight people we ask for a review leaves one, which is normal; the trick is asking within an hour of the visit, while they are still pleased. 84% of reminders get a “C” back, and those appointments almost never no-show.
Collections by week
What this means
You are collecting 12% more than the same month last year with the same two dentists and the same six chairs. The gap comes from fuller hygiene days and fewer no-shows, not higher fees. Week 1 is three days, which is why both lines start low.
Revenue by payer
- PPO insurance$92,900 · 58%
- Patients paying direct$43,300 · 27%
- Medicaid$12,800 · 8%
- CareCredit financing$11,200 · 7%
What this means
Six dollars in ten come through PPO plans, which is why a slow insurer shows up in your bank account within weeks. Financing is small but it is the reason three of the four implant cases went ahead; offering it at the consult rather than at checkout is what moved the approval rate from 64% to 79%.
Break-even day
What this means
By the 20th, the money in had paid rent, staff, lab bills, supplies and software for the whole month. Every dollar after that is margin: $60,900 this month, or 38%. In September the day was the 22nd. Earlier is better; if it ever drifts past the 25th we will say so loudly.
Costs that moved
- 1Lab fees (crowns, implants)+$2,100
- 2Dental supplies+$1,400
- 3Staff overtime−$900
- 4Google Ads+$650
- 5Software and subscriptions−$240
What this means
Lab fees going up is good news in disguise: more crowns and implants were made. Supplies rose with the extra hygiene days. Overtime fell because the Saturday hygienist is now scheduled rather than called in. We cancelled an unused scheduling tool that duplicated NexHealth.
Insurance money by age
What this means
Under 30 days is normal; insurers take three to four weeks. Anything past 60 days needs a phone call, and past 90 is at risk of being written off. The bookkeeper works the over-60 list every Tuesday. $5,400 came in this month that way.
From the bookkeeper
Why this is here
Because numbers without a sentence beside them get ignored. The bookkeeper reads the same figures you see above and tells you the two or three that matter this month. If you only read one thing on this tab, read this.
Google rating
- 5 stars16
- 4 stars2
- 3 stars or below1
What this means
4.8 with over 200 reviews puts you in the top handful of practices in the borough on Google. The one 2-star review this month was about parking, not care; we replied the same morning. A rating this high moves slowly, so the number to watch is how many new reviews arrive each month: fewer than ten and the listing starts to look quiet.
Other sites
What this means
Google decides whether someone finds you; Yelp and Healthgrades decide whether they trust you once they have. Yelp is the lowest because it hides reviews from people who rarely post, which is most happy patients. We do not ask for Yelp reviews (Yelp penalises that); we ask for Google and let the rest follow.
Response time
Why this is here
Google shows the owner's reply right under the review, and people read it. A quick, warm answer to a 2-star review does more for you than ten more 5-star ones. We draft every reply; anything below four stars comes to you first before it goes out.
What people said
What this means
We pick the three that teach us something. The first two are what the ads should say: children, same-day emergencies, no pressure. The third is a fixable complaint; the reminder text now includes the garage on 41st Avenue and the Q32 stop.
Words people use
Why this is here
These are your words, not ours. “Gentle” and “kids” are what you are known for, so they are the first words on the Google listing and in the emergency ad. “Parking” is the only negative word and it comes up twice, which is why it got fixed.
How we reply
Why this is here
A reply must never confirm that the writer is a patient, what they came in for, or when. Thanking someone for “your visit on Tuesday” is a privacy breach even when they said it themselves. So every reply is warm, general, and moves anything specific to a phone call.
Waiting for you
- Recall text wording · “Hi, it's Brightside Dental. You're due for a cleaning. Reply with a weekday or tap to book: [link]. Fridays and Saturday mornings have the most room.” Goes to 38 overdue patients Thursday, then 212 in November.
- Invisalign landing page · Price range stated up front, before-and-after from your own cases (consent on file), online consult booking, CareCredit calculator. The Invisalign ad switches to it the day you approve.
- November newsletter · “Use your benefits before December 31”: a reminder that unused insurance maximums vanish at year end, plus the candy buy-back photos. Sends Nov 12 to 2,860 patients.
Why this is here
Anything that goes out under the practice's name gets your eyes first. Approve here and it is scheduled; reply to the email with changes and we send a new version within a day. Two of the three are time-sensitive: the recall text slot is Thursday and the benefits newsletter works best before Thanksgiving.
Questions for you
- 1Can the front desk have a second person from 8 to 10 a.m. on Mondays? That is the whole missed-call problem.
- 2If the recall campaign fills Op 5 past 85%, do you want us to start the fourth hygienist search, or add Saturday afternoons first?
- 3The emergency ad has budget for one more neighbourhood. Astoria or Forest Hills? (Astoria has more searches; Forest Hills has fewer competing practices.)
- 4Dr. B's two Delta Dental narratives are on his desk. Once signed, $3,100 goes back under appeal.
Next four weeks
| Week | What | Who | Status |
|---|---|---|---|
| Nov 2 – 8 | Candy buy-back Monday · Recall text to 38 overdue patients Thursday 10 a.m. · Monthly call Thursday 1 p.m. · Delta Dental resubmission | Samia · front desk · bookkeeper | Needs approval |
| Nov 9 – 15 | Invisalign page live, ad switched to it · “Use your benefits” newsletter sends Nov 12 · Recall text wave 2 (106 patients due Nov 15–30) | Samia | Needs approval |
| Nov 16 – 22 | Google listing photo refresh (new Op 6, waiting room) · Review responses · Q4 tax estimate confirmed with bookkeeper · Unscheduled-treatment call list to front desk | Samia · bookkeeper | Scheduled |
| Nov 23 – 29 | Thanksgiving: office closed Thu–Fri, listing hours updated · Emergency ad budget up 20% for the holiday weekend · Reel: “What to do if you chip a tooth at Thanksgiving dinner” | Samia | Scheduled |
| Dec 1 | November dashboard published · Benefits reminder text to anyone with unused maximum over $500 | Samia | Scheduled |
Why this is here
So you never have to ask what we are doing. Everything on this list is already prepared; the two rows marked “needs approval” wait on the buttons above. If a date clashes with something in the practice, say so and it moves.