Finally, you can get deep, meaningful key performance indicators, a SWOT assessment, and actionable insight into your practice that you've never had before — powered by 25 years of dental consulting expertise combined with AI.
Most practice reports show you what happened. This assessment tells you what it means, what to do about it, and exactly where your opportunity lies.
📊
Production Analysis
Every procedure code mapped, categorized, and benchmarked. See exactly where your production is coming from and where the gaps are.
💰
Financial Deep Dive
Collections, overhead, staff costs, and P&L analysis that reveals true practice profitability and exactly where money is leaking.
🩺
Hygiene Optimization
Schedule utilization, patient flow, and hygiene production tracking that shows the health of your recall system.
🎯
Custom Targets
Personalized daily and monthly production targets based on your actual data, working days, and practice goals.
🚀
SWOT Assessment
AI-generated strengths, weaknesses, opportunities, and threats analysis based on your specific practice data.
🔒
Data Security
Your data is processed in real-time and never stored. Reports are generated and delivered directly to you.
How It Works
From reports to results in four simple steps
Upload the reports you already have from your practice management software. Our AI does the rest.
1
Answer a few questions
Quick practice profile — your schedule, team size, payor mix, and goals.
2
Upload your reports
Production, collections, P&L, and aging reports from Dentrix, Eaglesoft, or Open Dental.
3
AI analyzes everything
25 years of consulting methodology applied to your specific data in seconds.
4
Get your assessment
Download a comprehensive Excel workbook with KPIs, targets, SWOT, and actionable insight.
What You Get
A complete practice assessment workbook
Your personalized assessment includes multiple detailed worksheets, each designed to give you clarity on a different dimension of your practice.
📄
Production Worksheet
Every procedure code summarized by category with quantities, revenue, and monthly averages.
📋
All Codes Report
Complete production report with all procedure codes, individual fee analysis, and utilization data.
📅
Hygiene Schedule
RDH scheduling analysis, patient flow tracking, and future booking health assessment.
📈
Financial Overview
Collections, AR aging breakdown, and historical production and collection trends.
🎯
Targets & Goals
Custom daily and monthly targets for the doctor and hygiene team based on your data.
👥
Employee Costs
Staff and hygiene compensation analysis with benefits tracking and overhead calculation.
💲
Budgetary P&L
Your profit and loss organized into dental-specific categories with target benchmarks.
💡
SWOT Analysis
AI-generated strengths, weaknesses, opportunities, and threats specific to your practice.
⚡
Conversion Ratio
Practice performance scorecard measuring key metrics against industry benchmarks.
Our Methodology
25 years of consulting expertise, now powered by AI
This isn't a generic benchmarking tool. The assessment methodology was developed through decades of hands-on consulting with dental practices across the country — understanding not just what the numbers say, but what they mean for your specific situation.
By combining this deep domain expertise with AI analysis, we deliver in 30 minutes what traditionally took weeks of manual review and data crunching.
✓ Production categorization refined across hundreds of practices
✓ Benchmarks calibrated to practice size, location, and payor mix
✓ Hygiene metrics that reveal the true health of your recall system
✓ Financial analysis designed specifically for dental practice economics
✓ SWOT framework trained on real-world consulting outcomes
Sample Analysis Dimensions
Production92%
Hygiene78%
Overhead65%
Collections96%
AR Health84%
Scheduling71%
What Doctors Are Saying
Results that speak for themselves
★★★★★
"I've been in practice for 18 years and no one has ever broken down my numbers like this. The hygiene analysis alone was worth it — I had no idea we were leaving that much production on the table."
JM
Dr. J. Martinez
General Dentist, TX
★★★★★
"Within 30 minutes I had more actionable data about my practice than my accountant gives me all year. The SWOT assessment was spot-on and the production targets gave my team real goals to rally around."
SP
Dr. S. Patel
Practice Owner, CA
★★★★★
"I was skeptical that AI could understand the nuances of a dental practice. I was wrong. This tool clearly has serious consulting expertise behind it. The employee cost analysis changed how I think about staffing."
RK
Dr. R. Kim
Multi-location Owner, FL
Ready to see inside your practice?
Get the assessment that combines 25 years of dental consulting expertise with the power of AI.