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Practice Health Scorecard

Enter your period data below to instantly compute 10 operational metrics across Production, Staffing, Patient Economics, and Overhead — and see how your practice stacks up.

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Reporting Period

Prior calendar month

1 month of data

Trailing 3 months

3 months of data

Production & Collections

Gross production

Found in your PMS Production Summary report — the top-line number before any adjustments

Net production

Production Summary after write-offs and adjustments are subtracted

Collections

Actual cash received in the period — from your Collections report

Capacity

Active operatories

Count of chairs in regular clinical use (exclude storage/unused)

Doctor FTEs

Sum of each doctor's days/week divided by 5. One full-time doctor = 1.0

Doctor clinical hours

Total hours doctors were chair-side seeing patients in the period

Staffing

Non-doctor payroll + benefits

All staff wages + benefits excluding doctor compensation — from payroll report

Non-doctor FTEs

Sum of all non-doctor staff headcount as full-time equivalents

Patient Economics

New patient exams (monthly)

Count of new patient exams completed in the period — from New Patient report

Treatment presented

Total $ of treatment plans presented to patients

Treatment accepted

Total $ of treatment accepted or scheduled from those plans

Active patient count

Patients seen at least once in the trailing 18 months — from your PMS

Overhead

Total operating expenses (excl. doctor comp)

All operating expenses from your P&L excluding doctor compensation

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