Analytics
Custom dashboards for your business
Opportunity
38 patients have drifted past their 6-month cleaning — about $72,597 in patient relationships quietly slipping away.
At your average patient value of $1,910, that's the lifetime revenue at stake — and it's invisible in a standard schedule view. The call list below surfaces exactly who's overdue, longest-overdue first, so the front desk can win them back before they're gone.
See the call list below
$0
Production · last 30 days
0· last 30 days
New patients
0 recall cleanings
67%
Recall rate
active vs. drifting
$76,634
A/R outstanding
118 patients
Production · last 30 days
Total $0$0$0$0$0$0
Jun 21Jul 20
Recall rate
active vs. drifting67%
patients current on recall
Production · building this period
Cumulative · $0$0$0$0$0$0
Jun 21Jul 20
Patient pipeline
140 patientsNew
18
Active
77
At-risk
23
Overdue recall
15
Inactive
7
Where your patients come from
Patient referral leads at 50%- Patient referral70 · $126k LTV
- Google47 · $82k LTV
- Social media11 · $25k LTV
- Insurance directory6 · $16k LTV
- Walk-in / signage6 · $10k LTV
Patient referrals are your best lever — they convert higher and cost nothing. Knowing which sources actually drive lifetime value tells you where to lean in.
Money on the table
Outstanding patient balances23patients
Behind on payments
At-risk — typically worked oldest-balance first
Who's overdue (38)
Past their 6-month cleaning — your front desk calls these- 373dCamila Jackson · FillingLast seen 1y ago · 555-555-6895
- 363dMason Allen · Periodontal careLast seen 12mo ago · 555-555-5658
- 350dCamila Hernandez · Root canalLast seen 12mo ago · 555-555-9368
- 344dWyatt Wright · VeneersLast seen 11mo ago · 555-555-0846
- 342dEvelyn Walker · ImplantLast seen 11mo ago · 555-555-1057
- 336dGrace Perez · Cleaning & examLast seen 11mo ago · 555-555-8720
- 334dRiley Scott · Periodontal careLast seen 11mo ago · 555-555-0025
- 329dNora Allen · ImplantLast seen 11mo ago · 555-555-5179
Today's schedule
0 visits · you already have this in your calendarNothing scheduled.