Revenue signal Oryx API
Net production
$51,912
Target $90K · 57.7% to goal
▼ −22.1% vs Feb
Total collections
$47,491
Collection rate: 91.5%
▬ −3pts vs benchmark
Case acceptance %
31%
Benchmark 50% · gap costs ~$10K/mo
▼ −47pts from May peak
New patients
13
Target 30 · 3-month decline
▼ −62.9% vs Jan
Volume and capacity Oryx API
Total appointments
174
57.8% of peak (Oct: 301)
▼ Low volume
Cancellation rate
20.3%
49 cancels · benchmark 10%
▼ 2× benchmark
Dr. Nashef prod/visit
$185
Benchmark $350+ · peak $434
▼ −57.4% from peak
Hygiene reappt %
84%
Benchmark 85% · near target
▬ Watch
Same-day reappt %
9%
Treatment · benchmark 30%
▼ Critical
AR aging Oryx API
0–30 days
$29,407
17.7% of AR
31–60 days
$21,585
13.0% of AR
61–90 days
$12,007
7.2% of AR
>90 days
$102,647
62% of AR · growing
Total AR
$165,647
AR days
45.6 days
Account credit
$138,796
Provider production + utilization Oryx API
Dr. Nashef
$35,779 (69%)
Mia Dempsey
$9,678 (19%)
Shqipe Nashef
$5,719 (11%)
Hygiene total: $15,397 · 30% of net production
Chair utilization this month
Dr. Nashef
43%
$302/hr actual
Target >75% · ceiling $700/hr
Mia Dempsey
68%
Hygiene slots
Target >85% · 32% open
Shqipe Nashef
51%
Hygiene slots
Target >85% · 49% open
Financial performance Oryx API QBO pending
Net production$51,912
Total collections$47,491
Adjustment / write-offs−$9,600
Total payrollconnect QBO
Lab feesconnect QBO
Rent + supplies + otherconnect QBO
Overhead ratio— % (pending)
Net practice income— (pending)
QBO OAuth authorization required to unlock expense rows
CEO alerts
Critical
AR >90 days growing every month
$102,647 in 90+ day balances, up from $5,917 in July. At current rate exceeds $120K by May.
$102K
Critical
Case acceptance at 31% — half of benchmark
69% of presented treatment is deferred. Each 10-pt improvement worth ~$10K/month.
31%
Watch
New patient trend declining 3 months straight
35 in January → 21 in February → 13 in March. No paid marketing active.
−63%
Opportunity
Same-day reappointment at 9% vs 30% benchmark
Closing this gap fills the schedule 4-6 weeks out without new patient acquisition.
+21pt
Revenue recovery Oryx API Treatment Co input
$200K+
Estimated — treatment plans presented but not accepted, still active in Oryx
▼ Recovery target: $40K/mo
Treatment plan conversion rate
—
$ accepted ÷ $ presented — not being tracked. Presented column blank 11 of 14 days in March.
▬ Data gap — input required
Same-day production captured
$2,997
MTD — treatment completed same day as identification. Benchmark: $6K–$8K/month.
▬ 50% below benchmark
Cancellation recovery rate
—
Cancelled slots filled same day. 49 cancellations in March — unknown how many were backfilled.
Pending Oryx cross-ref
Capacity utilization Oryx API
Schedule utilization — Dr. Nashef
43%
Available productive hours actually filled with high-value procedures. PPV at $185 vs $350+ benchmark signals low-complexity case mix filling high-value blocks.
▼ Target >75%
Hygiene chair utilization
59%
Combined available hygiene slots filled across Mia + Shqipe. 41% of open hygiene time is unrecoverable revenue — empty chairs cannot be restocked.
▼ Target >85% — 26pt gap
Hygiene reactivation rate
—
Overdue patients contacted and scheduled this month. 3,138 total patients, 953 active by exam — 2,185 patient gap represents significant untapped recall volume.
Pending Oryx last-appt report
Morning meeting completion
—
Days this month where the morning production meeting ran with all coordinators and same-day opportunities identified. Highest-ROI 15 minutes in the practice.
Office manager input required