Free tool
Where is your practice leaking profit?
Ten questions, about three minutes. Your numbers go against the targets I teach, and the scorecard shows which leaks to fix first, what the biggest ones cost you a year, and where to start on each.
Ten questions, about three minutes
Scored in your browser · nothing is sent unless you askOnly used to turn the collections and overhead gaps into dollars. Leave it at 0 to skip.
Collections divided by adjusted production (after PPO write-offs), last 12 months. Target: 98% or higher.
Every expense except doctor pay, divided by collections. Target: Under 60% of collections.
Wages for everyone except the doctors, divided by collections. Target: 25 to 28% of collections at most.
Dental supplies plus lab bills, divided by collections. Target: 12 to 15% of collections.
Dollars of treatment scheduled divided by dollars presented. Target: 70% or higher.
Hygiene patients who leave with a booked visit, divided by hygiene patients seen. Target: 90% or higher.
Hours booked divided by hours available, last month. Target: 90% or higher.
Patients seen in the last 12 months who were also active the year before, divided by those active the year before. Target: 90% or better.
09Do you look at production, collections and payroll every week?
A report you or your manager reviews on a set day, not a feeling at the end of the month.
10Do you know which PPO plan costs you the most in write-offs?
One number per plan: what its fee schedule gives up against your full fees each year.
How to read it
A full schedule and a profitable practice are not the same thing.
Most practices that struggle are not short on patients. The money leaks out between the chair and the bank: production that never gets collected, overhead that crept up a point a year, a schedule that looks busy and is not, patients who quietly stop coming back.
None of it shows up in a gut feeling. It shows up in a handful of numbers, checked against a target, every week. That is what this scorecard is: the audit I teach in The Profit Leak Audit, in a form you can fill in between patients.
An audit without action is just a headache. When you have your results, pick the three biggest leaks, give each fix an owner, and look at the numbers again every week.
Questions
Before you act on it.
Where do the targets come from?
They are the targets I teach in the course and use in the Profit Leak Audit: 98% or higher collections, overhead under 60%, team payroll at 25 to 28% of collections at most, supplies and lab together at 12 to 15%, 70% case acceptance, 90% hygiene reappointment, 90% schedule utilization and 90% patient retention. They are targets for a general practice, not measurements from my own offices.
What if I don't know a number?
Tick "I don't know". It counts as not measured rather than on target, because a number nobody is watching is the most common leak of all. The scorecard links to how to measure each one.
How is the yearly leak worked out?
From your own numbers. The collections gap is what 98% of your adjusted production would bring in minus what you collect now. The overhead gap is every point above 60% of collections. Payroll and supplies are parts of overhead, so their dollars explain the overhead figure rather than adding to it.
Is anything I type saved?
Not unless you ask for the scorecard by email. The page scores in your browser. If you email it to yourself, your answers are saved with your email so I can see where practices are leaking, and nothing else is shared.
The targets on this scorecard are the ones the course teaches.