Strong first-month earnings. $43K+ on a floor guarantee with 15 days worked — the guarantee protected ramp-up exactly as designed.
Pipeline building fast. 33 tx plans issued in month 1 means real volume coming in months 2–3 as those cases start.
56% consult-to-plan rate. More than half of 59 consultations converted — a healthy signal this early.
Calendar filled immediately. 158 check visits + 59 consults = 217 appointments in a first month.
Service mix is clean. 85% Class I fixed with a solid partial-banding add-on — productive, straightforward case mix.
↗ What to work on
17 combined cancels & no-shows — more than one per billing day. Ortho blocks are costly. Review reminder protocols.
Production floor still binding. The 40% base ($30K) was $8.5K below the guarantee. Calgary needs ~$116K/month before earning above floor.
Airdrie is very early-stage. One billing day, $4K in charges. Significant schedule opportunity at 2 days/week.
40 emergency & repair visits. Likely inherited panel behaviour — track monthly. Declining trend expected as your own base matures.
10 patients waiting on eruption. Natural backlog — flag for timely recall so they convert to starts when ready.
Days worked in May: 12 at Signal Hill + 3 at Airdrie = 15 total. Billings shown are DFT + DJS combined per attribution rule above.
Billings — May
Production summary
Revenue by service line
Procedure volume — top 8 codes
Consultation funnel
Check & follow-up volume
Treatment delivery events
Emergency & repair visits
Forward pipeline & scheduling
Month-2 summary
✓ What's working
Airdrie scaled hard. $6.6K direct billings on 118 procedures (vs $4K / 36 in April) — 3.3× procedure volume at a location that had one billing day a month ago.
Pipeline density up. Combined 36 tx plans issued in May (Calgary 26 + Airdrie 10) — that's 9% above April's 33 with growing Airdrie share.
49 consultations at Calgary (vs 57 in April) holding strong. Combined 62 consultations — 5% above April.
Partial banding share growing. 9 partial banding starts in May (vs 5 in April) — more conservative, lower-deduction case mix.
Direct billings down 12% MoM. May Calgary DFT-direct $46.9K vs April $57.1K — pipeline activity grew but headline billing dropped. Likely contract-billing timing (initial down-payments vs ongoing monthly billings); worth confirming with finance.
Cancels still costly at Calgary. 13 short-notice cancels + 6 no-shows = 19 lost ortho slots in May (vs 17 in April). Net of growth, the rate is flat — needs targeted attention before it scales.
Emergency & repair visits still 40. 29 Calgary + 11 Airdrie = 40 combined — unchanged from April. Inherited-panel cleanup continues; trend should decline by Q3.
Aligner refinements jumped. 23 refinements in May (vs 7 in April). Either patient compliance issues or batch of mid-treatment adjustments — worth a clinical review.
Floor still binding. May DFT-direct $53.5K combined is well under the ~$116K Calgary crossover. Floor protection continues to be the load-bearing component.
All comparisons use DFT-direct billings and procedure counts from monthly Cleardent Production Analysis exports. April HTML's combined billings ($86,628) included DJS-attributed activity; for an apples-to-apples month-over-month, we use April DFT-direct only ($61,138) here.
Direct billings · April → May
Monthly billings — Signal Hill vs Airdrie
DFT-direct from Cleardent procedure exports
Combined procedure volume
Total count of procedures performed each month
Activity side-by-side
Metric (combined)
April
May
Change
%
Case mix shift
Share of starts by type (Class I fixed vs partial banding)
Cancels & no-shows trend
Lost slots are the costliest line for ortho — track tightly
What the trend says
✓ Trajectory signals
Airdrie up 65% in direct billings. $4.0K → $6.6K with procedure volume 3.3× higher. The location was 1 billing day in April; May caught up to multiple days.
Calgary procedure volume +27% (345 → 437). Patient throughput is increasing even though DFT-direct headline billing is down — calendar density and pipeline activity are healthier than billed dollars alone suggest.
36 tx plans issued in May vs 33 in April. Forward pipeline is widening; expect more starts in June/July.
Partial banding (84401) starts up 80% (5 → 9). Add-on procedures with lower deductions are growing — favorable for above-floor earnings later.
↗ Pressures to manage
Combined direct billings down 12.5% ($61.1K → $53.5K). Procedure-volume growth not flowing through to billings; finance should confirm whether this reflects ongoing contract-payment timing rather than under-billing.
Cancels flat at high level. 17 → 19 combined cancels/no-shows. Reminder protocols haven't moved the needle yet — worth a specific intervention.
Refinement volume jumped. 7 → 23 aligner refinements. Either compliance regression or planned batch — clinical-process question worth surfacing.
Emergency visits flat at 40. Inherited-panel cleanup still has tail. Track again in June — declining trend is the expected story.
Track these going forward
📊
Monthly cadence — what to watch each month
These are the recurring signals that tell the whole story in 30 seconds
Top-line numbers
1
DFT-direct billings per location — the headline figure for payroll calculation
2
Procedure count — leading indicator that decouples from billing-timing noise
3
Tx plans issued (94105) — forward pipeline; predicts next 2–3 months of starts
4
Consult-to-plan rate — conversion health; a number that staff can directly influence
Behavioural signals
5
Cancels + no-shows — both as absolute count and as % of total appointments
6
Aligner refinements — high counts can indicate compliance issues or refinement-heavy treatment plans
7
Emergency/repair visits — inherited panel signal; should trend down over 6 months
8
Class I vs partial banding — case mix; partial banding has lower deductions and helps above-floor earnings
Sierra Dental Orthodontics
Considering braces or aligners — the conversation · Dr. Faraz Tavoossi
Sierra Dental OrthodonticsDr. Faraz Tavoossi
Considering braces or aligners — the conversation
Your orthodontic consultation, in writing.
A short, plain-language read for patients to take home, think over, and bring back with questions. Choose the audience and print a clean one-pager.
Hand to the patient
Print the takeaway, by audience
Your selections below pre-fill the print sheet; edit anything before generating.
Questions? Bring them to your next visit.Sierra Dental Orthodontics · Dr. Faraz Tavoossi
From the Sierra Hub Ortho 360 module · preview for your feedback
Today's Financial Options.
Same calculator your team will use on the floor. Pick a treatment, toggle any discounts, and the patient-facing print sheet updates live. Send your feedback to Dmitry before this goes live in the Hub.
1Patient
2Treatment
3Discounts and adjustmentsOptional
Custom adjustment ($)
Live preview · what the patient sees
Opens a clean print sheet in a new tab. In the live Hub, this also saves the quote to the patient record.
Feedback for Dmitry
Anything you'd change about pricing tiers, discount structure, layout, copy, or what shows on the patient sheet — message him with notes; this is a preview, nothing here writes to a live system.