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
Patient consultation takeaway · Dr. Faraz Tavoossi
Sierra Dental OrthodonticsDr. Faraz Tavoossi
Patient consultation takeaway
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
In the live Hub, "Generate quote" opens a new tab ready to print. Here you're previewing the layout — let Dmitry know what you'd change.
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.
Print takeaway
Build the patient handout
1 · Who is this for?
2 · Your recommendation
4 · Case-specific timeline (optional)
5 · Patient name (optional — prints on the letterhead)