Most solo dentists are too busy to stop and ask:

• Are we diagnosing everything we see?

• Are we presenting care clearly and completely?

• Are we inspiring patients to say yes to health?

The truth is: what happens with your new patient visits sets the tone — and trajectory — of your entire practice.

With the New Patient Chart Review, you’ll get a clear, data-driven snapshot of what’s really happening in your chair… and how your performance stacks up against 5 proven solo practice models.

What You’ll Learn from Your Chart Review

We analyze your last 50 new patient visits and report on:

• Average Diagnosed Treatment per Patient

• What Was Presented & Planned

• Actual Case Acceptance

• Unpresented & Untreated Opportunities

• Comparison to 5 Solo Practice Models

You’ll get a custom report showing how your practice aligns (or doesn’t) with the 5 core models:

1. Clinic Emergent focused

2. Fix it Insurance focused

3. Comprehensive Whole Health Care

4. Specialty Focused 

5. Multi-specialty Group Practice

Why Solo Dentists Love This Service

Clarity Without the Guesswork
Know what kind of practice you’re actually running — not just what you think you’re doing.

Find Hidden Revenue Opportunities
Reveal gaps in diagnosing, presenting, and case acceptance that may be costing you thousands per month.

Practice Model Alignment
Get targeted insight into which of the 5 models fits your style — and how to grow into it.

Real Metrics, Not Opinions
Finally, a no-fluff report with real numbers you can take action on immediately.

Better Systems, Better Teams
Use your data to coach your team on where to focus — from exam flow to case presentation.

What’s Included:

• Full Review of Your Last 50 New Patient Charts

• Customized Performance Dashboard

• Diagnosis-to-Acceptance Funnel

• KPI Comparison to 5 Proven Practice Models

• Action Steps to Improve Treatment Presentation, Case Acceptance, and Patient Outcomes

Ready to See What You’re Really Delivering?

Whether you're trying to grow production, improve team performance, or shift into a new model of care — it starts with understanding where you are right now.

Order Your New Patient Chart Review Today

Built for busy solo dentists who want clarity, direction, and growth.