Advanced Care · Growth + Ops Sync · July 2026

Practice-by-Practice Performance & Drivers

All 27 Advanced Care practices — July net production and new patients, month-over-month and year-over-year, with the primary driver and the specific operational issue behind each move.

$12.47M
Net production · Jul 2026
−5.3% YoY · vs Jul 2025
2,526
New patients · Jul 2026
−7.0% YoY
27
Practices · 4 management tiers
15 active · 2 up next · 4 onboarding · 6 not yet
+1.7%
Active-mgmt production YoY
vs −24.3% not-yet-onboarded
Active management · 15
$8.47M
+1.7% YoY production
Up next · 2
$1.05M
−7.6% YoY production
Onboarding · 4
$0.56M
+2.8% YoY production
Not yet onboarded · 6
$2.38M
−24.3% YoY production
sga dental partnersSource: SGA governed data (Power BI) + Peerlogic Gen4 · data as of 2026-08-20 · 1 / 7
Executive summary · read first

July was an acute month — not a turning point

All three July drops are operational, concentrated, and fixable — not a demand problem. The active-management model is working where we've applied it; the losses sit almost entirely in practices we don't yet actively support. Year-to-date, new patients are still +168 and actively-managed production is +1.7%.

1The engine works where it's applied. Growth practices (DDM Bloomington +58%, Troy +14%) are running +$5.7M/yr; the 15 actively-managed practices grew production +1.7% YoY despite the July dip.
2It's a case-value story. $-per-visit erosion is the dominant drag (−$10.4M/yr, over half of it Century City), with provider & hygiene capacity −$3.7M. The implant-led growth engine offsets +$5.7M, netting −$8.5M.
3Two moves own most of the upside. (a) Bring the six not-yet-onboarded practices under active management; (b) close staffing/capacity and phone-answering gaps in the active book.
4What we need from Ops today. A decision on Century City (onboard or exit) and the Nashville funnel — our two primary drill-downs — plus a joint staffing path and phone-answering at the worst offices. Detailed next.
July production YoY
−5.4%
−$706K vs Jul 2025 · the acute month
YTD new patients
+168
still trending up through July
Active-mgmt production YoY
+1.7%
vs −24.3% not-yet-supported
Growth engine · 2 practices
+$5.7M/yr
DDM Bloomington, Troy — implant-led
sga dental partnersExecutive summary · $ figures are July YoY, annualized ×12 · data as of 2026-08-20 · 2 / 7
The shape of it

Where the dollars moved — and where the leaks are

Production bridge — YoY change by operating lever

Jul '25 → Jul '26, annualized (×12). Every lever is defined by a KPI. Case-value / $-per-visit erosion is the dominant drag; the implant-led engine offsets much of it. Excludes 2 not-yet-instrumented practices (−$1.5M).

Production YoY by management tier

The active-management thesis in one chart.

Missed-call rate — worst offices

New-patient capture lost at the front desk · 15% benchmark.
sga dental partners$ figures back-calculated from reported YoY% · Missed-call%: Peerlogic Gen4 · 3 / 7
Primary action · drill-down

Century City & Nashville — the two to act on now

Both are cosmetic-led (PCCD / aesthetic) — measured on cosmetic case value and new-patient demand, not implant volume. One has already collapsed on case value; the other looks healthy on production but is quietly losing its funnel. Different problems, same urgency.

Century City
Los Angeles, CA · cosmetic · not yet supported
Decide: onboard or exit
Net prod · Jul
$381K
Production YoY
−54%
$/visit YoY
−47%
YoY $ impact
−$5.4M
The KPI cascade: production −54% is a cosmetic case-value collapse — $/visit −47% on veneer / smile-makeover flow — plus new patients −21% (38 in July). This is a cosmetic practice (implant 14% is by design, not a gap), so the fix is rebuilding cosmetic case flow, not implant volume. No Peerlogic/Neurality — we're blind on phone and booking. This one practice is over half the case-value drag on the whole book.
Primary action: formal decision to onboard to active management (instrument + rebuild case mix) or exit support. Each month unsupported costs ~$447K vs a year ago.
NAD Nashville Aesthetic
Brentwood, TN · cosmetic / aesthetic · actively managed
Fix the funnel now
Net prod · Jul
$786K
Production YoY
+12%
New patients YoY
−57%
Cosmetic model
impl 7%
The KPI cascade: production is up +12% — but only because cosmetic case value is masking a collapsing cosmetic funnel: new patients −57% YoY (26 in July, down from ~60). Low implant mix (7%) is expected for an aesthetic practice — the fix is cosmetic new-patient demand, not implants. No Neurality data. When case value normalizes, production follows NP down. A leading-indicator problem — it hasn't hit the dollars yet.
Primary action: rebuild new-patient demand (paid media + scheduling instrumentation) before the funnel loss reaches production. Act while the P&L still looks fine.
sga dental partnersPrimary-action drill-down · KPIs from SGA Power BI + Peerlogic Gen4 · 4 / 7
What we need from Ops

Decisions needed — and the dollars behind them

Practice / groupDecision or askOwnerUrgency
Century CityOnboard to active management or formally exit support. Unsupported and −54% YoY (−$447K/mo) — the single largest line in the book.Ops + GrowthHigh
Not-yet-onboarded · 6Riverside, Beaumont ×3, DCF, Century CityApprove the onboarding sequence. This tier is −24.3% YoY (−$9.2M/yr run-rate) and can't be diagnosed until instrumented.OpsHigh
Staffing four · activeDDM Apple Valley, Ressler, PCC Mtn View, WagnerJoint staffing path. Apple Valley provider −48% / hygiene −47%; Ressler perio; PCC MV hygiene −57%. Capacity, not demand.Ops staffingHigh
Phone answering · 5Artistry, Apple Valley, New Horizons, Harris, WagnerStand up Neurality at offices missing ≥30% of calls. Harris NP −42% tracks directly to phones.Ops + GrowthMed-High
Blind practices · 7–8Connect Peerlogic + Neurality. Can't manage phone/booking where we have no data (Riverside is on a legacy code).Ops / ITMed
PCC Los AltosAcknowledge the paid-media reset (Growth-owned). Cosmetic NP −38% on a failing Google Ads account; new vendor onboarding.Growth · FYIInfo

The dollars at stake · YoY, annualized

Case value · $/visit−$10.4M
Capacity · provider & hygiene days−$3.7M
Implant-led growth · implant mix+$5.7M
New-patient / phone · NP, missed%+$1.2M
Onboarding ramp · NP+$0.2M
Net · instrumented 25−$7.0M
Not yet instrumented · 2−$1.5M
Book total · 27−$8.5M
Every line is tied to a KPI. Case value is the story — and over half of it is Century City (−$5.4M).
Method: per-practice July YoY production change, annualized ×12, grouped by primary operating lever. Riverside + Beaumont Hamburg excluded — no KPI instrumentation.
sga dental partnersDecisions carry to the Ops + Growth sync · owners & dates logged · 5 / 7
The book, one row per practice

Advanced Care — 27 practices, July 2026

Net production (Jul), month-over-month vs June, year-over-year vs Jul 2025 · New patients & YoY · Implant share of production · Missed-call rate · Primary driver / issue. Grouped by management tier, ranked by production.

PracticeNet Prod
Jul '26		MoMYoYNew
Pts		NP
YoY		Impl
%		Missed
Call%		Primary driver / issue
Active management · Actively marketed today$8,468,098+2%1,684−5%
Innovative DentalSpringfield, MO$1,659,372−20%−5%246−6%45%n/aCase value / mix Largest producer; implant-led (45%). MoM −20% is case timing, not demand. Not on Peerlogic/Neurality.
Troy Family DentalTroy, IL$990,477+7%+14%80−10%52%n/aGrowth Implant-led growth (+14% YoY, implant 52% — highest). Not on Peerlogic/Neurality.
DDM BloomingtonBloomington, MN$971,493−2%+58%696+14%42%n/aGrowth Surgery + implant growth engine (+58% YoY, implant 42%). Not on Peerlogic/Neurality.
PCC Los AltosLos Altos, CA · cosmetic$820,390+59%−2%49−38%4%18%Marketing / ads Cosmetic new-patient flow collapsing (NP −38%) — Google Ads account is failing.
NAD Nashville AestheticBrentwood, TN · cosmetic$786,235−16%+12%26−57%7%n/aMarketing / ads Production +12% on case value, but new-patient funnel collapsing (−57% YoY). Not on Neurality.
Wagner DentalLas Vegas, NV$609,560−10%−12%113−12%9%30%Staffing Staffing limits production & hygiene; 30% of a heavy 2,469-call volume missed.
New HorizonsSalina, KS$541,811−10%+11%83−7%19%35%Phone answering Production growing (+11%), but 35% of 2,134 calls missed is capping new-patient capture.
Allure DentalLafayette, IN$521,006+2%−7%99−12%10%18%Case value / mix Case value down ($/visit −19%) and softer hygiene; phones healthy (18% missed).
PCC Mountain ViewMountain View, CA · cosmetic$369,959+49%+12%21−67%4%17%Staffing Production propped by high-value cases (+$/visit 57%); hygiene-visits −57% and NP −67% signal capacity loss.
Peak - FlagstaffFlagstaff, AZ$345,711+12%−18%42+24%16%17%Case value / mix New patients +24% but shift to lower-value visits ($/visit −18%) pulled production −18%.
DDM Apple ValleyApple Valley, MN$284,651−26%−22%79−8%22%37%Staffing Staffing: provider-days −48% and hygiene-visits −47% YoY. Compounded by 37% missed calls / 26% NP booking.
Peak - CottonwoodCottonwood, AZ$198,531+39%−26%64−9%13%19%Case value / mix Case-value erosion ($/visit −27%) drove production −26% despite steady visits.
Peak - SedonaSedona, AZ$145,762−21%−19%56+51%16%8%Case value / mix Strong NP growth (+51%); production lags on mix ($/visit −15%).
Artistry In DentistryGilbert, AZ$128,460−36%+7%12−8%11%38%Phone answering Worst missed-call rate in the book at 38%; small base amplifies the one-month dip.
Ressler - Delray BeachDelray Beach, FL$94,679+0%−32%18−54%28%n/aStaffing Perio staffing constraints: hygiene-visits −26%, NP −54%. Not on Peerlogic.
Up next · Queued for active management$1,052,501−8%94−15%
Harris DentalPhoenix, AZ$754,061+15%−4%29−42%9%31%Phone answering New-patient capture collapsing (NP −42%) on phone answering — 31% missed / 35% booking.
Pryor - LebanonLebanon, TN$298,439+42%−15%65+8%32%19%Case value / mix Case-value erosion ($/visit −16%) despite NP +8%; implant 32%.
Onboarding · Ramping onto active management$564,042+3%329−8%
PEX Saratoga SpringsSaratoga Springs, UT$218,106+3%+24%74−15%20%28%Onboarding Onboarding grower (+24% YoY); watch 28% missed calls.
PEX Eagle MountainEagle Mountain, UT$201,116−27%−4%107+1%22%16%Onboarding Onboarding — best NP phone conversion in the book (67%).
PEX DaybreakSouth Jordan, UT$142,580−23%−12%93−14%10%18%Onboarding Onboarding — establishing managed baseline (NP 93).
PEX OrthodonticsSouth Jordan, UT$2,239—+104%55−5%—n/aOnboarding Orthodontics model — production metric not meaningful; 55 starts.
Not yet onboarded · Identified, not under active ownership/support$2,381,745−24%419−12%
Riverside - JacksonvilleJacksonville, FL$697,458−7%−10%75−16%54%n/aNot supported Implant-heavy (54% — highest) but not yet onboarded/instrumented. No Peerlogic/Neurality.
Beaumont - MainLexington, KY$435,203+2%−16%88−15%9%26%Capacity Capacity down (provider −18%, hygiene −21%) with 26% missed on 5,536 calls.
Dental Center of FlorenceFlorence, KY$423,887+44%−12%90−13%13%15%Capacity Capacity down (provider −18%, hygiene −20%) and weak NP booking (25%).
Century CityLos Angeles, CA · cosmetic$380,915−34%−54%38−21%14%n/aNot supported Not actively supported — steep decline (−54% YoY, $/visit −47%).
Beaumont - HamburgLexington, KY$253,180+4%−16%76−5%5%n/aNot supported Not yet onboarded — production −16% YoY. Not on Peerlogic.
Beaumont - LeestownLexington, KY$191,103−19%−23%52−4%7%n/aNot supported Not yet onboarded — production −23%, case value −27%. Not on Peerlogic.
StaffingPhone answeringMarketing / adsCase value / mixCapacityGrowthOnboardingNot supportedMissed-call% red ≥25 · amber ≥20 · n/a = not on Peerlogic
sga dental partnersNet production, new patients & implant share: SGA Power BI · Missed-call%: Peerlogic Gen4 July 2026 · 6 / 7
What's actually driving it

The five recurring issues — and where the data is blind

① Staffing & capacity — the biggest production drag

  • DDM Apple Valley — provider-days −48%, hygiene-visits −47% YoY. Capacity, not demand.
  • Wagner — staffing caps production & hygiene; 30% of 2,469 calls missed.
  • Ressler (Delray) — perio staffing: hygiene −26%, NP −54%.
  • PCC Mountain View — hygiene-visits −57%, provider-days −33%.
  • Beaumont Main / DCF — provider & hygiene both down ~18–21%.

② Phone answering — new patients lost at the front desk

  • Artistry 38% missed · DDM Apple Valley 37% · New Horizons 35% · Harris 31% · Wagner 30%.
  • Harris — NP −42% YoY tracks directly to 31% missed / 35% booking.
  • Beaumont Main — 26% missed on 5,536 calls; 340 NP calls → 120 booked.
  • Fix is operational (staffing the phones / setter), not media spend.

③ Marketing / ads · ④ Not supported

  • PCC Los Altos — cosmetic NP −38%; Google Ads account is failing.
  • NAD Nashville Aesthetic — NP −57% even as production rose; funnel issue.
  • Century City — not actively supported → −54% YoY, $/visit −47%.

⑤ Case value / mix

  • Peak (all 3), Allure, Pryor — $/visit down 15–27%; volume held, dollars didn't.
  • Growth outliers: DDM Bloomington +58%, Troy +14% — implant-led.

Data coverage gaps — flagged for the call

  • No Peerlogic (phone) data: DDM Bloomington, Innovative Dental, Ressler - Delray Beach, Troy Family Dental, Beaumont - Hamburg, Beaumont - Leestown, Century City, Riverside - Jacksonville.
  • No Neurality (scheduling) data: DDM Bloomington, Innovative Dental, NAD Nashville Aesthetic, Troy Family Dental, Riverside - Jacksonville.
  • Riverside — production reports under legacy code (RSD-FL); no phone/scheduling instrumentation yet.
  • These practices can't be diagnosed on phone/booking until connected.
Reconciliation: 27-practice total $12.47M (−5.3% YoY) vs the COO category recap $12.30M (−6.7%) — difference is the exact roster (this is the marketing-managed 27) and live restatement to 2026-08-20.
sga dental partnersDrivers = production decomposition (volume × case value × capacity) + Ops callouts · 7 / 7