Coach
Your January to December 2025 analysis is ready.
Financial health score
25 of 100
+4 since your last import
You rank #2 of 16
practices in your network
2 of 8 benchmarks met
across your expense categories
Your total expenses are $83,400 over benchmark.
Straight talk
Needs work
6 of your 8 expense categories are over the industry benchmark.
Needs work
The gap cost you $83,400 last year.
Good
Every one of those dollars is available again in the coming year, and the actions below target them.
What to fix, in order of money
Largest recoverable dollars first. Nothing else decides the order.
Priority 1
Labs
Recoverable
$50,400
- Annual spend
- $110,400
- Percent of revenue
- 9.20%
- Benchmark
- 5.00%
- Gap
- +4.20%
Lab fee renegotiation and case routing
ProposedRe-bid the lab panel and route high-volume case types to the best-priced qualified lab. Labs at 9.2 percent of revenue against a 5.0 percent benchmark is the single largest gap in the practice. Quality standards stay where they are.
Expected impact: 3.00% of revenue off Labs, about $36,000 a year.
Apply in calculatorPriority 2
Dental Supplies
Recoverable
$19,200
- Annual spend
- $91,200
- Percent of revenue
- 7.60%
- Benchmark
- 6.00%
- Gap
- +1.60%
Supply formulary and group purchasing
ProposedStandardize on a formulary so the practice stops carrying four versions of the same item, then consolidate ordering through a group purchasing agreement. Pricing improves and inventory gets simpler to manage.
Expected impact: 1.20% of revenue off Dental Supplies, about $14,400 a year.
Apply in calculatorPriority 3
Office Expense
Recoverable
$13,800
- Annual spend
- $37,800
- Percent of revenue
- 3.15%
- Benchmark
- 2.00%
- Gap
- +1.15%
Priority 4
Service Charges
Recoverable
$11,400
- Annual spend
- $23,400
- Percent of revenue
- 1.95%
- Benchmark
- 1.00%
- Gap
- +0.95%
Merchant Processing Review
In your libraryRe-bid merchant processing and patient financing rates. At your volume these rates are almost always negotiable, and the switch costs the practice nothing but paperwork.
Expected impact: 0.50% of revenue off Service Charges, about $6,000 a year.
Apply in calculatorPriority 5
Professional Fees
Recoverable
$4,800
- Annual spend
- $16,800
- Percent of revenue
- 1.40%
- Benchmark
- 1.00%
- Gap
- +0.40%
Optimize Outsourced Specialty Services
In your libraryRenegotiate outsourced specialty and professional service agreements one contract at a time. Targets are a 10 percent reduction at three months, 15 percent at six months and 25 percent at twelve months, worth $5,000, $7,500 and $12,500.
Expected impact: 0.35% of revenue off Professional Fees, about $4,200 a year.
Apply in calculatorPriority 6
Marketing and Promotion
Recoverable
$1,200
- Annual spend
- $37,200
- Percent of revenue
- 3.10%
- Benchmark
- 3.00%
- Gap
- +0.10%
Channel attribution review
ProposedMeasure cost per new patient by channel, then shift spend to the channels that produce booked appointments. Spend that cannot be traced to an appointment comes out first.
Expected impact: 0.60% of revenue off Marketing and Promotion, about $7,200 a year.
Apply in calculator
Before you cut anything, check the mapping.
5 accounts are sitting in the wrong category. Until they move, two of your benchmark comparisons are measuring the wrong spend.
Every one of these was mapped with 100 percent reported confidence. Nothing flagged them, so nobody looked.
6510Equipment Lease Payments
$10,800
Now in Dental SuppliesBelongs in Facility ExpenseFixing it moves $10,800 out of Dental Supplies and into Facility Expense.
6240Print, Direct Mail & Events
$7,200
Now in Office ExpenseBelongs in Marketing and PromotionFixing it moves $7,200 out of Office Expense and into Marketing and Promotion.
6130Utilities
$7,200
Now in Office ExpenseBelongs in Facility ExpenseFixing it moves $7,200 out of Office Expense and into Facility Expense.
6150Janitorial & Waste Disposal
$3,600
Now in Office ExpenseBelongs in Facility ExpenseFixing it moves $3,600 out of Office Expense and into Facility Expense.
6250Patient Referral & Reactivation
$2,400
Now in Service ChargesBelongs in Marketing and PromotionFixing it moves $2,400 out of Service Charges and into Marketing and Promotion.
What changes once they move
Office Expense
3.15% to 1.65%
$37,800 becomes $19,800, which puts it under the 2.0% benchmark instead of over it.
Marketing and Promotion
3.10% to 3.90%
$37,200 becomes $46,800, which turns a $1,200 gap into a $10,800 gap.
Correcting these accounts moves Office Expense from 3.15% (over benchmark) to 1.65% (under benchmark), and Marketing from 3.10% to 3.90%. Your third priority stops being a priority, and your smallest one gets nine times larger.