An audit that reads 12 months of your ledger, schedule and claims data and hands back one number, itemized, with the patient names attached. Not a dashboard. A work list.
Five business days. If it does not find $25,000, it is free and you keep the report.
Every practice owner has been sold growth. More ads, more new patients, more chairs. Almost nobody has been told the simpler thing: a third of what you are chasing is already inside the building, diagnosed, accepted, billed, or owed, and it quietly expired.
of annual collections leaks out of a typical $1.2M general practice across six categories.
active patients past due for recall with nothing on the books, in a practice of 1,650.
additional marketing spend required to recover any of it. These people already chose you.
Accepted in the operatory, walked to the front desk, and lost in the handoff. The plan sits in your software with an accepted status and no appointment attached to it.
Patients who quietly stopped coming. The recall report exists. Nobody has the ninety minutes to work it on a day the schedule is full.
One automated text patients learned to ignore, and no short-call list ready when the slot opens. The chair simply sits empty at full overhead.
Perio patients billed a routine prophy. Adjuncts performed and never posted. Small per visit, relentless across a year.
Denied once, never re-worked. After ninety days they stop being a task and become wallpaper on the aging report.
Roughly 500 insured patients carrying an average $680 in unused annual maximum. On December 31 it goes back to the payer and does not come back.
You do not switch software, change vendors, or retrain anyone. You export, I scan, you get a list.
A standard report out of Dentrix, Eaglesoft, Open Dental or Curve. I get on a screen share and walk your office manager through it once. Twenty minutes. A BAA is signed before anything moves.
Every patient record is read against all six categories, then cross-checked so the same patient is not counted twice in three different reports. The analysis runs on hardware I own, in my office. No patient data touches a cloud AI service.
Not a dashboard. A ranked work list: patient name, chart number, dollar figure, and the next action, sorted so the top of the list is Monday morning. Plus a readout call to walk it.
Every finding carries a dollar figure and a recovery rate applied per category. The headline is netted down for overlap, so it survives contact with your accountant.
Your software already tells you recall compliance is 68%. It will not tell you which 327 people to call, in what order, and what each one is worth. That is the whole product.
Analysis runs on local GPUs I own. No OpenAI, no Anthropic, no cloud API. If you prefer, export chart numbers with no patient names and the audit works identically.
That is ten times the fee. I can promise it because the tightest practice I can model, 88% case acceptance and 88% recall compliance, still comes back at $225,063 identified. You keep the report either way.
She probably does, and the reports are not the problem. Your software tells you recall compliance is 68%. It does not sort 327 overdue patients by what they are worth and put them on a desk. The second thing is that no single report crosses categories: unscheduled treatment lives in one place, aged claims in another, unused benefits in a third, and the same patient is often in all three. Nobody sees that because nobody joins those reports. I am not replacing her. I am handing her the list she does not have time to build.
Right instinct. A BAA is signed before I get any access, not after. The analysis runs on GPUs I own physically, on an isolated network, so nothing goes to OpenAI, Anthropic or any cloud API. That is architecture, not a policy promise. And if you prefer, export chart numbers with no names: the audit works identically, and the work list comes back keyed to your chart numbers with you holding the map.
It would be, if it were a report. What you get is a named work list where every finding has a patient, a dollar figure and a next action. On a $1.2M practice it typically identifies $366,002 with about $128,608 realistically recoverable, which is 51 times the fee. And if it does not clear $25,000 in identified leak, you pay nothing.
Not all of it, and anyone who tells you otherwise is selling. Recovery rates are applied per category and they are worked-list conversion rates, not best case: 31% on unscheduled treatment, 28% on lapsed recall, 55% on aged claims, 22% on expiring benefits. On the sample above that turns $366,002 identified into $128,608 realistically recoverable in twelve months.
No. You export, I scan. There is no integration to install, no credentials to hand over, and no software running inside your practice. If you would rather I sit on a screen share while your office manager pulls the export, that is included.
Usually yes, and you are in the group that needs this most. Migrations routinely drop treatment plan status and claim history, so accepted plans land in the new system looking unaccepted. If the export is genuinely too thin I will tell you before you pay, not after.
Then your number is smaller and you should still know it. The tightest profile I can model, 88% case acceptance, 88% recall compliance, 90% same-day scheduling, 4% broken appointments, still identifies $225,063 with $83,973 recoverable. Those are modelled figures, not case studies — this offering is new and I will not pretend otherwise. That is exactly why the guarantee is the deal: if the audit does not find the money, you do not pay for it.
Five business days from the export. If it does not identify at least $25,000, you pay nothing and you keep the report.
Book the audit — $2,500 Or run the demo first