Patient Intelligence for Dental Practices

Your patient list is hiding revenue you're not collecting

Practice Insight analyses your existing patient data and shows you exactly where your revenue gaps are, which patients are about to lapse, and what to do about it — in a clear monthly report.

£0 Avg. addressable revenue found
57% Of active patients have no future appt
3 days From data to full report
Practice Intelligence Summary
LIVE ANALYSIS
Identified Revenue Opportunity
£0
Conservative estimate across all 10 action points
Active patients
6,563
No future appt
3,721
Lapsing 12–24m
779
Hygiene enrolled
44
Active <12m
74.8%
Lapsing
11.9%
Dormant 24m+
9.8%
🔒 GDPR compliant data processing
📋 Works with all major dental software
🏥 Built for independent practices & DSOs
📊 No dashboards to learn — just clear reports
What You Get

Three outcomes that directly affect your bottom line

Most dental software tells you what happened. Practice Insight tells you what it means — and what to do next.

💰

Recover hidden revenue

Every practice has revenue sitting in its existing list that isn't being collected. Overdue recalls, unbooked actives, hygiene gaps. We quantify it precisely and tell you how to capture it.

Avg. £456k identified per practice per year
🔄

Activate and retain patients

Know which patients are about to lapse — before they do. We segment your list by retention risk so your team contacts the right patients at the right moment, not everyone with the same generic recall.

Reduce patient attrition by up to 30%
🗺️

Understand your practice

See your patient base geographically mapped, understand the demographic profile, identify which dentists have retention problems, and track your forward book health — all in one clear monthly report.

10 actionable insights every month
The Process

From data export to revenue action plan in 72 hours

1
Export your patient list

A simple CSV export from your existing practice management software — Exact, Dentally, Carestream, or SOE. Two minutes of your time.

2
We run the analysis

Our pipeline processes your data against 40+ metrics — retention, recall, revenue opportunity, team performance, and geography.

3
You receive your report

A branded PDF with narrative, charts, financial modelling, and a prioritised action plan — in your inbox within 72 hours.

4
Take action every month

A fresh report each month tracks progress, flags new risks, and keeps your team focused on the actions that move the needle.

Inside the Report

The exact analysis in your inbox, every month

A full PDF report with branded cover, narrative, charts, a geographic patient map, and a financial impact assessment. Preview with dummy figures below.

Patient Retention — by Dentist
Dr. Allan
1,255
Dr. Cockburn
1,256
Dr. Brown
999
Dr. McClean
854
Dr. Gill
310
Dr. Kay
32
⯈ ACTION POINT: Review Dr. Kay Patient List
Only 28% of Dr. Kay's active patients seen in 12 months. Immediate audit recommended — reclassify inactive records and assign a coordinator to contact unengaged patients personally.
Practice Headlines — Active Patients
6,563
Active patients
3,721
No future appt
779
Lapsing 12–24m
469
Denplan members
Retention Segments
74.8%
Active <12m — 74.8%
Lapsing 12–24m — 11.9%
Dormant 24m+ — 9.8%
No visit recorded — 3.6%
Financial Impact Assessment — Conservative Estimates
URGENT
Overdue recall outreach
£23,730
year 1
HIGH
Rebooking campaign
£88,350
year 1
HIGH
Hygiene programme
£150,000
annual recurring
MEDIUM
Denplan growth
£66,990
annual recurring
Total identified opportunity — Year 2 annual recurring
£456,740
Conservative estimate · Existing patients only
No new patient acquisition required
Report Contents

Nine sections. One clear action plan.

Every Practice Insight report covers the same nine areas, with narrative, charts, and at least one prioritised action point per section.

1
Executive Summary & KPI Scorecard

Headlines, risk flags, and the top three actions by commercial impact — on page one, before anything else.

2
Patient Demographics

Age bands, gender split, distance from practice, and top postcode sectors — so you understand exactly who your patients are.

3
Geographic Patient Map

Every patient plotted by location and colour-coded by retention status — showing where your risk is and where your growth opportunity lies.

4
Retention & Engagement Analysis

Who's active, who's lapsing, who's dormant — broken down by dentist so you can see exactly where the problem lies.

5
Recall Management Audit

Overdue patients, unsent recalls, hygiene enrolment gaps — the exact list you need to contact this week, this month, and next quarter.

6
Clinical Team Performance

Patient list sizes, forward booking rates, cancellations and DNAs per provider — without blame, but with clarity.

7
Forward Schedule Health

Monthly booking density, peak capacity periods, and a per-provider forward book breakdown through the next 12 months.

8
Denplan & Membership Analysis

Membership penetration, retention comparison between members and non-members, and a realistic growth target with revenue projections.

9
Financial Impact Assessment

Conservative revenue estimates for every action point — so you can prioritise based on financial return, not gut feel.

Plans

Simple, transparent pricing

No setup fees. No long contracts. Cancel any time.

Starter
£199
per month
  • Quarterly patient analytics report
  • Executive summary & KPI scorecard
  • Retention & recall analysis
  • Geographic patient map
  • Email delivery
Group / DSO
Custom
per practice
  • Everything in Practice
  • Multi-practice benchmarking
  • Cross-practice comparison reports
  • Quarterly strategic review call
  • Dedicated account manager
Free Sample Report

See what your patient list is actually worth

Enter your email and we'll send you a full sample report — real analysis, real numbers, real action points — before you commit to anything.

No spam. No sales calls unless you want one. Unsubscribe any time.

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Sample report in your inbox within 24 hours. If you'd like to talk through what we'd find in your specific list, just reply to that email.