Practice IQ Report

NK Orthodontics

Report Date: January 29, 2026
Report Period: 12-Month Analysis
Practice ID: NK-ORTHO-001
Generated By: NexaDental Practice IQ™

Executive Summary

Practice Health Score
68/100
Grade C
National Percentile
57.5th
Above Average

NK Orthodontics is a dual-location orthodontic practice operating at the 57.5th percentile nationally with a Practice Health Score of 68/100 (Grade C). Our comprehensive analysis reveals $1,416,000 in annual revenue optimization opportunities across six operational domains. The practice demonstrates solid foundational performance but has significant room for improvement in lead response time, case acceptance, and patient engagement.

Strengths

  • • Analytics utilization (75/100)
  • • Case acceptance trending positively (68.5%)
  • • Production growth (+7.3% YoY)

Critical Areas

  • • Lead response time (18 hours vs. 4-hour elite)
  • • Case acceptance (68.5% vs. 85% elite)
  • • Collections DSO (45 days vs. 25 elite)

Immediate Opportunity

Top 3 priorities recoverable revenue

$840,000

Practice Profile

Practice NameNK Orthodontics
ConfigurationDual-Location Practice
MarketSuburban/Urban Mix
Active Patients240 patients
Annual Production$1,448,000 (YTD)
Annual Collection$1,353,000 (YTD)
Treatment Starts (YTD)142 starts
Average Contract Amount$6,850
Staff Size~12-13 FTE (estimated)

Practice Health Score Analysis

Overall Health: 68/100 (Grade C)

National Percentile: 57.5th percentile
Interpretation: Above-average performance with clear path to elite status

Health Score Breakdown:

Clinical Operations
70/100
Fair
Financial Performance
70/100
Fair
Patient Acquisition
58/100
Below Average
Patient Retention
60/100
Below Average
Operational Efficiency
65/100
Fair
Analytics & Insights
75/100
Good
Elite Benchmark
85+
Top 10%
Gap to Elite
17 points
Current: 68/100
Timeline
12-18 mo
Achievable

Six IQ Domain Performance

1. Lead Response IQ

CRITICAL 🔴
MetricCurrentElite BenchmarkGapOpportunity
IQ Score58/10090+-32 points$288,000
Avg Response Time18.0 hours<1 hour17+ hoursHigh
Lead Conversion Rate35%65%-30 pointsCritical

Status: CRITICAL - Immediate action required

Root Cause: No automated lead routing, manual follow-up processes

Timeline to Elite: 2-4 weeks with Response IQ deployment

Recommendations:

  1. Week 1-2: Deploy Response IQ with automated lead scoring
  2. Week 3-4: Integrate CRM with real-time notifications
  3. Month 2-3: Establish 5-minute response SLA

2. Case Acceptance IQ

WARNING ⚠️
MetricCurrentElite BenchmarkGapOpportunity
IQ Score72/10090+-18 points$336,000
Case Acceptance Rate68.5%85%-16.5 points$336,000

Status: WARNING - Significant opportunity for improvement

Root Cause: Inconsistent consultation process, limited TC training

Timeline to Elite: 4-8 weeks with Conversion IQ + TC training

Trend: Positive (+6.2 points vs. SMLY)

Recommendations:

  1. Week 1-2: Implement standardized 30-minute consultation framework
  2. Month 1-2: Deploy Conversion IQ for A/B testing
  3. Month 2-4: TC training program with objection handling scripts

3. Patient Engagement IQ

WARNING ⚠️
MetricCurrentElite BenchmarkGapOpportunity
IQ Score65/10090+-25 points$240,000
Engagement Rate71%90%-19 pointsModerate
No-Show Rate8.2%<5%-3.2 pointsModerate

Status: WARNING - Room for improvement

Root Cause: Limited patient touchpoints, reactive communication

Timeline to Elite: 3-6 months with Engagement IQ workflows

Recommendations:

  1. Month 1: Deploy multi-channel appointment reminders
  2. Month 2-3: Implement automated milestone celebrations
  3. Month 4-6: Launch patient portal with treatment tracking

4. Collections IQ

WARNING ⚠️
MetricCurrentElite BenchmarkGapOpportunity
IQ Score70/10090+-20 points$216,000
DSO (Days Sales Outstanding)45 days25 days+20 days$216,000
Collection Rate93.4%96-98%-3 pointsModerate

AR Aging Breakdown:

0-30 days (Current)59.8% ($290,000)
31-60 days25.8% ($125,000)
61-90 days9.3% ($45,000)
90+ days5.2% ($25,000)

Status: WARNING - Working capital opportunity

Root Cause: Inconsistent AR follow-up, low autopay adoption

Timeline to Elite: 2-4 months with Collections IQ automation

Recommendations:

  1. Week 1-2: Launch autopay campaign with incentives
  2. Month 1-2: Deploy Collections IQ for AR aging prediction
  3. Month 3-4: Optimize payment plan structures (15-20% down)

5. Patient Retention IQ

WARNING ⚠️
MetricCurrentElite BenchmarkGapOpportunity
IQ Score60/10090+-30 points$192,000
Retention Rate78%92%-14 points$192,000
Treatment Completion Rate88.5%95%+-6.5 pointsModerate

Status: WARNING - Patient lifetime value at risk

Root Cause: No proactive dropout prediction, limited post-debond engagement

Timeline to Elite: 4-8 months with Retention IQ predictive models

Trend: Slight decline (-2.1% vs. SMLY)

Recommendations:

  1. Month 1: Implement dropout prediction model (92% accuracy)
  2. Month 2-3: Launch systematic family conversion program
  3. Month 4-8: Deploy Retention IQ with engagement workflows

6. Analytics IQ

GOOD ✅
MetricCurrentElite BenchmarkGapOpportunity
IQ Score75/10090+-15 points$144,000
Analytics Utilization82%95%-13 pointsLow

Status: GOOD - Solid foundation for optimization

Root Cause: Limited dashboard deployment, manual reporting processes

Timeline to Elite: 2-3 months with Insight IQ dashboard expansion

Recommendations:

  1. Week 1-2: Deploy Insight IQ dashboard with real-time tracking
  2. Month 1-2: Implement cross-product analytics integration
  3. Month 2-3: Establish weekly KPI review protocol

Top 3 Strategic Opportunities

🥇

Priority #1: Case Acceptance Rate Optimization

Annual Impact: $336,000
Current State
  • • 68.5% case acceptance rate
  • • Inconsistent consultation process
  • • Limited TC confidence
Elite Target
  • • 85% case acceptance rate
  • • Standardized framework
  • • Data-driven optimization

Implementation Roadmap:

  1. Weeks 1-2: Deploy Conversion IQ A/B testing framework
  2. Month 1: TC training program (objection handling, pricing confidence)
  3. Month 2: Implement same-day start protocols
  4. Month 3-4: Optimize consultation environment
  5. Month 5-8: Systematic pending patient recovery
ROI
80x
Timeline
6-12 mo
Investment
$4,188
Confidence
High
🥈

Priority #2: Lead Response Time Reduction

Annual Impact: $288,000
Current State
  • • 18-hour average response time
  • • 35% lead conversion rate
  • • Manual follow-up processes
Elite Target
  • • <1-hour response time
  • • 65% lead conversion rate
  • • Automated prioritization

Implementation Roadmap:

  1. Week 1: Deploy Response IQ with automated lead scoring
  2. Week 2: Integrate CRM with PMS (real-time sync)
  3. Week 3: Train TCs on high-value lead routing
  4. Week 4: Implement 5-minute response SLA
  5. Month 2: Optimize automated follow-up sequences
ROI
85x
Timeline
3-6 mo
Investment
$3,588
Confidence
High
🥉

Priority #3: Collections Process Streamlining

Annual Impact: $216,000
Current State
  • • 45 Days Sales Outstanding
  • • 93.4% collection rate
  • • Manual payment reminders
Elite Target
  • • 25 Days Sales Outstanding
  • • 96-98% collection rate
  • • Automated payment optimization

Implementation Roadmap:

  1. Week 1-2: Deploy Collections IQ AR aging prediction
  2. Week 3: Launch autopay campaign with incentives
  3. Month 1: Implement automated payment reminders
  4. Month 2: Optimize payment plan structures
  5. Month 3-4: Train financial coordinator on AI strategies
ROI
51x
Timeline
4-8 mo
Investment
$4,788
Confidence
Med-High

Implementation Priorities & Timeline

Phase 1: Quick Wins (Weeks 1-4)

Focus: Immediate revenue impact with minimal infrastructure changes

Week 1-2:

  • Deploy Response IQ automated lead scoring and routing
  • Launch autopay campaign with enrollment incentives
  • Implement multi-channel appointment reminders

Week 3-4:

  • Deploy Conversion IQ A/B testing framework
  • Begin TC training program (objection handling scripts)
  • Establish 5-minute response SLA

Expected Impact: $40K-60K in first 30 days

Phase 2: Systematic Improvements (Months 2-4)

Focus: Process optimization and staff training

Month 2:

  • Deploy Collections IQ AR aging prediction model
  • Optimize payment plan structures
  • Implement same-day start protocols

Month 3:

  • TC training completion
  • Deploy Retention IQ dropout prediction
  • Weekly KPI review protocol

Expected Impact: $120K-180K cumulative

Phase 3: Strategic Transformation (Months 5-12)

Focus: Sustained elite performance and culture change

Months 5-8:

  • Case acceptance optimization to 75%+
  • DSO reduction to 30 days
  • Retention rate improvement to 85%

Months 9-12:

  • Lead response to 5-minute compliance
  • Case acceptance 80-85% elite level
  • Retention rate to 92% elite level

Expected Impact: $1.2M-1.4M annual run rate

Conclusion

NK Orthodontics demonstrates solid foundational performance at the 57.5th percentile nationally with clear opportunities to reach elite status (85th+ percentile) within 12-18 months. The practice's strengths in analytics utilization and positive case acceptance trends position it well for systematic improvement.

Key Takeaways:

  1. Immediate Opportunity: $840,000 recoverable through top 3 priorities
  2. Quick Wins Available: Response IQ and Collections IQ deliver 85x and 51x ROI
  3. Phased Approach Recommended: Weeks 1-4 (quick wins), Months 2-4 (systematic), Months 5-12 (elite)
  4. High Confidence: All recommendations based on AAO 2024 benchmarks and proven methodologies

Next Steps:

  1. Week 1: Schedule leadership kickoff meeting to review priorities and timeline
  2. Week 1: Deploy Response IQ and Collections IQ (highest ROI, fastest payback)
  3. Week 2: Begin TC training program for case acceptance optimization
  4. Month 2: Quarterly progress review with updated health score assessment

Report Prepared By: NexaDental Practice IQ™ Analytics Team

Analyst: Dr. Sarah Chen, Senior Practice Consultant

Review Date: January 29, 2026

Next Review: April 30, 2026 (90-day progress)

Confidential - For NK Orthodontics Use Only

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