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Practice Analysis

You are invited to complete and submit the practice evaluation form below.

This courtesy evaluation includes analysis of practice information provided and a one hour call to 1 – discuss analysis results, 2 – identify areas of concern, and 3 – next steps to achieve practice goals. Once you submit your evaluation, you will be contacted to schedule a call. Have questions? Don’t hesitate to call or email us. We love to talk dentistry!

Dental Practice Evaluation

Please submit completed form online or fax PDF version to 727-674-1985.
All fields are optional. If you do not have all of the information available to complete the form, please estimate or leave blank.

For a downloadable PDF version, click here.

Best phone number to contact you to review your practice evaluation:

Name (required):

Practice Name:


Email Address: (required)

Office Phone Number:

Number of Dentists in practice:
General: Specialist:

If specialist(s), please enter type of specialist(s):

Years in Practice:

Total Gross Production Last Year:

Total Net Production Last Year (after adjustments):

Monthly Production Goal:

Total Collections Last Year:

Monthly Collection Goal:

Total Hygiene Production Last Year:

Monthly Hygiene Goal:

Number of Hygiene Days per Month:

Total Accounts Receivable:

Number of Team Members:


Number of Active Patients:

Average Number of New Patients Monthly:

Annual Marketing Budget:

Average of Fee of Cases Presented:

Average Percentage of Case Acceptance:

Percentage of Patients with Dental Insurance:

Number of Insurance Plans Accepted:

Areas of concern: