Dental revenue recovery and analytics
We turn your practice-management data into a dashboard, put a dollar figure on no-shows, unscheduled treatment and aging balances, and show you what to address first.
First engagement: $394,621 in production leakage identified at one clinic over January 2025 to April 2026.
Art Dental Clinic
Diagnostic, April 2026
Missed appointments by type
New-patient retention
99 patients never returned
Confidentiality agreement first
Signed before any data leaves your office.
Your own data, not benchmarks
Every figure comes from your records.
No monthly commitment
The Diagnostic stands on its own.
Report and dashboard are yours
Keep them whether or not you continue.
What we measure
Each one is calculated from the exports your practice already produces. Where we have a real figure from the Art Dental Diagnostic, it's shown as an example of what the number looks like in a working clinic.
Share of booked appointments that weren't kept, by day of week, provider and appointment type.
Why it matters: Shows whether missed visits are a few repeat patients or a scheduling pattern, which changes the fix.
Example, Art Dental Clinic: 33.5% of appointments missed; Fridays and Saturdays worst at 37% and 38%
Missed visits among recall and hygiene appointments specifically, and the share of active patients with a recall booked at all.
Why it matters: Recall is the steadiest production a practice has, and the first place it quietly drops.
Example, Art Dental Clinic: 61% of recall and hygiene appointments missed; 19.6% of patients booked for recall
Share of new patients who return for a second visit, active patients who have lapsed, and what each lost patient's last appointment was.
Why it matters: Tells you whether marketing spend turns into long-term patients, and which lapsed patients are worth a call.
Example, Art Dental Clinic: 31.5% of new patients never returned; 99 patients in sixteen months, most after the new-patient exam
A risk score for every booked appointment, from the patient's own history, the day, the time and the appointment type.
Why it matters: Tells your front desk which appointments need a call rather than a text, before the day rather than after.
Example, Art Dental Clinic: The ten worst repeat offenders caused only 5% of missed visits, so the risk was spread across the whole patient base
Treatment that was diagnosed and accepted but has no appointment attached, in dollars and by how long it has waited.
Why it matters: It is the largest pool of already-agreed production most practices have, and the easiest to rebook.
Scheduled production that was not done and not rebooked, measured month by month from your own records.
Why it matters: One number that adds up what the schedule promised and what actually happened, so you can see the size of the opportunity.
Example, Art Dental Clinic: $394,621 from January 2025 to April 2026
The Diagnostic
The Diagnostic is a paid, one-time review. It works from data your practice already has, and it ends with a dashboard and a plan you own.
Your revenue, appointments, retention and receivables as charts an owner can read in one look: what's growing, what's slipping and what it's costing, month by month since your first month on record.
Goes further than the dashboard. Every analysis we ran, by provider, day, appointment type and patient group, with commentary on what each one means and what to do about it.
No-shows, unscheduled treatment, aging balances and patient drop-off, each with a dollar figure and a trend.
Specific next steps for scheduling, recall, collections and new-patient follow-up, split into what we build and what your team owns.
We learn how your clinic runs and where you believe production is slipping. You leave with deliverables scoped to your practice and a proposal for the package that fits.
Working from the list agreed on the call, we pull the reports from your practice-management software ourselves. Nothing lands on your team.
Appointments, billing and retention analyzed together, back to the first month on record, then quantified in dollars.
The executive dashboard, the full report, every gap in dollars and an action plan, walked through with you in a one-hour session.
Practice analytics
Practice-management software is built for running the day, not for seeing the year. The executive dashboard turns your data into a handful of charts: revenue by month, appointments kept and missed, patients returning or lapsing, receivables by age. No digging through reports. The full written report carries every analysis behind those charts. On the monthly packages the dashboard is refreshed every month, so you see whether the plan is working.
Revenue
Production and collections, month by month
Appointments
Kept, missed and cancelled, by day and type
Retention
New patients returning, active patients lapsing
No-show risk
Which upcoming appointments need a call
Receivables
Balances by age, patient and insurer
Leakage
Each gap, in dollars, with the trend
What you can hold us to
Owners are right to be wary of consultants. These are the terms we work under, and they go in the engagement letter.
“Caverity Analytics gave us a much clearer picture of our practice, from appointment performance to our finances. The audit uncovered issues we hadn't recognized and put numbers behind problems we knew existed but hadn't fully appreciated. Understanding their scale helped us see where we needed to focus.”
A confidentiality agreement comes first. We take only the fields the analysis needs, handle them as Ontario's PHIPA requires, and delete or return everything when the engagement ends.
Each figure in the report links back to the export it came from, so you or your accountant can check it.
If the recoverable production we find is less than the Diagnostic fee, the report says so and we don't recommend a monthly package.
No new software, no new logins. We export from the system you already use, and the action plan runs through the people already running your front desk.
Packages
See the numbers first. Then decide whether you want help implementing the plan, or someone watching the dashboard.
One-time
A full review of your practice data, delivered as a dashboard, a written report and a prioritized action plan.
Pricing on request
Most complete
Monthly
Everything in the Diagnostic, then we implement the action plan alongside your team and track the numbers every month.
Pricing on request
Monthly
Everything in the Diagnostic, then lighter monthly monitoring for practices that run the action plan themselves.
Pricing on request
Prices are in Canadian dollars. HST is extra.
Case study, Art Dental Clinic
The clinic's patient base grew every year since it opened in late 2022. Production didn't. Our April 2026 Diagnostic showed why.
Read the full case study$394,621
in production leakage identified
One clinic, January 2025 to April 2026
33.5%
of appointments missed since the clinic opened
About 1 in 3
$46,654
in outstanding accounts receivable
38% of it past 90 days
$58,010
in production in April 2026
About $58,000 a month, flat through 2025
Who we work with
Kitchener, Waterloo, Cambridge, Guelph, Milton, Oakville, Burlington, Mississauga, Brampton, Toronto, Vaughan, Markham and the surrounding areas. We work on site when it matters.
About
Caverity Analytics is a small, independent consultancy. You deal with the people doing the analysis on every engagement.
FAQ
Standard exports from your practice-management software: appointment history, production and collections by month, an accounts receivable aging report, and a patient list with last visit and recall dates. No chart notes, no clinical images. We agree the list on the discovery call and do the export ourselves, so it takes about an hour of your office's time.
We sign a confidentiality agreement before you send anything. We take only the fields the analysis needs, handle the data as Ontario's PHIPA requires, keep it on encrypted devices, and delete or return it when the engagement ends. Nothing is shared with anyone outside the two of us.
About two weeks from the export to the walkthrough. Your team's time is about an hour for the export session and one hour for the walkthrough at the end.
Then you get a written confirmation, with the numbers, that your scheduling, recall and collections are working. If the recoverable production we find is less than the Diagnostic fee, we say so in the report and don't recommend a monthly package.
No. Most of the action plan runs through your office manager, and we need them on side. We give them the numbers and a ranked list of what to do first; they keep the relationships with your patients.
No. The Diagnostic stands on its own and the dashboard and report are yours to act on with or without us. The monthly packages exist for owners who want help implementing the plan, or want someone watching the numbers.
A 20-minute call is enough to tell you whether a Diagnostic makes sense for your practice. No deck, no pitch.