GEN4 · Heidy Riall

Cassity & Legacy Implants and Periodontics

T3 2 locations: Cassity Implants & Periodontics - Kaysville, Cassity Implants & Periodontics - South Ogden (Legacy Implants & Periodontics)

PRD Coverage

Rylee Ebert

2 Full Time

Q2 2026 Performance

Q2 Referrals

589

QoQ −13.8% · YoY −10.4%

External / Internal

577 / 0

163 active sources · 12 new in Q2

% Scheduled

95.9%

Time to consult 14.3 days

$ Presented

$4.10M

YoY +33.9%

Avg $ Accepted

$5,347

Same-day 58.8%

Production / 100 Consults

$357,714

YoY −28.9%

Q2 values from raw Referral Lab exports (Apr 1 – Jun 30). QoQ = vs Q1 2026, YoY = vs Q2 2025 — interim from the Q2 report pending prior-period raw exports.

Program Status

Not yet in the PRD introduction or Referral Growth Engine pipeline.

By Location

Q2 2026 splits from the by-location Practice Performance export.

Location	Referrals	External	% Sched	$ Presented
Cassity Implants & Periodontics	315	308	94.9%	$2.28M
Legacy Implants & Periodontics	274	269	97.1%	$1.81M

Pipeline & Activity

Pipeline snapshot 2026-07-10 · activity Apr 1 – Jun 30. Audit/NTP column definitions pending with Referral Lab — directional.

Overdue Tasks

334

pipeline snapshot

Consults Pending 0–30d

Treatment Undecided (NTP)

Active Users

502 tasks completed in Q2

Recaps (3)

Date	OM / PA
2026-06-01	Rylee Ebert	Open recap →
2026-05-04	Rylee Ebert	Open recap →
2026-04-13	Rylee Ebert	Open recap →