GEN4 · Heidy Riall

Eric S. Tsai, D.M.D., Inc.

T1 2 locations: Diablo Periodontics, Eric Tsai DMD, Inc

PRD Coverage

Brandi Bostick

2 Hybrid

Q2 2026 Performance

Q2 Referrals

244

QoQ −2.4% · YoY +12.4%

External / Internal

197 / 16

103 active sources · 22 new in Q2

% Scheduled

82.0%

Time to consult 15.8 days

$ Presented

$1.02M

YoY +63.9%

Avg $ Accepted

$4,416

Same-day 66.9%

Production / 100 Consults

$315,744

YoY +29.7%

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
Tsai Periodontics	145	131	76.6%	$598,811
Diablo Periodontics	99	66	89.9%	$420,654

Pipeline & Activity

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

Overdue Tasks

105

pipeline snapshot

Consults Pending 0–30d

Treatment Undecided (NTP)

Active Users

416 tasks completed in Q2

Recaps

None on file yet.