SGA · John Mezick

Marshall L Wallace

T2 1 location: Marshall L. Wallace DMD (Wallace Perio)

PRD Coverage

Diana Melton

1 Hybrid

Q2 2026 Performance

Q2 Referrals

259

QoQ −8.2% · YoY +21.1%

External / Internal

209 / 50

37 active sources · 3 new in Q2

% Scheduled

86.9%

Time to consult 6.3 days

$ Presented

$563,073

YoY −3.4%

Avg $ Accepted

$2,391

Same-day 59.3%

Production / 100 Consults

$166,414

YoY −17.0%

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
Dr Marshall L Wallace DMD	259	209	86.9%	$563,073

Pipeline & Activity

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

Overdue Tasks

pipeline snapshot

Consults Pending 0–30d

Treatment Undecided (NTP)

Active Users

57 tasks completed in Q2

Recaps

None on file yet.