Specialty PRD Dashboard

Quarterly Executive Brief

Q2 → Q3 2026, with Q3 2025 for YoY · Group averages by specialty region — SGA East (16 SGA perio, matches the Quarterly Executive Brief; Aiken oral surgery + SGA Surgery Team excluded), SGA West (all GEN4 entities), SGA FARCH (all MODIS entities). West and FARCH swap the "vs 60 goal" tile for "% Scheduled" while provider FTE counts are pending — see Section 2.

All three quarters computed from raw Referral Lab exports (source of truth per 2026-07-10). Q3 exports were pulled 2026-09-26 (88 of 92 days), so referral and $ presented changes are per-day pace; rates (% scheduled, time to consult, production / 100 consults) compare as-is. Source counts (new / active) are not pace-adjusted. † Q2 recomputed from raw exports; the Q2 brief (PDF data) showed 8 of 16 — Columbus rounds to 60 on the raw file. § Q3 2025 new-source counts likely run high where practices were still onboarding to Referral Lab — read the YoY as directional; QoQ is the cleaner comparison. Case acceptance (CAR) is not in the Referral Lab exports — it returns when Jayme's Q3 brief lands.

External Referrals / Provider / Month — vs 60 Goal

Standing KPI (V2 spec §3). Per-entity throughput against the 60 external referrals / full-time provider / month goal, with movement vs Q2.

Computed from raw external referral counts ÷ full-time providers ÷ months (Q3 months pro-rated to the 88 of 92 days export window). Provider counts are those behind the Q2 brief's figures (Q2 external ÷ 3 ÷ brief value — whole numbers for all 16); Q2 is recomputed from raw exports the same way, so it can differ by ±1 from the brief. Confirm provider FTEs with Jayme when staffing changes. All 16 entities are in John Mezick's book.

Network Trends — QoQ & YoY

Full 33-entity network (SGA Surgery Team excluded) · raw Referral Lab exports for Q3 2026, Q2 2026 and Q3 2025 — per-entity trend columns appear in Section 8.

The Q3 story: Q2's growth did not carry into Q3. On a per-day basis network referrals are +0.2% YoY — back to last year's level — and −7.1% vs Q2, while $ presented is +7.9% YoY. Only 12 of 31 comparable practices grew volume; the gains are concentrated at Aiken/Augusta (+38.4%), Van Scoyoc (+35.2%), Parkway (+23.7%), Sandhills (+23.7%) — all four now have a Referral Growth Engine, but Aiken/Augusta was already up 45% YoY in Q2 before its Aug engine and Sandhills' engine landed Jul 23, so read this as correlation, not engine impact. Speed is the clear win: time to consult improved YoY at 26 of 31 practices. Value per consult is the open question: production per 100 consults fell YoY at 21 of 31.

Full Q3 total across all 33 entities to date: 12,727 referrals. Comparable base excludes Jacksonville Dental Specialists (logging gap) from both trends and Mississippi (onboarding-era Q3 2025 baseline) from YoY. Q3 exports were pulled 2026-09-26 (88 of 92 days), so referral and $ presented changes are per-day pace; rates (% scheduled, time to consult, production / 100 consults) compare as-is. Raw (un-adjusted) change: −4.1% YoY, −10.1% QoQ.

PRD Introductions

Offices where Jayme + the practice team have completed the PRD program introduction. Intro log as of Aug 4, 2026.

Field definitions (what counts as an “additional meeting,” per-office vs per-practice tracking) pending confirmation with Jayme.

Referral Growth Engine — Adoption

Status of the Referral Growth Engine rollout across the priority practices. “Live” = engine built and available to the practice.

Live-engine rows show Q3 results from the raw exports. Rows marked “as of Jul 10” have no newer status on file — refresh with Jayme before the Q3 review. Fallback path remains the four marketing modules inside the Referral Lab dashboard.

PRD Coverage Matrix

Headcount by coverage type per entity (V2 spec §5 — hours detail and workload section removed).

Leadership signal: highlighted rows have no PRD coverage of any kind. Counts are locations within each entity holding that coverage type.

Attention Queue

Pipeline-hygiene and performance flags from the Q3 exports (pipeline snapshot 2026-09-26; activity Jul 1 – Sep 26, 2026). Metric definitions for the audit/NTP columns are pending with Referral Lab — treat magnitudes as directional until confirmed.

Largest YoY volume declines (per-day pace): Michael C. Toms, DDS, MS −32.8% · Golden Triangle Periodontal Center −28.7% · Southwest Periodontal & Implant Specialists −27.7% · Pinebelt Perio −23.9% · Central Florida Periodontics and Implantology −20.9%.

Improving since Q2

• Parkway ↗ — Treatment-undecided backlog 374 → 87 (Q2's largest) and referrals +23.7% YoY.
• Newark Periodontics & Dental Implant Specialists ↗ — Numbers healthy after the Q2 hygienist escalation: overdue tasks 144 → 21, 94.7% scheduled, referrals +11.9% YoY.
• Coastal Jaw Surgery ↗ — Consults pending 0–30 days 213 → 140 and overdue tasks 204 → 157; scheduled rate still 64.1%.
• Monterey Coast Periodontics and Implant Dentistry ↗ — Referrals +31.3% QoQ and time to consult 25.5 → 22.5 days — no longer the network's slowest.

All Entities · Grouped by ROD

Rolled up by parent entity (V2 spec §6) — multi-location businesses appear once, with locations listed beneath. QoQ = vs Q2 2026, YoY = vs Q3 2025 — per-day pace.

* Mississippi YoY excluded from network math — its Q3 2025 baseline is from Referral Lab onboarding. n/m = not meaningful (Jacksonville Dental Specialists logged 10 referrals in Q3 — a logging gap, not demand). Q3 exports were pulled 2026-09-26 (88 of 92 days), so referral and $ presented changes are per-day pace; rates (% scheduled, time to consult, production / 100 consults) compare as-is. John Mezick replaces Jarod Howlett as specialty ROD (V2 spec §4). Status dots: green = growing QoQ & YoY · yellow = mixed · red = declining or on the Attention Queue as red · gray = artifact/no baseline. Attention Queue entries take that section's color.

Recap Library

Alphabetical by entity (V2 spec §7). “Open recaps” lists every recap for that entity, newest first.

62 recaps on file (Apr 13 – Oct 20, 2026). Naming convention: recaps/recap-[office-slug]-YYYY-MM-DD.html. New recaps sync automatically each morning from the shared Drive folder.

Specialty Resources

PRD planning tools and reference materials — the same toolset that ships inside each Referral Growth Engine.

Strategy Briefings

Cards deep-link into the Alpharetta engine as the reference implementation. Live engines: Alpharetta · Parkway · OBX · Jacksonville Dental Specialists · Van Scoyoc · Sandhills · Aiken/Augusta · Pensacola.