Referral Health Snapshot
Referral Trend — Previous 90 Days
1,195
▲ +415 vs. prior 90 days (+53.21%)
Referral Trend — YTD YoY
3,040
▲ +916 YoY (+43.13%)
Active Referring Providers — Previous 90 Days
190
▲ +4 vs. prior 90-day period (from 186)
Key Discussion Topics
- Growth Engine utilization: Ryleigh gave positive feedback on the Growth Engine as a clearer, less overwhelming reference point than working out of Referral Lab alone, though it hasn't seen much use this past month while the team focused on CE event prep. A prospect list Jayme previously sent doesn't appear to be showing up in the Growth Hub — Jayme will check with her supervisor.
- Time-to-consult: Currently running about 24 days against a 10–18 day target. Not yet a concern — the delay is driven mainly by single-tooth cases being scheduled further out and by insurance/Medicaid PA turnaround times, not by a capacity issue with wisdom teeth openings.
- Marketing check-in gap: No monthly marketing check-ins were logged for June or July while Ryleigh was pulled into other responsibilities; cadence will resume going forward.
Marketing Initiatives Discussed
- CE event invitations (Sept. 18): 40 top referring providers have been invited via a QR code linked to a Microsoft Forms RSVP. Only 3 RSVPs have come in since sending last week. A second wave of physical invitations — including the RSVP QR code — goes out next week via in-person stops at Sheila's Donuts and Bel Air Donuts, followed by a magnet mailer at the end of the month as a final push toward the 100-attendee goal.
- Event budget and prize strategy: Budget is expected to land around $8,000–$9,000, similar to last year's roughly $8,000 spend ($4,000 venue/food, ~$5,000 raffle/prizes). The team plans to scale back food this year (danishes instead of a full breakfast, since staff won't be attending) and put the savings toward higher-value raffle prizes like an iPad or small computer — a step up from last year's candle, JBL speaker, and beach-bag raffle, which felt more staff-oriented than doctor-worthy.
- Sponsorship: Nobel Biocare contributed $500 last year and may again. Tiffany is also considering reaching out to a rep for a non-opioid pain-management device as a potential new sponsor, given the practice's push away from opioids.
- Study club playbook introduction: Jayme offered to connect Tiffany and Ryleigh with Rylee, an SGA West PRD who grew a hygiene study club from 25 to 130 attendees using her "ELEVATE" framework. Jayme will share the playbook and make the introduction, copying Tiffany.
Wins & Opportunities
Aiken Oral & Facial Surgery is showing strong across-the-board momentum: referrals are up 53.21% over the previous 90 days and 43.13% YTD year-over-year, with active referring providers climbing to 190. Case acceptance is running well above benchmark (69% overall, 79% for oral surgery), backed by a solid follow-up cadence for patients who don't accept treatment right away.
Action Items
| Action | Owner | Due |
|---|
| Make introduction between Tiffany/Ryleigh and Rylee (SGA West PRD) and share her "ELEVATE" study club playbook | Jayme Monroe (SGA Marketing) | August 7, 2026 |
| Follow up internally on why the growth engine prospect list isn't appearing in the Growth Hub | Jayme Monroe (SGA Marketing) | August 11, 2026 |
| Deliver second-wave physical CE event invitations at Sheila's Donuts and Bel Air Donuts | Ryleigh West | Week of Aug 10 |
| Order and distribute magnets as final CE event RSVP push | Ryleigh West | End of August |
| Pursue additional CE event sponsorship (non-opioid device rep) | Tiffany White | August 31, 2026 |
| Research higher-value raffle prize options suited to a doctor audience | Jayme Monroe | August 7, 2026 |
