Cassity & Legacy is showing a mixed but largely positive provider picture. Dr. Cassity remains highly engaged and compliant with referral protocols, with Q1 production reaching its highest point since 2021, driven by an increase in complex cases including full-arch procedures. Dr. Badger has become more receptive to outreach efforts and is showing a positive referral rebound. Dr. Richens has increased involvement in VIP lunches with Rylee's support in scheduling. Dr. Dykman continues to show limited engagement due to board commitments, and his ongoing referral decline is the primary headwind for overall office performance.
Referral targets will be recalibrated to reflect the actual number of clinical days each provider works. Dr. Cassity and others have shifted to alternating schedules, reducing their capacity for new referrals. Goals should reflect this reality to ensure accurate performance measurement.
Dr. Nielsen Talon, previously classified as a red provider, has been referring more frequently to Dr. Dykman and is transitioning to yellow/green status. This improved engagement justified his inclusion in recent referral events such as the hockey game.
Rylee is averaging 8 to 9 visits per week, primarily involving drop-offs and small gifts. Most activities are logged in Referral Lab, with some entries pending due to provider input delays. The focus remains on maintaining regular contact with the top 10 referring providers for each doctor.
Many dormant accounts are inactive due to provider retirements or extended leaves. Jayme will consult with Christy on best practices for removing retired providers from Referral Lab to keep the database current and focused on active referral opportunities.
Jayme recommended cross-referencing local general dental offices within a 15 to 20 mile radius to identify new prospects not currently in Referral Lab. The focus should be on practices without implant or perio overlap. AI tools can be leveraged for efficient targeting and prospect identification.
The farmers market-themed Hygiene Study Club event generated over 100 RSVPs and saw significantly higher attendance than prior years. The event featured custom boxes, raffle items, and unique pins for attendees, with Colgate potentially sponsoring catering to expand the budget further. Success is attributed to persistent outreach, creative incentives, and high-value raffle items.
The study club directly generated new patient appointments and reactivated dormant referral sources, with hygienists and doctors referring patients as a direct result of attending. Jayme has requested that Rylee document the steps and strategies used over the next month to develop a replicable playbook for other offices across the portfolio.
The planned movie night has been deferred due to budget considerations and proximity to other major events. It is being considered for rescheduling in the fall or as a holiday season alternative.
Recent and upcoming provider lunches are on track. Cancellations are logged in Referral Lab. In some cases, providers are taking over outreach directly — such as Dr. Richens delivering gifts in place of a canceled lunch, which counts as a meaningful touch point.
The Seattle CE event is proceeding with Nobel covering a portion of costs. Providers are responsible for their own travel and accommodations. Dr. Cassity and Dr. Richens are each inviting select referring doctors to attend alongside them, strengthening key relationships in the process. Dr. Badger and Dr. Dykman are not participating in this event.