Gen4 Dental Partners  ยท  Practice Relations

Meeting Recap

Prepared by  Jayme Monroe
Office  Cassity & Legacy Periodontics & Implants
Cadence  Monthly
๐Ÿ‘ค Jayme Monroe (Market Manager)
๐Ÿ‘ค Rylee Ebert (Practice Relations Director)
๐Ÿ“ˆ
Referral Lab Review & Provider Updates
Engagement Trends & Dormancy Opportunities
โ†‘
Dr. Badger
Engagement Improving
โ†”
Dr. Cassity
Steady โ€” Reduced Hours
โ†‘
Dr. Richins
Actively Building Referral Base
Key Finding

A detailed Referral Lab review confirmed positive engagement trends for Dr. Badger, whose referrals continue to improve, and Dr. Richins, who is actively building his patient and referral base. Dr. Cassity's numbers are slightly down due to reduced hours but remain stable. The referral assignment process prioritizes Dr. Cassity's patients for him, with Dr. Richins offered as an alternative when scheduling constraints arise.

Retired Provider Cleanup

Rylee is working with Dr. Cassity and Kim Wolverton to build out a verified list of retired referring providers. Several providers have unclear status, and Dr. Cassity is actively reviewing the list to identify who is still practicing.

Yellow Dormant Providers

A significant number of providers fall into the yellow dormant category, representing strong reactivation opportunities. The team will focus outreach efforts on these providers once the retired provider list is finalized and cleaned up.

๐ŸŽฏ
Marketing Focus & Strategy
Provider Prioritization & Referral Assignment
Current Focus

Marketing efforts are currently prioritized toward Dr. Badger and Dr. Richins, given their active engagement and growth trajectory. Dr. Badger is showing increased participation and Dr. Richins is steadily building his referral network. The team will continue monitoring all provider engagement levels and reassess focus regularly based on outcomes. Dr. Cassity's guidance will inform any shifts in provider-specific strategy going forward.

๐ŸŽ‰
Marketing Events & ROI Analysis
BBQ Events & Study Club Performance
~200
RSVPs Received
Two Upcoming BBQ Events
โ†‘
February Hygiene Study Club
Significant Referral & Earnings Increase
Upcoming BBQ Events

Approximately 200 RSVPs have been received across two upcoming BBQ events. Nobel is covering most food items with Zeppy's providing dessert. Event logistics, decorations, and setup plans have been detailed to ensure smooth execution. Attendance will be monitored and reported back to Jayme.

Event ROI โ€” Study Club Highlight

The February Hygiene Study Club generated significant increases in both referrals and earnings, confirming the strong ROI of these events. The marketing dashboard was used to analyze outcomes. The team will continue monitoring event ROI to guide future format decisions and scheduling.

๐Ÿ“ฑ
Social Media & Website Access
Expansion Plans & Access Coordination
Social Media Expansion

Rylee plans to increase social media activity, including posting videos featuring Dr. Richins to boost practice visibility. Rylee currently has access to Instagram and the Grow Dental Facebook ads page. Access to the main Facebook page is being pursued through Korinne.

Website Access

Website access is currently restricted. Jayme will follow up with Mike after the merger to determine whether Rylee can be granted access to update the practice website directly.

โœ…
Action Items
Follow-Up Assignments
1
Retired Providers โ€” Build Verified List with Dr. Cassity & Kim Wolverton
Work with Dr. Cassity and Kim Wolverton to identify and finalize the list of retired referring doctors, clarifying the status of providers currently listed as unclear.
๐Ÿ‘ค Rylee
2
BBQ Events โ€” Track & Report Attendance
Monitor and track attendance at both upcoming BBQ events and report final attendance numbers to Jayme for ROI evaluation.
๐Ÿ‘ค Rylee
3
Hygiene Study Club Playbook โ€” Send to Jayme
Send the hygiene study club playbook to Jayme for team sharing and broader distribution across the portfolio.
๐Ÿ‘ค Rylee
4
Main Facebook Access โ€” Follow Up with Korinne
Follow up with Korinne to obtain access to the main Facebook account for the practice.
๐Ÿ‘ค Rylee
5
Website Access โ€” Check with Mike Post-Merger
Follow up with Mike after the merger to determine if Rylee can be granted access to the practice website.
๐Ÿ‘ค Jayme
๐Ÿ“†
Next Meeting
Monday, July 6, 2026
11:00 AM EDT  ยท  9:00 AM MDT  ยท  Monthly Cadence