Referral volume at Newark Periodontics continues to show consistent growth, which is a positive indicator of outreach effectiveness. However, production and revenue goals have come in slightly short over the current and previous month, though prior months had met targets. The primary challenge is not referral volume but rather average case value — Dr. Basali's case value is currently below Dr. Stoner's expectations. Increasing implant procedure volume and targeted lunch and learn events focused on implants are being considered as strategies to address this.
Dr. Basali's schedule is fully booked with limited capacity to add more cases. A partner provider has been integrated to maximize available surgical time. Jayme requested Tara send the next three available appointment slots for both Dr. Basali and the hygienist to assess scheduling capacity and inform further recommendations to Heidy.
Tara completed 20 spring flower deliveries across April and May. No additional lunch deliveries were made during that period due to scheduling constraints. All flower deliveries are being logged in Referral Lab as a marketing event, with expenses allocated to individual providers.
With Dr. Basali out the week of June 8th, Tara plans to increase outreach activity, including cinnamon roll and lunch deliveries to multiple practices per day. Jayme confirmed budget flexibility in June due to underspending in prior months, with the overall marketing budget remaining unchanged for the rest of the year.
Tara is completing the Referral Lab entry for the spring flower deliveries, including event name, date, expense type, and individual provider assignment for both Dr. Basali and Dr. Swedlow's referring partners. All providers should be added before saving to ensure the expense is distributed correctly across recipients.
Dr. Swedlow remains removed from marketing activities due to personal matters and has not provided recent updates or engaged in additional outreach efforts. The situation has been acknowledged and will continue to be monitored. Jayme is aware of the status.