Woodyard Periodontics is showing strong momentum with a 17.5% increase in referrals through the first four months of the year. Dr. Dority's active engagement — including 13 office visits on April 8th — is a key driver of this growth. Jayme encouraged continued engagement to sustain the upward trend.
Dr. Kapp's referral count is lower than expected and will be monitored. Dr. Martin's status has changed due to maternity leave and a practice relocation. Dr. Dority has established a relationship with a new doctor at Dr. Martin's former practice, adding a new referral source to the network.
Michelle will update retired provider names in the system by adding "(RETIRED)" in caps next to their names as downtime allows, ensuring referral reporting and analysis remain accurate.
Michelle is assembling black magnetic gift boxes with Kentucky-themed snacks, chocolates, and a laser-etched glass featuring the study club logo and anniversary details. Jenn is handling decorative bows. Jayme requested photos of the completed gifts to be shared with the group to highlight the event's significance.
The April program featured a pharmacist from Ohio State University presenting on antibiotics in dental procedures and was well-received. Michelle noted challenges in attracting orthopedic professionals to attend.
Jayme guided Michelle through entering the Louisville and Smile Summit events as marketing events in the system. This includes navigating the marketing events tab, using proper naming conventions, updating guest lists, and logging total expenses after each event. Tracking these events enables ROI assessment and relationship management reporting. Michelle will remove placeholder tags and ensure data accuracy following each event.
The Smile Summit has been rescheduled to May 6th due to personal circumstances affecting key participants. It will be entered as a marketing event in the system. VIP lunches remain as placeholders pending confirmation.
An open house is being planned for June or July, with June 18th as the tentative date. Michelle will meet with Dr. Woodyard to confirm his availability and lock down the date.
The BioHorizons program date needs confirmation, as it may fall before the next meeting. Michelle will follow up with Dr. Dority and the speaker to confirm whether the date is May 13th and update Jayme accordingly.
Michelle has requested moving the September event budget to August to accommodate an earlier, expanded event for both doctors and hygienists. The exact date needs to be confirmed with the speaker before the budget adjustment can be finalized.
Responses to the new referral lab inbox have been mixed across practices. Monthly incentives are being used to encourage online referral submissions. Michelle will remind Jenn to provide feedback on the new referral form to help assess its effectiveness.
The confirmed community sponsorship budget is $2,000 per quarter. No funds have been used this quarter to date. Michelle will track all sponsorship spending and request additional funds for future years if the $2,000 quarterly allocation proves insufficient.