Marketing / Priority Roster · New-patient view

Marketing Focus 20 — Q3 ’26 New Patients (Jul–Sep)

The Marketing Focus 20 brought in 2,933 new patients in Q3. On the 18 practices with full prior-year and prior-quarter history (Belfast opened in June; Liberty’s prior year is a pediatric practice; Westport stays in) new patients were 2,709, +24% vs Q2 (2,189) and +17% YoY (2,315). Q3 was the foundation quarter: four rebrands and a de novo launched (Ways Station +133%, Belfast 143 NPs in its first full quarter), GBP scores across the 20 moved from 88 to 92 on the Oct 5 rescan, Neurality booked 577 appointments in September across 16 live offices, and the Smile Center of Orlando deep dive found a non-performing SEO vendor worth $3,500/month. Five practices (Westport, Wyoming, Gage, Rock Hotel, Smile Gulf Coast) were flagged by Operations as capacity-limited and should not have been on the list; they sit at the bottom.

New Patients · Q3 · 18 comparable
2,709
+24% vs Q2 (2,189) · +17% YoY (2,315)
New Patients · Q3 · all 20
2,933
adds Belfast 143 (new) & Liberty 81 (rebrand)
Lead Days to Hygiene · Q3
14d
3 offices >21d
Hygiene Capacity Used · Q3
67%
5 offices ≥80%
Promo Spend · Jul–Aug
$110.8K
vs $62.4K LY · *Rebrand spend $46.9K / $110.8K
GBP Score · May → Oct
88 → 92
Oct 5 network rescan, like-for-like

New patients by practice, grouped

PBI new patients · PBI lead days & hygiene capacity · PBI promo spend Jul–Aug · GBP rescan 2026-10-05 · ★ = deep-dive case study
Practice NP
Q3 ’26
NP
Q2 ’26
QoQ NP
Q3 ’25
YoY Lead Days
to Hyg (Sep)
Hyg Capacity
Used · Ops label
Promo Spend
Jul–Aug ’25 → ’26
GBP
then → now
What marketing did in Q3 Key read
Rebrands & De Novo · 4 practicesBelfast opened 6/20 as a new practice; Ways Station, Main Street and Liberty rebranded in July. Prior-year numbers are the old brand (Liberty's are pediatric volume), so YoY is context, not a scorecard.
Belfast River Dental ★Kim MillerBELFSTGADD 143 n/a n/a n/a n/a 7 (7) 40% $13.0K (new) 69 → 100 De novo, opened 6/20. Site built from scratch, GBP rebuilt through Yext (hours, photos, description; 69→100), Neurality voice 7/29 and web scheduler 9/22, launch paid media. 143 new patients in the first full quarter, 61 in September and climbing; hygiene 40% utilized, so room to keep growing.
Ways Station (ex-Highsmith)Kim MillerHIGHDTGADD 413 173 +139% 177 +133% 15 (15) 71%FIX SCHEDULE $2.5K → $30.0Kinvested $27.5K 93 → 97 Rebrand into the new building: new brand and site (waysstationdental.com), launch-scale paid media, GBP 93→97, Neurality web scheduler 9/23. 413 new patients, +133% YoY and the strongest September yet; hygiene 71% utilized and ops has it on Fix Schedule.
Main Street — LexingtonKristen MillicanPALMCDSCDD 123 95 +29% 102 +21% 7 (5) 62%TIGHT $1.0K → $9.5Kinvested $8.4K 100 → 100 July rebrand (ex Palmetto Comprehensive): new brand and site, GBP held at 100, in-house paid at launch; office opted out of Neurality web/chat (NexHealth). NP +21% YoY and +29% vs Q2 once the rebrand settled; hygiene lead back to 5d, ops still marks capacity tight.
Liberty Family DentalJarod HowlettSPH 81 104 -22% 500 -84% 9 (9) 37% $0.9K → $7.5Kinvested $6.5K 96 → 100 July rebrand (ex Spinnaker Hinesville) from pediatric to general dentistry: new brand and site, GBP 96→100, Neurality live 9/3 (30 bookings in Sep), launch paid. Prior year is pediatric volume (500 NPs), so YoY is not comparable; 81 NPs in the first quarter as a GP, hygiene 37% utilized.
Paid-media deep dive · 1 practiceFull rebuild of the paid-media funnel and vendor cleanup; the most hands-on practice in the roster this quarter.
Smile Center of Orlando ★Jarod HowlettSCO-FL 89 77 +16% 94 -5% 7 (7) 63%ROOM $9.5K → $16.9Kinvested $7.4K 100 → 100 Paid-media landing page rebuilt in the practice brand voice with a custom domain (9/14), GHL tracking number and form, Healthgrades and payor-file cleanup, GBP held at 100. Found a non-performing SEO vendor and turned off $3,500/month (shows from September). New patients flat (89 vs 94) and +16% vs Q2; 56 Neurality bookings in Sep but September production dropped, so the next step is a conversion diagnostic, not more spend.
New patients growing YoY · 5 practicesFoundation work only (GBP, Neurality, light paid). Positive stories to call out.
Benner & TownsendParks PaceBTD-GA 154 154 +0% 119 +29% 10 (10) 79%TIGHT $0.2K → $0.3Kinvested $0.1K 88 → 88 GBP went live 6/25 with the brand refresh; Neurality web scheduler 9/23; essentially no paid spend. +29% new patients YoY on near-zero spend; hygiene 79% utilized and ops marks it tight; September reviews stopped (East inflow outage).
Peach Family — Fort ValleyParks PacePCHFDGGADD 69 59 +17% 62 +11% 16 (8) 40%ROOM $2.5K → $0.5Ksaved $2.0K 97 → 88 Social went live 7/1; GBP and website fixes in flight (site rebuild queued); paid cut to under $600 for the quarter. +11% new patients and September was the best production month since Jul-25; GBP slipped 97→88 and needs a re-fix.
Pryor — LebanonParks PacePRYRFDTNDD 172 129 +33% 158 +9% 7 (7) 62%ROOM $8.3K → $9.0Kinvested $0.7K 100 → 100 GHL pilot with in-house Google Ads and a paid landing page; GBP at 100; Neurality web scheduler and chat live. +9% new patients and +33% vs Q2, but production fell each month to $186K; the gap is case value, not leads.
KCC Clay CenterLibby KnoppCLAYFDKSDD 89 68 +31% 83 +7% 9 (16) 97%TIGHT $0.8K → $5.3Kinvested $4.5K 87 → 93 Website storefront audit and fixes, Neurality web and chat 7/21, GBP 87→93, direct Google/Meta ads started (about $2.6K/month). +7% new patients YoY and +31% vs Q2; hygiene 97% utilized, ops marks it tight, so capacity comes before more spend.
Heritage Dental AssociatesJeri SorensonHERITGUTDD 190 157 +21% 181 +5% 8 (8) 66%ROOM $5.1K → $6.8Kinvested $1.7K 93 (new) Neurality online scheduler (34 new-patient bookings Jul–Sep), GBP at 93, steady spend of about $3.4K/month; website optimize-in-place queued with Wyatt. +5% new patients and +21% vs Q2 with flat production; 66% hygiene utilization leaves room for a Q4 push; ops notes a doctor just left.
New patients declining YoY · 5 practicesMarketing-actionable declines with the blocker named in the notes.
Southern Oak — ConwayKristen MillicanSOAKCOSCDD 307 312 -2% 322 -5% 4.5 (9) 61%TIGHT $0.8K → $0.3Ksaved $0.5K 91 → 100 GBP 91→100 (NAP fix), Neurality booking 75 appointments in September (second in the group), site rebuild queued (score 49); almost no paid. Production +27% YoY but new patients -5% and September slid to 90; ops marks capacity tight (61% hygiene utilization on the 8-slot template).
Lake Shore — Saint CloudJarod HowlettLAKEDCFLDD 121 143 -15% 128 -5% 5 (5) 82%ROOM $12.5K → $9.5Ksaved $3.0K 99 → 97 GBP live 7/10, new website built and launching the week of Oct 13, Neurality web scheduler and chat 9/23; display spend trimmed from $6.3K to $4.7K/month. -5% new patients YoY, -15% vs Q2; September reviews were zero (East inflow outage); ops says no additional marketing needed.
Lake MaryJarod HowlettLKMARYFLDD 46 42 +10% 51 -10% n/a 61%NO DATA — 90 → 85 New site build in flight (MSP); GBP 90→85 after the booking link dropped; SoftDent PMS keeps it out of Neurality and the lead-day feed. -10% new patients on small volume (46); no promotional spend in either year; the site launch is the only marketing lever.
Moskowitz — ConcordKristen MillicanMTZ-NC 46 55 -16% 53 -13% 7.5 (7.5) 83%ROOM $3.0K → $4.8Kinvested $1.8K 93 → 90 GBP updates have been blocked on ROD/OM approval since June; website optimize-in-place queued; Neurality chatbot live (16 bookings in Sep). -13% new patients and -22% production; the blocker is the approval, not the marketing plan. Escalate.
Oakwood SmilesParks PaceOAKSMLGADD 108 110 -2% 146 -26% 21 (21) 83%TIGHT $1.9K → $2.3Kinvested $0.3K 69 → 91 MSP site rebuilt; GBP 69→91 (booking link added); Neurality web and chat in process; light paid (~$1.1K/month). -26% new patients YoY and production sliding each month; ops notes no physical space to add capacity (red flag in the Q4 list).
Ops red flag · 5 practicesFlagged by Operations: these showed as a QoQ new-patient decline when the list was built, but capacity was limited and they should not have been included.
Westport DentalLibby KnoppWSTPRTKSDD 120 132 -9% 148 -19% 27 (27) 77%TIGHT $1.0K → $0.6Ksaved $0.3K 93 → 93 MSP-rebuilt site (re-audit queued), GBP at 93, Neurality live (31 bookings in Sep); no paid. ROD dashboard: dentist days 143→117 (-15% vs budget, down a doctor), $552K of scheduled production moved out of the quarter, production per visit $378→$245, NP hygiene lead 42→23 days, hygiene capacity 65% both years. Q3 ’26 is -13.7% vs the $870,861 budget; the -35% YoY rests on an unusually high Sep-25 ($675K).
Wyoming DentalLeah GreviousWYOMNGMIDD 251 178 +41% 117 +115% 40 (23) 63%FIX SCHEDULE $1.0K → $0.8Ksaved $0.2K 93 → 93 GBP at 93, Neurality live and booking 83 appointments in September (most in the group); no paid. +115% new patients, but the doctor has been out (ops) and hygiene lead ran 49d before easing to 23d; production -24%.
Gage Dental GroupLibby KnoppGAGEDGKSDD 252 173 +46% 240 +5% 36.5 (72.5) 83%CAPACITY FIRST $1.3K → $1.3Kinvested $0.0K 60 → 73 GBP 60→73, MSP-rebuilt site; Neurality install stalled at zero activity. Hygiene lead 72.5d and 83% utilized; +5% new patients. Capacity first, marketing is not the lever.
Rock Hotel DentalJeri SorensonRCKHTLUTDD 127 100 +27% 112 +13% 5 (3) 79%ROOM $1.3K → $1.0Ksaved $0.3K 69 → 69 GBP at 69 (optimization queued), website optimize-in-place queued; Neurality live but zero bookings on 51 voice opportunities, and the OM paused web/chat 10/12. +13% new patients YoY and +27% vs Q2; ops wants more patients but the booking path is switched off.
Smile Gulf Coast ★Lanthea MangumSGC-MS 32 32 +0% 22 +45% 17.5 (17.5) 44%FIX SCHEDULE $8.8K → $4.5Ksaved $4.3K 90 → 90 Prior vendor replaced; in-house paid media launched 8/21 (Branded + New Patient, about $3.9K through 9/28) with a paid landing page; GBP at 90; doctor declined Neurality. +45% new patients (32) and new patients per day 0.44→0.87 Jul→Sep on a small base; production +26%; ops has the schedule flagged.

Reference: net production & Neurality

Power BI net production · Neurality Sep 1–30 activity · Q3 = $11,680,807 all 20 · $11,531,670 on the 18 comparable (+5% vs Q2, -3% YoY)
Practice Net Prod Q3 ’26 QoQ YoY Neurality (Sep)
Belfast River DentalBELFSTGADD $87,273 n/a n/a Live · 20 appts
Ways Station (ex-Highsmith)HIGHDTGADD $635,018 +66% +100% Live · 59 appts
Main Street — LexingtonPALMCDSCDD $644,610 +58% +1% Live · 9 appts
Liberty Family DentalSPH $61,863 -67% -86% Live · 30 appts
Smile Center of OrlandoSCO-FL $506,921 +1% -13% Live · 56 appts
Benner & TownsendBTD-GA $681,589 -6% +26% Live · 42 appts
Peach Family — Fort ValleyPCHFDGGADD $171,219 -19% -13% Live · 23 appts
Pryor — LebanonPRYRFDTNDD $700,496 +8% -11% Live · 47 appts
KCC Clay CenterCLAYFDKSDD $342,499 +1% +7% Live · 24 appts
Heritage Dental AssociatesHERITGUTDD $893,051 +3% -0% Live · 22 appts
Southern Oak — ConwaySOAKCOSCDD $571,634 -1% +27% Live · 75 appts
Lake Shore — Saint CloudLAKEDCFLDD $603,674 +4% +3% Live · 25 appts
Lake MaryLKMARYFLDD $332,665 +11% +2% Not installed
Moskowitz — ConcordMTZ-NC $363,549 -14% -22% Live · 16 appts
Oakwood SmilesOAKSMLGADD $836,360 -9% -2% Live · 15 appts
Westport DentalWSTPRTKSDD $749,992 +1% -35% * Live · 31 appts
Wyoming DentalWYOMNGMIDD $459,347 -14% -24% Live · 83 appts
Gage Dental GroupGAGEDGKSDD $1,697,088 +13% -2% Live, idle
Rock Hotel DentalRCKHTLUTDD $953,730 -4% -15% Live, idle
Smile Gulf CoastSGC-MS $388,227 +38% +26% Not installed