These numbers anchor everything that follows — the audit can't tell you which plan is profitable without knowing what each patient costs you to serve. Most owners finish this stage in about 10 minutes with their P&L statement open in another window.
SetupStage 1 of 3
Pre-filled from your last audit
Your practice info, overhead breakdown, and target margins are loaded. Re-confirm anything that's shifted, then move to Stage 2 to upload fresh PMS data for the new period.
Viewing your last audit
These are the results from your most recent completed audit. Changes here won't be saved. To update this audit with new numbers, start a fresh re-audit from the portal.
Practice Info
Use the same date range when you pull data from your PMS in Stage 2. Longer periods smooth out seasonality.
Personnel Costs (monthly average)
Enter your average monthly numbers. Don't worry about getting these perfect — ballpark estimates from your P&L produce a usable audit on the first pass.
Your W-2 salary or market-rate equivalent ($150k–$250k/yr ÷ 12)
$
Leave 0 if solo. Typical: $15k–25k/mo per associate
$
Approx 20–25% of total salaries above
Facility & Operations (monthly average)
$
$
$
$
$
$
$
$
$
$
Total monthly overhead$0
Total for 6-month period$0
Practice Metrics & Assumptions
Important: include BOTH PPO patients and fee-for-service / uninsured patients. "Active" = seen in last 12–18 months. Drives overhead allocation across plans.
Target Owner Profit Margin25%
Typical range: 20–35%. Plans below this become NEGOTIATE candidates.
Patient Retention if Plan Dropped80%
Industry average with good communication: 70–90%.
Negotiation Success Rate70%
With a strong data packet: 60–75% succeed.
Average Fee Increase on Success5%
Conservative: 3–5%. Strong cases: 5–8%.
Stage 2 of 3 · PPO Data
Enter your PPO plan data
Upload your PMS report or enter each plan by hand. The audit needs gross production (at UCR), collections, and patient count per plan to calculate which plans are profitable and which are bleeding you.
PPO DataStage 2 of 3
Import from PMS
Upload your "Production by Insurance Carrier" report and we'll fill in the plan rows below. You can review and edit before continuing.
Add a row for each PPO you're in-network with. Pull production, collections, and patient counts for your selected period from your PMS report.
Your Audit Results
Your annual PPO profit leak is
$0
Based on your overhead allocation and per-plan margins. Below is the full breakdown.
Practice Snapshot
Plan Ranking (best → worst)
Each plan classified by net profitability after overhead allocation. Click Deep Dive on any plan to enter procedure-level data for negotiation ammunition.
#
Plan
Patients
Collections
Net Margin
Decision
Projected Annual Upside
$0
If you act on every recommendation below over the next 90 days
From Negotiation
$0
0 plans eligible
From Dropping
$0
0 plans · 0 patients to retain
Procedure Deep Dive
Plan Name
Enter your top 5–15 CDT codes for this plan with your UCR fee, the PPO's allowed fee, and your estimated annual volume. The output is the exact ammunition you'll use in your negotiation letter — "you cut $44k off my crown revenue this year alone."
Total annual revenue lost on these codes$0
PMS Export Guide
How to find the Production by Insurance Carrier report
Each PMS labels this report differently. Follow the path for your system, set the date range to match your analysis period, and export as CSV.
Dentrix: Reports → Management → Practice Analysis → Production Summary by Insurance Carrier. Set date range, then File → Export → CSV.
Dentrix Ascend / Cloud: Reports → Production & Income → Production by Insurance. Date range top-right, then "Export" button.
Eaglesoft: Reports → Practice → Insurance Production Analysis. Configure date range, run report, then Export → Excel/CSV.
Open Dental: Reports → Monthly → Production & Income → Insurance Breakdown. Or use Standard Reports → Procedures by Insurance Plan.
Curve / tab32 / Other: Search your Reports menu for "Insurance Production", "Production by Carrier", or "Insurance Analysis". The report you want shows production and collections grouped by insurance plan.
Can't find it? No problem — you can enter your plans manually below, or book a 15-min support call and we'll help you find it.