Dashboard
Active Clients
3
+1 this month
Tasks Overdue
7
Needs attention
Upcoming Calls
5
This week
Avg Practice Health
78%
+12% vs last quarter
Recent Activity
Harbor Periodontics completed SWOT analysis
2 hours ago
Bi-weekly call with Summit Periodontics scheduled
4 hours ago
Crossroads Q1 performance report generated
Yesterday
New client onboarding started
2 days ago
Quick Actions
Create Task
Add new action item
Schedule Call
Book client meeting
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Harbor Periodontics
Practice Information
Practice Type
Periodontics
Location
Riverside, SC
Providers
2 Doctors
Staff Size
12 team members
Engagement Start
January 2026
Key Performance Metrics
Monthly Production Goal
$350,000
Case Acceptance Rate
68%
AR Days Outstanding
31 days
Practice Health Score
82/100
Strengths
- Established referral network in greater SC region
- Advanced surgical capabilities (LANAP, implants)
- Strong patient loyalty and retention
- Experienced clinical team
Weaknesses
- Inconsistent scheduling processes
- Limited digital marketing presence
- Staff training documentation gaps
- AR management needs improvement
Opportunities
- Expand to neighboring markets
- Grow referring doctor relationships
- Implement digital treatment planning
- Add perioesthetic procedures
Threats
- New competition from DSO expansion
- Insurance reimbursement changes
- Seasonal patient volume fluctuation
- Staff turnover in key positions
Organizational Chart
Team structure and reporting relationships
Call History
Meeting notes and conversation records
Action Items
Client-specific task management
Analytics & Reporting
Practice Health Score Trends
Module Completion Rates
Task Completion Rate
87%
+15% vs last month
Avg Response Time
2.3 days
-0.8 days improvement
Client Satisfaction
4.8/5
+0.3 vs baseline
ROI Improvement
124%
+24% vs target
Client Onboarding & Assessment
Client Onboarding Tools
Assessment frameworks and setup workflows will be implemented here.
Process Mapping & Playbooks
Process Mapping Tools
Standard operating procedures and workflow documentation.
Task & Accountability Management
Task Management System
Themes, sections, and accountability tracking for client engagements.
Team Management
Team Development
Training programs and performance management tools.
Settings
System Settings
User management and configuration options.