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The Case Acceptance Playbook: How to Measure It Right, Then Move It

April 28 @ 5:00 pm 5:30 pm

A candid look at the number most practices are getting wrong.

What if the single highest-leverage number in your practice is also the one you’re measuring wrong?

That number is case acceptance. A 5-point lift is worth $150K a year to a $3M specialty practice. No new patients. No new spend. No new hires. Yet most practices can’t report a real rate, let alone improve one. They’re running TC training, financing programs, better scripts, trying to move a baseline that isn’t real.

In 30 minutes, we fix both halves.

  • Measure it right. The 4-stage funnel nobody tracks, segmentation by procedure and source, and a 6-part scorecard to audit your reporting this week
  • Move it. Four operational levers that lift the rate without new software or hires: pricing transparency, communication clarity, workflow consistency, and insurance handling. Plus a 90-day rollout sequence.

Built for oral surgery and periodontal practice owners, administrators, treatment coordinators, and clinicians.