Practice Overview Dashboard

PearlView Practice Dashboard
Live ยท May 2026
โš  North Office no-show rate up 4.2% vs last month
๐Ÿ’ณ $18,400 in AR aging past 90 days โ€” action needed
๐Ÿ“‰ South Office chair utilization below 75% target
โœ“ Patient satisfaction hit 4.8 โ˜… โ€” all-time high
โ†‘ New patient referrals up 12% this quarter
๐Ÿ’ฐ
โ†‘ 9.4%
$386K
Total Revenue (QTD)
$214K
North Office
$172K
South Office
๐Ÿ“ˆ
โ†‘ 12%
147
New Patients (QTD)
84
North
63
South
$268
Avg Rev/Visit
๐Ÿ”
โ†‘ 2.1%
82%
Patient Retention Rate
85%
North
79%
South
80%
Target
โœ…
โ†“ 3%
67%
Treatment Acceptance Rate
71%
North
63%
South
75%
Target
Monthly Revenue by Office
Last 6 months ยท both locations
North Office
South Office
Dec
Jan
Feb
Mar
Apr
May
New Patient Source
Where new patients come from
147
Referral38%
Google27%
Insurance Dir18%
Social12%
Other5%
A/R Aging Breakdown
Outstanding balances ยท $63,200 total
0โ€“30 days
$34,800
31โ€“60 days
$10,000
61โ€“90 days
$6,200
>90 days
$18,400 โš 
94.2%
Claims Paid Rate
5.8%
Denial Rate
18 days
Avg Reimbursement
Chair Utilization & Scheduling
Filled slots vs. available ยท this quarter
North Office
87%
โ†‘ target
South Office
73%
โ†“ target
No-Show Rate (combined)
8.4%
Same-Day Cancellations
5.1%
Avg Appt Lead Time
9.2 days
Recall Compliance Rate
74%
Satisfaction & Marketing ROI
Patient reviews ยท campaign spend
โ˜…โ˜…โ˜…โ˜…โ˜…
4.8
/ 5 ยท 312 reviews
5
243
4
44
3
15
2
6
1
4
Marketing Spend by Channel
Google Ads
$3.6K
Social Media
$1.9K
Mailers
$1.2K
Referral Prg
$0.8K
Total Budget QTD $7,500 / $10,000
Cost per New Patient $51.02