Embrace Ortho KPIs

October 2026 (month to date)

This Month Last Month Last 3 Months Year to Date

Case Starts
109
-5 vs September (114)
Cloud 9 "Case Starts By Start Date"

New Patient Exams

162

-9 vs September (171)

Exam → Start Conversion

67%

starts ÷ new patient exams, same period · September 67%

Private-pay benchmark 65–75%

Patients in Active Treatment

2,274

current count in Cloud 9 · 18% past est. finish (benchmark <10%)

Net Production

$343,257

gross $354,240

Net Collections

$262,115

76% of net production

Benchmark ≥98%

Benchmarks are reference only. The industry figures shown here come from private-pay practices. Embrace's book is roughly 95% Medicaid/CHIP (prior-authorization driven, fixed fees), so conversion, collection and fee norms don't transfer directly. Use them for direction, and judge each office mainly against its own trend.

Exam → Start Funnel October 2026 (month to date)

New patient exams

162

dismissed "New Patient Exam" appointments

→

To observation / recall

0% of exams · benchmark ~20% · 0 usually means recalls aren't being entered in Cloud 9

→

Case starts

109

67% of exams · benchmark 65–75%

Starts by type

Comprehensive93
Phase I15
Phase II3
Aligners2
Limited0
Surgery0
Transfer In0

Tx & Fin Summary statuses, total 113

Phase I → Phase II

15 → 3

Phase I and Phase II starts in the period. A true Phase I→II conversion rate needs per-patient tracking (benchmark 85%).

By Office October 2026 (month to date) · schedule as of Oct 24

Office	Next Ortho Day	Exams That Day	Case Starts	NP Exams	Conversion	Active Patients (current)	Past Est. Finish (current)
Arcade	Sat Oct 24	2	9	17	53%	177	36 (20%)
Carnival	Wed Oct 28	20	13	14	93%	342	27 (8%)
Carousel	Fri Oct 30	16	7	8	88%	311	23 (7%)
Globo	Thu Oct 29	9	18	26	69%	460	151 (33%)
Laguna	Mon Oct 26	19	7	16	44%	268	94 (35%)
Marina	Tue Oct 27	22	21	33	64%	424	63 (15%)
Next Level	Sat Oct 31	12	34	48	71%	292	25 (9%)
Embrace total		100	109	162	67%	2,274	419 (18%)

Next ortho day and exams that day come from the Cloud 9 schedule ("EXAM - CHILD" / "EXAM - ADULT" appointments). Case starts use Cloud 9's "Case Starts By Start Date" report (agreed with the RMs). Exams, recall and patient counts come from the Treatment and Financial Summary.

Patient Flow October 2026 (month to date)

Office	Patients Scheduled	Failed Appts	Failed %	Emergencies (sched / unsched)	Emergency %	Seen Past Est. Finish	Patient Days
Arcade	71	31	44%	0 (0 / 0)	0%	30	1
Carnival	116	56	48%	0 (0 / 0)	0%	17	2
Carousel	96	61	64%	0 (0 / 0)	0%	11	2
Globo	211	42	20%	2 (2 / 0)	1%	70	3
Laguna	124	38	31%	1 (0 / 1)	1%	58	2
Marina	214	67	31%	0 (0 / 0)	0%	53	3
Next Level	193	92	48%	0 (0 / 0)	0%	42	7
Embrace total	1,025	387	38%	3 (2 / 1)	0%	281	20

Benchmarks: failed appointments <5% of scheduled, emergencies/repairs <5%, patients past estimated finish <10% of active. Cloud 9 counts debonds, retention visits and recalls only when they are recorded as such; a 0 can mean "not recorded" rather than none happened. Failed appointments are Cloud 9's own count from the Treatment and Financial Summary. If the rate looks far above the 5% benchmark, check with the RMs how failed, cancelled and rescheduled visits are recorded before acting on it. Active patients and patients past their estimated finish are Cloud 9's current counts, not month-end history.

Money October 2026 (month to date)

Office	Gross Production	Adjustments	Net Production	Net Collections	Collected %	Receivables	Past Due (patient / insurance)	Past Due % of A/R
Arcade	$32,447	-$1,059	$31,388	$17,415	55%	$339,640	$29,664 ($23,335 / $6,329)	9%
Carnival	$45,071	-$3,019	$42,052	$32,140	76%	$557,658	$75,192 ($60,795 / $14,397)	13%
Carousel	$30,435	-$3,220	$27,216	$30,998	114%	$458,638	$40,619 ($34,142 / $6,477)	9%
Globo	$51,816	-$1,017	$50,799	$45,709	90%	$600,736	$59,585 ($46,661 / $12,923)	10%
Laguna	$23,781	-$975	$22,806	$34,364	151%	$414,640	$48,186 ($38,608 / $9,578)	12%
Marina	$68,706	-$1,035	$67,671	$59,589	88%	$636,032	$47,130 ($33,008 / $14,122)	7%
Next Level	$101,984	-$658	$101,326	$41,899	41%	$568,925	$53,477 ($48,388 / $5,089)	9%
Embrace total	$354,240	-$10,983	$343,257	$262,115	76%	$3,576,269	$353,852 ($284,937 / $68,915)	10%

From Cloud 9's Treatment and Financial Summary. Production is charges posted in the period (ortho contracts post over the life of treatment). Collections are payments posted. Receivables are earned plus unearned contract balances and, like past due, are as of the last day covered.

Monthly Trend all 7 offices

Month	NP Exams	Case Starts	Conversion	Failed %	Net Production	Net Collections	Receivables (month end)
Oct 2026 (to date)	162	109	67%	38%	$343,257	$262,115	$3,576,269
Sep 2026	171	114	67%	34%	$349,781	$288,674	$3,505,479
Aug 2026	188	130	69%	35%	$397,060	$298,259	$3,484,043
Jul 2026	252	145	58%	41%	$422,285	$302,326	$3,395,849
Jun 2026	244	161	66%	47%	$333,239	$283,988	$3,336,238
May 2026	163	107	66%	39%	$329,863	$259,327	$3,467,958
Apr 2026	192	150	78%	41%	$411,111	$246,183	$3,434,918
Mar 2026	281	181	64%	42%	$556,854	$258,553	$3,305,684
Feb 2026	204	119	58%	39%	$380,785	$245,114	$3,007,116
Jan 2026	180	103	57%	38%	$325,401	$154,855	$2,881,192
Dec 2025	141	88	62%	47%	$278,299	$145,214	$2,730,597

Benchmarks reference only

KPI	Industry benchmark	Source
Exam-to-start conversion	65–75% (top practices 80%+); industry avg 64–68%	Practice Oracle / Gaidge
Case acceptance (starts less Phase II ÷ exams)	70–80%	Gaidge
Exams moved to observation/recall	~20% of exams; 20–25% of the pool should start monthly	Gaidge (via Carestream)
Phase I → Phase II conversion	85% target; Gaidge average 49%	Gaidge
Patients past estimated completion	<10% of active patients (US avg 27%)	Gaidge
Failed appointments / no-shows	<5% of appointments scheduled	Gaidge
Emergency / repair visits	<5% of appointments (US avg 8%)	Gaidge
Collections vs net production	≥98% of adjusted production	American Dental Association

These are private-pay practice norms. With a ~95% Medicaid book, expect lower fees per case and different collection timing, and note that prior authorization adds a gap between exam and start. The conversion and failed-appointment targets are the most transferable.

Data Sources

Everything on this page comes from Embrace's Cloud 9 account, pulled automatically twice a day (morning and early afternoon CT) in one short session that releases its license seat when done. Reports used: the schedule (next ortho day and exams), "Case Starts By Start Date", and "Treatment and Financial Summary". A blank or "awaiting Cloud 9 data" means nothing has been pulled for that metric yet. No numbers are estimated.