Sydology 101

KPIs Simplified: They’re Just Numbers, Not Nightmares, pt 2

Listen Later

Originally presented at the Office Manager Workshop – San Diego, March

In Part 2 of this episode, Sydney dives deeper into Key Performance Indicators and operational metrics, sharing that numbers are not your enemy. She shares practical tools, tracking strategies, and coaching advice to help your team better understand the why behind your numbers, and how to use them to create momentum and accountability in your practice.

What You’ll Learn
  • New Patient Metrics that Matter: How to evaluate missed call percentage, conversions, and scheduling delays—and why Mango and Flex are your best friends for call tracking and follow-up.
  • Call Tagging and AI Tools: Using Mango’s AI features and downloadable transcripts to extract new patient call data (bonus tip: upload into ChatGPT to total them up!).
  • Missed Calls → Missed Revenue: Strategies for capturing patients with SMS auto-replies and re-engagement workflows.
  • Walkout Errors & Incomplete Notes: How checkout mistakes lead to billing problems, and why peer-to-peer accountability beats micromanagement.
  • Limited to Comprehensive Exam Conversions: Don’t just manage the emergency—keep them in your chair!
  • Marketing ROI + Patient Referral Tracking: Are you watching the right numbers to gauge if your SEO or referral efforts are actually paying off?
  • Overhead + Expenses Deep Dive: Understand the breakdown between fixed and variable expenses—and how to reduce costs without cutting quality.
  • Supply Budget Benchmarks: Use your collections data to manage your purchasing decisions and make smarter buying calls (and yes, you can still have your fancy Cavitron tips 😄).
  • Software Switching Tips: Thinking of moving to Open Dental? Here’s how to evaluate if your current system is holding you back.
    • Resources Mentioned
    • Mango Voice + Flex Integration for call tracking and SMS automation
    • Practice analytics tools that integrate with your PMS (especially Open Dental)
    • Synergy savings including Method (for budgeting & tracking) and DSN’s preferred vendor discounts
    • DSN Supply Budget Tracker
    • Practice Overhead Benchmarks Sheet (can be requested from the team)
      • Need Help with Your Numbers?

      If you’re still unsure how to pull these KPIs or want guidance tailored to your practice, don’t hesitate to reach out. Sydney Robinson and Brittany are ready to help you simplify and take ownership of your numbers without the overwhelm.

      Contact Sydney at [email protected], and book a one-time call with her here.


      Book a call with Brittany Rogars, CEO and founder of SKF Practice Solutions here. 

      Find her on Instagram @brittany.rogars and @skfpracticesolutions.

       

      Ready to join one of our workshops in person?

      • One-Day Intensive – Transform your systems, metrics, and mindset in just one powerful day.
      • Case Acceptance Workshop – Unlock your team’s confidence and boost treatment acceptance with proven scripts and strategies. Email info@[email protected] to save your seat!
      • Open Dental Live 2025 – Finally Make Open Dental Work for Your Practice—Not the Other Way Around. The event where frustrated team members become confident leaders of efficient, profitable practices.

        • Spots fill fast – Register today and claim your seat!

        ...more
        View all episodesView all episodes
        Download on the App Store
        Sydology 101By Sydney Robinson