Advanced Care 5P TrackerPractice readiness & unit-economics diagnostic
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SGA Dental Partners
SGA Dental Partners · Advanced Care

Advanced Care 5P Practice Assessment

A short, guided intake that helps us understand your practice before we invest behind it. You tell us how things work today — your team, your surgical workflow, your marketing, and your case economics — and we use your answers to pinpoint exactly where the opportunity (and any gap) sits. There are no right or wrong answers. We are collecting information, not grading you.

What it covers
Five levers: People, Proficiency, Pipeline, Profitability, and Positioning — plus your full-arch case economics.
How long
About 10–15 minutes. Answer by tapping the option that fits or typing your numbers.
What you'll need
A rough sense of your lab, implant costs, per-arch fees, team roles, and equipment on hand.
What happens next
Your answers build a snapshot and a short list of the highest-impact opportunities to act on together.
1 · People2 · Proficiency3 · Pipeline4 · Profitability5 · Positioning
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Practice snapshot

Practice Overview

A quick picture of the practice today so the rest of the assessment has context. Capture what is true right now, not the goal. A few of these numbers feed your case P&L later.

About the practice

The clinical focus that best describes the practice.
Total treatment chairs in the office.
All treating doctors, not just full-arch surgeons.
How long the practice has surgically placed implants.

Doctors performing full-arch / All-on-X

List each doctor who places or restores fixed full-arch cases. Use "Add doctor" for more than one.

Advanced care today

Who actually places the implants for a full-arch case.
Whether you seat the final prosthesis yourself or send it out.
Completed fixed full-arch (All-on-X) cases in a typical month. Feeds the monthly and annual projection in your P&L.
Realistic weekly throughput if demand were there.

Current performance

New inquiries specifically interested in implants or full-arch.
Of those leads, how many actually sit for a consult.
Of consults presented, the share who say yes to treatment.
Your single biggest source of full-arch cases today.

Goals & obstacles

Your target if the pipeline were full.
The one thing you would fix first.
1
The 5P Framework · People

People & Roles

Right people, right seats. Clinical skill with no conversion team still bleeds the pipeline. This is where most "our marketing isn't working" problems actually live.

2
The 5P Framework · Proficiency

Clinical Proficiency & Capacity

Can they actually deliver the case, predictably, at volume. If the clinical foundation is weak, no amount of marketing spend is safe to turn on.

2b
Clinical delivery profile

Modality, Guides & Equipment

How surgery is actually delivered and what is on-site. Freehand-only at scale is a risk flag. Missing capital equipment becomes an onboarding line item.

Surgical modality

How consistently you use a surgical guide versus placing freehand.
How the patient leaves surgery day with teeth.

Equipment & technology

Mark what you have, what you would need, or where it does not apply.
CBCT (3D imaging)
Intraoral scanner
Photogrammetry unit
In-house mill
3D printer
Surgical implant motor
Dynamic navigation system
IV sedation setup / monitors
2c
Lab partnership

Lab Vendor & Package

The lab is the single biggest variable cost in a full-arch case. Capture the vendor and exactly what the package includes.

The main lab you use for full-arch work.
Whether prosthetics are made in-house, outsourced, or a mix.
Typical time to get a case back from the lab.
What one lab case fee covers.
A fallback lab, if you have one.
Who designs the case digitally, you or the lab.
3
The 5P Framework · Pipeline

Demand, Tracking & Flow

Can the practice generate high-ticket demand and move a closed case to surgery before it goes cold. Marketing reach and operational fluidity in one lever.

Marketing & demand

Operational fluidity

4
The 5P Framework · Profitability

Financial Readiness

Pricing, financing, and runway decide whether closed cases become seated revenue. Pair these answers with the Per-Arch P&L to see if the unit economics actually work.

4b
Commercial details

Pricing, Offers & Financing

How you price and finance full-arch today. Your exact fee and dollar discount go in the Per-Arch P&L; here we capture your offers and the lenders you work with.

Patient financing partners

Select every lender you currently offer patients.

Discounts & offers

e.g. a new-patient full-arch special or seasonal promotion
Rough size of a typical full-arch discount

Enter your actual full-arch fee and dollar discount in the Per-Arch P&L.

5
The 5P Framework · Positioning

DTC Mindset & Positioning

Your mindset, and your team's, on cash-pay and brand. This is the one thing no marketing budget can fix for you, and it is usually what decides whether growth sticks.

$
Unit economics

Per-Arch P&L — Single Fixed Full-Arch

Enter the white cells. Blue cells calculate live. This is the single-arch contribution model: what one fixed full-arch case actually contributes after every direct cost, team comp, and the marketing cost to acquire it.

One screen, for a single fixed full-arch case. Fill what you know. Not sure on a line? Leave it blank and the SGA team will apply a sensible default.

Net revenue
$0
per arch
Contribution / arch
$0
0%
Monthly contribution
$0
0 cases/mo
Annual contribution
$0
projected
Revenue
Full-arch fee ($)What the patient pays for one fixed arch.
Discount given ($)Any dollars taken off that fee for the patient.
Net revenueFee minus discount.
$0
Direct case costs
Lab fee per case ($)Guide, provisional, and final prosthesis from your lab.
Cost per implant ($)Your cost for one implant fixture.
Implants per arch (#)Fixtures placed per arch, often 4 to 6.
Implant fixturesCost per implant × implants per arch.
$0
Misc parts ($)Multi-unit abutments, screws, small components.
Assistant / chair time ($)Staff and chair cost for the surgical appointment.
Other direct cost ($)Anything else tied directly to the case.
Total direct costAll case costs before team pay.
$0
Team compensation
Doctor compensation (%)Doctor's pay as a percent of net revenue.
Doctor compensationCalculated from the percent above.
$0
Treatment coordinator bonus ($)Bonus paid to the TC for this case.
Setter bonus ($)Bonus paid to the setter for this case.
Financing fees (%)Lender's fee as a percent of net revenue.
Financing feesCalculated from the percent above.
$0
Total team & doctorDoctor pay + bonuses + financing fees.
$0
Bottom line
Total cost of goodsDirect costs + team compensation.
$0
Gross margin Net revenue minus total cost of goods.
$0
Marketing cost per case ($)Ad spend to acquire one case. Optional.
Full-arch cases / month (#)Blank pulls from your monthly average above.
Contribution / arch What one case truly contributes after everything.
$0
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Diagnostic roll-up

Results: Where Is the Gap?

The five P's at a glance, the seven weighted domains behind them, the ranked gaps to close, and the tier action plan. Read the radar first: a spiky profile means the model is fine but a seat is empty; a small, even profile means the practice is not ready yet.

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Not scored

Five P's radar

Six diagnostic domains

Top gaps to close — ranked by weighted impact, then risk flags

Answer items above to surface the ranked gaps.

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Full detail

Scoring Matrix

Every item, its status, and its weight contribution. This is the record of the assessment.

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Next step

Tier Action Plan

What SGA does next with this practice, mapped to the tier.

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Final step

Review & Submit

Take a quick look, then send it to the SGA Growth team. You can go back and change anything before submitting.