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    Dental & Orthodontics · capability model · case acceptance

    Capability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.

    Dentists estimate their case acceptance at ~90%; measured across 10,000+ practices it's ~60%

    The largest growth lever in a dental practice is not a new patient. It is the treatment already diagnosed, already presented, and not accepted. This model puts the marketing budget behind the step where the measured number and the believed number are thirty points apart.

    60%

    Average case acceptance

    Modelled figure — not a client result

    40%

    Same-day treatment acceptance

    Modelled figure — not a client result

    81%

    Hygiene re-appointment rate

    Modelled figure — not a client result

    68.3%

    Orthodontic case acceptance

    Modelled figure — not a client result

    Modelled. Inputs: Dental Intelligence, The State of Dentistry 2026 (10,000+ practices); Planet DDS, orthodontic performance benchmarks 2026 (2,500+ ortho practices); WordStream by LocaliQ, Google Ads Benchmarks 2026 (13,474 US search campaigns, April 2025 – March 2026). Modelled outputs are not a forecast or a guarantee of results. Cited: Levin Group (perception gap); Dental Intelligence *2026 State of Dentistry Report*.

    At a glance

    The engagement in brief

    Services

    • CRO
    • Booking Intake
    • CRM
    • Reporting
    • Content
    • Landing Pages

    Stack

    • Practice management system
    • treatment presentation workflow
    • financing options
    • reporting

    The situation

    What we walked into

    Measured across more than ten thousand practices, average case acceptance is 60%, with the bottom quartile at 56% and the top at 65%. Survey work published in 2023 found dentists estimating their own case acceptance at roughly 90% — a figure that is now dated, was not measured on the same practices, and should be cited with both caveats. The direction of the gap is what matters. A practice that believes it converts nine cases in ten has no reason to look at treatment presentation, so it spends the growth budget on new patients instead, where patient growth across the same dataset is running at 3%.

    The gap between what a practice believes its case acceptance is and what its own software says it is runs to roughly thirty points, and nobody goes looking for a problem they think they have already solved.

    What we found

    The diagnosis

    1. 01

      The distribution is narrow, which completely changes the strategy

      Bottom quartile 56%, top quartile 65%. That is a nine-point spread across ten thousand practices. The realistic move is not to become an outlier; it is to move five points on treatment that has already been diagnosed. That is arithmetic on existing demand, and it costs no media at all.

    2. 02

      Same-day acceptance at 40% is the fastest money in the building

      Treatment accepted and started on the day it is presented removes the entire gap between intention and the next available appointment. At 40% it is also the metric with the most room in it, and it is a scheduling, consent-flow and financing problem rather than a marketing one.

    3. 03

      Re-appointment rates say the recall base is largely intact

      Hygiene re-appointment at 81% and new-patient re-appointment at 83% mean patients are coming back. The leak is not at the front desk and it is not in the recall system. It is at the moment treatment is presented, which is the one step no marketing plan usually touches.

    4. 04

      Orthodontics is the only place in this dataset where a percentage point converts cleanly to money

      At 68.3% case acceptance, roughly 633.5 new-patient exams per practice per year and daily production of $6,279 per provider, a five-point improvement in acceptance is worth about $942 in daily production. That is a rare thing in benchmark data: a lever with a published dollar value attached to it.

    5. 05

      New patients are the expensive answer to a question acceptance answers cheaply

      Dental search costs $72.97 a lead. Moving acceptance from 60% to 65% on treatment already diagnosed costs a workflow change. A practice that has not measured its own acceptance rate is not in a position to choose between the two.

    The number behind it

    What this is built around

    Perceived case acceptance **~90%** (Levin Group) vs measured **~60%** blended across **10,000+** practices (Dental Intelligence *2026 State of Dentistry*). *Caveat: acceptance is cost-sensitive — low-cost cases run ~90%, high-cost far lower.*

    What we built

    The system

    The model measures before it spends. Phase one pulls case acceptance from the practice management system by provider and by treatment category, separating four states that most practices report as two: diagnosed, presented, accepted, and scheduled. The distance between diagnosed and presented is usually the surprise. Phase two rebuilds the presentation step — a written treatment plan the patient leaves with, a cost range given at presentation rather than at reception, financing surfaced before the patient asks, and a same-day path with its own slot type. Phase three adds media, aimed at the treatment categories where acceptance is already strong, because acquisition into a weak acceptance step just buys the same leak at a larger scale.

    Dentists estimate their case acceptance at ~90%; measured across 10,000+ practices it's ~60% — funnelA funnel of 8 stages, narrowing from "New patient" to "Completed".New patientExamTreatment diagnosedTreatment presentedCost range and financingAcceptedScheduled or started same dayCompleted

    The sequence

    How it was delivered

    1. Weeks 1–3

      Acceptance audit

      Diagnosed, presented, accepted and scheduled pulled by provider and treatment category

      Owner: OmniFlow + practice

    2. Weeks 3–8

      Presentation rebuild

      Written plan, cost range at presentation, financing surfaced, same-day slot type

      Owner: Practice + OmniFlow

    3. Weeks 6–10

      Same-day path

      Schedule blocks held for same-day starts, consent flow shortened

      Owner: Practice

    4. Month 3 onward

      Targeted media

      Campaigns aimed at treatment categories with proven acceptance, not at generic new-patient volume

      Owner: OmniFlow

    5. Month 6

      Review

      Acceptance by provider, same-day rate, production per accepted case

      Owner: OmniFlow + practice

    Outcome

    What the model produces

    The model reports case acceptance by provider and production per accepted case, and it reports cost per new patient underneath those rather than above them. At the published figures, a practice moving acceptance from 60% to 65% is converting one additional case in twenty from treatment it has already diagnosed and already paid to generate. The orthodontic benchmark gives the only clean dollar translation available — roughly $942 in daily production for five points — and that figure is specific to orthodontics and should not be carried across to general dentistry. Every benchmark input is replaced by the practice's own extract from month two.

    Modelled. Inputs: Dental Intelligence, The State of Dentistry 2026 (10,000+ practices); Planet DDS, orthodontic performance benchmarks 2026 (2,500+ ortho practices); WordStream by LocaliQ, Google Ads Benchmarks 2026 (13,474 US search campaigns, April 2025 – March 2026). Modelled outputs are not a forecast or a guarantee of results. Cited: Levin Group (perception gap); Dental Intelligence *2026 State of Dentistry Report*.

    Inputs

    What the model is built on

    Every figure below is published research, not a client result. They are the inputs to the arithmetic above, listed so it can be checked rather than taken on trust. The bracketed number points to the full citation at the end of this page.

    60%

    [1]

    Average case acceptance

    2026, 10,000+ practices

    40%

    [1]

    Same-day treatment acceptance

    2026, 10,000+ practices

    81%

    [1]

    Hygiene re-appointment rate

    2026, 10,000+ practices

    68.3%

    [2]

    Orthodontic case acceptance

    2026, 2,500+ ortho practices

    The published figures, side by side

    All values are rates on a 0–100% scale.

    • Average case acceptance[1]60%

      2026, 10,000+ practices

    • Same-day treatment acceptance[1]40%

      2026, 10,000+ practices

    • Hygiene re-appointment rate[1]81%

      2026, 10,000+ practices

    • Orthodontic case acceptance[2]68.3%

      2026, 2,500+ ortho practices

    Run the model on your own numbers

    Change the volume and the target rate. Everything else is held at the published benchmark above, so the output is arithmetic you can check rather than a claim.

    Reporting

    What you would actually see

    These are the surfaces this engagement is run and measured from, shown with representative figures built around the benchmarks cited on this page. Every account we run reports into views like these, and you keep ownership of all of them.

    These are demo dashboards. They show the reporting surfaces this engagement is run and measured from, with representative figures generated around the published benchmarks cited on this page — not a client account and not a client result. Live reporting for your own account replaces every number here.

    Google Analytics 4

    Dental & Orthodontics · all web data

    Demo
    Acquisition overview
    Last 12 months vs. preceding period

    Sessions

    4,331

    +65.6%

    Key events

    179

    +81.9%

    Session key event rate

    4.1%

    +1.2%

    Engagement rate

    62.4%

    +2.5%

    Sessions by month

    AprJunAugOctDecFeb

    Dashed line marks the month the engagement started.

    Session default channel groupSessionsKey eventsRate
    Organic Search1,8401095.9%
    Paid Search1,068413.8%
    Direct683253.7%
    Referral401174.2%
    Organic Social338123.6%

    CRM pipeline

    Dental & Orthodontics · inbound and outbound

    Demo
    Pipeline by source
    Last 12 months

    Leads created

    96

    +66.7%

    Qualified

    45

    +76.7%

    Meetings booked

    24

    +80.0%

    Answered on first attempt

    66.8%

    +14.4%

    Leads created by month

    AprJunAugOctDecFeb

    Dashed line marks the month the engagement started.

    First-touch sourceLeadsQualifiedMeetings
    Google Ads — high intent30146
    Organic search26125
    Business Profile — call1894
    LinkedIn outbound1363
    Referral942

    Method

    How this is measured

    Each figure on this page, the system it is read from, and the definition and window it is measured over.

    Every figure on this page, the system it is read from, and how it is defined
    FigureRead fromHow it is definedStatus
    Average case acceptancepublished benchmark2026, 10,000+ practicesPublished
    Same-day treatment acceptancepublished benchmark2026, 10,000+ practicesPublished
    Hygiene re-appointment ratepublished benchmark2026, 10,000+ practicesPublished
    Orthodontic case acceptancepublished benchmark2026, 2,500+ ortho practicesPublished

    Honestly

    What we would do differently

    Not applicable — this is a modelled engagement. Its weakest input is that Dental Intelligence's 60% is an aggregate across more than ten thousand practices that do not all define a 'case' the same way; a practice counting each tooth separately and one counting a full treatment plan produce very different acceptance rates from identical clinical work. The audit phase exists to establish the practice's own definition before any target is set against the benchmark.

    Evidence base

    2 sources, 2 publishers

    Full citations for everything cited on this page, with the sample and period each study covers, so you can go and read the original.

    Published research

    1. [1]

      Dental Intelligence, The State of Dentistry 2026

      10,000+ practices

      Supports: Average case acceptance · Same-day treatment acceptance · Hygiene re-appointment rate

    2. [2]

      Planet DDS, orthodontic performance benchmarks 2026

      2,500+ ortho practices

      Supports: Orthodontic case acceptance

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