Ortho Pursuit Academy
PACE Nationally Approved CE Credits

Management by Statistics

Lead with data: track the metrics that predict production and patient satisfaction

Management by Statistics

Course Description & Objectives

What gets measured gets managed. This course introduces orthodontic and general practice KPIs—new patients, conversion rates, chair time, collections, and case starts—and shows owners how to translate numbers into weekly coaching conversations.

Avoid vanity metrics. Focus on leading indicators coordinators and doctors can influence immediately, with simple spreadsheet models when business intelligence tools are not in place.

Key Curriculum Highlights

  • Downloadable KPI glossary and weekly scorecard spreadsheet
  • Benchmark ranges discussed for Canadian orthodontic-focused practices
  • Meeting agenda for monthly statistics review with the full team
  • Exercise: identify three leading indicators your office will track for 90 days

Detailed Syllabus & Sessions

Session 1

Core KPI Dictionary

  • Defining new patient, qualified lead, consult, pending, and start for consistent reporting
  • Show rate, no-show rate, and referral source attribution
  • Production per visit, doctor time versus assistant time, and schedule utilization
  • Collections percentage, aging over 90 days, and adjustment write-off policies
Session 2

Dashboards & Weekly Rhythm

  • Building a one-page weekly scorecard readable in five minutes
  • Trend analysis: spotting seasonal dips before they become cash-flow crises
  • Setting realistic targets by provider experience and marketing investment
  • Linking KPI reviews to recognition, training, and hiring decisions
Tuition & Registration
Tuition + 13% HST
Duration1-Day Analytics Workshop
FormatIn-Person + Spreadsheet Toolkit
InstructorSamantha Watkins
EligibilityPractice Owners, Office Managers, Treatment Coordinators
Register for This ProgramInquire with Admissions Team
*Cancellation refunds issued if received in writing 2 weeks prior to start date. Payment instructions sent upon registration confirmation.
Dr. Ramesh Agrawal

Dr. Ramesh Agrawal

BDS, MDS, NDEB Certified

Registered general dentist with RCDSO offering case-based clinical orthodontic guidance and evidence-informed decision-making.