Schedule & Growth Feasibility Private v2 - Anita & Mike

Same model as the team-facing tool, extended with two systems levers: the deband provider-hours gap (deband requires a licensed provider on the handpiece - assistants can't be credentialed into it) and an exploratory entry-funnel yield dial for RR. Needed/Scheduled now scale each appointment by its real driver (new-patient volume, brace mix, aligner mix, or active pool) instead of one blanket factor.

Patient days each week

Extra days off per month

0 holidays, PTO

Growth strategy · 2-year outlook

How do you want to grow?

Harder More new starts+0%
Adds patients to the active pool. Drives revenue - and load - up together.
Smarter Aligner mix41%
Aligner cases: 10.8 visits vs 15.1 for braces. Moves slowly - held 40/60 for years.
Smarter KLOwen on braces24%
Measured: 49-min bond vs 69 conventional. Conservative: also ~20% fewer repositions.
Smarter Dental Monitoring143
Aligner-only. Each enrolled case comes in ~3-4 fewer times.

Systems levers - the HR & process gaps

Deband requires the high-speed handpiece, which only a licensed provider can run - assistants can't be credentialed into this one. So the only lever that opens the exit is provider hours, not chair-time efficiency.

Staffing Dr. Marie's deband hours / week
edit to match her real availability
Staffing Additional provider hours / week for deband
models Marie working more, or a second part-time provider
Process Entry-funnel yield (RR)+0%
Exploratory - not measured. Models less TC time spent on patients who weren't truly ready (financial pre-screening, re-derived NPE/OBS/RR composition), so the same maxed TC hours yield more real RR.

Live-linked schedule template

Load the file saved from the Schedule Builder - add, move, or delete appointments there, re-save, and reload here to see it ripple through.

What this does - 2-year outlook

Revenue
-
vs. today
Active patients
-
vs. ~1,326
Daily clinical load
-
assistant time / day
Days you can remove
-
per month, at safe load
Anchors: ~811 starts/yr and ~59 debands/mo (so the pool grows ~100/yr as-is); aligner 10.8 vs braces 15.1 visits/case; KLOwen bond 49 vs 69 min; DM ~3-4 fewer visits/aligner case. Smarter levers mostly lift margin and the feel of the day, not the top line. Sliders are capped at what's realistic over two years, not what's possible in theory.

-

The deband gap - where the need actually is

Deband demand grows with starts, regardless of digital-ortho adoption. It is gated entirely by licensed-provider hours - assistants cannot run the handpiece, so freed chair time never becomes deband capacity.

Debands needed / month (scales with starts)-
Capacity from Dr. Marie's hours-
Capacity from additional provider hours-
Total capacity-
Gap-

Capacity by role - under the days you've set

Green under 85% · amber 85-98% · red over 98%; the mark is 100%. Deband is excluded from the assistant-chair total here and tracked separately above, since it runs through Marie's chair(s), not the 5 main chairs.

Appointments per month - needed vs. this schedule

AppointmentNeededScheduledDeliveryStatus
Each row now scales by its own driver: new-patient volume for NP6/NP5/OBS2/RR/CON/SCRN, brace-mix volume for GEN4/A2/A3/ST6/SOS/CK, aligner volume for GEN5/SCN3/IMP2/SCN2. MWD5 and RR are further overridden by the systems levers above.

Pipeline health - today's early-warning signals

AppointmentWait to first openingTargetStatus