PEARLIQ — Dental Practice Intelligence

0

Practice Health Score

Conversion Rate

87%

Review Velocity

91%

Occupancy

82%

Recall Rate

78%

Rota Coverage

88%

8 lapsed treatment plans need follow-up

Patients haven't responded in 30+ days. Send Day 7 finance offers.

4 reviews pending from today's appointments

Trigger review requests for completed appointments.

Wednesday chair utilisation is low

Only 1 clinician scheduled. Consider adding a half-day session.

Treatment Plan Conversion

87%

+23% since automation

Active Patients

34

+18 new Google reviews

Plans Awaiting Booking

24

8 lapsed 30+ days

Pipeline Value

£48K

+£6,200 vs last month

Revenue & Treatment Conversions — 6 Months

Follow-Up Performance

Day 1 — Initial email68% open

Day 3 — SMS reminder54% read

Day 7 — Finance offer42% click

Day 14 — Education email31% click

Day 30 — Final outreach18% book

Priority Follow-Ups Today

Patient	Treatment	Value	Days Since
James Thompson	Dental Implant	£3,200	42 days
Emma Davies	Invisalign	£4,800	38 days
Robert Chen	Veneers (x6)	£5,400	21 days
Lisa Patel	Composite Bonding	£1,800	14 days

Live Activity

Sarah Mitchell left a 5-star Google review after her implant appointment

1h

AI sent Day 7 finance offer to 6 patients with lapsed treatment plans

2h

James Thompson booked Implant treatment after Day 3 follow-up — £3,200 recovered

3h

Payroll prep auto-calculated for April — 8 staff, £28,400 total

4h

4 new Trustpilot reviews triggered from yesterday's appointments

Yesterday

All Patients

Patient	Treatment Plan	Plan Value	Last Visit	Status	Lifetime Value
James Thompson james.t@email.com	Dental Implant	£3,200	01 Mar 2026	Lapsed 42d	£8,400 Total £4,200 Next 12m
Emma Davies emma.d@email.com	Invisalign Full	£4,800	05 Mar 2026	Lapsed 38d	£6,200 Total £5,800 Next 12m
Sarah Mitchell sarah.m@email.com	Composite Bonding	£1,200	10 Apr 2026	Booked	£3,600 Total £1,400 Next 12m
Robert Chen r.chen@email.com	Porcelain Veneers x6	£5,400	22 Mar 2026	Warm 21d	£12,800 Total £6,400 Next 12m

Active Patient Journeys

James Thompson — Dental Implant

Consultation

Plan Sent

Day 1 Email

Day 3 SMS

Finance Offer

Booking

Lisa Patel — Composite Bonding

Consultation

Plan Sent

Day 1 Email

Finance Offer

Booked

Treatment

Today — 14 April 2026

Time	Patient	Treatment	Dentist	Duration	Status	Review Trigger
09:00	Sarah Mitchell	Composite Bonding	Dr. Clarke	60 min	Completed	Review sent
10:30	Tom Williams	Check-up & Scale	Dr. Patel	30 min	Completed	Review sent
11:30	Lisa Patel	Consultation	Dr. Clarke	45 min	In Progress	Scheduled
14:00	Mark Johnson	Implant Stage 2	Dr. Clarke	90 min	Upcoming	Pending
16:00	Anna Foster	Whitening	Dr. Patel	60 min	Upcoming	Pending

James Thompson

Full Dental Implant — Upper Right

36

Lapsed

Plan value: £3,200

Plan created: 1 March 2026

Last contact: Day 3 SMS sent

Finance available: 0% over 12 months

Follow-up progressDay 3 / 5

42 days without booking

Emma Davies

Invisalign Full Treatment

50

Lapsed

Plan value: £4,800

Plan created: 5 March 2026

Last contact: Day 1 email sent

Finance available: 0% over 18 months

Follow-up progressDay 1 / 5

38 days without booking

Robert Chen

Porcelain Veneers x6

75

Warm

Plan value: £5,400

Plan created: 22 March 2026

Last contact: Day 7 finance email opened

Finance available: 0% over 24 months

Follow-up progressDay 7 / 5

21 days — opened finance email

Lisa Patel

Composite Bonding x4 teeth

95

Active

Plan value: £1,800

Plan created: 10 April 2026

Day 1 email sent — opened

Appointment booked: 28 April

Follow-up progressBooked

Appointment booked — 28 Apr

High-Value Treatment Plan Nurture

Triggers for treatment plans over £1,500 · Implants, Invisalign, Veneers

Active

Welcome Email

Day 1

SMS Reminder

Day 3

Finance Offer

Day 7

Education Email

Day 14

Call Prompt

Day 21

Final Offer

Day 30

Standard Treatment Re-engagement

Triggers for all treatment plans under £1,500

Active

Welcome Email

Day 1

SMS Nudge

Day 5

Final Email

Day 14

Finance Applications

12

+8 approved this month

Finance Converted

£18K

+Revenue via finance

Avg Finance Amount

£2,200

Avg per application

Approval Rate

67%

+Via Chrysalis Finance

Finance Applications

Patient	Treatment	Amount	Term	Provider	Status
James Thompson	Dental Implant	£3,200	12 months 0%	Chrysalis Finance	Approved
Emma Davies	Invisalign	£4,800	18 months 0%	Chrysalis Finance	Pending
Robert Chen	Veneers x6	£5,400	24 months 0%	Chrysalis Finance	Applied

4.9

★★★★★

Google Rating

186 reviews · #1 in area

4.8

★★★★★

Trustpilot Rating

94 reviews · Excellent

34

+

New This Month

68% trigger response rate

Review Sentiment Analysis

Friendly staff

88%

Great results

82%

Professional care

76%

Clear explanations

64%

Pain-free experience

58%

Good value

44%

Modern facilities

36%

Sarah Mitchell

Composite Bonding · 14 Apr 2026

★★★★★

"Absolutely incredible results. Dr. Clarke completely transformed my smile. The whole team made me feel so at ease throughout. Cannot recommend highly enough!"

Google Review

2 hr ago

Tom Williams

Check-up & Scale · 14 Apr 2026

★★★★★

"Always a great experience at Clarke Dental. Professional, friendly and thorough. Been coming here for 5 years and wouldn't go anywhere else."

Trustpilot

4 hr ago

Mark Johnson

Implant Stage 1 · 10 Apr 2026

★★★★★

"The implant consultation was so thorough and reassuring. Dr. Clarke explained everything clearly and the finance option made it so much more accessible."

Google Review

Yesterday

Triggers Sent Today

8

+After today's appointments

Response Rate

68%

+Industry avg is 12%

Google vs Trustpilot

66/34

Split by patient segment

5-Star Rate

94%

+Pre-screen filtering

Trigger Workflow — Post Appointment

Appointment Ends

Auto-detected

AI Pre-Screen

Predict satisfaction

Review Request

2hrs post-appt SMS

Google / Trustpilot

Smart platform routing

Dashboard Update

Real-time tracking

Today's Review Triggers

Patient	Treatment	Sent At	Platform	Status	Rating
Sarah Mitchell	Composite Bonding	11:00	Google	Reviewed	★★★★★
Tom Williams	Check-up	12:30	Trustpilot	Reviewed	★★★★★
Lisa Patel	Consultation	13:30	Google	Sent — pending	—
Mark Johnson	Implant Stage 2	15:30	Google	Scheduled	—

SC

Dr. Sarah Clarke

Principal Dentist · Practice Manager

On duty

6

Today

32

This wk

4.9

Rating

GDC: 123456 · Valid

RP

Dr. Raj Patel

Associate Dentist

On duty

5

Today

28

This wk

4.8

Rating

GDC: 234567 · Valid

JW

Jenny Walsh

Practice Manager / Receptionist

On duty

38

Hrs/wk

Mon-Fri

Schedule

£28K

Annual

+

Add Team Member

Weekly Rota — 14-20 April 2026

Staff

Mon 14

Tue 15

Wed 16

Thu 17

Fri 18

Sat 19

Sun 20

Dr. Clarke

08:30-17:30

OFF

08:30-17:30

09:00-13:00

OFF

Dr. Patel

09:00-18:00

OFF

09:00-18:00

OFF

Jenny Walsh

08:00-17:00

OFF

Chair Utilisation Heatmap — This Week

8am

9am

10am

11am

12pm

1pm

2pm

3pm

4pm

5pm

Mon

25%

80%

90%

95%

75%

20%

85%

95%

70%

40%

Tue

30%

85%

92%

80%

75%

15%

88%

82%

78%

35%

Wed

10%

45%

70%

75%

50%

10%

55%

65%

45%

15%

Thu

35%

88%

96%

98%

82%

18%

92%

95%

85%

40%

Fri

30%

82%

88%

85%

72%

12%

78%

80%

68%

30%

Under-utilised (<30%) Low (30-60%) Optimal (60-90%) At capacity (>90%)

Total Payroll April

£28,400

8 staff members

Total Hours

1,240

+40h overtime

Employer NI

£3,420

Auto-calculated

Payroll Status

Ready

All data confirmed

Dr. Sarah Clarke — Principal Dentist

Confirmed

Basic Salary

£6,500

Hours Worked

168h

Overtime

£0

Pension (5%)

£325

Net Pay

£5,420

Dr. Raj Patel — Associate Dentist

Confirmed

Basic Salary

£5,200

Hours Worked

152h

Overtime

£420

Pension (5%)

£260

Net Pay

£4,380

Jenny Walsh — Practice Manager

Pending Review

Basic Salary

£2,333

Hours Worked

160h

Overtime

£180

Pension (3%)

£70

Net Pay

£1,940

85

Health Score

Overall Practice Health: Excellent

Your practice is performing well across all key metrics. Review velocity and conversion rate are standout areas.

Occupancy Rate

82%

Conversion Rate

87%

Review Velocity

91%

Recall Rate

78%

Rota Coverage

88%

Health Score Trend — 6 Months

Recommendations

Improve recall rate

78% recall rate is below target. Consider adding a recall reminder sequence.

Review velocity is excellent

34 reviews this month. Keep the automated triggers running.

Wednesday chair utilisation low

Only 1 clinician on Wednesdays. Consider adding a half-day session.

Avg Confidence Score

68

+12 vs last month

Predictions Made

142

Active treatment plans

Accuracy Rate

91%

Last 90 days

Revenue Recovered

£42K

AI-assisted this month

AI Treatment Confidence Distribution

Forecast — 30 Days

£52K

+8% vs current month

Forecast — 60 Days

£106K

Based on pipeline

Forecast — 90 Days

£158K

Conservative estimate

Pipeline Value

£184K

142 active plans

90-Day Revenue Forecast

Revenue YTD

£186K

+£24K vs last year

Plans Recovered

£42K

+Via follow-up automation

Review Growth

+186

+Google reviews YTD

Avg Treatment Value

£2,840

+£420 vs last year

Revenue by Treatment Type

Review Growth — 6 Months

98

Security Score

Platform Status: Secure

All systems operational. GDPR & ICO compliant.

AES-256 Encryption GDPR Compliant ICO Registered 2FA Enforced Audit Trail Active

Audit Log

All user actions — last 24 hours

Dr. Clarke signed in

2FA verified · Chrome 122