Year-to-Date Overview
January – April 2026 · All 7 locations · 4 complete months
13
Days Left · Day 9/22
Data as of Oct 13
13
Days Left
Day 9 of 22 complete
Data as of Oct 13
YTD Production
$23.0M
100.3% of annual goal pace
YTD Collections
$11.5M
50.0% coll rate
Total New Patients
5,696
633/mo avg
Avg Phone Rate
65.3%
Jan–Apr avg · Target 80%
Org Trend Explorer
Metric × location — month-over-month
$23.0M
YTD total▲ 17.0% MoM
Month-by-Month Snapshot
| Metric | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
| Production | $1.8M | $2.4M ▲27.5% | $2.7M ▲16.9% | $2.6M ▼3.9% | $2.3M ▼13.7% | $2.8M ▲23.6% | $2.6M ▼7.8% | $2.6M ▲1.6% | $3.1M ▲17.0% | $23.0M |
| vs Goal | 76.8% | 97.9% | 114.5% | 110.0% | 95.0% | 117.3% | 108.2% | 90.7% | 96.0% | 100.3% |
| Collections | $817K | $1.2M ▲50.6% | $1.3M ▲6.0% | $1.3M ▼0.2% | $1.2M ▼5.0% | $1.3M ▲6.7% | $1.4M ▲3.2% | $1.5M ▲6.5% | $1.5M ▲1.4% | $11.5M |
| Coll Rate | 44.3% | 52.4% | 47.5% | 49.3% | 54.3% | 46.9% | 52.4% | 55.0% | 47.6% | 50.0% |
| New Patients | 484 | 601 ▲24% | 684 ▲14% | 660 ▼4% | 511 ▼23% | 687 ▲34% | 701 ▲2% | 708 ▲1% | 660 ▼7% | 5,696 |
| Phone Rate | 53.3% | 59.3% | 64.6% | 69.3% | 70.5% | 71.8% | 63.1% | 68.4% | 67.6% | 65.3% avg |
| Biz Days | 20 | 19 | 22 | 22 | 20 | 22 | 22 | 21 | 21 | 189 |
| AR Score | 68 | 63▼5 | 58▼5 | 49▼9 | 69▲20 | 74▲5 | 69▼5 | 70▲1 | 66▼4 | 66 ↓19pts |
Doctor YTD Collections
| # | Doctor | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | YTD Coll |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 | LKWNichols, Christopher▲ | $128K | $177K | $178K | $173K | $163K | $143K | $152K | $169K | $188K | $1.5M |
| #2 | PBProctor, Sarah▲ | $36K | $124K | $148K | $159K | $129K | $146K | $98K | $138K | $142K | $1.1M |
| #3 | LTNichols, Patrick▲ | $100K | $86K | $72K | $98K | $108K | $109K | $115K | $86K | $121K | $894K |
| #4 | OSBOsbourne, Brian▲ | $73K | $89K | $116K | $109K | $81K | $77K | $127K | $68K | $78K | $818K |
| #5 | PRWeathers, L'Cris▲ | $21K | $90K | $61K | $96K | $103K | $125K | $90K | $105K | $122K | $812K |
| #6 | HNSConnolly, Noah▼ | $54K | $63K | $72K | $79K | $75K | $86K | $105K | $108K | $105K | $747K |
| #7 | PBBallard, Erin▲ | $6K | $56K | $74K | $80K | $70K | $76K | $99K | $79K | $89K | $629K |
| #8 | LKWWalters, Carrie▲ | $35K | $42K | $70K | $63K | $69K | $63K | $69K | $36K | $61K | $509K |
| #9 | HNRSkaggs, Ernest▼ | $18K | $78K | $79K | $45K | $43K | $48K | $49K | $56K | $33K | $448K |
| #10 | LKWChadwick, Evan▲ | $36K | $45K | $53K | $33K | $53K | $57K | $49K | $60K | $62K | $447K |
| #11 | LTDecker Haycraft, Kara▼ | $40K | $52K | $32K | $36K | $36K | $42K | $38K | $39K | $35K | $349K |
| #12 | HNRGleason, Robert▲ | $21K | $18K | $31K | $40K | $36K | $37K | $53K | $33K | $43K | $313K |
| #13 | HNKKing, Susan▼ | — | — | — | — | $25K | $38K | $31K | $28K | $21K | $142K |
| #14 | OSBWerner, Andrew▲ | — | — | — | — | — | — | — | $9K | $39K | $48K |
| #15 | PRBone, Victoria▲ | — | — | — | — | — | — | — | — | $40K | $40K |
| #16 | PBMorgan, Kennedy▲ | — | — | — | — | — | — | — | — | $27K | $27K |
| #17 | LKWHarvey, Mark▼ | — | — | — | — | $6K | $7K | $3K | $7K | $3K | $26K |
| All Doctors | $568K | $919K | $986K | $1.0M | $995K | $1.1M | $1.1M | $1.0M | $1.2M | $8.8M | |
Provider Trend Explorer
Select a provider and metric to see their month-over-month trend
$1.5M
YTD total▲ 11.6% MoM
Nichols, Christopher·LKW·YTD prod $3.0M · YTD coll $1.5M
Location Monthly Production
| Location | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | YTD |
|---|---|---|---|---|---|---|---|---|---|---|
LKW | $567K | $657K | $857K | $408K | $563K | $720K | $647K | $759K | $776K | $6.0M |
PB | $316K | $505K | $623K | $288K | $573K | $729K | $714K | $600K | $604K | $5.0M |
PR | $323K | $411K | $476K | $215K | $349K | $339K | $324K | $329K | $516K | $3.3M |
LT | $287K | $316K | $318K | $164K | $262K | $307K | $282K | $328K | $282K | $2.5M |
OSB | $173K | $232K | $196K | $109K | $150K | $274K | $222K | $158K | $296K | $1.8M |
HNS | $104K | $145K | $186K | $98K | $130K | $175K | $160K | $210K | $267K | $1.5M |
HNR | $71K | $85K | $87K | $109K | $157K | $218K | $177K | $188K | $201K | $1.3M |
| Org Total | $1.8M | $2.4M | $2.7M | $2.6M | $2.3M | $2.8M | $2.6M | $2.6M | $3.1M | $23.0M |
Production = gross procedure charges. Collection rate = collections ÷ gross production (timing-affected — insurance claims often collected in later months). Doctor table sorted by YTD collections. Provider pills colored by location. Location table: green/red = ±12% vs location's own 4-month avg.