Perio Surcharging — Case Acceptance Impact

SGA Dental Partners — 17 West (pre/post go-live) + 21 East (trailing 12-mo) — Data: Dental Intel, Mar 2024 – Mar 2026

Julia’s Question 1
Did SGA West case acceptance decline after surcharging go-live?
−2.7pp
network average change
12 of 17 offices covered by Dental Intel. 8 declined, 4 improved. Paired t-test p = 0.38 — decline is within normal month-to-month noise and not statistically significant at the network level. Individual office variance matters more than the average.
Julia’s Question 2
What is current case acceptance for SGA East Perio?
72.4%
trailing 12-month average
15 of 21 offices covered by Dental Intel. Range: 61.7% (lowest) to 83.0% (highest). Nova excluded per instruction. 6 offices have no DI coverage and are flagged in the methodology tab.
TL;DR — Executive Summary

The network-level patient case acceptance decline of 2.7pp is not statistically significant (p=0.38) — within normal month-to-month variation. But the three metrics tell different stories: Dollar Case Acceptance dropped nearly 2× as hard (−4.6pp, ∼10% relative) while patient acceptance only moved −2.7pp (∼4% relative). Patients still accept treatment, but accept smaller ticket items first — a classic sticker-shock signal. 8 of 12 covered offices declined, with drops ranging −0.5pp to nearly −19pp; CLP Kaysville, Tsai Perio, and NTP locations show notable declines. East perio runs at 72.4% trailing-12 — broadly healthy, top performers above 80%, bottoms below 65%.

Metric Story Comparison — Does Surcharging Hit Each Metric The Same Way?

Network averages across the 12 covered West offices. Look at the relative size of each delta — they are not telling the same story.

SGA West — Before vs. After Surcharging
Offices (Covered / Total)
12 / 17
5 without Dental Intel data
Avg Before
69.4%
12-mo prior to go-live
Avg After
66.7%
Post go-live to Mar 2026
Delta (Avg)
−2.7pp
Not significant (p=0.38)
Offices Declined
8
of 12 covered
Offices Improved
4
of 12 covered
Dumbbell Chart — West Office Before vs. After (Patient Case Acceptance %)

Each row is one office. Left dot = 12-mo before go-live. Right dot = post go-live through Mar 2026. Red = declined, green = improved.

SGA East — Trailing 12-Month Case Acceptance
Offices (Covered / Total)
15 / 21
6 without DI data
Network Avg
72.4%
Apr 2025 – Mar 2026
Median
73.0%
50th percentile
Top Performer
83.0%
Bottom Performer
61.7%
Offices ≥ 75%
strong performers
East Offices — Ranked by Trailing 12-Mo (Patient Case Acceptance %)

Each row is one office, sorted high to low. Bar shows the trailing-12 value for the currently selected metric.

Phase:
Before vs. After Scatter (Patient Case Acceptance %)

Each dot is one office. Above the gray diagonal = improved. Below = declined.

All 17 West Offices — Before / After Detail
Office Phase Go-Live Before After Δ pp DI Location Note
All 21 East Offices — Trailing 12 Month

Trailing 12-month average = Apr 2025 through Mar 2026. 6 offices have no Dental Intel data — flagged in the notes column.

Office Patient CA% Dollar CA% New Pt CA% DI Location Note
Office:
Methodology

Data Source

Dental Intel monthly export (Case acceptance data.csv), covering Mar 2024 – Mar 2026 (25 months).

Primary Metric

Case Acceptance % (patient-level) — percent of patients with presented treatment who accepted treatment. Also available: Dollar Acceptance %, New Patient Acceptance %.

Crosswalk

SGA canonical office names mapped to Dental Intel location names via SGA Location Mapping.xlsx plus pattern matching on DI location strings.

SGA West — Before / After Windows

  • Before: 12 months ending the month before go-live (excluding go-live month).
  • After: the month after go-live through Mar 2026.
  • Go-live cohorts: Phase 1 = Mar 2025, Phase 3 = Apr 2025, Phase 4 = May 2025.
  • Paired t-test on 12 matched office pairs: t = −0.91, p = 0.38. Network-level decline is not statistically significant.

SGA East — Trailing 12

  • Trailing 12-month average: Apr 2025 — Mar 2026.
  • Nova excluded per instruction.
West — 5 Offices Without DI Data
  • ILP Las Cruces
  • MCP Monterey Coast Perio — Salinas
  • MCP Monterey Coast Perio — Carmel
  • NTP Rockwall
  • NTP Paris
East — 6 Offices Without DI Data
  • Columbus Perio — Columbus GA
  • Golden Triangle Starkville
  • LowCountry Hardeeville
  • MS Perio Flowood
  • Outerbanks — Elizabeth City
  • Outerbanks — Nagshead

Ambiguous Mappings (Verify With Julia)

  • CLP Kaysville → Cassity Implants and Periodontics, CLP South Ogden → Legacy — best-guess split of CLP brand.
  • Golden Triangle Columbus MS uses the single DI "Golden Triangle" row (Starkville has no DI).
  • LowCountry Hilton Head — DI row may merge Hilton Head + New River.