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?
network change
Julia’s Question 2
What is current case acceptance for SGA East Perio?
trailing 12-month average
★ Verdict
West Network Trend — Months Relative to Surcharging Go-Live (Patient Case Acceptance %)

Each point is the cross-office average at that many months before/after each office’s own go-live. Month 0 = go-live month. The gray band is pre-surcharging; the white area is post. Toggle ex-Stoner to see the story with the 2 Ohio satellite outliers removed.

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. The two Stoner offices (flagged) sit at the bottom.

Offices (Covered / Total)
12 / 17
5 without Dental Intel data
Avg Before
12-mo prior to go-live
Avg After
Post go-live to Mar 2026
Delta (All 12)
Delta (Ex-Stoner, n=10)
with 2 Ohio outliers removed
Offices Declined / Improved
/
of 12 covered
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
Offices (Covered / Total)
15 / 21
6 without DI data
Network Avg
Apr 2025 – Mar 2026
Median
50th percentile
Top Performer
Bottom Performer
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.

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: Overlay:
Methodology

What Is "Surcharging"?

Surcharging = passing the credit card processing fee (typically 3%) along to the patient as a line-item at checkout when they pay by credit card. Patients paying by cash, check, ACH, or debit are not charged the fee. The rationale is to offset the merchant's cost of card acceptance. SGA turned on surcharging at 17 West Perio offices in three phases: Mar 2025, Apr 2025, and May 2025.

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.

Companion Brief

See the full research brief for the legal landscape (CA SB 478, TX), behavioral-economics literature (pain-of-paying, price salience), industry guidance (ADA/CDA/DMA), and recommended alternatives (cash discount framing, financing-first workflow, interchange-plus renegotiation).

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.