The DSN Practice Benchmark Assessment - Dental Success Network

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14%

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Pillar 1: Foundation

Clarity around mission, vision, and core values that actively guide hiring, coaching, and accountability.

Our mission/vision/core values are clearly defined and actually used to hire, coach, and hold the team accountable (not just posted somewhere).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

Pillar 2: Systems + Cadence

Documented processes, defined roles, and consistent leadership rhythms that create operational stability.

We have a real operations playbook (SOPs/processes, clear roles, accountability agreements, and “how we do things here”) and the team actually uses it to onboard and train.*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

We run consistent leadership rhythms with agendas (morning huddles, weekly meetings, department lead meetings, quarterly calibration/review).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

Pillar 3: Patient Experience

Clear protocols for the full patient journey, from first phone call through checkout and reappointment.

We have clear scripts/protocols for the full patient journey (phone call → arrival → handoffs/transitions → case presentation → checkout/reappoint).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

Pillar 4: New Patient Acquisition

Consistent referral systems, social proof collection, and marketing tracking to drive predictable growth.

We have a consistent referral system (how we ask, who asks, when we ask, and how we track it).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

We consistently collect social proof (reviews/testimonials/photos) and have a simple accountability cadence to keep it happening.*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

We track new patient sources and marketing ROI so we know what’s working (and what’s wasting money).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

Pillar 5: Profit + Cashflow

Visibility into key expense targets and performance indicators that protect profitability.

We know our key expense targets and prioritize profitability (not just production and collections).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

We track key performance indicators consistently and compare them month-to-month and year-to-year.*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

Do you know your average overhead percentage from the last 3 months?*

I’m not sure

Above 60%

56–60%

51–55%

Below 50%

Pillar 6: Team

Structured hiring, onboarding, performance management, and offboarding systems.

We have a systemized hiring + onboarding process with clear 30/60/90 expectations and structured performance reviews (and a clean offboarding process when needed).*

Not In Place

In Progress

Mostly In Place

Fully Dialed In

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Systems Total

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Systems Percentage

The Hidden Reason Your Collections Don’t Match Your Hustle

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Pillar 1: Foundation

Pillar 2: Systems + Cadence

Pillar 3: Patient Experience

Pillar 4: New Patient Acquisition

Pillar 5: Profit + Cashflow

Pillar 6: Team

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