DenQAI decision lab

Treatment-mix transfer

Estimate buyer-retainable production and flag clinical-philosophy questions that require independent record review.

Use this ifYou need to test an assumption before spending money, signing a contract, or treating a composite score as an answer.

DecisionIdentify the viable path, the downside case, the assumption that breaks it, and the next diligence request.

Evidence neededUser-entered records, source dates, verification states, actual contract and schedule data, provider activity, procedure history, staffing, and cash timing.

Work productA transparent calculation with exposed formulas, limitations, stop-and-verify conditions, and a printable decision record.

Method, stop-and-verify condition, and required review

Method: Use ranges and scenario stress; keep illustrative defaults separate from user data; never let a composite score override a non-negotiable gate.

Stop and verify: Do not treat results as an appraisal, diagnosis, legal conclusion, coding source, lender approval, or substitute for primary records.

Human review: Buyer, dental CPA, lender, counsel, clinical reviewer, benefits specialist, and operator according to the calculator.

Last reviewed: July 24, 2026

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Treatment-mix and philosophy transfer

Dollar mix, unit mix, and patient-normalized counts answer different questions. A crown percentage by itself is not a clinical verdict.

Adjusted production by category

Direct restorations$Indirect restorative$Hygiene & prevention$Implant / prosthetic$Other doctor production$

Volume and transfer assumptions

Crowns / onlays completedDirect fillings completedActive patientsSeller doctor daysProduction buyer can retain%Based on buyer skills, referrals, hours, and philosophy.Buyer sustainable indirect mix%An assumption to stress, not an industry benchmark.

Total adjusted production$1,200,000

Doctor production / day$4,684Excludes hygiene

Crowns per 100 active patients12

Fillings per 100 active patients28.2

Crown-to-filling unit ratio0.4xCompare by year, provider, and cohort

Production exposed in transition$216,000Higher of procedure-fit or indirect-mix gap

Production mix

Direct restorations22%

Indirect restorative28%

Hygiene & prevention26%

Implant / prosthetic10%

Other14%

The values-alignment question

Public Pankey materials emphasize comprehensive diagnosis and treatment planning, but a credential or philosophy label proves neither necessity nor overtreatment. Test whether crown-heavy production is supported tooth by tooth by findings, radiographs, alternatives, consent, patient cohorts, remakes, and independent review—or whether comprehensive-care language is being used to rationalize a revenue pattern the buyer cannot ethically support.

This quick screen is not the acquisition bridge. Do not carry either percentage into price as a blanket retention haircut. Build code- and provider-level buyer-repeatable dollar exclusions, then enter that total once in the acquisition workbench.

Review the public Pankey treatment-planning description →

Method, not magic

Every output should create a diligence request.

01Reconcile

Use adjusted production, collections, units, provider days, patients, and source reports. One percentage cannot carry the conclusion.

02Segment

Separate provider, procedure family, payer, patient cohort, and month. A blended average can hide the exact thing the buyer will lose.

03Stress

Run buyer-fit, staff-loss, no-show, denial, wage-reset, and entrant cases. Record the case that breaks the deal.