# Xona LPS for dental groups — pilot one location before rollout

> See schedule leakage by location before piloting call recovery, recall recovery, or schedule protection across a dental group.

Source: https://xonark.com/dental-groups/

Dental group leakage prevention

# See schedule leakage by location before adding another front-desk tool.

Xona helps dental groups compare call, recall, cancellation, open-slot, and schedule-risk leakage across locations, then pilot one measurable LPS workflow with staff-approved controls.

[Request group leakage review](#group-form)[Review security controls](/security)

Built for controlled rollout: estimate by location, review evidence safely, run one approved workflow, then expand only after weekly outcomes and staff confidence are clear.

sample multi-location leakage scorecard

## Where should the pilot start?

Location Primary leak Calls Recall Schedule First workflow Confidence Downtown Overflow calls High Medium Low Call recovery pilot Good West clinic Recall backlog Low High Medium Recall recovery preview Needs software review North clinic Cancellations Medium Medium High Schedule protection Good

Rollout control

## Start with one location or one workflow, then expand only when measured.

A group rollout should not begin with a broad promise. It should begin with baseline evidence, clinic-approved rules, weekly reporting, and a clear expand-or-hold decision.

Weekly pilot report

### Baseline window

Compare the pilot against a clear before-period.

Weekly pilot report

### Evidence source

Show whether the signal came from calls, dental software, staff notes, or mixed sources.

Weekly pilot report

### Staff handoffs

Separate handled, booked, saved, and review-needed items.

Weekly pilot report

### Expand or hold

Only expand when safety, staff confidence, measurable value, and implementation effort are clear.

Sample weekly pilot report

### An example expand/hold decision, not a customer benchmark.

This sample shows the report a group operator should expect before expanding from one location to more clinics.

Pilot location / workflow

Downtown clinic — after-hours and overflow call recovery

Comparison window

Baseline: prior 4 weeks; pilot: current week 2

Volume reviewed

43 after-hours/overflow calls; 12 bookable; 7 staff-review items

Appointments booked or saved

5 booked through approved paths; 3 slot-risk tasks routed to staff

Exceptions / staff handoffs

2 unclear clinical requests escalated; 1 provider-rule mismatch held for review

Follow-up status

92% of staff-review items acknowledged inside the agreed next-business-day window

Patient-safety issues

No unresolved emergency, clinical, or policy exceptions

Staff feedback

Morning handoff notes were clear; one appointment-type rule needs tightening

Expand / hold / stop

Hold expansion until the appointment-type rule is updated, then test one more week

Software and safety check

## Review software fit before you choose rollout size.

Current support paths include ClearDent, Tracker, and Oryx. Exact lookup, recall, call-note, and schedule-write capabilities are reviewed per pilot and clinic configuration.

[Check integration fit](/dental-groups#group-form)[Review security](/security)

### Scoped access

Access is limited to the workflow being piloted and reviewed before connection.

### Staff approval

Approved appointment types, provider rules, and escalation paths are confirmed before go-live.

### Exception visibility

Urgent, clinical, unclear, or out-of-policy requests route to staff.

### Expansion gates

Expand only after data quality, staff confidence, and safety review pass.

Group review

## Plan a one-location leakage pilot before any group rollout.

We’ll help identify the first workflow and the evidence your team needs: baseline, software fit, staff rules, weekly report, and expand-or-hold criteria.

[Form omitted from Markdown alternate. Visit the HTML page to submit.]

The other leak

This page covers patients you already have. There’s a first leak too — patients who never find you.

Reviews, your website, and whether AI assistants like ChatGPT can read it. The scan is free; Xona AEO fixes it without a rebuild.

[Check Leak 1 free →](/dental-practice-health-snapshot) [How Xona AEO fixes it →](/xona-aeo)
