SGA Dental Partners · A Working Vocabulary
№ 03 · May 5, 2026
a single-page brief for the six shooters, Karen, and Myles

Production,
explained.

Four numbers. One vocabulary. A working alignment between SGA East and SGA West, by the end of this meeting.

Gross
Production
Net
Revenue
Scott Guest · SGA Dental Partners
Working Session · 9:30 AM
Production · A Working Vocabulary
§ I · The Flow
The flow

How a dollar moves
through the system.

Every charge passes four checkpoints between the patient ledger and the bank. SGA West and SGA East simply budget at different stops on the same line.

Gross Production 100%UCR Ceiling
Calculated UCR Fee × Procedure Volume
—12% lost to posting behavior
Production ~88%DPMS Visible
SGA West Budget Charges Posted on Ledger
—12% lost to contractual adjustments
Net Production ~76%PowerBI Calc
SGA East Budget Production − Contractual Adjustments
—4% lost to bad debt
Revenue ~72%Cash · GL
Finance Net Production − Bad Debt
SGA West · BUDGETS HERE Production. What the office sees in the DPMS every day.
SGA East · BUDGETS HERE Net Production. Closer to revenue. Settles after adjustments land.
THE TWO ARGUMENTS Gap two is insurance write-offs. Gap three is uncollectible balances.
SGA · Production
02 / 05
Production · A Working Vocabulary
§ II · The Crosswalk
A shared vocabulary

Same word, same meaning.
Network-wide.

Adopt the right-hand column as SGA-network standard. PowerBI, Daybreak, RIS, executive reporting all use the same four words.

Concept SGA West Calls It SGA East Calls It Proposed Unified Term
No. 1UCR-based ceiling — does not exist Gross Production calc Gross Production
No. 2Charges as posted at walkout Production mixed — no standalone Production
No. 3After contractual adjustments — no equivalent Net / Adjusted Production Net Production
No. 4After bad debt — what the GL sees Revenue Revenue Revenue
No. 5Future / scheduled production Mix by office variable Mix by office variable Scheduled Production
If we can't agree on the words, we can't agree on the numbers.
The Working Premise
SGA · Production
03 / 05
Production · A Working Vocabulary
§ III · The Path
The path forward

Show all four. Honor both budgets
through 2026.

No mid-year goalpost moves. Every dashboard exposes the full waterfall. The unification conversation happens once, in Q3.

Today · May 2026
Two budgets,
two definitions.
SGA West on Production. SGA East on Net Production. Each rolls up cleanly inside its own world; nothing rolls up cleanly across both.
Through Year-End 2026
Bridge year
·
show all four.
Each entity keeps its native budget. Every dashboard shows Gross · Production · Net · Revenue. Variance reporting maps both worlds to the unified vocabulary.
Starting January 2027
One budget basis,
network-wide.
Production-vs-Net decision in a Q3 working session. 2027 budgets built on the chosen number from day one. One vocabulary. One scoreboard.
In Parallel
A separate workstream begins now to standardize office-level posting behavior — the upstream fix that no choice of metric can solve on its own.
SGA · Production
04 / 05
Production · A Working Vocabulary
§ IV · Decisions
Decisions for this room

Five questions.
One meeting.

Resolve these before we leave the room. The rest is execution.

i
Adopt the four-tier vocabulary network-wide.
Owner
Karen + Myles
Sign off today.
ii
Show all four numbers on every dashboard.
Owner
Scott
Build into reporting standard.
iii
Keep West on Production, East on Net through 2026.
Owner
Six Shooters
Acknowledge no mid-year moves.
iv
Pick the 2027 unified basis in Q3.
Owner
Karen
Schedule Q3 working session.
v
Stand up the posting-standardization workstream.
Owner
RCM + Operations
Scope by 5/15.
End of brief · § IV
Working session · 9:30 AM · May 5, 2026
SGA · Production
05 / 05
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