A diagnostic preview from Moxie — built from your P&L, balance sheet, and supply orders. Designed to show you what a full Practice 360 would look like for your business as you move into your new location.
Prepared for Hannah Carney & Kara Pavlovsky · by Rebecca Besch · May 2026 · Confidential
01
Data
We pull your operational, financial, and patient data into one view.
02
Benchmarks & Trends
We compare you to peer practices and your own trend over time.
03
Goals & Pain Points
We anchor the diagnostic on what matters most to you.
04
Insights
We surface where money sits, where risk lives, where you're winning.
05
Actions
Each insight becomes a quantified, sequenced lever — owned and tracked.
06
Impact
Quarterly reassessments measure what changed and what's next.
What is Practice 360?
A standing diagnostic engine across five pillars — run with your Practice Success Manager, every quarter.
We pull your operational, financial, and patient data into one view, score five pillars against peer benchmarks, and turn each finding into a quantified action. Then we run it again every quarter — so you always know where the next dollar of margin lives.
01
Workflows & Compliance
We look at: No-show rate, rebook at checkout, SOP coverage, GFE and charting compliance, lead response time, and the full patient-journey leakage at every stage.
02
Team & Leadership
We look at: Per-provider revenue, AOV, utilization, rebook, and revenue per hour · revenue-share trends · owner clinical hours · KPI dashboards and compensation structure.
03
Patient Acquisition
We look at: New patients per month, full lead-to-patient funnel, cost per lead, first-visit AOV, marketing as % of revenue, and channel mix across Google, Meta, SEO, email, events, and community.
04
Patient Retention
We look at: 12-month return rate, 180-day retention, rebook at checkout, active members and MRR, retail % of service revenue, lifetime value, and visits per patient per year.
05
Financials & Profitability
We look at: Revenue trend, COGS, payroll, marketing, rent and G&A, EBITDA, gross-to-net discount drag, service mix, and service-level margins.
What you get out of it
5-pillar scorecard with Moxie portfolio peer benchmarks
Quantified levers — each with monthly $ impact
Revenue waterfall from today to your 3-year goal
30 / 60 / 90-day roadmap with named owners
Standing PSM partner who knows your practice end-to-end
Quarterly reassessments — so the plan keeps pace with reality
First Look · From Your P&L
A strong financial foundation — and one quick win we can deliver Day 1.
Day-1 Win · Galderma Pricing
$12,307 saved on the 3 orders we reviewed · ~$80–120K / year projected
Order
Items
Belen Paid
Moxie Price
Savings
%
04/10/2026
Restylane-L · Dysport 300
$19,080
$17,143
$1,937
10.2%
03/25/2026
Restylane-L · Sculptra
$8,302
$7,194
$1,108
13.3%
05/12/2025
7 Restylane variants · Dysport · Sculptra
$57,836
$48,574
$9,262
16.0%
Across observed orders
$85,218
$72,911
$12,307
14.4%
Where You Stand · P&L BenchmarksMoxie portfolio · $250K+/mo medspas
Line Item
Belen
Benchmark
Position
Margin
COGS
33.0%
<22%
Yellow
Gross Margin
67.0%
≥72%
Yellow
Operating Expenses
Payroll (incl. owner draw)
21.7%
0–30%
Yellow
Rent + Utilities
2.5%
0–5%
Green
Marketing
0.22%
≥5%
Red
Software & Vendors (non-Moxie)
1.1%
0–1%
Yellow
Devices & Interest Expense
0.05%
0–2%
Green
Other Opex
5.3%
0–6%
Green
Net Margin (Profit)
39%
≥25%
Green
SAMPLE DATA — NOT BELEN · Pillar 2 · Team & LeadershipYours would show your providers.
You've built a talented team — the next step is giving them the structure to perform independently.
Provider
Rev (Dec)
Appts
Rev/Appt
Util.
Rebook
Rev/Hr
Strength
Provider A
$72K
58
$1,241
48%
48%
$758
Highest AOV
Provider B
$52K
82
$634
65%
45%
$400
Best utilization
Provider C
$38K
65
$585
58%
35%
$317
Device training opp
Provider D
$31K
95
$326
68%
38%
$221
Highest volume
Total
$193K
300
$643
58%
42%
$398
Provider A · 37%
Provider B · 27%
Provider C · 21%
Provider D · 15%
Key Insight
Provider A's $758/hr shows exceptional clinical value — but at 48% utilization, half their capacity goes unused. Provider B at 65% utilization is actually the best-leveraged asset. Provider C has plateau'd at ~20% share for 6 months — device certification + $45K target = +$10K/mo.
For Belen: Once we plug into your EMR, this is the analysis we'd run for Hannah, Kara, and your two non-owner providers — with revenue-per-hour, utilization, and rebook rate side-by-side. It's how we'd answer "what breaks when an owner takes a week off."
SAMPLE DATA — NOT BELEN · Operational KPIs vs BenchmarkYours would show your numbers.
Beyond marketing — 9 KPIs that decide whether your second location runs itself.
Metric
Sample Practice
Benchmark
Position
Provider Utilization
72%
≥70%
Green
Revenue per Provider (monthly)
$48K
≥$55K
Yellow
Rebook at Checkout
42%
≥65%
Red
12-Month Patient Return Rate
78%
≥75%
Green
Active Members · Penetration
38 · 4.2%
≥15%
Yellow
Average Order Value (AOV)
$440
≥$706
Red
Lead Response Time
47 min
<15 min
Red
Online Booking Rate
52%
≥46%
Green
Discount % of Gross
8.2%
5–7%
Above range
Where the leverage lives
Three reds tell the story — capacity is fine, conversion economics is the gap. Rebook 42% is the cheapest fix; every 10pt lift earns ~$8K/month. AOV $440 — structured consult discipline typically lifts AOV 20–40%. Lead Response 47 min — sub-15-min response recovers 30–50% of leakage. Provider Util + Online Booking already green say capacity isn't the constraint.
For Belen: Once we plug into your EMR, this scorecard runs every quarter — your numbers, your team. It's how we'd answer "is location 1 ready to replicate?"
SAMPLE DATA — NOT BELEN · Revenue Bridge · Current → 3-Year TargetYour levers would recompute against your $3.4M base.
10 specific levers bridge $120K/month — 9 of them require zero new hires.
Lever
Monthly
Annual
Assumption
Rebook checkout 42% → 70%
+$14,280
+$171K
84 rebooks × $170 avg
Show rate 82% → 92%
+$8,400
+$101K
30 recovered appts × $280
Reduce discounts 29% → 24%
+$8,500
+$102K
5pp on $3.14M gross
Retail ratio 5% → 12%
+$13,000
+$156K
Staff training, checkout upsell
Launch Google Ads
+$6,500
+$78K
13 net new patients × $500 first-visit
Membership to 75 members
+$7,400
+$89K
37 net new × $200/mo MRR
Win-back 320 lapsed patients
+$4,800
+$58K
16 reactivated × $300
Provider C ramp → $45K/mo
+$10,000
+$120K
Device certification + targets
COGS stabilize 28% → 25%
+$5,550
+$67K
Supply budget + tracking
Add provider #5 (NP, 60% utilization)
+$42,000
+$504K
$70K capacity × 60%
Total Addressable
+$120K
+$1.45M
Run-rate $305K/mo → $3.67M annualized
For Belen: Every lever recomputes against your $3.4M base · new-location levers added on top.
What P360 with Moxie looks like for Belen
Your wish list, in one platform — plus a partner who runs it with you.
What happens when you join Moxie
Stage 1 · LaunchOnboard & agree. Contracts signed. EMR migration begins. Pharma accounts unified — Galderma savings live Day 1.
Stage 2 · Weeks 2–3Meet your PSM & prepare. Dedicated Practice Success Manager assigned. Data pipelines wired. Goals + pain points captured.
Stage 3 · Quarter 1Establish PSM relationship + initial deep-dive P360. Full scorecard, quantified levers, 30/60/90 plan — built from your data, not someone else's.
Stage 4 · Quarter 2 and beyondReassessments. Action-plan tracking. Impact tracking. Your PSM keeps the engine running.
What you need
Moxie delivers
"Day in a Glance" reporting
Moxie EMR + embedded reports
Better systems for scaling
Moxie Playbooks — SOPs, role maps, scaling templates
Automated reporting & KPI dashboards
Native to the Moxie EMR — we have it
Integrated payroll
Moxie Payroll + commission engine
Better Galderma pricing
$12K saved on 3 orders · ~$80–120K / year projected
Marketing tools when you're ready
Moxie Marketing Services — campaigns, attribution, ROI
Operational support
Standing Practice Success Manager · quarterly P360
Want to walk through the full P360 once you're a member? Becca will follow up to schedule.