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
Goals & Pain Points
We anchor the diagnostic on what matters most to you.
02
Data
We pull your operational, financial, and patient data into one view.
03
Benchmarks & Trends
We compare you to peer practices and your own trend over time.
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 start with your goals and pain points, 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.