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.
| Order | Items | Restoration Paid | Moxie Price | Savings | % |
|---|---|---|---|---|---|
| 03/17/2026 | BOTOX 24 vials (no rebate applied today) | $15,744.00 | $14,169.60 | $1,574.40 | 10.0% |
| 03/17/2026 | Juvederm Ultra Plus / Ultra XC / Volbella / SkinVive | $10,467.60 | $8,076.00 | $2,391.60 | 22.9% |
| Across observed orders | $26,211.60 | $22,245.60 | $3,966.00 | 15.1% | |
| Line Item | Restoration | Benchmark | Position |
|---|---|---|---|
| Margin | |||
| COGS (incl. EvexiPEL + medical product) | 52.3% | <22% | Red |
| Gross Margin | 47.7% | ≥72% | Red |
| Operating Expenses | |||
| Payroll (incl. bonus) | 22.0% | 0–30% | Green |
| Rent + Utilities | 4.0% | 0–5% | Green |
| Marketing | 1.7% | ≥5% | Red |
| Software & Vendors (non-Moxie) | 1.9% | 0–1% | Yellow |
| Bankcard Fees | 1.9% | 0–2% | Yellow |
| Travel + Office + Other Opex | 3.6% | 0–6% | Green |
| Net Margin (Profit) | 12.8% | ≥25% | Below |
| 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'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.
| 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 |
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.
| 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 |
| Add provider #5 (NP, 60% utilization) | +$42,000 | +$504K | $70K capacity × 60% |
| Total Addressable | +$114K | +$1.38M | Run-rate ~$299K/mo annualized |
| What you need | Moxie delivers |
|---|---|
| Automated reporting & KPI dashboards (replace Aesthetics Pro reporting) | Moxie EMR + native reports |
| Eliminate Karelly's manual P&L, inventory, and reporting work | Dashboards, automated supply tracking, integrated reporting · Day 1 |
| Goals & forecasting · know if our numbers are "good" | Quarterly P360 with peer benchmarks |
| Integrated payroll | Moxie Payroll + commission engine |
| Built-in marketing tools (Lifted Logic replacement) | Moxie Marketing — campaigns, attribution, ROI |
| Stop testing new vendors every year | Standing PSM is your one accountable partner |
| Grow & fill all providers' books | Patient acquisition pillar + per-provider scorecards |
| More frequent PSM cadence | Set by you — monthly, bi-weekly, or on-demand |