What date range does the referral data cover?
The current period shows the last 90 days from today. This window rolls forward daily, so the data is always current.
What is "Prior 90 Days"?
The 90-day window immediately before the current period — used for the trend arrow (▲/▼) on the summary card. A negative trend means referral volume has dipped compared to the prior period.
What is Year-over-Year (YoY)?
The same 90-day window from one year ago. The AI uses this to determine whether referral volume is trending up or down vs. the same period last year and writes a one-sentence interpretation.
What do the referral tiers mean?
🟢 Core — 4 or more referrals. Established, reliable referrers worth maintaining and thanking regularly.
🟡 Growing — 2–3 referrals. Trending up and worth nurturing with outreach.
⚪ New — 1 referral. Early signal only — included when the AI considers it noteworthy.
What is the difference between Top Referrers and Growth Channels?
Top Referrers are specific people or offices (dentists, pediatricians, etc.) who sent patients by name. Growth Channels are discovery methods — Google, social media, signage, walk-ins — where the referral came from a source rather than a named person.
What are Partnership Opportunities?
Dentists or offices with 1–2 referrals in the period who aren't yet consistent referrers. These are warm leads worth a call or visit to convert into Core referrers over time.
What is "Biggest Opportunity"?
A single sentence from the AI identifying the highest-leverage growth action based on this location's specific referral data. It's meant to focus the team on one thing, not everything.
How often is the AI analysis updated?
The AI analysis is generated weekly by the Orthodontic Partners team and pushed to the dashboard. The snapshot date is shown next to the "📋 Weekly snapshot" label on each analysis.
Why does my location show "AI analysis not yet available"?
Either the weekly batch hasn't run yet for this location, or the location had no referral data in the 90-day window. Contact the OP team if you believe this is an error.
Can I see the underlying referral data?
Yes — click "Show raw data" at the bottom of the Referral Analysis section to expand a full table of every referral entry and its count.
How do I report an issue or suggest something?
Use the Feedback button in the top right — it goes directly to the OP team.
