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Methodology

What we check — and what we deliberately don't

The snapshot is an outside-in, public-data report. It reads only what a patient, buyer, or search engine can already see. It never touches private practice systems, patient records, or login-protected pages.

What we check

Google Business Profile basics

Rating, review count, website link, booking link, hours visibility, and profile activity — the signals patients see before they call.

Website patient-access paths

Visible phone number, tap-to-call, contact form, email visibility, and how many clicks a patient needs to reach a request path.

Booking path

Booking or appointment-request links on the website and on the Google profile.

After-hours patient capture

Whether a patient who looks after closing finds a public 24/7 path: confirmed real-time booking, a request form, or chat. If none is detected, we say the public path was not found and that phone handling and other channels were not tested. We never place calls.

CDCP visibility

Whether the website publicly mentions CDCP / the Canadian Dental Care Plan. Visibility only — we never claim a practice does or does not participate.

Public patient journey

The Find → Open → Contact → Request path a new patient actually walks, step by step.

Inbound/social channels

Publicly discoverable Facebook, Instagram, LinkedIn, YouTube, and similar profiles — flagged as unverified for monitoring.

AI/search visibility

robots.txt, sitemap, canonical, noindex, local-business structured data, AI-crawler access, and whether service/location content is readable.

AI answer presence

When run, we ask web-search AI assistants for a dentist in the practice’s area and report how often the practice was mentioned in the test answers — a sampled presence check on the test date, never a ranking.

Local peer context

Anonymous comparison against cached nearby practices in the same category: rating and review medians, booking-link presence. Peers are never named.

Technology signals

Public hints of booking/practice-management platforms — always labeled low-confidence and directional.

What we do not check

These need internal systems or staff participation. The report says so explicitly instead of guessing — they are the “verify privately in Xona” items.

  • Private practice-management or dental-software data
  • Call logs, missed-call counts, voicemails, or response times
  • Patient records or any PHI
  • Financial statements, production, or valuation data
  • Actual appointment availability behind a login
  • Form submissions — we never submit forms or message patients
  • Phone answering or after-hours phone handling — we never place calls
  • Actual CDCP participation or CDCP directory presence
  • Staff performance or any individual-level data

Evidence

Every finding states what was actually observed and where: a profile field, a scanned page, or a cached public record.

Confidence

High for direct observations, medium for inferred signals (like platform detection), low for partial or stale data. We band readiness instead of faking a precise 0–100 score.

Freshness

Findings are labeled live-scan vs cached, with the scan time on the report. Public data changes; the report says when it looked.

Fairness and corrections

  • Report links are unlisted and marked noindex — they are not published or ranked.
  • Peer comparisons are anonymous cohorts. We never name competitors in a report.
  • This is not a valuation, a clinical assessment, or a verified audit.
  • If something is wrong or outdated, every report has a correction link — we review and refresh.