“Paper perio charting is dead.”
Well… not really. But it can feel like you’re stuck in 1983 with a headset and clipboard if you don’t know what the hell you’re doing.
Truth is: most dental teams butcher paper charting and then wonder why treatment acceptance is down, hygiene is booked light, and recurring revenue is flatlining.
So if you’re asking, “How to perio chart on paper?” — let’s not just give you a step-by-step. Let’s show you how paper charting (done right) can drive massive revenue, insane loyalty, and predictable profits with one powerful tool:
Memberships.
Monthly Recurring Revenue (MRR).
Optimized Revenue Per Patient.
And yes — this involves BoomCloud™. Let’s rock
STORY: “The Paper Chart That Made $200K”
Dr. Stacy, a dentist in Boise, had a low-tech operation:
-
Paper charts
-
A stressed-out hygienist
-
30%+ uninsured patients
-
Treatment plans sitting in limbo
But here’s the plot twist: Dr. Stacy trained her team to leverage paper perio charting like a pro.
They didn’t just call out numbers — they told a story with every 6mm pocket.
Then they offered a membership plan through BoomCloud™ right after charting.
In 12 months, she added:
-
$16,500 in MRR
-
$198,000 in ARR
-
4.2X increase in perio maintenance acceptance
And she never looked at paper charts the same way again.
The Big Mistake Most Dental Teams Make
When it comes to how to perio chart on paper, most teams do it like a boring legal deposition:
“Three… Two… Three… Bleeding on #24… Six…”
No emotion. No patient engagement. No visuals.
Then they expect patients to jump into $2,000 SRP plans like it’s a Costco impulse buy.
Wrong.
Here’s what successful teams do instead
✅ The Right Way to Do Perio Charting on Paper
Perio charting should tell a story. That’s what Jordan Comstock calls “data that sells treatment.”
Here’s the step-by-step process:
✍️ 1. Prep the Chart
Use a clean periodontal charting form with:
-
Tooth numbers
-
6 measurement boxes per tooth
-
Spots for bleeding, recession, mobility, furcations
Make it visible to the patient. Mirror, printout, iPad — whatever.
️ 2. Narrate as You Chart
Instead of just calling numbers, narrate with intention:
“Oh, we’re seeing some 5s and 6s back here… and there’s bleeding, which is an early sign of infection.”
This makes the patient lean in. Curiosity = commitment.
3. Color Code for Emotion
Use red pens for 5+ mm pockets or bleeding. Blue for recession. Green for mobility. Create visual urgency.
“Red means inflammation. The more red we see, the closer we are to bone loss — and tooth loss.”
4. Tie It to a Membership
Immediately offer a plan:
“Now, the great news is, we have a membership plan that includes 3 perio maintenance visits a year, discounts on treatment, and more — all for one low monthly fee.”
Boom. You just went from “you need a $1,200 cleaning” to “you can join the plan and stay healthy for just $49/month.”
Memberships = Predictable Revenue from Every Chart
Here’s what your perio chart is really saying:
“Here’s how we can guarantee recurring revenue… if we just connect the dots.”
When you connect perio charting to a membership plan, you:
-
Pre-schedule future perio maintenance visits
-
Set up monthly payments (MRR + ARR FTW)
-
Increase treatment acceptance by 2X-4X
-
❤️ Build long-term loyalty from patients who feel cared for
Why BoomCloud™ Is the Ultimate Membership Engine:
BoomCloud™ helps you:
-
Create custom plans for perio patients
-
Automate billing and renewals
-
Track MRR, ARR, and total membership revenue
-
Integrate with your existing software
-
Reduce third-party insurance dependence
Want to see it live? Schedule a demo now
Membership Patients Spend 2X-4X More
This isn’t hype — it’s backed by data from practices using BoomCloud™.
Here’s what they’re seeing:
-
Membership patients accept large treatments faster
-
They show up on time (they’re paying monthly = value mindset)
-
They generate 2 to 4 times more annual revenue than non-members
-
Their care becomes part of your recurring business model
“The best way to grow a dental practice is to optimize revenue per patient… not just chase new ones.” – Jordon Comstock
CASE STUDY: How Paper Charting Led to $300K ARR
Dr. Neal in South Carolina had:
-
A love for analog systems
-
A dusty file cabinet of perio charts
-
A desire to stop relying on PPOs
He trained his team to narrate perio charting like a script:
-
“We’re seeing deep pockets on 18-19… we’ll mark that red.”
-
“This is where early periodontal disease starts… the good news is, we can treat it.”
Then, they offered a BoomCloud™ membership that included:
-
3 cleanings a year
-
20% off deep cleanings
-
Free emergency exams
-
10% off SRP and laser therapy
In 10 months:
-
362 members enrolled
-
$25,000 MRR
-
$300,000 ARR
-
5X increase in perio acceptance
And yes — he still uses paper. (With a little iPad love on the side.)
How to Think Like a Membership-Focused Practice
Most offices still think:
“We just need more new patients…”
What they should be thinking:
“We need more committed patients paying monthly.”
Quick Reality Check:
-
✉️ Email promos = 10% open rate
-
Cold calls = 1% success
-
Memberships = 100% predictable, trackable, recurring
BoomCloud™ turns perio data into financial power — no gimmicks.
BONUS: BoomCloud™ + Perio Paper Charting = Practice Weapon
Here’s a few ideas to implement today:
✅ Train your hygienists to use language that sells during charting
✅ Use red/blue/green pens for visual impact
✅ Set up an “SRP + Maintenance” membership tier
✅ Use BoomCloud™ to automate payment & scheduling
✅ Track your MRR & ARR weekly and set monthly targets
✅ Reward front desk team for every new membership sign-up
Final Thoughts: Don’t Just Chart — Monetize
If you’re still using paper perio charts, that’s cool.
But if you’re not pairing it with a smart membership offer, you’re leaving tens of thousands of dollars on the table.
Paper can still print money
You just need the system — and BoomCloud™ is it.
RESOURCES & NEXT STEPS:
Download the Million-Dollar Membership Plan Ebook
Take the Six-Figure Patient Membership Plan Course
Schedule a Demo of BoomCloud™
Create Your BoomCloud™ Account for FREE
