Limited Oral Evaluation

June 07, 2025
Topics: Dental
Written by: Lisa Rasmussen

How Smart Practice Owners Are Ditching PPOs and Adding $500K+ in Recurring Revenue

Join our exclusive course and discover the proven strategies that practices use to add $10,000+ in monthly recurring revenue with patient membership plans. Dr. Evans took this course and now has over 800 members and $37,000/mo of predictable recurring revenue. Watch this webinar before we take it down in 24 hours.

This course normally sells for $297.

But right now, I’m giving you access for just $47.

That’s cheaper than a hygiene cleaning.

And it could be the most profitable $47 you ever spend.

Get the Course Here → The Six-Figure Membership Plan Course

What You Will Learn:

- How to Build a Membership Plan That Pays You Monthly (Even While You Sleep!)

- Why PPOs Are Stealing Your Revenue—And How to Take Control of Your Profits

- The 3-Step System to Scale Recurring Revenue
(Even If You’ve Never Sold a Membership Plan Before!)

- The #1 Mistake Dentists Make When Dropping PPOs (And How to Avoid It!)

LIVE Case Study: How One Dentist Went from PPO-Dependent to $500K+/Year in Recurring Revenue With a Membership Program!

In dentistry today, PPOs are not your friend, they hurt your cash flow, demolish your profit margins, jeopardize your patient relationships & use A.I. to deny claims!!

If I had an employee or partner that messed up my business like that, I would FIRE them ASAP! 

$47. No fluff. Just results.

You in?

Alright, buckle up, because today we’re talking about one of dentistry’s best-kept secrets:
Limited Oral Evaluation. (aka D0140 if you’re geeking out on CDT codes like a boss )

It’s the 10-minute checkup that gets NO love—but it should.
Because done right?
It creates a pipeline of loyal patients who happily open their wallets again… and again… and again.


Why Ignoring Quick Exams is Burning Cash

You know all those patients who call your front desk like,
“Hey, I just chipped my molar, can you squeeze me in?”

Those tiny visits—limited evaluations—are where your hidden fortune lives .

✅ Quick.
✅ Easy.
✅ Cash-friendly.
✅ HUGE lifetime value.

Ignore them, and you’re throwing away thousands every year.
Nurture them? You’re sitting on a goldmine.


Story: The $89 Visit That Changed Everything

Amy, a 32-year-old bartender, booked a limited oral evaluation because of some sensitivity.
Simple $89 exam. Nothing fancy.

BUT…
After building trust during that quick visit, guess what happened?

  • Full perio treatment ✔️

  • 2 crowns ✔️

  • Membership sign-up ✔️

  • Referral of her ENTIRE restaurant staff ✔️

That $89 visit turned into $9,400 in revenue over 18 months.

One quick peek = massive impact.


Membership Plans That Include Limited Oral Evaluation

Instead of slinging coupons or praying for insurance payouts, smart practices offer BoomCloud™ Memberships that include:

  • ✅ 1-2 limited oral evaluations per year

  • ✅ Discounted emergency visits

  • ✅ VIP access to after-hours appointments

Patients LOVE this.
You LOVE predictable revenue.
Everyone wins .

Check out BoomCloudApps.com


Understanding the Limited Oral Evaluation (D0140)

D0140 = Evaluation limited to a specific problem or complaint.

Commonly used for:

  • Toothache diagnosis

  • Trauma checks

  • ️ Post-surgery follow-ups

  • Swelling or infection checks

Short. Focused. Powerful.


Common Scenarios for Limited Oral Evaluations

  • “I cracked a tooth biting popcorn.”

  • “My crown popped off.”

  • “My gum is throbbing.”

Pro tip:
Train your front desk to SPOT and BOOK these opportunities FAST.


BoomCloud™: Building MRR from Basic Exams

BoomCloud™ helps you turn these quick visits into recurring monthly revenue.

MRR = Monthly Recurring Revenue
ARR = Annual Recurring Revenue

Example:

  • 300 patients x $29/month = $8,700 MRR

  • $8,700 x 12 = $104,400 ARR

Mic drop .


Case Study: Riverside Dental’s BoomCloud™ Transformation

Before:

  • $0 membership revenue

  • Dependence on PPOs

After implementing BoomCloud™:

  • 450 members

  • $11,500/month in MRR

  • Focused on limited oral evaluations and emergencies to build loyalty FAST

Now?
They’re recession-proof and THRIVING .


Why Membership Patients Spend 2X-4X More

Here’s the psychology:

  • They feel invested already.

  • They trust YOU.

  • They hate wasting their prepaid benefits.

Boom.
Case acceptance SOARS .


Creating Membership Plans Around Limited Evaluations

Smart membership builders:

  • Offer unlimited limited evaluations

  • Bundle them with discounts on treatment

  • Price access affordably ($25-40/month sweet spot)


Visual Guide: Limited vs Comprehensive Evaluation

Type Purpose Time Focus
Limited Oral Evaluation Single issue 10-15 mins Focused
Comprehensive Evaluation Full mouth exam 45-60 mins Complete dental health

Patients need both at different times. Offer BOTH inside your plan!


FAQs About Limited Oral Evaluation and Memberships

What’s the CDT code for limited oral evaluation?
D0140

Can limited evaluations be part of memberships?
✅ 100% YES.

Do memberships increase case acceptance?
✅ 2X-4X on average.

Is BoomCloud™ easy to integrate?
✅ Yes, it plugs right into your workflow.


Conclusion: Scale Smarter, Serve Better

The humble limited oral evaluation could be the ticket to doubling your revenue per patient, building bulletproof loyalty, and finally saying “bye Felicia” to PPO madness.

Launch your membership program with BoomCloud™ TODAY, and watch your practice transform.

BoomCloudApps.com

Let’s freaking GO .


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Jordon Comstock

Author Bio

Jordon Comstock is the Founder & CEO of BoomCloud™, a software that allows practice, clinic & spa owners to build, manage and scale a membership program. This helps practice & clinic owners to create recurring revenue & improve loyalty via membership programs. Jordon is passionate about Music, Hawaii, Healthcare businesses like: dentistry, optometry, med spas and massage spas. Schedule a demo of BoomCloud™ and learn how membership programs can improve your business. Here are more dental books to improve your practice

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