Front desk call grading and coaching analytics for dental agencies — The other half
of the ROI story.
Every person answering your client’s phone gets an AI-graded scorecard, so you can show what happened to the leads after they arrived.
Coaching tip for Jenna: 12 calls ended without offering an appointment time. Try closing with two specific slots.
What Staff Performance proves for you.
Proof of the handoff, not just the click
Your reporting stops at the lead. This picks it up at the moment the phone rings, so the story of the account covers what happened after delivery.
A score that belongs in the report
Every person answering the phone is graded out of 100, rolled into a team average. It sits in the white-label dashboard alongside the campaign numbers.
The conversation that saves the account
“Your leads are not converting” is hard to answer with a theory. It is straightforward to answer with the call recording and the score attached to it.
Coaching tip for Jenna: 12 calls ended without offering an appointment time. Try closing with two specific slots.
When cost per patient climbs,
show them why.
You can prove the campaign delivered calls. What you could never prove is what happened on them, which is exactly where the conversation goes when results dip.
Now you can separate the two. If the front desk score fell the month cost per patient rose, that is the finding, and it is a service you can sell rather than a fault you have to defend.
Get a DemoFrequently Asked Questions
What agencies ask before showing call scores to a client.
Ask us directlyCan clients see these scorecards?
That is your call, per client. Some agencies share the team average and keep individual scores internal; others share everything. The dashboard is white-labelled either way, so what you expose is a setting, not a limitation.
How are calls graded?
PatientLoop scores each call on how it was handled and whether it moved toward a booking, then rolls those into an average per person and a distribution for the team. Grading is automatic on every inbound call.
Is the front desk really our business as an agency?
You are judged on it regardless. When a campaign is blamed for a bad month, the answer usually sits in the calls, and having the scorecard is the difference between defending the work and losing the account.
More for agencies
Everything else PatientLoop gives an agency running dental accounts.
Ask any client account a question in plain English and get the chart behind the answer.
Show clients exactly why their leads didn’t book, ranked by marketing channel.
Answer client calls day or night and roll bookings into per-client ROI.
Get a demo.
See Staff Performance and the rest of PatientLoop in action. No commitment.