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Lead
Name
Rachel Kim
Phone
(614) 555-0183
Status
Scheduled
Channel
SEO
Lead Summary
• Caller inquired about a new patient exam and cleaning.
• Positive interest — asked about insurance and availability.
Conversion Tip:
Follow up to confirm the appointment and send a welcome packet.
▶ Scheduled Appointment Mar 18, 2026
Projected Revenue: $191
Comp Oral Eval (D0150) · FMX (D0210)
Revenue Tracked
$16.5K
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Marketing Calls Reviews Scheduling
Summary Leads Nurture Conversions Goals
Total Leads
0
Qualified
0
Scheduled
0
Completed
0
In Progress
(513) 390-8194
Call · 1m 43s SEO
Scheduled
Michael W.
Call · 7m 15s SEO
In Progress
(651) 564-9722
Call · 2m 36s SEO

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A Missed Call

Every missed call is a lost opportunity. PatientLoop instantly detects missed calls and triggers automated SMS follow-ups — capturing patients before they book elsewhere.

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Drives Revenue

Stop guessing which campaigns work. Connect ad spend to actual patients and revenue — so you can double down on what fills your schedule.

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Marketing Calls Reviews
Summary Leads Nurture Conversions Goals
New Patients
286
SEO PMS
Patient Revenue
$88.1K
SEO Offline
Projected
$159K
PMS Offline
Marketing Calls Reviews
Summary Leads Nurture Conversions Goals
All-Time Nurtured 0 +114 last 30 days
Nurturing
833
Engaged
53
Converted
67
Revenue
$108K
Opted Out
216
94 leads were automatically added to Nurture
Open, In Progress, or Inactive for over 5 days.
Nurture (513) 804-3266
Nurturing
Nurture Maria M.
Nurturing
Open (513) 836-0516
Engaged

Bring Patients Back with
Automated Nurture

Patients slip through the cracks — overdue cleanings, incomplete treatment plans, inactive records. PatientLoop automatically nurtures them back with smart sequences tailored to each patient.

Recall reminders Treatment follow-ups Reactivation campaigns
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Grade Every Call with
AI Call Insights

AI scores every scheduling call. See full transcripts, get coaching tips, and identify missed opportunities — all automatically.

0
Call Score
0%
Booking Rate
0
Calls Scored
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0:00 - 1:43
(0:01) Agent

Bright Smile Dental. This is Amanda. How can I help you?

(0:05) Caller

Hi. Are you guys accepting new patients right now?

(0:08) Agent

Yes, we are. Let me get you set up with an appointment.

(0:11) Caller

I need a cleaning and have some gum issues I'd like checked...

Bright Smile Dental
Visit Details
2
Date & Time
3
Patient Details
You're booking:
New Patient — Comp Oral Eval
Select preferred provider:
Dr. Lauren Tran
Select a date & time:
SuMoTuWeThFrSa 1234567 891011121314 15161718192021 22232425262728
Available times — Thu Mar 19
9:00 AM
10:00 AM
12:30 PM
1:30 PM
New Feature

Let Patients Book
24/7

No more phone tag. Patients book directly from your website, day or night. Choose their provider, pick a time, and confirm — all in under a minute.

24/7 booking PMS sync No-show reduction
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Track Goals That
Actually Matter

Set monthly targets for new patients, revenue, and reviews — then watch your practice hit them. Real-time progress tracking keeps your team aligned and motivated.

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Summary Leads Nurture Conversions Goals
New Leads Goal: 80
56
70%
24 to reach goal
New Patients Goal: 40
50
125%
Goal reached!
Patient Revenue Goal: $20K
$7.9K

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