Multi-location DSO dental management and patient growth software — Every Location.
One View.

PatientLoop gives DSOs complete visibility across every location. Recover missed calls, compare performance site by site, and see why leads don’t book — without pulling a single per-location report.

Multi-location dashboard Instant setup
Bright Smile Dental Group
Search...
Groups
All Locations
Bright Smile Group
Metro Division
Locations
Downtown
Westside
Northpark
Lakewood
Riverside
1st Appt
Location
Name
Source
Projected Rev
Scheduled
Downtown
John Rivera
Walk-In
$680
Completed
Westside
Jane Smith
SEO
$920
Scheduled
Northpark
Robert Chen
SEO
$350
Scheduled
Lakewood
Emily Clark
Other
$230
Completed
Riverside
Sarah Wilson
SEO
$370
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1-10 of 500
Rows per page: 10
Total Growth
+20%
Now in beta

Ask Leo anything
across every location.

Leo is your AI analyst for the whole group. Ask in plain English and get the answer with the chart that proves it — no per-location report pulls, no spreadsheet reconciliation before an ops meeting.

  • Answers across calls, leads, bookings and revenue
  • Every answer comes with the underlying chart
  • Built into the dashboard your operators already use
See Leo in a Demo
Leo Beta
Conversion analyst
Which locations need attention?

Westgate is your weakest location at a 41% booking rate, against a 68% group average. Downtown and Northside are both ahead of target.

Downtown74%
Northside71%
Westgate41%
How are my locations performing? Which calls need coaching?
Which locations are behind target?
Leads · Booking outcomes
Last 30 days
Top reasons, ranked
Insurance Issues31%
No Answer22%
Cost Concerns18%
Shopping Around14%
No Availability Soon9%
Booked Dana R.
SEO
Insurance Issues Marcus T.
Google Ads
No Answer Priya S.
Meta Ads
Cost Concerns Alan W.
SEO
Reasons Not Booked

Why leads don’t book,
location by location.

A group-level conversion number hides the location that is dragging it down. Now every unbooked lead carries the actual reason — insurance, cost, no answer, shopping around — ranked by volume and split by channel.

Compare the same reason across sites and the pattern is obvious: one office with an insurance problem needs a script, ten offices with one needs a policy.

0
Reasons detected automatically
0%
Of unbooked leads are re-engageable
Staff Performance

Benchmark every front desk
in the group.

Every person answering the phone gets an AI-graded scorecard: how their calls went, where they lose bookings, and what to do about it. The team average trends over time, so a dip shows up while it’s still fixable.

Roll the scores up by location and your best operators stop being a matter of opinion. Coach to the top performer’s actual calls instead of a best-practice deck.

  • A score per person, updated as calls come in
  • Coaching tips tied to real moments in real calls
  • Voice ID matches each call to the right person automatically
Team average
87/100
+6 this month
93
Sarah M. · Downtown
142 calls handled
Great
82
Marcus L. · Northside
118 calls handled
Good
68
Jenna P. · Westgate
96 calls handled
Coach

Coaching tip for Westgate: 12 calls ended without offering an appointment time. Try closing with two specific slots.

Multi-location

Manage All Locations from
One Dashboard

Aggregate metrics across all locations. See which locations are hitting goals, which need support, and where to focus your resources for maximum growth.

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Patients Over Time
See All Locations
12108642
OctNovDecJanFebMar
Downtown Westside Northpark Lakewood Riverside
Missed call recovery

Recover Missed Calls Across
Every Location

One missed call at one location shouldn't become a lost opportunity for your entire DSO. PatientLoop detects and recovers missed calls across all practices instantly.

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Lead
Name
David Martinez
Phone
(423) 555-0247
Status
Scheduled
Channel
SEO
Westside Office
Lead Summary
Caller inquired about comprehensive exam and X-rays.
Asking about insurance coverage and first-time patient discount.
Conversion Tip:
Mention specialty in Periodontics, strong fit for this caller.
Scheduled Appointment Mar 18, 2026
Projected Revenue: $342
Comp Oral Eval (D0150) · Periodontal Eval (D0120)
Call insights

Call Insights Across
Every Location

AI scores every call at every location. Compare performance across practices, identify coaching opportunities, and standardize your patient experience at scale.

0
Locations
0
Total Calls
0%
Avg Score
Get Started
0:00 - 2:14
(0:01) Agent

Northpark Dental, this is Jessica. How can I help you today?

(0:08) Caller

Hi, I'm looking for a new dentist. Do you take new patients?

(0:14) Agent

Absolutely! We'd love to see you. Let me get your information.

(0:19) Caller

Great! I need a cleaning and some cosmetic work done.

Northpark Dental Group
Visit Details
2
Date & Time
3
Patient Details
You're booking:
New Patient: Comp Oral Eval
Select a location:
Downtown
Westside
Northpark
Select a date & time:
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Available times: Thu Mar 19
9:00 AM
10:00 AM
12:30 PM
1:30 PM
Online Scheduling

Online Scheduling for
Every Location

Let patients book at any location 24/7. They select their preferred practice, pick a time, and confirm in seconds. Reduce phone calls and no-shows across your entire DSO.

Multi-location booking PMS sync No-show reduction
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FAQ

Frequently Asked Questions

What DSO operators ask before rolling PatientLoop out.

Ask us directly
How does PatientLoop handle multi-location reporting?

Every location rolls up into a unified DSO dashboard with location-level performance side-by-side. Drill into any location for call-level detail, or stay at the portfolio view to spot which locations are over- and under-performing.

Can each location be branded separately?

Yes. Each location can have its own tracking numbers, online scheduling link, and patient communications, all managed from the central DSO dashboard. Unified reporting stays at the parent level.

Do you offer SSO and data export for enterprise?

Yes. SAML SSO is supported for the DSO admin team, and all attribution and call data is available via export and API for integration into your existing BI stack.

What does rollout look like for a multi-location DSO?

We start with a pilot at 2-3 locations to dial in the configuration, then roll out the rest in waves. Most DSOs hit full deployment in 4-6 weeks.

Can we standardize call handling across locations?

Yes. Define call routing, missed-call recovery messaging, and scheduling rules at the DSO level and push them to all locations, with the option for location-level overrides where needed.

Scale every location.

Every location, one view.

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Get a demo.

See PatientLoop for DSOs in action. No commitment.

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