AI reporting assistant for multi-location DSOs — Ask once,
get 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, without pulling a report per location.
Westgate is your weakest location at a 41% booking rate, against a 68% group average. Downtown and Northside are both ahead of target.
What Leo answers across the group.
One question, every location
Ask once and get the answer for the whole group, rather than opening each location and assembling the comparison yourself.
Compare sites without building a report
“Which locations missed the most calls last month?” is a question, not a reporting project. The ranking comes back with the chart behind it.
Drill from the group to a single location
Start with the group number, then narrow to a region or one site and keep asking. The context carries through rather than resetting.
Westgate is your weakest location at a 41% booking rate, against a 68% group average. Downtown and Northside are both ahead of target.
Group questions
without the spreadsheet.
A group-level number hides the location dragging it down, and finding that location normally means exporting every location and reconciling them by hand before an ops meeting.
Leo already has every location joined up. Ask which locations are behind and it tells you, with the comparison drawn.
Get a DemoCan Leo compare locations?
Yes. That is the most common use in a group — ranking sites by booking rate, missed calls, or revenue per channel, and getting the comparison back as a chart rather than a spreadsheet you have to build.
Is Leo included in my plan?
Yes. Leo is included in your PatientLoop plan at no extra cost. It is in beta and rolling out across accounts now.
Can Leo change anything in our locations?
No. Leo reads data and answers questions. It does not edit campaigns, leads, settings or patient records at any location, so it is safe to give regional managers access.
More for your group
Other ways PatientLoop gives a group visibility across every location.
Get a demo.
See Leo and the rest of PatientLoop in action. No commitment.