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AI Revenue Activation for Healthcare Networks
Turn Patient Calls Into Predictable Same-Store Growth
Patient Prism surfaces at-risk opportunities, enables your teams to act, and provides visibility across marketing, operations, and strategy.
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Marketing Efficiency
Optimize campaigns on booked appointments. -
Operational Visibility
Representative & location-level performance. -
Same-Store Growth
Surface at-risk opportunities before revenue is lost. -
Revenue Modeling
Quantify EBITDA impact from improved conversion with leadership-grade data.
See How AI Revenue Activation Works
We’ll walk you through your own call data. See where new patient opportunities are slipping, and what recovering them is worth.
Enterprise-First AI, Built Over a Decade
While others talk about AI, we’ve spent 10 years building the only platform that transforms data into dollars, with boardroom-ready playbooks and real-time execution that moves the needle. Our enterprise-first platform has been through every stage of the AI continuum, building a unique value proposition rooted in AI that solves real problems.
Through Patient Prism’s RELO system, Heartland Dental, the largest DSO in the country, recovered $72 million in revenue, returned 60,000 patients to care, and lifted Patient Service Center appointments booked by 800 BPS. This is the defining proof point of what AI Revenue Activation delivers at enterprise scale.
$72M
Revenue Recovered
60K
Patients Returned to Care
“
Patient Prism provides impactful AI capabilities that help our practices connect with new patients.
Pat Bauer, President and CEO, Heartland Dental
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Enterprise
For multi-location networks, DSOs, and health systems
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| Core AI Features | ||
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Call Tracking
Telephony numbers & call facilitation across 200+ providers
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Transcription
AI-powered transcription of every patient interaction
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Classification
New, Existing, Reschedule, Cancellation, General, Spam
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Booking Status
Booked vs. Not-Booked appointment verification
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Deep Marketing Integrations
Google, Meta, Microsoft: conversion reporting customized to any criteria
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Lead Connect
Auto-connect for forms, online booking abandons, and voicemails
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Forms / Chat / SMS Attribution & Analysis
Marketing attribution + abandoned form fills + lead qualification
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Online Booking Attribution & Abandonment
Attribution + abandoned bookings on online scheduling requests
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Reasons Not Booked & Reasons Not Connected
Primary reason each interaction did not convert
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Reasons Not Booked (Expanded)
Secondary detail layer for deeper diagnosis
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Insurance Intelligence
PPO, Medicaid, Medicare Advantage stratification, acceptance response & payor name
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Benefits Coverage
Insured / Uninsured / Medicaid / Not Using Insurance
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Insurance Providers
Automatic extraction of insurance provider name
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DeepLens AI Analysis
In-depth synthesis of lost opportunities with follow-up & winback scripts
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Median Lead Time by Appt / Date
Median days from call to appointment, by office and segment
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Segments / Custom Segments
Cohort building of patients into relevant categories
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Call Basics / Custom Call Basics
QA scoring using your rubric, ours, or a combination
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Proximity Appointment
Detect whether appointments were booked at a proximal location
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Custom Field Extraction
Bespoke identification & reporting of custom dimensions/KPIs
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Agent Attribution (Voice Fingerprint)
Auto-detection of each agent by their unique voice
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Sentiment Analysis
Positive / Negative / Neutral, by agent and caller
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Appointment Priority
Emergency vs. Routine auto-classification
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| Client Success | ||
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Dedicated Client Success Manager
Training & accountability cadence with all stakeholders
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Quarterly Business Reviews (QBRs)
Organizational business review with executive reporting
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Quarterly Transformation Playbooks
Detailed playbook by region/office/agent with 30/60/90 day guidance
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| Add-On Features | ||
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Voice AI Agent
AI-powered voice agent that answers all calls and books appointments *
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SMS AI Agent
2-way text automation for booking appointments, confirmations, follow-ups & re-engagement *
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Website Chat
Website chat widget for real-time visitor engagement, lead capture & marketing attribution
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Reputation & Reviews
Online reputation monitoring, management and review automation *
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* Requires PMS/EMR/EHR integration
Low Risk / Fast Results
90 Day Pilot Program
With a nominal investment, new organizations measure the exact revenue lift and operational gains across locations.