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What is PatientLoop?

PatientLoop is an AI-powered growth platform for dental organizations that combines lead management, call intelligence, marketing attribution, staff coaching, and revenue analytics. The software captures prospective patient activity from phone calls, website forms, advertising, SEO, social channels, and offline campaigns and connects those interactions to booking outcomes. Practices can see which sources generate new patients, what those patients are worth, and how specific marketing channels contribute to treatment revenue. Lead management tools provide summaries, conversion recommendations, automated nurture campaigns, and follow-up workflows for prospects who have not yet scheduled. Automated missed-call texting helps practices respond to opportunities that might otherwise be lost when the front desk cannot answer immediately. PatientLoop’s call analysis features use AI to grade conversations, identify booking behavior, and surface coaching opportunities for employees answering the phone. Reasons Not Booked analyzes unconverted leads and groups them by causes such as insurance problems, no answer, price concerns, shopping around, and scheduling availability. Staff Performance gives each employee a scorecard, highlights recurring weaknesses, provides coaching tips tied to real calls, and tracks team performance trends over time. Leo acts as an AI conversion analyst that can answer natural-language questions about lead flow, call performance, bookings, marketing channels, and revenue while displaying the supporting chart. Marketing ROI reporting connects advertising and lead-generation activity to patient and treatment revenue, helping practices identify which channels are producing returns and which may be wasting budget.

What is Influx MD?

The Influx Marketing Dashboard is a specialized software tailored for the healthcare sector, making it an ideal option for sales and marketing automation for many of the leading medical and surgical practices across the United States. Priced competitively, Influx MD boasts a suite of robust marketing and sales functionalities, including integrated customer relationship management (CRM), effective lead management, email marketing capabilities, secure forms, and educational resources to enhance user engagement. Additionally, its comprehensive features ensure that practices can efficiently manage and nurture their leads while streamlining their overall marketing efforts.

Media

Media

Integrations Supported

Lasso MD

Integrations Supported

CallRail
IntakeQ
Mailgun
SendGrid
Twilio
Zoom

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$150.00/month
Standard, professional, and Enterprise systems. Unlimited users and emails.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

PatientLoop

Date Founded

2024

Company Website

patientloop.com/dental-practices

Company Facts

Organization Name

ifX medical Inc.

Date Founded

2003

Company Location

United States

Company Website

influxmd.com

Categories and Features

Dental

Not specified

Healthcare CRM

Not specified

Lead Management

Not specified

Categories and Features

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Patient Communications
Patient Management

HIPAA Compliance

Access Control / Permissions
Audit Management
Data Security
For Healthcare

Lead Capture

Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Scoring
Online Forms

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Lead Nurturing

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Segmentation
Website Visitor Tracking

Patient Engagement

Appointment Scheduling
Collaboration
Messaging
Mobile Access
Patient Education
Progress Tracking
Self Management

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