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What is Welkin?

Welkin is designed to improve care coordination by ensuring that the right team member addresses patient needs at every stage of their journey. By providing team members with smooth transitions and a customized experience for each patient they serve, we facilitate a more individualized approach to care. The complete automation of programs not only enhances patient engagement but also alleviates the workload, allowing for a smooth transition to the subsequent phase of care. By clearly defining processes and escalation protocols based on specific outcomes or conditions, your team can concentrate on what is most important – delivering high-quality care. It is crucial to implement escalation pathways for situations that need monitoring, such as adverse events, out-of-range results, particular patient responses, or low engagement levels. Additionally, the system can automatically send internal notifications or trigger emails and SMS alerts to care team members in response to certain actions or lack thereof, as well as for upcoming or missed appointments. This thorough approach ensures that every vital detail is accounted for in the continuum of patient care, thereby enhancing overall outcomes and satisfaction. Furthermore, by streamlining communication and responsibilities, Welkin empowers healthcare teams to respond more effectively to patient needs.

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.

Media

Media

Integrations Supported

Lasso MD
Medsender

Integrations Supported

Lasso MD
Medsender

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Welkin Health

Date Founded

2013

Company Location

United Statesa

Company Website

welkinhealth.com

Company Facts

Organization Name

PatientLoop

Date Founded

2024

Company Website

patientloop.com/dental-practices

Categories and Features

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Patient Case Management

Activity Tracking
Assessment Notes
Billing & Invoicing
Calendar Management
Candidate Identification
Case List Management
Eligibility Verification
HIPAA Compliant
Medical History Records
Patient Records
Referral Management
Treatment Planning

Categories and Features

Dental

Appointment Management
Appointment Reminders
Claims Management
Clinical Charting
Imaging
Inventory Management
Patient Account Management
Patient Billing
Patient Records Management
Treatment Planning

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Lead Management

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

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