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Description

PatientLoop is a dental practice growth and lead management platform that uses AI to improve patient acquisition, call conversion, marketing attribution, and front-desk performance. The platform brings together calls, web forms, advertising interactions, and other lead sources so practices can follow prospects from initial contact through scheduled appointments and revenue. Real-time source attribution shows which marketing channels generate leads, new patients, and treatment revenue across sources such as SEO, paid advertising, social media, and offline campaigns. Automated lead nurturing and missed-call text messaging help practices follow up with prospective patients who do not immediately schedule an appointment. AI call analysis grades conversations, identifies booking opportunities, and provides coaching recommendations based on actual interactions between patients and staff. Reasons Not Booked automatically categorizes the causes behind lost opportunities so practices can identify recurring issues such as insurance questions, cost concerns, lack of availability, or missed follow-up. Staff Performance creates individual AI-generated scorecards and tracks team averages over time, helping managers coach employees based on patterns across calls rather than isolated examples. Leo, PatientLoop’s AI conversion analyst, allows users to ask questions in plain English about calls, leads, bookings, marketing performance, and revenue and receive answers supported by charts. PatientLoop is built for dental practices, multi-location groups, DSOs, and marketing agencies that want a more connected way to manage leads, improve conversion rates, and understand marketing ROI.

Description

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CareBridge No 
Concord Cloud Fax No 
Consensus Harmony No 
Inspire Planner No 
Lasso MD Yes 
PhoneIQ No 
Provar No 
Salesforce No 
Salesforce Agentforce No 
Salesforce Agentforce Life Sciences No 
Wufoo No 

Integrations

CareBridge Yes 
Concord Cloud Fax Yes 
Consensus Harmony Yes 
Inspire Planner Yes 
Lasso MD No 
PhoneIQ Yes 
Provar Yes 
Salesforce Yes 
Salesforce Agentforce Yes 
Salesforce Agentforce Life Sciences Yes 
Wufoo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PatientLoop

Founded

2024

Website

patientloop.com/dental-practices

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

Product Features

Dental

Appointment Management No 
Appointment Reminders No 
Claims Management No 
Clinical Charting No 
Imaging No 
Inventory Management No 
Patient Account Management No 
Patient Billing No 
Patient Records Management No 
Treatment Planning No 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Hospital Management

Accounting Integration Yes 
Appointment Management No 
Appointment Scheduling Yes 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management Yes 
Physician Management No 
Policy Management No 
Revenue Management No 

Patient Case Management

Activity Tracking Yes 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring Yes 
Real Time Reporting Yes 
Waiting Time Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans Yes 
Care Summaries No 
EHR-Agnostic Yes 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

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