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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

SurgyCRM is a cloud-based customer relationship management system designed specifically for hospitals to effectively handle patient inquiries and enhance engagement throughout their care journey. This platform integrates various communication channels, including websites, chatbots, call centers, WhatsApp, walk-ins, and referrals, into a unified shared inbox that enables assignment, follow-up, source tracking, and conversion metrics aligned with hospital information system records. Teams are empowered to establish care-journey milestones, automate WhatsApp reminders, oversee doctor and partner referrals, and gather QR-code feedback as tracked tickets. A bilingual chatbot on the website efficiently captures inquiries and generates leads, while features such as role- and branch-based access, audit trails, and dashboards facilitate seamless operations across multiple locations. Additionally, a mobile field app allows for the documentation of referral visits, ensuring all interactions are recorded. SurgyCRM is tailored for hospitals and healthcare groups, seamlessly integrates with existing HIS/HMS platforms via APIs or scheduled data synchronization, and can also initiate data input through spreadsheet imports, making it versatile for different operational needs. This solution is offered as a multi-tenant software-as-a-service platform, allowing for collaborative use among various stakeholders.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Lasso MD Yes 
WhatsApp No 

Integrations

Lasso MD No 
WhatsApp Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$50
Annual subscriptions are scoped per hospital based on selected modules and deployment needs. A custom root domain, branded transactional emails, or a brand-owned Android app listing may incur additional charges.
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 Yes 
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) Yes 
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 No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

PatientLoop

Founded

2024

Website

patientloop.com/dental-practices

Vendor Details

Company Name

Surgy Innovation Labs

Founded

2020

Country

India

Website

surgy.health/products/surgy-crm

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 No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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Alternatives

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