Patient Prism

Patient Prism provides an AI-driven analytics platform designed to help healthcare practices optimize patient acquisition, conversion, and retention. The company serves primarily dental practices, dental service organizations (DSOs), and veterinary practices, offering tools that analyze patient phone interactions, track marketing ROI, and improve front-office performance.

The platform focuses on three core areas: marketing campaign optimization by identifying high-value channels and measuring advertising efficacy, sales process enhancement through lead conversion monitoring and staff performance tracking, and operational improvement via patient service quality assessment and real-time data integration. The system includes features like conversational AI analysis, SMS engagement capabilities, gamification for staff motivation, and appointment priority management.

Patient Prism has established a strong presence in the dental sector, partnering with major DSOs including Heartland Dental and SGA Dental Partners. The company offers a specialized Patient Diligence tool for practice acquisition due diligence, positioning itself as both an operational platform and a strategic asset for practice valuation and growth.

Choose Patient Prism if you operate a multi-location dental or veterinary practice and need data-driven insights to optimize marketing spend and improve front-office conversion rates. The platform excels at connecting marketing investment to patient lifetime value and identifying staff training opportunities through call analytics.

Expect a technology partner focused on measurable growth metrics with specialized expertise in dental practice operations. The platform provides ongoing performance monitoring rather than one-time consulting, making it suitable for practices committed to continuous improvement and data-driven decision-making.

Patient Prism focuses exclusively on healthcare practice operations, with deep specialization in dental and veterinary markets. The platform demonstrates healthcare-specific compliance through HIPAA adherence and Business Associate Agreement availability. Beyond operational analytics, the company has developed specialized tools for healthcare M&A, including their Patient Diligence product used by healthcare-focused private equity firms and practice brokers for acquisition due diligence.

The ideal client is a dental service organization with 5+ locations seeking to standardize patient acquisition processes, reduce cost per patient, and gain visibility into practice-level performance. Also well-suited for single or small group dental and veterinary practices with growth ambitions and the volume to support analytics investment, particularly those considering future sale or acquisition.