Segments provide valuable insight into patient interest, campaign effectiveness, and service demand trends—all in one place.
This guide focuses on how to use Segments across the Patient Prism platform. You'll learn how to:
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Analyze performance and booking trends in the Performance Tab of the Enterprise Report
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Break down call volume and source attribution in the Segment Tab of the Enterprise Report
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Search for calls by segment and review multi-segment interactions on the Call Search Page
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Quickly view patient intent and service interest in the Call Summary
🛠️ Segment Tools & Insights
Each section outlines practical use cases so you can make more informed business and marketing decisions.
1. Enterprise Insights - Performance Tab
Here, you’ll get a high-level view of how each segment is performing:
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Appointment Booking Performance: Filter by booked or not booked to see which segments (e.g., Hygiene, Cosmetic, Implants) are converting well.
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Lead Time Insights: See how far into the future patients are booking per segment with the Avg. Lead column.
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Call Duration Analysis: Understand which appointment types take longer to discuss with the Median Duration column.
- Set operational priorities: Use segment volume and booking rates to guide staffing decisions or training needs.
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Growth Potential: Even if you don’t offer a particular service yet, tracking call volume in that segment can help you decide whether it’s worth adding in the future.
Use Cases:
Identify which services are converting best
Discover appointment types that may need support (long booking lead times or call durations)
Spot growth opportunities from patient interest
2. Enterprise Insights - Segment Tab
By default, this tab will show you the Segments applied to calls per location, so you can see the types of calls being analyzed per office to compare call interest by office.
To the left of the search bar, you can click the Locations button to set the table to group by other data points instead of by location:
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Referring Source: See how channels like Google Ads, Direct, and Organic are performing per segment.
-- Helpful for aligning marketing spend with demand. -
Groups: If you have any location groups created, you can see the segments applied per group.
- Phone Number: See the Segments per tracking phone number.
- UTM Campaign: See the Segments applied per UTM Campaign (Captured using dynamic website phone numbers).
Use Cases:
Optimize your ad budget based on patient interest per service
Adjust marketing efforts by location
Understand where new patients are coming from
3. Call Search Page
Use this to dig into individual call details:
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Segment Filtering: Filter by one or more segments (e.g., Hygiene + Cosmetic) to find specific calls.
Use Cases:
Identify calls where multiple services were requested
- Use segmented call data to identify cases where a call was not booked
Follow up on targeted opportunities more effectively
4. Call Summary
View the Segments assigned to a single call, along with related topics mentioned:
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Helps you connect patient needs with your service offerings
Use Cases:
Quickly review what service a patient was interested in
Improve front desk follow-up with precise context