Goal
Recover lost revenue by turning “not booked” high-intent callers into scheduled patients through systematic follow-up.
How Patient Prism defines Sales
In “Prism world,” Sales is bringing in revenue that would have been lost—especially from patients who called with intent but didn’t book.
How it works: Analyze calls → identify missed opportunities → trigger follow-up
Patient Prism:
Analyzes calls and assigns classifications and booking status
Detects when there was an opportunity that did not book
Flags these as follow-up recommendations
Example: The Friday appointment scenario
A new patient calls and wants an appointment on Friday
No Friday availability → they hang up
Traditionally, the process ends there
In Patient Prism, this becomes a surfaced lost lead
Now a team member (office staff, call center, or recoup team) can call back and say:
“We didn’t have availability this Friday, but we have next Friday—what time works?”
Or: “A cancellation opened up—can we get you in this Friday?”
Result: a “lost” patient becomes a booked patient.
Why this is powerful
Even small improvements compound:
If you have 20 unbooked opportunities/day
You call 10 back
You book 5
That’s 5 extra new patients/day from follow-up alone.
Best practices
Assign ownership: office team vs centralized callback/recoup team
Follow up quickly while intent is high
Use the call insight (requested day/time, objection, reason not booked) to personalize the callback
Track callback conversion rate to prove ROI and scale the process
How to Use the Dashboard to Follow Up with Lost Leads
https://support.patientprism.com/hc/en-us/articles/39425707149844-How-to-Use-the-Dashboard-to-Follow-Up-with-Lost-Leads