Demo report. Evergreen Dental Studio is a made-up clinic, and every name and number here is demo data, to show what the monthly output looks like.

Conversation Insights

Monthly report · September 1–30, 2026
Revenue estimates use your own number:

This month at a glance

31
new patients likely lost because nobody answered
That's about $27,900 in first-year value. Most of these calls came at lunch and after 5pm.
Conversations analyzed
1,146
812 calls · 334 texts
Calls answered
78%
633 of 812
New-patient inquiries
214
calls and texts
New patients booked
131
61% of inquiries

When calls go unanswered

Missed calls by day and hour. The stronger the colour, the more calls were missed. Your office is open 8am–5pm on weekdays and 8am–1pm on Saturday.

Fewer More
Show as a table

Why patients contact you

All 1,146 conversations, grouped by the main reason.

Where new-patient bookings slip

What happened to the 214 people who contacted you as new patients.

Questions your team couldn't answer on the spot

Moments where the caller heard "I'm not sure" or "someone will call you back."

Forecast

What's coming in October

New-patient inquiries per week. The forecast uses your last 13 weeks plus the usual autumn pattern, so treat it as an estimate.

ActualForecastLikely range
Show as a table

Conversation summaries

One short summary per call or text, saved to your own system so your team can search and follow up. Click a row to read it. Names and numbers are masked here.

Your five fixes, in order

Ranked by how many new patients each one is likely to win back.

  1. Answer every call at lunch and after 5pm

    92 missed calls fell in these windows. An AI receptionist or an answering rota covers them and books straight into your calendar.

    +20–25 patients / mo

  2. Text back every missed call within 2 minutes

    Most missed callers never leave a voicemail. An automatic "Sorry we missed you, want to book?" text wins many of them back.

    +5–8 patients / mo

  3. Give the front desk a one-page insurance list

    Insurance questions went unanswered 38 times. List every plan you accept, and put it on your website too.

    +4–6 patients / mo

  4. Publish price ranges and payment plans

    Price and payment questions came up 46 times. A clear range ("crowns from $X") plus financing keeps people from shopping around.

    +3–5 patients / mo

  5. Hold two same-day emergency slots

    15 people in pain couldn't be seen today. Emergency patients often become long-term patients.

    +2–4 patients / mo