This metric counts the number of unique phone numbers that attempted to call your practice but were not answered during the selected date range. Each phone number is counted once even if the caller tried multiple times.
Unique Missed Calls shows the true volume of different patients your practice missed — not just total call attempts. It helps you distinguish between repeat callers and the number of distinct individuals trying to reach the office.
If one patient calls 4 times and another patient calls once, Unique Missed Calls = 2, not 5.
These are unique missed callers who have not received any callback attempt from your practice and have not subsequently called again and been answered. In short — they have received no response.
This is the most time-sensitive KPI. It represents callers who are at the highest risk of going to a competitor because they never heard back from the practice.
A patient calls at 9:00 AM and nobody attempts a callback — the entry remains in this KPI until a callback is made.
These are unique missed callers where the practice attempted a callback, but no successful two-way conversation occurred (e.g., the call went to voicemail, patient didn't pick up, invalid number).
This KPI measures follow-up effectiveness, not just activity. A high value can indicate poor timing, insufficient follow-up attempts, screening of unknown numbers, or outdated contact information.
Staff calls twice and reaches voicemail both times — Returned? = Yes, Connected? = No. The entry remains in this KPI until a live conversation occurs.
The number of missed callers who, after being contacted, engaged in a scheduling conversation — even if an appointment was not finalized at that time. This captures interest and intent that could convert into bookings.
Scheduling Opportunities indicate early-funnel demand that would have been lost without the callback. They show how effectively callbacks are creating possible appointments.
A patient asks about available times for a cleaning and says they will check their calendar — this is counted as a Scheduling Opportunity.
The number of confirmed appointments that were scheduled as a direct result of returning missed calls. This is the final conversion metric in the missed-call funnel.
Appointments Booked reflects the real business impact of your callback process — how many missed callers were converted into scheduled patients and potential production.
A missed caller is contacted and books a crown consultation — Appointments Booked increases by 1.
The Missed Call table lists unique missed callers with related metadata. Admins can customize visible columns. Below are the column descriptions presented in user-friendly language.
$, $$, $$$).Aim to return missed calls within 15–30 minutes where possible. Timely callbacks significantly increase the chance of reaching the patient and converting them into a booking.
Use Revenue Potential and Reason for Visit to triage callbacks. High-value callers (e.g., implants, cosmetic treatments, multi-visit plans) should be returned first to maximize production.
If the mobile number doesn't connect, call alternate numbers listed on the patient card (home, work). Trying additional numbers increases the chance of a connection and speeds recovery.
These columns provide the clearest view of follow-up quality: Returned? = No needs a callback; Returned? = Yes but Connected? = No often needs more attempts or different timing.
A persistent high number here signals ineffective callbacks. Adjust staff calling windows, assign follow-up ownership, or explore alternative contact methods (SMS scheduling links, email reminders).
Use patterns in Call Type, Call Outcome, Reason for Not Booking, and Sentiment to identify training needs (handling objections, improving scripts, refining pricing conversations).
Monitor the ratio between Scheduling Opportunities and Appointments Booked. A large drop-off indicates a conversion problem — review scheduling flexibility, confirmation processes, and staff booking techniques.
Define who owns missed-call recovery during shifts and set an SLA (e.g., return all missed calls within 30 minutes during business hours). Track SLA compliance in regular huddles.