Missed Call Overview

Missed Call Overview

The Missed Call page gives your practice full visibility into missed patient calls, follow-up activity, and scheduling opportunities. Use this page to identify callers who still need attention, measure callback effectiveness, and understand how missed-call follow-ups influence patient experience and scheduling outcomes.

Unique Missed Calls

What it means

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.

Why it matters

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.

How practices use it
  • Understand the scale of missed demand.
  • Identify staffing or routing issues causing missed callers.
  • Spot timing patterns (e.g., peaks at lunch or after-hours).
Example

If one patient calls 4 times and another patient calls once, Unique Missed Calls = 2, not 5.


Missed Calls Yet to Be Returned

What it means

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.

Why it matters

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.

How practices use it
  • Prioritize real-time callbacks to reduce lost opportunities.
  • Assign ownership for monitoring missed calls during business hours.
  • Identify breakdowns in front-desk workflows or staffing gaps.
Example

A patient calls at 9:00 AM and nobody attempts a callback — the entry remains in this KPI until a callback is made.​​​​​


Missed Calls Yet to Be Connected

What it means

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).

Why it matters

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 A high value can indicate poor timing, insufficient follow-up attempts, screening of unknown numbers, or outdated contact information.

How practices use it
  • Schedule additional callback attempts (second/third tries).
  • Adjust calling windows (early morning, lunch, evening) based on connection success.
  • Try alternate numbers listed on the patient record.
  • Improve scripts and caller ID handling to reduce screening.
Example

Staff calls twice and reaches voicemail both times — Returned? = Yes, Connected? = No. The entry remains in this KPI until a live conversation occurs.


Scheduling Opportunities Generated

What it means

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.

Why it matters

Scheduling Opportunities indicate early-funnel demand that would have been lost without the callback. They show how effectively callbacks are creating possible appointments.

How practices use it
  • Measure how returned calls translate into potential appointments.
  • Refine callback scripts to better capture booking interest.
  • Forecast future scheduling needs and production.
Example

A patient asks about available times for a cleaning and says they will check their calendar — this is counted as a Scheduling Opportunity.


Appointments Booked

What it means

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.

Why it matters

Appointments Booked reflects the real business impact of your callback process — how many missed callers were converted into scheduled patients and potential production.

How practices use it
  • Track conversion rate from missed calls to booked appointments.
  • Coach staff on effective booking and confirmation techniques.
  • Assess how missed-call recovery contributes to monthly production.
Example

A missed caller is contacted and books a crown consultation — Appointments Booked increases by 1.


Missed Call Table (Column Descriptions)

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.

  • Caller: Phone number or identified patient associated with the missed call.
  • Time: Timestamp when the missed call occurred.
  • Location: Practice location that received the call.
  • Source: Marketing or tracking source tied to the phone number.
  • Duration: Ring length before the call was missed.
  • # Missed Calls: Number of missed calls from this number in the selected range.
  • Returned?: Yes/No — whether the practice attempted a callback or the patient later called back and was answered.
  • Returned Time: Timestamp of the most recent callback (if Returned? = Yes).
  • Previous Returned Time: Timestamp of the prior callback attempt.
  • # Attempts: Count of outbound callback attempts made to this number.
  • Connected?: Yes / No / N/A — whether a successful two-way conversation took place after callbacks.
  • Connected Time: Timestamp when the call was successfully connected (if Connected? = Yes).
  • Previous Connected Time: Prior successful connection timestamp.
  • User: Staff member who handled the callback or connected call.
  • Call Type: System-detected category (e.g., Scheduling, Clinical Question, Billing).
  • Call Outcome: Result from the analysis (appointment booked, information provided, voicemail, etc.).
  • Sentiment: Caller sentiment detected during the returned/connected call (Positive/Neutral/Negative).
  • Reason for Visit: Patient's stated reason for the appointment.
  • Reason for Not Booking: If no appointment was made, the reason (price, schedule conflict, insurance, etc.).
  • Revenue Potential: Estimated value band based on Reason for Visit ($, $$, $$$).

Best Practices for Managing Missed Calls

High-level guidance: Combine timely callbacks, prioritized triage, and regular review of analytics to convert more missed callers into appointments.

Return missed calls quickly

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.

Prioritize by Revenue Potential

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.

Try all patient numbers

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.

Monitor Returned? and Connected? daily

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.

Review “Missed Calls Yet to Be Connected” each morning

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).

Coach using call analysis fields

Use patterns in Call Type, Call Outcome, Reason for Not Booking, and Sentiment to identify training needs (handling objections, improving scripts, refining pricing conversations).

Track Scheduling Opportunities → Appointments Booked

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.

Set clear SLAs and ownership

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.


Notes & Tips

  • Voicemail handling: If callbacks reach voicemail, count them as Returned but not Connected. A live conversation is required to mark Connected.
  • Final status: Once a missed-call entry is successfully Connected, that record represents a completed opportunity and typically remains unchanged.
  • Tip: Combine weekly reports of missed-call metrics with front-desk scorecards to close the loop on performance.


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