Patient Call Handling Audit

A patient call handling audit is a focused review of how your practice's phone calls are actually handled, from how many calls come in and how many go unanswered, to how well answered calls convert into booked appointments. It's designed to reveal a leak most practices never measure directly.

Yes, that's exactly what it's built for. This is the lowest-cost, fastest way to work together and see real results before committing to anything larger. Most engagements with new clients start here: a focused, affordable audit that often uncovers money you're already losing, with no long-term commitment required to find out.

Industry research on dental and medical practices suggests missed and poorly handled calls can cost a typical practice tens of thousands of dollars annually, sometimes more, depending on call volume and average patient value. The only way to know your actual number is to look at your own data, which is exactly what this audit does.

Often, yes. Call tracking software shows you data; it doesn't interpret it or tell you what to do about it. Many practices have the technology in place and still don't know their real miss rate, don't review call quality, and have never connected their call data back to their actual marketing spend.

That's a genuinely useful outcome. Confirming your calls are being handled well, with real data behind it, means you can stop wondering whether that part of your marketing funnel is working and focus your attention elsewhere.

The audit itself delivers the findings and a prioritized set of recommendations. Depending on what it reveals, many clients move directly into a Fractional CMO Leadership engagement or a Multi-Location Marketing System Buildout to implement the fixes.

Pricing is based primarily on your call volume and the number of locations involved. A single practice with moderate call volume is a different scope than a multi-location group with high call volume across several front desks, so the fee reflects the actual size of the audit, not a flat one-size-fits-all rate.

Nothing further is required. You keep the full findings and recommendations either way, and you're free to act on them yourself, hand them to your existing team, or simply have the clarity of knowing where things stand. There's no obligation to continue into a larger engagement.

Yes. If you don't already have call tracking in place, part of the audit process includes getting basic tracking set up so we can capture accurate data during the audit period. This adds a short setup step, but it doesn't change the overall scope or purpose of the audit.

Both. Call handling gaps show up at practices of any size, and a single-location practice with meaningful call volume can benefit just as much as a larger group. The scope and fee simply adjust to reflect how many locations and calls are involved.