Opportunity Tracking
Every call holds potential. VoiceStack tracks intent and flags opportunities, ensuring no booking, treatment, or follow-up is missed.
Trusted by
1500+ Healthcare Practices
The Hidden Chances
Most practices spot intent, but the results of those interactions often remain unseen.
The Real Opportunity Tracking Challenges
01.
Opportunities have no clear ownership.
02.
Follow-ups rely on memory or handwritten notes.
03.
No tracking of opportunity status across teams.
04.
Accountability is often missed or unclear.
Industry-Specific Challenges
Dental
- Interest in cosmetic treatments, orthodontics, or implants often goes unnoticed.
- New patient inquiries often slip through the cracks without follow-up.
Physical Therapy
- Rehabilitation packages or specialized therapy requests are not tracked.
- Patient interest rarely triggers timely follow-up.
Optometry
- Upgrades to premium eyewear or lens subscriptions are missed.
- New patient inquiries often remain unflagged for action.
Veterinary
- Procedure and emergency care interest is not captured.
- Wellness package inquiries often go untracked and unaddressed.
The Outcome Without opportunity tracking, practices miss revenue, remain reactive, and risk losing patients to competitors.
VoiceStack Opportunity Tracking: Built for Real Healthcare Workflows
VoiceStack automatically identifies and surfaces high-value opportunities from both live and missed calls.
New Patient Lead Identification
Automatically flags first-time callers and unbooked inquiries as potential leads.
Treatment Interest Tracking
Captures mentions of specific treatments or services for targeted follow-up.
Revenue-Based Call Tagging
Tags calls by revenue potential to prioritize high-value opportunities.
Answered and Missed Call Coverage
Tracks opportunities across both answered and missed calls, so no intent is lost.
Real-Time Opportunity Alerts
Sends instant notifications for high-value calls requiring immediate attention
Stuart McGuiggan CRO
“VoiceStack helps us prioritize calls, identifying emergencies and patients seeking specific treatments. This allowed us to follow up quickly, securing over $100,000 in treatment. The AI call transcription also supports staff training, letting us review calls, provide guidance, and improve processes, enhancing both team performance and patient care across the practice.”
How Opportunity Tracking Works
Every call is analyzed, opportunities identified, and actions tracked.
STEP 01
Patient Calls the Office
VoiceStack transcribes and analyzes the call in real time.
02
Call Understood by AI
03
Opportunity Identified and Tagged
04
Opportunity Logged with Context
05
Follow-Up Triggered
Benefits for Healthcare Practices of All Sizes
Operational Efficiency
- High-value opportunities are automatically identified, removing guesswork from call handling.
- Manual call reviews and note-taking are minimized, freeing team members to focus on patients.
- Follow-ups are prioritized by intent to ensure timely action on critical calls.
- Real-time alerts highlight urgent or high-value calls for immediate attention.
Patient Experience
- Inquiries are addressed faster, improving patient satisfaction and trust.
- Follow-ups are context-aware and tailored to each patient’s needs.
- Recommendations and guidance are relevant, reducing repeated calls and confusion.
- Treatment-related questions are addressed clearly, enhancing the overall care experience.
Multi-Location Groups
- Opportunity tracking is standardized across all practice locations for consistency.
- Leadership gains centralized visibility into opportunity volume and trends.
- Calls are tagged uniformly, ensuring reliable reporting and actionable insights.
- Unified dashboards prevent leads from slipping through due to local process variations.
Industry-Specific Opportunity Use Cases
Dental
Opportunity Tracking
- Cosmetic consultation, implant, or aligner inquiries that do not convert are flagged for follow-up.
- Hygiene and check-up upsell opportunities are captured for targeted outreach.
Outcome More high-value procedures scheduled, increased upsell revenue, and fewer missed treatment opportunities.
Physical Therapy
Opportunity Tracking
- Rehab program or sports injury package interest that does not book is flagged as a lead.
- Telehealth vs. in-person appointment intent is captured for appropriate follow-up.
Outcome Higher program bookings, improved patient retention, and fewer missed sessions
Optometry
Opportunity Tracking
- Premium eyewear or lens subscription interest that does not convert is flagged.
- Eye exam scheduling intent is captured and prioritized for follow-up.
Outcome More exams booked, higher optical sales, and faster patient care delivery.
Veterinary
Opportunity Tracking
- Emergency procedure or surgery inquiries that do not book are flagged as opportunities.
- Vaccination, wellness package interest, and new pet registration are captured for follow-up.
Outcome More clients acquired, higher service utilization, and stronger client loyalty.
Seamless PMS Integration
VoiceStack links call-driven opportunities directly to your practice management system, turning every patient interaction into actionable follow-up.
Automatically identifies patients and links opportunities to existing records or creates new prospect entries.
Personalizes follow-up workflows by aligning call insights with appointments, treatments, and care plans.
Captures full opportunity context within patient records and triggers automated or manual follow-ups.
Maintains visibility of opportunities across teams and workflows for consistent action and reporting.
Tim Hill CEO
“With VoiceStack, we now have complete visibility into every call, making it easy to track call quality, patient satisfaction, and booking outcomes. We can analyze performance at both the practice and enterprise level, see results by campaign, and measure how well we convert potential patients. It’s an incredible tool for data-driven growth.”
Analytics That Drive Better Decisions
Track
The volume of opportunities by specialty to identify where patient interest is strongest.
Analyze
Treatment-specific trends to uncover high-demand services and emerging patient needs.
Monitor
Mssed calls to capture opportunities not acted on and prevent lost revenue.
Measure
New versus returning patient inquiries to understand lead generation and retention patterns.
VoiceStack tracks every opportunity. Turns every lead into action.
Frequently Asked Questions
Support:
support@voicestack.comSales:
sales.us@voicestack.com
Grow Your Practice with VoiceStack
A more intelligent, AI-powered phone system built to improve communication, performance, and practice growth.
Book Free Demo