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Patient PrismCall tracking

Patient Prism says who booked. Your Google Ads still pays for every caller.

Patient Prism grades every call and marks the new patients who booked. Your ad accounts usually hear something cruder: a trigger reporting every New Opportunity, pool numbers that missed the click ID, and Google's own call-length goal counting the same ring. For dental groups, implant centers, orthodontists, oral surgeons and cardiology practices, we wire Patient Prism's booking status into Google Ads and Meta so bidding learns from patients who scheduled, not from anyone who dialed.

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Patient Prism · what breaks

What goes wrong with Patient Prism and your ads

  1. 01

    Google pays for callers who never booked

    A trigger set to Classification has any New Opportunity sends price shoppers and not-booked implant inquiries to Google as wins. Bidding then buys more of them.

  2. 02

    Two conversions for one phone call

    Google's own call conversion counts a call-asset call once it passes the minimum length you set, then Patient Prism uploads the same call to its Calls from ads action. With both set as primary, your cost per new patient looks far cheaper than it is, and bidding chases it.

  3. 03

    Meta and Microsoft clicks get lost in the organic pool

    Patient Prism's recommended setup gives the paid pool the Google Ads insertion option. Facebook and Bing visitors then fall into the general pool, which Patient Prism says can run one to three numbers, so a reused number can pin the call on the wrong click or on none.

  4. 04

    The connection dies when one login leaves

    Patient Prism's Google Ads integration runs through the email of whoever connected it. If that person is downgraded or removed in Patient Prism or Google Ads, the integration breaks and booked patients stop reaching Google while the campaigns keep spending.

Patient Prism · the fix

What changes after we fix it — Patient Prism

  • Bidding trained on booked new patients

    The primary conversion fires only when Patient Prism marks a new-patient call Booked, carrying a conversion value set in the trigger so Google knows what a new patient is worth to the practice.

  • Every paid click gets a pool number

    Insertion options, pool size and pool pressure set so Google, Meta and Microsoft visitors each get a paid-pool number that isn't shared with another visitor mid-session.

  • Counts you can defend to the partners

    Each reported conversion traces to one Patient Prism call record, so the ad dashboards agree with your front desk.

Patient Prism · architecture

What Patient Prism actually lets you hook into

All from Patient Prism's help center; anything unconfirmed is listed as a check.

  1. 1

    Website pool numbers with insertion options

    The code snippet swaps your office number by page and by source (Google Ads, Microsoft Ads, Meta Ads, organic) and captures the GCLID and fbclid.

  2. 2

    Google Ads offline conversions by trigger

    Call Analysis Updated triggers report to a pair of actions: Import from clicks for calls with a GCLID, Calls from ads for call asset calls. Manager accounts are supported and you can override the value.

  3. 3

    Meta Ads partner integration

    Patient Prism is added as a partner on your ad account and posts calls or forms to your dataset as a standard or custom event, optionally only when an fbclid is present.

  4. 4

    GA4 events through the Measurement Protocol

    A Measurement ID plus API secret lets triggers create custom GA4 events for qualifying calls.

  5. 5

    Webhooks, GraphQL API and scheduled exports

    Raw call records with classification, booking status and UTM data can leave the platform for a server container. Microsoft Ads conversion upload isn't documented, so we confirm it.

Patient Prism · diagnose

Where Patient Prism tracking breaks, in the order we check

We start in the ad accounts, because bidding toward the wrong calls costs more than missing a few.

  1. 01

    Read every trigger condition that reports to an ad platform

    New Opportunity alone, or New Opportunity plus Booked?

  2. 02

    Check which Google call conversions are primary

    Google's own call-length goal and the Patient Prism import shouldn't both bid.

  3. 03

    Click an ad and look for the click ID on the call

    Per location, on desktop and mobile.

  4. 04

    Check pool pressure and insertion options

    High pressure reuses numbers between visitors and pins calls on the wrong click.

  5. 05

    Confirm call assets forward to a Patient Prism number

    Otherwise those calls never exist in Patient Prism.

  6. 06

    Look for iframe forms and overlapping Pixels

    Patient Prism says iframe forms can't be captured, and we check whether a site Pixel already fires its own call or lead event for the same patient.

Patient Prism · prove

The QA evidence — Patient Prism

Run on real calls from ad-tagged clicks to your live site and call assets, not on a test number nobody advertises.

Source of truth

Patient Prism call records: New Opportunity calls by location with booking status, referring source and captured click ID, cross-checked against new-patient appointments in your practice management system

  • A test call from a Google ad click with the GCLID visible on the Patient Prism record.
  • A test call from a Meta ad click with the fbclid captured and one event in Events Manager.
  • A call asset call recorded in Patient Prism and accepted as a Calls from ads conversion.
  • A Booked new-patient call reported once; a not-booked call reported nowhere.
  • A reschedule and a confirmation call confirmed absent from every ad platform.
  • Booked new patients reconciled against Google Ads and Meta over a closed window.
  • The same reconciliation repeated 30 days later and after any trigger or pool change.

Patient Prism · free audit

What we check in the free audit

  • Read every trigger condition that reports to an ad platform
  • Check which Google call conversions are primary
  • Click an ad and look for the click ID on the call
  • Check pool pressure and insertion options
  • Confirm call assets forward to a Patient Prism number
  • Look for iframe forms and overlapping Pixels

Checked against

Patient Prism call records: New Opportunity calls by location with booking status, referring source and captured click ID, cross-checked against new-patient appointments in your practice management system

Get my free conversion tracking audit

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Patient Prism · when not to buy

When you don't need us for Patient Prism

Plenty of dental offices use Patient Prism purely for front-desk coaching, and that's fine.

  • If you don't run paid ads and use Patient Prism for call grading and RELO follow-ups, there's nothing to send to an ad platform.
  • If your triggers already report booked new patients only, Count is set to One and the numbers match your schedule, leave it alone.
  • If nearly all new patients come from your Google Business Profile, Patient Prism's own referring-source reports will tell you more than ad attribution.
  • If the only problem is a removed integration user, reconnect Google Ads from a shared service email, as Patient Prism's own setup guide recommends, and you're done.

Patient Prism · what we deliver

The event map on Patient Prism

  • Paid visitor shown a pool number

    The snippet swaps in a paid-ads pool number and stores the GCLID or fbclid for that session.

  • Connected new-patient call

    New Opportunity with a human answer, sent as a secondary signal only, never as the bidding goal.

  • New patient booked

    Booking status Booked: the primary conversion to Google Ads and Meta, with a value attached.

  • Booked later on follow-up

    A not-booked call your team books on a RELO follow-up. We confirm the trigger fires on the status change and report it once, never twice.

  • Form lead from the website

    Captured by the Patient Prism snippet and classified through Form Analysis Updated, kept separate from calls.

  • Existing patients and housekeeping calls

    Reschedules, confirmations, cancellations and unweighted calls excluded from every ad platform.

Written guarantee

95%+ tracking accuracy

Measured against Patient Prism call records: New Opportunity calls by location with booking status, referring source and captured click ID, cross-checked against new-patient appointments in your practice management system. Miss it and we keep working at no cost.

Get my free conversion tracking audit

From $400 · See packages

FAQ

Patient Prism questions, answered

Yes. Its triggers report calls to Google Ads conversion actions, but only calls Google already knows about: website pool calls with a captured GCLID, or calls from a call asset that forwards to a Patient Prism number.

Free · 30 min

Make Patient Prism tell your ads who actually booked

Free30 minutesNo obligation