Patient Prism Data Integration
Extract Patient Prism call records and location data for every practice location into your data warehouse or BI stack.
SOC 2 Type II 1,000+ data sources Any warehouse or BI tool
A
Improvado Agent
Connected to Patient Prism
What's our Patient Prism performance this month vs last?
This month's blended ROAS is 4.2x, up from 3.8x last month (+10.5%).
Top performer: Brand campaigns at 8.1x ROAS.
Top performer: Brand campaigns at 8.1x ROAS.
Pause any ad groups under 1.5x ROAS
Found 7 ad groups below threshold. Pausing now — estimated savings: $12,400/mo.
Trusted by data-driven teams
1,000+
Integrations
200+
Patient Prism Fields
99.9%
SLA Uptime
<5 min
Setup
SOC 2
Type II
Key Takeaways
What Improvado extracts from Patient Prism
Improvado connects to the Patient Prism API with a service-account token and extracts call records — direction, timing, duration, caller location, spam and review status, tracking-number attribution, booking outcomes, and opportunity values — plus your account (location) list, on a scheduled refresh.
200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Patient Prism API
15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.
Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.
Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio
AI Agent access via MCP Query, write, and monitor Patient Prism through Claude, ChatGPT, Cursor, or any MCP client
Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.
OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.
Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.
Integration Details
Patient Prism GraphQL API · Service-account API token · Scheduled sync
How it works
From connection to autonomous action in three steps
1
Connect
Authenticate Patient Prism via OAuth in under 5 minutes. Improvado normalizes your data across 1,000+ sources automatically.
2
Ask
Your AI agent queries Patient Prism in natural language. Trends, anomalies, cross-channel comparisons — one conversation.
3
Act
The agent pauses underperformers, adjusts settings, generates executive reports, and monitors anomalies — every action logged.
AI Agent Access
Your agent doesn't just read Patient Prism — it acts on it
Read
Pull metrics, dimensions, and trends from Patient Prism — across every account and campaign. Your AI handles the query.
Write
Launch campaigns, pause underperformers, adjust settings. Every action logged and governed.
Monitor
Anomaly alerts, budget pacing watches, weekly auto-reports. Problems caught before they burn budget.
Query, write, and monitor Patient Prism through Claude, ChatGPT, Cursor, or any MCP client. Every action is logged and governed.
Claude ChatGPT Cursor Gemini Any MCP Client
Improvado Agent · Patient Prism
You
Show top 5 campaigns by performance this month
A
Top campaigns
| Campaign | Spend | ROAS |
|---|---|---|
| Brand — Exact | $4,200 | 8.1x |
| Non-Brand | $12,800 | 4.7x |
| Retargeting — 30d | $3,100 | 4.2x |
| Competitor | $8,400 | 3.1x |
| DSA — Blog | $2,600 | 2.8x |
5 campaigns · $31,100 total spend · avg 4.6x ROAS
You
Pause all ad groups below 1.5x ROAS
A
7 ad groups paused
Estimated savings: $12,400/mo
Destinations
Send Patient Prism data anywhere
Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.
- SOC 2 Type II
- Certified Security
- HIPAA
- Health Data Privacy
- GDPR
- EU Data Protection
- CCPA
- CA Privacy Standard
Compare
They extract data. Improvado deploys an agent.
Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Patient Prism as one of 1,000+ integrated sources.
| Feature | Improvado | Supermetrics | Funnel.io | Fivetran |
|---|---|---|---|---|
| Data fields extracted | 200+ | ~90 | ~120 | ~80 |
| Total integrations | 1,000+ | ~150 | ~500 | ~300 |
| Cross-channel normalization (CDM) | ✓ Built-in | ✗ Manual | Basic mapping | ✗ Raw only |
| AI Agent access (MCP) | ✓ Read, Write, Monitor | ✗ | ✗ | ✗ |
| Data warehouse destinations | ✓ 16+ warehouses & BI tools | Sheets, Looker, BigQuery | BigQuery, Snowflake, Redshift | ✓ Broad warehouse support |
| Refresh frequency | Every 15 min | Scheduled triggers | Daily / 6hr | Every 15 min (premium) |
| SOC 2 Type II & HIPAA | ✓ | ✗ SOC 2 only | ✓ SOC 2 | ✓ |
| Best for | Teams that want an AI agent, not a pipeline | Small teams, spreadsheets | Mid-market, data teams | Engineering-led ELT pipelines |
Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.
FAQ
Frequently asked questions
How does Improvado connect to Patient Prism?
You create a dedicated service-account user in Patient Prism, make it a Company Admin with access to all locations, and generate an API token. Paste that token into the Improvado connection form and extraction begins on the next scheduled run.
What Patient Prism data does Improvado pull?
Call records for each practice location — call direction, timing, duration, caller location, spam and review status, tracking-number attribution, booking outcomes, and opportunity values — along with your account (location) list.
Customer stories
See all customer stories →
“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”
Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS
“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”
Marc CerniglioInsights & Automation Manager, Chacka Marketing
Put an AI agent on your Patient Prism today
Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.