Connect Patient Prism Data — Dental Call Tracking

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Connect Patient Prism call tracking and let your team report on call volume, booking outcomes, and attribution across all your practice locations, unified with the rest of your marketing data.

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.
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
Improvado
Key Takeaways

Connect Patient Prism to your data infrastructure

Improvado connects to the Patient Prism API to extract call records and account data for every practice location automatically. The connector pulls inbound call details, booking outcomes, and marketing attribution on a scheduled refresh, so your Patient Prism data lands in your warehouse or BI stack without manual report exports. Authentication uses a Patient Prism service-account API token, and the connector extracts data across all locations the token can access.

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

Unified call tracking across all your marketing data

Patient Prism metrics are standardized through Improvado's Marketing Common Data Model alongside your paid media, web analytics, and CRM data. You can attribute booked appointments back to the campaigns that drove the calls, compare call performance across practice locations, and build unified reporting that connects marketing spend to real patient outcomes.

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
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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
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?
Improvado connects to Patient Prism through its API using a permanent service-account token. In Patient Prism, you create a dedicated service-account user, make it a Company Admin with access to all locations, and generate an API token. You paste that token into the Improvado connection form, and extraction begins on the next scheduled run.
What Patient Prism data does Improvado pull?
Improvado extracts call records for each practice location, including call direction, timing, duration, caller location, spam and review status, tracking-number attribution, booking outcomes, and opportunity values, along with your account (location) list. Data refreshes on a schedule so recent calls are re-pulled to capture booking-status changes that finalize after the call.
Is Patient Prism data secure with Improvado?
Improvado is SOC 2 Type II certified and GDPR ready. Patient Prism credentials are stored in Improvado's secure vault with role-based access controls, and all data is encrypted in transit and at rest.