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DSO Call Tracking

DSO Call Tracking Software for Multi-Location Dental Groups

Track patient calls across offices, campaigns, keywords, service lines, and local markets while giving each dental location the call-routing and follow-up visibility it needs.

AvidTrak helps Dental Service Organizations connect inbound patient calls with the marketing activity that generated them. DSO marketing and operations teams can also use location-based routing, AI-powered transcription, conversation outcome extraction, missed-call reporting, and shared reporting across multiple dental offices.

For selected covered phone lines, AvidTrak can support HIPAA-related dental call workflows through a scope-based Business Associate Agreement.

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14-day free trialNo credit card requiredPlans start at $15/month
Multi-location patient call activity
268Tracked calls
84Appointment inquiries
12Dental offices
Google Ads - "dental implants"Consultation request · 4m 46s
High intent
Local - Emergency dentistrySame-day appointment · 2m 42s
Urgent
Organic - Orthodontic pageNew-patient inquiry · 5m 14s
Routed
DSO Call Tracking

What Is DSO Call Tracking?

DSO call tracking connects patient phone calls with the dental office, campaign, keyword, landing page, location, or marketing source associated with each inquiry.

AvidTrak gives Dental Service Organizations a way to track marketing-generated calls across several offices while keeping location-specific routing and call activity organized.

Suppose a prospective patient searches for a dentist, clicks an advertisement, visits a location page, and calls to schedule an appointment.

AvidTrak can connect the eligible call with available campaign and location information, route the patient to the appropriate dental office, and provide the DSO with call data for marketing and operational reporting.

Marketing Attribution

Why Dental Service Organizations Need More Than Basic Call Tracking

A single dental practice may need to understand where its calls come from.

A Dental Service Organization has a larger challenge.

A DSO may need to understand:

Which campaigns generate patient calls across the network?
Which dental offices receive the most appointment inquiries?
Which Google Ads keywords generate calls by market?
Which service lines produce more phone demand?
Which office or region misses more patient calls?
Which locations receive more emergency dental inquiries?
Which campaigns generate implant, orthodontic, cosmetic, or general dentistry calls?
Which calls result in appointment requests?
Which offices need different routing or call coverage?
How does marketing performance differ across locations?

AvidTrak connects marketing attribution with office-level call activity so DSO teams can review these questions across one reporting structure.

Channel Attribution

Track Patient Calls Across Every Dental Office and Campaign

Multi-location dental marketing becomes harder to evaluate when website traffic, paid search, call activity, and local office performance sit in separate systems.

AvidTrak connects eligible patient calls with available campaign, keyword, landing-page, and location information.

Track Google Ads Calls by Keyword and Market

Dental groups often operate separate paid search campaigns across cities, offices, and service lines.

AvidTrak can associate eligible Google Ads and Microsoft Advertising calls with available keyword and campaign information.

DSO marketers can use this data to compare phone inquiries generated by campaigns for services such as:

  • General dentistry
  • Dental implants
  • Emergency dentistry
  • Orthodontics
  • Cosmetic dentistry
  • Teeth whitening
  • Pediatric dentistry
  • Oral surgery
  • New-patient offers
  • Location-specific campaigns

Instead of judging paid search only through clicks and forms, DSO teams can include tracked calls in campaign analysis.

Connect Dental Website Calls With Dynamic Number Insertion

AvidTrak uses Dynamic Number Insertion to display tracking numbers according to configured visitor and traffic-source rules.

A DSO can apply DNI across:

  • Dental office pages
  • Dentist profile pages
  • Service pages
  • Location pages
  • Campaign landing pages
  • New-patient pages
  • Emergency dental pages
  • Implant pages
  • Orthodontic pages

When an eligible visitor calls, available marketing and page information can remain associated with the call.

Track Local and Offline Dental Campaigns

Dental marketing does not happen only through paid search.

Dedicated AvidTrak tracking numbers can be assigned to:

  • Local campaigns
  • Direct mail
  • Referral campaigns
  • Print advertising
  • Community promotions
  • New-office launches
  • Local partnerships
  • Billboards
  • Radio
  • Other offline marketing

Separate numbers help the corporate marketing team compare offline phone response with digital campaigns.

Office Performance

Compare Dental Marketing Performance by Office and Service Line

A DSO should not have to treat every location as if patient demand is identical.

One office may generate stronger implant demand.

Another office may receive more emergency dental calls.

A third location may rely heavily on new-patient general dentistry campaigns.

AvidTrak gives DSO marketers a clearer way to organize phone activity by tracking number, location, campaign, and available call outcome.

DSO QuestionAvidTrak DataHow the Data Can Be Used
Which office receives more patient calls?Location and tracking-number dataCompare demand across dental offices
Which PPC campaigns generate calls?Campaign and keyword attributionCompare paid search activity
Which services generate phone inquiries?Campaign, page, transcript, and outcome dataCompare demand by service line
Which offices miss more calls?Missed-call recordsIdentify call-handling gaps
Which campaigns generate appointment requests?Conversation outcomesCompare higher-intent marketing activity
Which markets generate stronger call volume?Location and campaign reportingCompare regional demand
Which pages generate phone leads?DNI and landing-page informationEvaluate location and service pages
Call Routing

Route Patients to the Right Dental Office

A multi-location dental group needs more than a tracking number.

The patient also needs to reach the appropriate office.

AvidTrak supports geographic routing, ZIP-code routing, IVR, business-hours rules, after-hours rules, sequential forwarding, and simultaneous forwarding across healthcare call workflows.

Route Calls by ZIP Code or Location

A patient can be routed according to geographic rules or the ZIP code entered during the call flow.

For a DSO with several offices, this can help connect patients with the clinic that serves their area.

Route Calls by Department or Call Type

IVR menus can provide different paths for:

  • New patients
  • Existing patients
  • Appointment scheduling
  • Billing
  • Emergency dental inquiries
  • Specific dental services
  • Other departments

Each DSO can define the call paths that match its operating structure.

Apply Different Rules After Hours

Patients may search for dental care outside normal office hours.

AvidTrak can apply different routing rules based on business hours, weekends, holidays, or other defined schedules.

Calls can be sent to another attendant, a centralized team, voicemail, or another configured destination.

Reduce Missed Calls With Forwarding Rules

Sequential forwarding can send an unanswered call through a defined series of attendants.

Simultaneous forwarding can ring several configured attendants at once.

These options give dental groups more control over how important patient calls move through the organization.

Team Visibility

Give Centralized Marketing and Local Offices the Data They Need

The same phone call can matter differently to a DSO marketing director and a local office manager.

AvidTrak allows the organization to use call activity across different operational views.

Corporate Marketing Teams

Corporate marketing teams can review:

  • Campaign sources
  • PPC keywords
  • Landing pages
  • Call volume
  • Office-level performance
  • Service-line demand
  • Configured outcomes
  • Missed-call patterns

This gives the marketing team a clearer picture of which campaigns produce phone response across the network.

Regional Marketing Teams

Regional teams can compare dental offices within their assigned markets.

AvidTrak can help teams identify differences in:

  • Patient call volume
  • Campaign response
  • Local search demand
  • Appointment inquiries
  • Service-line interest
  • Missed calls

Dental Office Managers

Local office managers can review:

  • Incoming patient calls
  • Missed calls
  • Routing activity
  • Call recordings
  • Searchable transcripts
  • Appointment-related inquiries
  • Follow-up requirements

DSO Leadership

Corporate leadership can compare broader patterns across several offices without relying entirely on separate local reports.

Call Intent

Identify Appointment Intent Without Listening to Every Call

A phone call has more value when the team understands why the patient called.

AvidTrak supports AI-powered transcription and conversation outcome extraction, helping healthcare teams review appointment requests, pricing questions, and other call outcomes with less manual review.

A DSO can configure outcomes around patient conversations such as:

Call OutcomeWhy It Matters
New-patient appointment requestIndicates stronger acquisition intent
Existing-patient callHelps separate existing patients from new leads
Emergency appointment inquiryIdentifies time-sensitive patient demand
Implant consultation requestIndicates interest in a high-value service
Orthodontic consultationHelps measure orthodontic campaign response
Pricing questionShows cost-related consideration
Insurance questionIdentifies insurance-related inquiries
Rescheduling callShould not automatically count as a new patient lead
Follow-up requiredHelps identify conversations needing another response
Non-patient callHelps keep unrelated activity out of lead reporting

Configured outcomes can give marketing and operations teams a more useful view than raw call counts alone.

Conversation Intelligence

Review Dental Calls Faster With AI-Powered Transcription

When call recording is enabled, AvidTrak can convert recorded patient conversations into searchable text.

Dental teams can search recorded conversations for topics such as:

  • New-patient appointments
  • Dental implants
  • Emergency care
  • Orthodontics
  • Cosmetic dentistry
  • Insurance
  • Pricing
  • Office availability
  • Appointment scheduling
  • Follow-up requirements

Instead of replaying every recording from beginning to end, staff can find relevant parts of a conversation more quickly.

For covered dental lines, AI-powered transcription can be used within the agreed BAA scope.

New-patient appointments
Dental implants, office availability
Insurance, pricing
Follow-up requirements
Missed-Call Visibility

Find Missed Patient Calls Before They Disappear Into a Call Log

A missed dental call may represent a patient who is ready to schedule.

AvidTrak gives dental teams call records and routing information that make unanswered calls easier to identify.

For multi-location DSOs, this is particularly useful because call-handling performance can vary between offices.

Teams can review:

Missed calls by location
Missed calls by campaign
Call time
Call duration
Routing activity
Available caller information
Available marketing attribution

This helps the organization distinguish a marketing problem from a call-handling problem.

A campaign may be producing strong patient demand even when the office is not answering enough of those calls.

Service-Line Demand

Compare New-Patient Demand Across Dental Services

Different services can create different patient acquisition economics.

A call about routine cleaning should not necessarily be evaluated the same way as a call about implants, orthodontics, or an emergency dental appointment.

AvidTrak's call attribution, transcripts, and configured outcomes can give dental marketing teams more context around the service behind each inquiry.

Dental Implant Campaigns

Track eligible calls generated by implant ads, implant landing pages, local campaigns, and search keywords.

Emergency Dental Campaigns

Review calls generated by urgent dental searches and compare call-handling performance across offices.

Orthodontic Campaigns

Connect phone inquiries with orthodontic campaigns, consultation pages, and regional marketing activity.

Cosmetic Dentistry Campaigns

Review phone response associated with cosmetic dental services such as whitening, veneers, and other configured campaigns.

General Dentistry and New-Patient Campaigns

Track calls from location pages, local SEO, new-patient offers, and broad dental campaigns.

Location Intelligence

Support Multi-Location Dental Growth With Better Location Data

A DSO may use marketing data not only to measure campaigns but also to understand patient demand across markets.

AvidTrak can help organizations compare phone activity by office and service area.

This information can help answer questions such as:

Which locations receive more patient inquiries?
Which markets generate stronger implant demand?
Which offices receive more emergency calls?
Which areas produce calls that cannot be routed to an existing location?
Which offices may need more call coverage?
Which local campaigns generate stronger patient response?

Call data should not be treated as the only input for expansion decisions, but it can provide another useful signal when comparing markets.

Integrations

Connect Dental Call Data With CRM and Reporting Platforms

For a DSO, this can help centralize call information alongside existing marketing and lead-management processes.

Google Ads

Google Ads

Microsoft Advertising

Microsoft Advertising

Google Analytics 4

Google Analytics 4

Google Looker Studio

Google Looker Studio

Salesforce

Salesforce

HubSpot

HubSpot

Zoho CRM

Zoho CRM

Google Sheets

Google Sheets

Available workflows can include:

  • Reporting eligible call conversions into advertising platforms
  • Connecting calls with CRM records
  • Comparing campaign and call activity
  • Reviewing location-level call reporting
  • Sending selected data into reporting dashboards

Healthcare organizations should keep protected health information out of GA4 and similar analytics tools on HIPAA-covered workflows and should limit shared information according to the applicable scope.

BAA-Scoped Controls

Support Covered Dental Calls With BAA-Scoped Controls

Dental offices may handle protected health information during appointment, treatment, billing, and patient phone conversations.

AvidTrak supports HIPAA-related call tracking through a scope-based Business Associate Agreement for selected covered numbers and workflows.

The DSO chooses which numbers and workflows require covered handling.

Depending on the agreed scope, controls can include:

Role-based access restrictions
Redaction
Recording protections
Password protection
Retention controls
Audit logging
Activity logs
Defined access to covered call information

AvidTrak can also apply AI-powered transcription and outcome extraction to BAA-covered lines within the agreed scope.

The compliance configuration should therefore be based on the specific phone lines, workflows, integrations, recordings, and data involved rather than assuming that every dental call uses the same setup.

Call Tracking Workflow

How DSO Call Tracking Works From Campaign to Appointment Inquiry

1. A Patient Finds a Dental Office

The patient may arrive through Google Ads, organic search, a local listing, social media, a referral, direct mail, or another marketing channel.

2. AvidTrak Connects the Call With Available Attribution

A dedicated tracking number or Dynamic Number Insertion connects the eligible call with available campaign, keyword, page, location, and source information.

3. The Patient Is Routed

Location rules, ZIP-code routing, IVR, schedules, and forwarding settings determine where the patient call goes.

4. The Conversation Is Recorded and Reviewed

Where recording is enabled, AvidTrak can provide call recording and AI-powered transcription.

Configured conversation outcomes can identify appointment intent, insurance questions, pricing discussions, follow-up needs, or other defined results.

5. Teams Review Performance

Corporate, regional, and local teams can review the information relevant to their responsibilities.

Measurable Outcomes

What DSO Teams Can Measure With AvidTrak

Business QuestionAvidTrak Capability
Which campaigns generate patient calls?Campaign and source attribution
Which PPC keywords generate calls?Keyword-level attribution where available
Which office receives the call?Tracking-number and location reporting
Which service pages generate calls?Dynamic Number Insertion and landing-page data
Which calls request appointments?AI-powered transcription and configured outcomes
Which offices miss more patient calls?Missed-call reporting
Which service lines generate more inquiries?Campaign, transcript, and outcome data
Which calls happen after hours?Call-time and routing records
Which markets generate more call demand?Location-level reporting
Which offline campaigns produce calls?Dedicated tracking numbers
Platform Capabilities

Why Dental Service Organizations Choose AvidTrak

AvidTrak CapabilityValue for a DSO
Dynamic Number InsertionConnect eligible website calls with campaign and page data
Keyword-level attributionReview eligible PPC calls by keyword
Location-specific tracking numbersSeparate phone activity across dental offices
ZIP and geographic routingRoute patients according to service areas
IVRCreate paths for new patients, existing patients, billing, and other teams
Business-hours routingApply different call rules based on office schedules
Sequential forwardingSend unanswered calls through multiple attendants
Simultaneous forwardingRing several attendants when needed
Missed-call reportingIdentify unanswered patient opportunities
Spam filteringReduce unwanted call activity
Call recordingReview conversations where recording is enabled
AI-powered transcriptionConvert recorded calls into searchable text
Conversation outcome extractionIdentify configured appointment and inquiry outcomes
Multi-location reportingCompare call activity across offices
CRM and analytics integrationsConnect eligible call data with reporting workflows
BAA-scoped controlsApply defined healthcare controls to selected covered lines
Customer Proof

What AvidTrak Clients Say

NT
Nathan Tiessen

Convertus

“AvidTrak’s dedication to client care stood out immediately.”

We received highly responsive support for complex call tracking setups, including unique DNI and campaign-token scenarios. We expanded from 5 tracked projects to 50 while AvidTrak stayed committed to our growth.

50 Projects
KY
Kollin Yelensky

Think Integrated

“The product fit our needs, and the customer service sealed the deal.”

We found the platform easy to use, and the fast, helpful support made the difference. After 5+ years, we still value both the product and the consistency of AvidTrak’s updates and service

5+ Years
SM
Sadiq M.

Wholesale Brand

“AvidTrak combined precise call tracking with truly human support.”

We gained accurate call tracking, better visibility into marketing performance, and stronger customer insight. The responsive human support helped us make data-driven campaign decisions with confidence.

Marketing Insights
Pricing

DSO Call Tracking Pricing

AvidTrak offers plans for dental organizations with different tracking-number and monthly call-volume requirements.

Starter

Starter

$15 mo
  • 5 Numbers
  • 500 Minutes
  • 500 Call Recording Minutes
  • 500 CNAME Lookup Calls
  • -
Choose Plan
Professional

Professional

$30 mo
  • 10 Numbers
  • 1500 Minutes
  • 1500 Call Recording Minutes
  • 100 CNAME Lookup Calls
  • -
Choose Plan
Agency

Agency

$55 mo
  • 30 Numbers
  • 2500 Minutes
  • 2500 Call Recording Minutes
  • 300 CNAME Lookup Calls
  • 1000 Client Accounts
Choose Plan
Frequently Asked Questions

Frequently Asked Questions

What is DSO call tracking?
DSO call tracking connects patient calls with dental offices, campaigns, keywords, landing pages, service lines, and other marketing sources across a Dental Service Organization. AvidTrak also gives multi-location dental groups routing, reporting, call recording, AI-powered transcription, and configured conversation outcome capabilities.
How does call tracking help a Dental Service Organization?
Call tracking helps a DSO compare marketing-generated phone inquiries across offices and markets. Corporate teams can review campaigns and service-line demand, while regional and local teams can review call volume, missed calls, routing activity, and appointment-related inquiries.
Can AvidTrak track calls across several dental offices?
Yes. AvidTrak supports location-specific tracking numbers, Dynamic Number Insertion, geographic routing, ZIP routing, IVR, after-hours rules, sequential or simultaneous forwarding, alerts, and shared reporting across healthcare locations.
Can AvidTrak route a patient to the nearest dental office?
AvidTrak supports geographic and ZIP-code routing rules that can be configured around office locations and service areas. The exact routing flow depends on how the DSO wants calls distributed.
Can a DSO track Google Ads calls by keyword?
Yes. AvidTrak supports keyword and campaign attribution for eligible paid search calls. This allows DSO marketers to compare phone response across Google Ads campaigns, markets, services, and locations.
Can AvidTrak identify dental appointment requests?
AvidTrak supports AI-powered transcription and conversation outcome extraction. A DSO can configure outcomes around appointment requests, new-patient calls, pricing questions, insurance questions, follow-up needs, and other relevant call results.
Can AvidTrak track different dental service lines?
Yes. Dental organizations can structure campaigns, tracking numbers, landing pages, and configured outcomes around services such as implants, orthodontics, emergency dentistry, cosmetic dentistry, or general dentistry.
Can AvidTrak help a DSO identify missed patient calls?
Yes. AvidTrak records unanswered call activity and available attribution information so teams can review missed calls by office, campaign, or other reporting dimensions.
Does AvidTrak support HIPAA-related dental call tracking?
AvidTrak supports HIPAA-related call tracking through a scope-based Business Associate Agreement for selected covered numbers and workflows. Covered lines can use controls such as redaction, retention settings, access restrictions, audit logging, and recording protections.
Can AI-powered transcription be used on covered dental calls?
Yes. AvidTrak can apply AI-powered transcription and conversation outcome extraction to BAA-covered lines within the agreed scope and configured healthcare controls.
What is the difference between this page and AvidTrak's Dental Call Tracking page?

This page focuses specifically on Dental Service Organizations and multi-location dental groups, including office-level attribution, centralized marketing, multi-location reporting, geographic routing, and network-wide call management.

AvidTrak's Dental Call Tracking page focuses more broadly on dentists and dental clinics, including single-location dental practices.

Connected Dental Marketing

Connect Every Dental Office With Better Call Attribution

Track patient calls across offices, campaigns, service lines, and local markets while giving each dental team the routing and call information needed to respond.

AvidTrak helps Dental Service Organizations connect corporate marketing with location-level phone activity, review appointment intent, compare campaign performance, and manage covered dental workflows with defined controls.

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