Count started cases, not new patient calls.

No. An agency sells services and reports on activity. We build and instrument the system that turns existing demand into started cases, then hand you the record that proves which marketing produced them. If what you want is someone to run ads and send a monthly report, we are the wrong call.

That is the reason to do it. Ad platforms close their attribution windows well inside your decision cycle, so the campaign that produced a start in August gets no credit for the exam it created in March. We hold the record open until the case actually starts.

The referral often starts it and your marketing closes it — a parent who is told to see an orthodontist still searches, compares two or three practices and reads reviews before calling. Instrumenting it is how you find out which half is doing the work.

Yes. They carry different values and attract different enquiries, and blending them gives you a cost per start that misrepresents both.

SmartXperiences can configure HIPAA-supporting call-tracking workflows for healthcare clients. We operate under a Business Associate Agreement with our call-tracking provider and execute a Business Associate Agreement directly with each practice before processing protected health information. HIPAA compliance is a shared responsibility. SmartXperiences manages the call-tracking systems and workflows within our control; each practice remains responsible for its own privacy policies, workforce practices, authorizations, and legal compliance.

Attribution needs to know which campaign produced a qualified call—not who the caller is or why they called. Calls are matched to campaigns and scored inside the call-tracking platform. Advertising platforms receive only the conversion data approved for the engagement—not call recordings, transcripts, or information provided by the caller. That gives Google and Meta a conversion signal they can optimize against. The configuration is verified for each engagement before patient calls are recorded.

We set scope after the audit, not before it. The assessment is free. The audit is priced after the assessment, and the audit fee is credited toward your build.

Yes. We do not publish client names — we own the story, we do not own the brand. When you are ready to confirm what you have read, we will put you in direct contact with an owner in a practice like yours. They have already agreed to take the call.