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Patient Prism × Serenity Dental


Patient Prism  •  February 11, 2025

Patient Prism × Serenity Dental

February 11, 2025

How a three-location Tampa DSO plugged a costly leak in their marketing funnel, and grew 90% faster without adding a single new office.

90%
More new patient bookings in 2 months

$50,000
Added in new patient revenue per month

$600,000
New patient revenue growth in one year

Company Serenity Dental Industry Dentistry (Multi-Location)
Portfolio 3 offices, Tampa–St. Petersburg metro area Founded 2004
Solution Patient Prism Call Tracking & Coaching Focus Call conversion, RELO follow-up, team accountability

Customer Overview

Serenity Dental of Florida is owned by brothers Nilash and Nitash Patel, who have operated three offices in the Tampa–St. Petersburg metro area since 2004. The practice offers a comprehensive range of services, from family dentistry and orthodontics to Invisalign, implants, oral surgery, and pediatric care, and has grown steadily through consistent investment in marketing.

The Challenge

Serenity Dental was already performing well by industry standards. But the Patels wanted to grow faster, ideally across fewer locations, to make the business more manageable. What they didn’t realize was that a significant amount of revenue was quietly slipping away: potential patients were calling, not booking, and no one was following up. Their front office had no system to manage incoming calls, no visibility into conversion rates, and no process for re-engaging missed opportunities.

“We were doing almost nothing to manage the way we handled incoming calls.”
— Dr. Nilash Patel, Co-Owner, Serenity Dental

Why Patient Prism

The Patels had previously tried a call-recording tool that required them to manually listen to every call, a process too time-consuming to sustain. Patient Prism offered a fundamentally different approach: AI-powered analysis delivered within about an hour of each call, with a visual summary flagging what went well or badly, text alerts for high-value missed opportunities, and recommended language for follow-up calls. The cost was reasonable, the setup was straightforward, and the Patels trusted the recommendation from their marketing agency, Dentist Profit Systems.

Implementation

Once Patient Prism was in place, Serenity Dental moved quickly. Dr. Patel began monitoring call volume and conversion rates by office and by team member. Staff hours were adjusted to align with peak call times. Financial incentives were introduced for booking new patients. The system worked so effectively that Serenity Dental hired a dedicated full-time supervisor whose sole responsibility was to re-engage callers who hadn’t booked, a role that more than paid for itself in recovered revenue.

Results

Within two months of implementing Patient Prism, Serenity Dental had increased their new patient booking rate by 90% and was generating an additional $50,000 per month in new patient revenue. Within a year, that added up to $600,000 in incremental growth. One office alone began seeing 120 to 130 new patients per month. With more patients entering through the front door, the practice was able to convert a much higher share to comprehensive care, driving the real revenue gains.

The results were strong enough to support consolidating from three locations to two, allowing the Patels to operate more efficiently and profitably without sacrificing growth.

“More locations don’t necessarily mean more profits. Using Patient Prism, we can laser focus on the metrics that matter most and optimize operations in real-time.”
— Dr. Nilash Patel, Co-Owner, Serenity Dental

90%
Increase in new patient bookings in just two months

$50,000
Added in new patient revenue per month

$600,000
New patient revenue growth within one year