Three-Milestone Funnel
Track the lead all the way to a treatment start.
Most tools stop at “we sent them a form.” HHub tracks three real milestones — every lead that comes in, every one that books a consult, and every one that actually starts treatment. Attributed back to the marketing channel that produced
Milestone 1
215
Lead
Someone reached out via call, SMS, form, or web chat. Auto-captured with source tag.
Milestone 2
76
Consult Booked
Patient booked a consultation through any HHub channel — web, SMS, voice AI, chat, form.
Milestone 3
42
New Start
Patient actually started treatment. The number that matters — attributed back to the original marketing source.
The Problem · The Solution
You're spending on marketing. Do you know what's producing?
Most orthodontic practices spend $10K-50K a month on marketing without knowing which channels actually produce patients. Not calls. Not clicks. Actual booked consults and treatment starts. HHub was built to answer that question honestly.
The Problem
You don't know which channels produce patients. Your agency tells you Google Ads is "working." Your front desk swears it's mostly referrals. Nobody actually knows because leads from every source dump into the same inbox with no attribution.
Solution
Every lead tagged. Every source counted. Google Ads, SEO, direct, Google Business Profile, HHub's own channels, referring doctors — every lead comes in tagged with its source. See the per-channel breakdown in one click.
Without HHub
With HHub
01
Front desk guesses which leads to call first
200 leads in the queue. Same phone number format, same call log entry, no way to know which one is a hot ortho lead vs. a wrong number vs. someone shopping around. Priorities get set by whoever the front desk remembers first.
Every lead scored 0-100% the moment it lands
HHub's AI listens to the call, reads the intent, and scores every lead. High-potential leads surface to the top. Wrong numbers and low-intent calls drop to the bottom. Front desk always knows who to call first.
02
Calls come in and you have no idea what happened
Someone called. Did they ask for a consult? Book? Ask about insurance? Get frustrated? Unless your front desk hand-logged perfect notes on every call, you'll never know — and they didn't.
Every call read, summarized, and understood
HHub transcribes every call, reads the transcript, and writes a plain-English summary: what the patient wanted, whether they booked, what to follow up on. Full transcript retained if you want to dig deeper.
03
Interested leads who didn't book get forgotten
Someone calls, asks about braces, doesn't book on the phone. "We'll call them back tomorrow." Tomorrow becomes next week. That lead is now cold and probably booked with a competitor.
AI-drafted SMS ready to send in one tap
HHub flags every lead that showed interest but didn't book. Generates two personalized SMS drafts referencing what the patient actually asked about. Front desk picks one, hits send. Never write another follow-up message.
04
No coaching for the team on how they're doing
You know your front desk isn't converting well but you can't be specific because you've never listened to their calls. Consultants charge tens of thousands to score calls and give feedback — most practices can't afford it.
Score every call against what matters at your practice
You tell us what a great call looks like — up to 10 categories that matter to your practice. HHub scores every call against those categories with specific coaching notes. Growth tool for your team, not a surveillance tool.
How It Works
Six capabilities. All shipped, all working today.
- Source Attribution
- AI Lead Scoring
- AI Call Analysis
- Miss-Opportunity Recovery
- Custom Call Scoring
- Multi-Location Rollup
Every lead comes in tagged. Every source, counted.
The moment a lead lands in HHub, we know where they came from — Google Ads, organic search, direct visit, Google Business Profile, one of HHub's channels, or a referring doctor. See the breakdown at any time, drill into any source to see the actual leads it produced.
- Google Ads via UTM & call tracking numbers
- SEO / organic search via referrer
- Direct traffic (someone who typed your URL)
- Google Business Profile / Maps calls
- HHub channels (SMS, AI voice, chatbot, web form)
- Referring doctors from the Referral module
Every lead scored 0-100% the moment it lands.
HHub's AI (v2.0) analyzes every incoming lead — the words used, the intent expressed, whether they specifically asked about ortho — and assigns a potential score. Your front desk always knows the difference between a hot lead and a wrong number.
- Score assigned within seconds of the call ending
- AI 2.0 — trained on orthodontic patient conversations
- Score visible in the leads table for instant prioritization
- Sort inbox by score — hottest leads to the top
- Filter by score threshold to focus the team's attention
- Score explanation available — see why the AI scored what it did
Every call read. Every conversation understood.
HHub transcribes every call, reads the transcript, and writes a plain-English summary of what happened. What did the patient ask about? Did they book? What do you need to follow up on? Answers available in a click — no need to listen to every call yourself.
- Every call transcribed automatically
- Plain-English analysis summary of what happened
- Full transcript retained if you want to review
- Auto-detected intents (booking, insurance, cost, etc.)
- Booking status: did they book or not, and why
- Suggested next action based on what was discussed
Two personalized SMS drafts. Front desk picks one. Send.
When a lead shows interest but doesn't book, HHub flags them "Miss Opportunity" and drafts two personalized follow-up SMS messages — referencing what the patient actually asked about on the original call. Your front desk selects an action, edits if needed, and sends. Human in the loop, no auto-send, but the writing is done for you.
- Miss-opportunity flag on every interested-but-unbooked lead
- Two personalized SMS drafts per lead, generated by AI
- Drafts reference what the patient actually discussed
- Front desk picks which draft(s) to send
- Edit-and-send workflow — never fully automated
- Regenerate button if the AI drafts miss the mark
Score every call against what matters at your practice.
Great front desk calls look different at every practice. Some prioritize doctor endorsement. Some emphasize warm close. Some focus on insurance handling. HHub lets you define up to 10 scoring categories that matter at your practice — then scores every call against those categories with specific, actionable coaching notes. Built as a growth tool for your team, not a surveillance tool.
- You define up to 10 scoring categories — customized to your practice
- HHub scores every call automatically against those categories
- Specific coaching notes generated per call — not generic feedback
- Coaching-focused framing — meant to grow the team
- Office manager sees patterns across the team over time
- Individual coaching workflow with "Coach" action per call
Every location's performance in one view.
For multi-location practices and DSOs, HHub rolls up performance across every location — leads captured, conversion rate to consult, conversion to start, per-source performance. See which locations are outperforming and which need attention.
- Practice picker in the top nav — toggle any location
- "All Locations" view for consolidated reporting
- Per-location leads, consults, starts, and revenue
- Per-source performance by location
- Compare locations side-by-side
- Flag underperforming locations for management attention
Source Attribution
Every lead comes in tagged. Every source, counted.
The moment a lead lands in HHub, we know where they came from — Google Ads, organic search, direct visit, Google Business Profile, one of HHub's channels, or a referring doctor. See the breakdown at any time, drill into any source to see the actual leads it produced.
- Google Ads via UTM & call tracking numbers
- SEO / organic search via referrer
- Direct traffic (someone who typed your URL)
- Google Business Profile / Maps calls
- HHub channels (SMS, AI voice, chatbot, web form)
- Referring doctors from the Referral module
AI Lead Scoring
Every lead scored 0-100% the moment it lands.
HHub's AI (v2.0) analyzes every incoming lead — the words used, the intent expressed, whether they specifically asked about ortho — and assigns a potential score. Your front desk always knows the difference between a hot lead and a wrong number.
- Score assigned within seconds of the call ending
- AI 2.0 — trained on orthodontic patient conversations
- Score visible in the leads table for instant prioritization
- Sort inbox by score — hottest leads to the top
- Filter by score threshold to focus the team's attention
- Score explanation available — see why the AI scored what it did
AI Call Analysis
Every call read. Every conversation understood.
HHub transcribes every call, reads the transcript, and writes a plain-English summary of what happened. What did the patient ask about? Did they book? What do you need to follow up on? Answers available in a click — no need to listen to every call yourself.
- Every call transcribed automatically
- Plain-English analysis summary of what happened
- Full transcript retained if you want to review
- Auto-detected intents (booking, insurance, cost, etc.)
- Booking status: did they book or not, and why
- Suggested next action based on what was discussed
Miss-Opportunity Recovery
Two personalized SMS drafts. Front desk picks one. Send.
When a lead shows interest but doesn't book, HHub flags them "Miss Opportunity" and drafts two personalized follow-up SMS messages — referencing what the patient actually asked about on the original call. Your front desk selects an action, edits if needed, and sends. Human in the loop, no auto-send, but the writing is done for you.
- Miss-opportunity flag on every interested-but-unbooked lead
- Two personalized SMS drafts per lead, generated by AI
- Drafts reference what the patient actually discussed
- Front desk picks which draft(s) to send
- Edit-and-send workflow — never fully automated
- Regenerate button if the AI drafts miss the mark
Custom Call Scoring
Score every call against what matters at your practice.
Great front desk calls look different at every practice. Some prioritize doctor endorsement. Some emphasize warm close. Some focus on insurance handling. HHub lets you define up to 10 scoring categories that matter at your practice — then scores every call against those categories with specific, actionable coaching notes. Built as a growth tool for your team, not a surveillance tool.
- You define up to 10 scoring categories — customized to your practice
- HHub scores every call automatically against those categories
- Specific coaching notes generated per call — not generic feedback
- Coaching-focused framing — meant to grow the team
- Office manager sees patterns across the team over time
- Individual coaching workflow with "Coach" action per call
Multi-Location Rollup
Every location's performance in one view.
For multi-location practices and DSOs, HHub rolls up performance across every location — leads captured, conversion rate to consult, conversion to start, per-source performance. See which locations are outperforming and which need attention.
- Practice picker in the top nav — toggle any location
- "All Locations" view for consolidated reporting
- Per-location leads, consults, starts, and revenue
- Per-source performance by location
- Compare locations side-by-side
- Flag underperforming locations for management attention
A note on your PMS
Full funnel automation with Ortho2 & Cloud 9. Works without them too.
Practices on Ortho2 Edge or Cloud 9 Ortho get fully-automated funnel tracking — Lead → Consult → Start attribution happens without any manual work, because HHub reads status changes directly from your PMS. Practices on other PMSs get everything except automated Start tracking, which they can enter manually. All other features work the same.
Better Together
New leads are one half. Here's how they connect.
Patient Interactions
Existing patients live over here
Lead Management handles new patients. Patient Interactions handles existing ones — at-risk flagging, auto-tasks, retention intelligence. Together they cover the full patient lifecycle from first click to lifelong patient.
Explore Patient InteractionsScheduling
Booked consults land here
Every consult booked (via any channel) writes directly into Ortho2 or Cloud 9. The Consult milestone in your funnel connects straight to the Scheduling module — one booking engine, four front doors.
Explore SchedulingAI Agent
The AI that generates the messages
The same AI Agent that answers missed calls also generates the personalized SMS drafts in Miss-Opportunity Recovery. Same knowledge base, same voice, same brand — across every touchpoint.
Explore AI Agent
"Since day one, patients were able to find us on Google. To this day we're getting a 20:1 ROI from our website and branding."
20x
Increased our Business