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How new patients know about the clinic

The Report How new patients know about the clinic helps you to identify the most efficient promotion sources that attract the most new patients, as this report shows the number of new patients attracted by using different sources in terms of percentage and numbers.

Make a list of information sources from which patients know about the clinic, like Google, Instagram, Facebook, etc., to work with the report.
To add information sources go to Settings → Other → How new patients know about the clinic.

Then specify the corresponding information in the field Information Source when you fill passport data in the patient card.

The main chart in the report shows the percentage and quantitative indicators of various sources of new patient acquisition. The report also has additional categories:

  • Treatment plans costs - the amount of treatment plans drawn up for patients in total and for each source of referrals;
  • Amount paid by patients - the amount of payments for treatment in total and for each source of patient referrals (treatment plan acts and quick acts are taken into account);
  • Number of visits - the number of visits of new patients who came to the clinic for each source of referrals.

The following categories How did women, men, or children find out about the clinic allow you to understand which promotion sources work best for each patient segment.

The category When patients were registered deserves special attention - here you can track data on the number of new patient registrations through each of the engagement channels for any period.

Please note! If you click the Comparison switch at the top of the report, you will be able to compare two arbitrary periods within the report. This option is especially useful if you used different marketing strategies to attract patients in different periods, as you can quickly compare their effectiveness!

Use the Report on the First-Time Patients to ensure detailed analysis of conversion of the first-time patients into regular ones.

Use the report Patient Visit to track all patient visits in the clinic.