Patient sources

Patient Sources (CRM Module)

The Patient Sources section allows you to define, group, and analyze the origins of your patients or leads—such as advertisements, website forms, referrals, campaigns, or walk-ins. Tracking patient sources helps your clinic monitor the effectiveness of marketing channels and make data-driven decisions for patient acquisition.

1. Creating and Managing Patient Sources

Directories > Patient Sources

This interface enables you to create new sources, organize them into folders, and manage their structure for CRM reporting and lead attribution.

Actions and Features:

Action	Description
+ Create Record	Add a new patient source (e.g., “Google Ads”, “Instagram”, “Walk-in”)
Title Field	Set the visible name for the patient source
Save	Confirm creation
+ Create Group	Create a folder (group) to organize patient sources
Search Bar	Quickly locate a source by title
Move to Group	Assign an existing source to a group folder

Use folders to structure sources by type (e.g., Digital, Offline, Referrals) or campaigns.

2. Patients Report by Source

This report allows you to analyze patient volumes and trends based on their original source, helping you measure the impact of your marketing channels over time.

Analytics > Patients Report

Filters, Toggles & Controls:

Control	Function
Grouping	Choose grouping by Day, Month, or All Period
Period Selector	Select reporting period using calendar
Period for Comparison	Set a past period (must match length of current period) for comparison
Hierarchy Button	Configure report display, including:
	Add/remove report dimensions (e.g., Source, CFR, Employee, Service)
	Rearrange hierarchy via drag-and-drop
	Save preset view configurations
	Apply changes using the Apply button
Employee Toggle + Add	Filter report by specific staff members
CFR Toggle + Add	Filter by specific cost/profit responsibility centers

Report Output:

The report table displays:

Row	Description
Patient Source	Source of patient (e.g., Facebook Ads, Referring Doctor)
Current Period	Number of patients acquired in the selected time frame
Previous Period	Same-source count from past comparison period
Change %	Comparison percentage (green = increase, red = decrease)

This lets you evaluate the growth, decline, or stability of each source and make informed decisions on where to allocate marketing or outreach efforts.

Summary

Feature	Description
Source Creation	Define and categorize how patients reach your clinic
Group Management	Organize sources into folders for easier tracking and reporting
Patient Report	Analyze acquisition trends across all patient sources
Visual Growth Indicators	Quickly identify effective and underperforming channels
Customizable Hierarchy	Configure the report view to match business needs