Tracking Marketing efforts

[dds02]

What is the best way to set up a system so I can track where my patients are coming to the practice and then to be able to generate a report?

Thanks,

Dennis

[DavidWolf]

I use the referrals tab in the family module. I have setup referrals named for each of my marketing efforts.
The referral tab is tricky to iopen, you have to double click right on the "eferred from" box in the patient information section of the Family module.
When a new patient arrives I am very strict about having my staff enter the referral source.

Then the reports or easy to generate using the referrals tab in the reports window.

Below is a report that I use to track the amount of production per referral source by date range.
You can place this in the user query and edit the dates as needed.

SELECT referral.LName,referral.FName,
COUNT(DISTINCT refattach.PatNum) AS HowMany,
SUM(procedurelog.ProcFee) AS $HowMuch
FROM referral,refattach,procedurelog
WHERE referral.ReferralNum=refattach.ReferralNum
AND procedurelog.PatNum=refattach.PatNum
AND refattach.IsFrom=1
AND procedurelog.ProcStatus=2
AND procedurelog.ProcDate >='2007-01-01'
AND procedurelog.ProcDate < '2008-01-01'
GROUP BY referral.ReferralNum
ORDER BY HowMany Desc

[carowayne]

Hello

In addition to what you want to set up, I'd advise you to collect leads. This is very important for marketing campaigns, as Pareto shows.

I hope your business is doing well.