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You know what you spent.
Nobody knows what
it booked.
The ad platform reports leads. The EMR reports revenue. They have never met, so the honest answer to “is this working?” is a guess with a spreadsheet in front of it.
The pipeline
A lead is not a patient yet.
Between the form fill and the first appointment there is a pipeline, and most practices run it out of an inbox. Every opportunity here has a stage, an owner and a response clock — and it converts into the same patient record the clinic already uses.
- Stages from new lead through to treated
- An owner per opportunity, so nothing sits unclaimed
- First-response time measured, because speed is the whole game
- Link an opportunity to the patient it becomes
- Import an existing list by mapping its columns
The economics
Spend on one side. Booked revenue on the other.
Cost per lead is easy to get from an ad platform. Cost per booked patient needs the booking, and the booking lives here. That is the whole reason the number is trustworthy.
- Cost per lead and ROAS against targets you set
- A spend ledger per campaign, reconciled rather than estimated
- Revenue attributed from the appointment, not from a pixel
- Channel and campaign performance side by side
Getting leads in, and back out
One less subscription to reconcile.
Leads arrive by webhook from your ad platform. Campaigns carry budgets and caps. Content gets written, scheduled and published to a list built from the chart — so the audience is real patients rather than an exported CSV going stale in another tool.
- Lead-delivery webhook straight from your ad account
- Campaign budgets, caps and delivery in one view
- Articles and emails drafted, scheduled and published
- Audiences built from the same records the clinic runs on