Dental & Medical Practices · Reporting & Admin
Marketing Source Report
Dental marketing often gets judged on calls and form fills, even though what matters is booked new patients, accepted treatment, and long-term case value. This report ties acquisition source data to actual patient and production outcomes so the practice can tell whether Google Ads, SEO, mailers, or referral partners are bringing in profitable care.
How It Works
Collect source and campaign data
The workflow combines referral source answers, call tracking tags, form submissions, and campaign UTM data into one source list.
Connect source to patient outcomes
Booked appointments, completed new patient visits, treatment value, and collections are matched back to the original source.
Summarize channel performance
The office receives a report showing which channels drive the highest quality patients, not just the most inquiries.
Tools & Platforms
Key Benefits
Connects marketing spend to real patient revenue Shows which channels produce higher-value cases Helps cut weak campaigns with confidence Improves reporting for owners and agencies
In Practice
An implant-focused practice learns that Google Ads produces more leads, but oral surgeon referrals and SEO drive the highest accepted treatment value per patient.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
Book a Free 15-Min CallNo pressure. We’ll tell you if this one is worth building first.