Tracking Production by Referral Source [report]

For practices that market their services, it can be important to analyze patient referral sources, and see whether the office is receiving a return on its marketing dollars. Offices can then determine if a marketing campaign is worth continuing in the future. Dentrix Ascend can show an office the number and value of patients by referral source to track whether a marketing campaign is working. 

Watch this video to learn how to track production by referral source. Duration: 2:32

Additional Information

• There is no specific time frame recommended for this report. It depends on the campaign you are running. For example, if you were running a radio ad for one month, you might want to track how many new patients attributed that source in the three to six months that follow the launch of the campaign.
• Adding the Location field to the report may be useful for organizations with multiple locations.
• For more information about referral sources, read Adding referral sources in the Help Center.