Source and Referral Effectiveness

The Source & Referral Effectiveness report shows the number of leads generated by a given marketing category and quantifies the progression of patients from the initial screening through surgery. This report allows you to compare the costs of a given marketing category against the number of services provided to patients associated with that marketing category. The report draws upon the marketing groups that are selected on the Patient Demographic window, the CPT codes billed on the patients’ fee slips between the specified dates, and the marketing cost information that is recorded in the Customization window.

To create the Source & Referral Effectiveness report, set the order date parameters, select a location, marketing group, screening CPT code, exam CPT code, and surgery code as needed, and select the Details check box to list the patients that were assigned to each marketing category.