Purpose
Sometimes you want to track where your patients come from to evaluate where your marketing dollars are making the most impact. In this How To we go over how to set up Chart Talk to track referral sources, you can be as general or as specific as you would like.
- Create Media Types
- From Main Navigation Menu, Expand Pactice Management > Media Type
- Decide on how you want to track. A very general category would be ‘Internet’, ‘Yellow Pages’ 😂, ‘Friend or Family’. A very specific referral source might be ‘2023.02.24 Mass email announcing partenership with youth soccer club’
- Evaluating your maketing goals will help you determine what and how you want to track.
- Enter record in patient Communication Log
- Patient Navigation Menu > Communication Log
- Click create. Select the Media type. Here you can leave notes about the specifics of the referral if you’d like, it’s not necessary.
- Reporting:
- Main Navigation Menu > Reporting > Clinic Reports > Communication Log
- Select the media type, and date range. Leave the patient name blank to return values for all patients.