Cookie-Einstellungen

Wählen Sie, was wir verwenden dürfen. Unbedingt erforderliche Cookies halten Sie angemeldet und lassen sich nicht abschalten; alles andere entscheiden Sie, und es ändert nichts daran, wie die Website funktioniert. Sie können Ihre Entscheidung jederzeit über den Seitenfuß ändern.

Für eClinicalWorks

A new primary care patient is worth a decade, not a visit.

Export collections from eClinicalWorks, upload the sources behind first visits, and rank channels on the patients who stay.

  • Kein API-Schlüssel
  • Nichts in eClinicalWorks zu installierenNichts zu installieren
  • Keine Karte nötigOhne Karte

CloseRev reads an eClinicalWorks export of collected payments — the patient's phone or email, the amount and the date — and matches it against the searches, calls and bookings that produced the first visit. For primary care and other ongoing care, a patient's value is years of visits rather than the first appointment, so the report measures what each source added to the practice's panel over time. Collections with no traceable source are reported as Direct / Unknown.

Zuletzt am 25. September 2026 anhand der eigenen Dokumentation von eClinicalWorks geprüft.

Die Lücke

New-patient appointments are counted every week. Which of those patients are still coming three years later, and where they came from, is not.

eClinicalWorks sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Patient phone or email

    On the patient record. It joins every later visit to the first one.

  2. Erforderlich

    Amount collected

    Payments received from payers and patients together.

  3. Erforderlich

    First visit date and visit type

    When the patient was first seen, and whether it was an office visit, urgent visit or virtual visit.

  4. Optional

    Location

    Which site, for practices with several. Local search behaves very differently between them.

Schritt für Schritt

So holen Sie die Datei aus eClinicalWorks.

Geschrieben für alle, die eClinicalWorks im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export collected payments by patient

    One row per payment with a contact detail, the amount and the date.

  2. Carry the first visit through

    Everything is grouped under the first visit, so the patient is credited to the source that first produced them.

  3. Export your lead sources

    Call tracking, online booking, local search, payer directories and referrals from other practices.

  4. Take two years at least

    Primary care value shows over years. A short window measures the first visit only.

  5. Upload both

    The join runs on the phone and the email, normalised, with results by visit type and location.

Was zurückkommt

Die Seite, die eClinicalWorks Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Privatkliniken & Arztpraxen – nicht aus einem eClinicalWorks-Konto.

Einem Kanal zugeordnet$269,10069% von $390,000
Zugeordnete Verkäufe90 von 134nur hohe Konfidenz
Durchschn. Verkauf$2,930pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads41$148,200
Meta Ads33$81,900
E‑Mail-Marketing16$39,000
Direkt / Unbekannt44$120,900

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn patient und Anzeige in einer Zeile stehen.

Primary care's unit is the panel, not the visit

A patient who chooses a primary care practice may come back several times a year for many years: annual checks, chronic care, the occasional acute visit.

Judged on the first appointment, every source looks similar, because a first visit is a first visit. Judged on the following two years, they separate.

Grouping collections under each patient's first visit and following them over a long window gives the number that matters: what each source added to the panel.

It also shows which sources produce patients who stay, which is a better guide to where to spend than cost per new-patient appointment.

The report shows the count of patients each figure rests on, because a small practice's two-year cohort can be small enough to mislead on its own.

Walk-in and urgent visits belong to local search, and are mostly untracked

Urgent and same-day visits are usually driven by proximity: somebody searches for care near them now and goes to the nearest option with a good rating.

Most of those patients call or walk in, so without a tracked number on the map listing they arrive with no source at all.

A distinct number on each location's listing turns that channel into a lead file, and a year later the practice knows what the listing produced.

It also shows how many urgent-visit patients became regular patients, which is often the most valuable thing an urgent-care line does for a practice.

Virtual visits bring patients from further away

A practice offering virtual visits can see patients who would never travel to its offices, and those patients arrive through different searches and different sources.

They often behave differently too: more one-off visits, fewer long relationships, sometimes a different payer mix.

Where the export marks the visit type, the report splits virtual-first patients from office-first patients, so each gets its own ranking.

Pooled together, a virtual channel that produces many single visits can look better or worse than it is, depending on which side of the average it sits.

Fee-for-service collections are not the whole of a patient's value

Where a practice takes part in value-based arrangements, some of the revenue a patient produces arrives as programme payments rather than as a fee per visit.

A report built only on visit collections undercounts the patients those programmes reward, and the undercount is not spread evenly across sources.

The report ranks on the collections in the file and says so. Where programme revenue can be attributed to a patient, adding it to the export makes the ranking complete.

Stating the basis matters here more than most places, because the same patient can be worth very different amounts depending on which revenue is counted.

It also changes what a source is worth. A channel that brings in patients with ongoing care needs can look ordinary on visit fees and very good once programme revenue is included, and the practice should know which view its budget is being set on.

Berechtigte Fragen

„eClinicalWorks kann das doch schon.“ Nicht ganz.

Sie sagen

„eClinicalWorks already reports new patients.“

Wir sagen

It counts them. It has no record of what produced each one, and it cannot follow their value back to that source.

Sie sagen

„Our new-patient numbers are what we manage.“

Wir sagen

They measure first visits. In primary care, the years after the first visit are where the value is.

Sie sagen

„Most of our patients walk in.“

Wir sagen

Then a tracked number on each location's listing is the first change to make.

Fragen

eClinicalWorks im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads a file you exported, so your records, schedules and billing stay where they are.

eClinicalWorks und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in eClinicalWorks zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.