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 NexHealth

Most online bookings are patients you already had.

Use NexHealth bookings as your lead file, match them against collected production, and separate the patients you acquired from the ones who rebooked.

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

NexHealth sits on the lead side in CloseRev: its online booking records carry the patient's contact detail, the date and where the booking came from, which makes them a usable lead file. Matched against collected production from the practice management system, they answer which channels produced new patients rather than which produced bookings — a distinction the booking layer itself cannot make. Production with no traceable booking is reported as Direct / Unknown.

Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von NexHealth geprüft.

Die Lücke

Online booking volume looks like marketing performance and most of it is convenience for existing patients.

NexHealth 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

    Captured at booking. Online booking produces unusually complete contact details, which makes this a strong lead file.

  2. Erforderlich

    Booking source or referrer

    Where the booking originated — the practice website, a map listing, a directory. This becomes the channel label.

  3. Erforderlich

    Booking date

    When the appointment was made, not when it was attended. The gap matters for cancellations.

  4. Optional

    New or returning flag

    The single most important optional column on this page, because it is the distinction the whole report turns on.

Schritt für Schritt

So holen Sie die Datei aus NexHealth.

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

  1. Export bookings with source and contact details

    One row per booking with a contact detail, the source and the date.

  2. Separate new patients from rebookings

    Use the flag where it exists; otherwise a patient's first appearance in a long file is the acquisition and the rest are not.

  3. Export collected production

    From the practice management system: patient contact detail, amount collected, date.

  4. Take a year

    Long enough for treatment that needed planning to have been completed and paid for.

  5. Upload both

    The join runs on the phone and the email, normalised, with acquisition and rebooking reported apart.

Was zurückkommt

Die Seite, die NexHealth 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 Zahnarztpraxen – nicht aus einem NexHealth-Konto.

Einem Kanal zugeordnet$207,00068% von $304,400
Zugeordnete Verkäufe83 von 129nur hohe Konfidenz
Durchschn. Verkauf$2,340pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads38$124,800
Meta Ads31$54,800
E‑Mail-Marketing14$27,400
Direkt / Unbekannt46$97,400

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 booking und Anzeige in einer Zeile stehen.

Online booking is mostly a convenience for people you already have

A practice that adds online booking sees a large jump in bookings made outside office hours, and most of those are existing patients who would have telephoned.

That is a genuine operational win — fewer calls, fewer missed bookings — and it is not a marketing result, however it looks on a dashboard.

Counting all online bookings as a channel therefore credits the booking widget with a large share of the practice's revenue.

Splitting new from returning is the first thing this report does, and for most practices it removes the majority of the volume before any ranking begins.

What remains is small, real, and finally comparable with the paid channels.

The booking's referrer is a weak signal and the only one available

Where a booking records that it came from a map listing or the practice website, that is genuinely useful, and it is also the last step rather than the cause.

Somebody who saw an advert, searched the practice by name and booked from the website will be recorded as a website booking.

The report uses the referrer as one source among several and keeps the paid lead files beside it, so the overlap between them is visible rather than resolved.

Where a patient appears in both an advertising lead file and a website booking, the report shows both rather than silently awarding the cheaper one.

That restraint is what stops the widget quietly absorbing credit for everything upstream of it.

A booking is not attendance and not revenue

Online bookings cancel and no-show at a different rate from telephone bookings, because making one costs the patient less commitment.

Ranking channels on bookings therefore favours the sources that make booking easiest rather than the ones producing patients who attend.

Matching to collected production removes the problem entirely: revenue only exists where somebody turned up and paid.

The gap between bookings and collections per source is worth reporting on its own, because it is often an operations finding about reminders rather than a marketing one.

Treatment that needs planning lands months after the booking

A new patient's first appointment is an examination, and the significant production frequently follows weeks or months later once treatment is agreed.

A short window measures the examination, which is nearly the same for every channel, and misses the part where channels differ.

A year of collections matched back to the acquisition booking gives the number that actually distinguishes them.

It also shows which channels produce patients who accept treatment, which is a far better predictor of a practice's year than new-patient counts.

Acceptance is where the money is decided, and it varies by how the patient arrived. Somebody who booked at midnight from a map listing because a tooth hurt is a different proposition from somebody who chose the practice after a recommendation, and the ledger is the only place that difference becomes a number.

Berechtigte Fragen

„NexHealth kann das doch schon.“ Nicht ganz.

Sie sagen

„NexHealth already reports bookings by source.“

Wir sagen

It does, and most of those bookings are existing patients. The split is where this starts.

Sie sagen

„The website is our biggest source.“

Wir sagen

It is the last click before the booking. The report keeps paid lead files beside it so the overlap is visible.

Sie sagen

„Bookings are the metric we watch.“

Wir sagen

They favour whichever source makes booking easiest, which is not the same as producing patients who attend and pay.

Fragen

NexHealth im Detail.

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

No. It reads an exported file, so your scheduling, forms and patient records stay where they are.

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