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 PatientNow

A consultation is an hour of clinical time somebody has to pay for.

Export enquiries and treatment revenue from PatientNow, join them, and rank channels on treatments rather than on consultations booked.

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

PatientNow holds both halves of the match — the enquiry with its source and the treatment revenue that followed — which makes it one of the few systems here where a single vendor can supply the whole file. CloseRev joins those exports on the patient's phone or email and reports revenue by source, including the consultations that never converted. Revenue with no traceable enquiry is reported as Direct / Unknown.

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

Die Lücke

The consultation diary is full and the treatment schedule is not, and no report connects the two to a channel.

PatientNow 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 enquiry. It is the key that joins the lead export to the revenue export.

  2. Erforderlich

    Treatment revenue

    What was collected, including packages and retail. Quoted treatment plans are not revenue.

  3. Erforderlich

    Enquiry and treatment dates

    Both. The interval between them differs sharply by channel and by procedure.

  4. Optional

    Procedure or category

    Injectables, devices, surgical. Their values differ by an order of magnitude and so do their sources.

Schritt für Schritt

So holen Sie die Datei aus PatientNow.

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

  1. Export enquiries with their source

    One row per enquiry with a contact detail, the source and the date, including the ones that never booked.

  2. Export treatment revenue

    Collected amounts with a patient contact detail and a date.

  3. Keep the consultations that did not convert

    Each one consumed clinical or advisor time, and a channel that produces many is expensive in a way cost per lead never shows.

  4. Take a year

    Considered aesthetic procedures are researched for months, and packages are consumed over more.

  5. Upload both

    The join runs on the phone and the email, normalised, with consultation-to-treatment conversion reported per source.

Was zurückkommt

Die Seite, die PatientNow 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 Ästhetik & Dermatologie – nicht aus einem PatientNow-Konto.

Einem Kanal zugeordnet$165,60072% von $230,000
Zugeordnete Verkäufe201 von 280nur hohe Konfidenz
Durchschn. Verkauf$820pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Meta Ads96$78,200
Google Ads61$55,200
E‑Mail-Marketing44$32,200
Direkt / Unbekannt79$64,400

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 patient und Anzeige in einer Zeile stehen.

The consultation is the expensive middle nobody costs

In aesthetics the consultation is often free, takes forty minutes, and occupies a provider or a trained advisor whose time is the practice's scarcest resource.

Cost per consultation therefore understates the true cost of a channel by exactly the amount of time it wastes, and the waste is not evenly distributed.

A source producing ten consultations for one treatment is consuming a working day per patient acquired, which is invisible in every advertising report.

Because both halves are in one system here, conversion from consultation to treatment can be reported per source without any additional tracking.

That number is usually more actionable than the revenue ranking, because it points at the offer and the consultation script rather than at the channel.

Procedure mix explains most of the difference between sources

A course of injectables, a device package and a surgical procedure differ enormously in value, in consideration time and in who is looking for them.

A channel weighted towards one is ranked as though it produced the mix, which is how a good source of high-value work gets cut for producing few patients.

Where the export carries a procedure category, the report splits on it and each category gets its own ranking and its own sensible window.

Most practices find the sources feeding injectables and the sources feeding surgical enquiries barely overlap, which argues for separate budgets rather than one.

It also stops a single large case from deciding a channel's ranking, because the median is shown beside the total.

Packages and memberships spread one decision across a year

Treatment packages and membership plans are bought once and consumed over months, which breaks any match that attributes on the treatment date.

Attributing on purchase keeps the decision with the campaign that produced it, and the report sums by patient so a package is one outcome rather than six.

It also prevents a maintenance visit a year later being credited to whatever campaign happened to be running that week.

Where the export flags the package, this is automatic; where it does not, the amounts and dates usually make it obvious.

The distinction matters most for the channels that sell on price, because a discounted package looks like strong revenue on the day it is bought.

Both halves in one system is an advantage and still not a complete answer

Holding the enquiry and the revenue in the same place removes most of the joining problems this catalogue exists to solve, and it is a genuine advantage.

What it does not do is verify the source field, which is still filled in by whoever took the enquiry and is subject to the usual drift.

Where you also run call tracking or have a separate lead file from an advertising platform, bringing it in gives a second, independent view.

Where the two disagree, the report shows the gap rather than preferring one, which is how a source field gets corrected rather than trusted.

Berechtigte Fragen

„PatientNow kann das doch schon.“ Nicht ganz.

Sie sagen

„PatientNow already reports by lead source.“

Wir sagen

It does, using a field somebody typed. Joining enquiries to revenue gives a second view and shows where the two disagree.

Sie sagen

„Our consultations are free, so they cost nothing.“

Wir sagen

They cost forty minutes of the practice's scarcest time. That is the largest hidden cost in the category.

Sie sagen

„Cost per consultation is our metric.“

Wir sagen

It understates channels that waste clinical hours. Conversion to treatment is the number that fixes it.

Fragen

PatientNow im Detail.

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

No. It reads exported files, so your charts, photographs and consent records stay where they are.

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