«Our new patient numbers are already tracked.»
They are, and they are the wrong number. Two channels with the same new patient count can differ by a factor of five in production accepted.
Para Curve Dental
Export collected production from Curve, upload the enquiries beside them, and rank marketing on what patients actually paid for.
Sin clave de API Nada que instalar en Curve DentalNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a Curve Dental export of collected production — the patient's phone or email, the amount collected and the procedure date — and matches it against the calls and forms that produced the booking. For a practice the gap between a booked hygiene appointment and accepted treatment is the whole question, and it is the half advertising reporting never sees. Production with no matching enquiry is reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio Curve Dental el 24 de septiembre de 2026.
La brecha
You can see new patient numbers rising. Whether those patients accept treatment, and which marketing brought the ones who do, is guesswork.
Qué se vendió, a quién y por cuánto.
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
On the patient record. Dental enquiries arrive by phone more often than any other health category, so the number carries most of the matching.
What was collected rather than what was presented or scheduled. Presented treatment is a plan; collected production is revenue.
When the work was done or paid for. Treatment plans are often phased over months, so a wide window matters.
Hygiene, restorative, implants, orthodontics, cosmetic. It is the split that separates a channel bringing cleanings from one bringing full-arch cases.
Paso a paso
Escrito para quien tiene Curve Dental abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
One row per procedure or payment with a patient contact detail, the amount collected and a date. Look for the export listing production with what was collected against it.
Presented treatment measures your treatment planning and scheduled treatment measures your front desk. Neither measures marketing, and both are much larger numbers.
Call tracking is the important one in dentistry, plus the website form, any booking widget and directory or membership plan listings.
A new patient exam in January becomes accepted implant treatment in June. A short window measures the exam and misses the case.
The join runs on the phone and the email, normalised, with first visits and subsequent production reported apart.
Lo que recibe
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Clínicas dentales, no de una cuenta de Curve Dental.
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 38 | $124,800 | |
| Meta Ads | 31 | $54,800 | |
| Email marketing | 14 | $27,400 | |
| Directo / Desconocido | 46 | $97,400 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Most practices advertise a new patient exam at or below cost, deliberately, because the point of it is diagnosis and treatment acceptance.
That makes the first transaction the worst possible basis for judging a channel. Two sources delivering identical numbers of new patient exams can differ enormously in the production those patients go on to accept.
Only a file that follows the patient past the exam separates them, and in dentistry the separation is usually dramatic — which is why case acceptance, not new patient count, is the number practices should be buying against.
Acceptance is treated as a clinical and communication skill, which it largely is. It is also a property of who walks through the door.
A patient who searched for an emergency, one who came for a discounted whitening offer and one referred by their neighbour arrive with completely different readiness to accept a plan.
With both files uploaded the report gives production per new patient by channel, which is the closest thing to acceptance-by-source a practice can get. It frequently reorders channels that looked identical on cost per new patient.
A healthy practice runs on recall, and the hygiene column is full every month regardless of what the advertising did.
Counted together with new patients, recall production swamps the acquisition signal entirely and makes every channel look ineffective.
Reported apart, recall becomes the retention measure it actually is, and the acquisition channels can be judged on the patients they brought. Whether a channel's patients stay for recall is itself one of the more valuable things the report shows.
It is also the number that decides whether a channel is worth buying more of. A patient who attends recall for three years is worth several times a patient who takes one exam and disappears, and the difference between those two outcomes is visible in the file long before it is visible in the bank.
In-house membership plans bill monthly and third-party financing pays the practice at once while the patient pays over years.
Both break a naive match on payment date: one spreads a patient across many small rows, the other lands the whole case value on a single day well after the decision.
The report sums by patient, so a case is a case however it was paid for. Where the export flags plan or financed treatment, keeping it lets you read the two apart rather than wondering why one month looks extraordinary.
Preguntas justas
They are, and they are the wrong number. Two channels with the same new patient count can differ by a factor of five in production accepted.
Largely, and partly about who arrives. This separates the two rather than assuming either.
A contact detail, an amount and a date. No chart, no imaging, no treatment plan, no insurance detail.
No. It reads a file you exported, so your charts and imaging are never reachable — no connection to them exists.
Collected production with a patient contact detail, the amount and a date.
Collected. Presented measures your treatment planning and scheduled measures your front desk; neither measures marketing.
A year at least. A new patient exam becomes accepted treatment months later, and that is the revenue worth attributing.
Yes, where the export carries a procedure category — and it is the split that makes the report readable.
Yes, with both files. It is the closest thing to treatment acceptance by source and it usually reorders the channels.
Summed by patient, so a plan member is one patient rather than twelve small payments.
The practice was paid, so it counts as collected on the date you were paid. Flag it if the export allows and read it apart.
They are reported as Direct / Unknown and never matched on a name.
Yes, where the export carries one. A group average usually describes none of its practices.
A contact detail, an amount and a date, plus a procedure category if you include one. No chart, no imaging, no treatment plan, no insurance detail. Encrypted in transit and at rest and deleted with the import.
Collected production by channel, new patients separated from recall, and everything unmatched kept visible.
Por sector
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
Otros sistemas
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Curve Dental y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Nada que instalar en Curve Dental, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.