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Para 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.

  • Sin clave de API
  • Nada que instalar en eClinicalWorksNada que instalar
  • Sin tarjeta de créditoSin tarjeta

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.

Comprobado por última vez con la documentación del propio eClinicalWorks el 25 de septiembre de 2026.

La brecha

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 ve

Qué se vendió, a quién y por cuánto.

ninguna fila en común
Su cuenta publicitaria ve

El clic, la palabra clave, la llamada y cuánto costó cada uno.

El archivo

Qué debe contener la exportación.

Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.

  1. Necesaria

    Patient phone or email

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

  2. Necesaria

    Amount collected

    Payments received from payers and patients together.

  3. Necesaria

    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. Opcional

    Location

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

Paso a paso

Cómo sacar el archivo de eClinicalWorks.

Escrito para quien tiene eClinicalWorks abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.

  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.

Lo que recibe

La página que eClinicalWorks no puede mostrarle.

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 médicas, no de una cuenta de eClinicalWorks.

Atribuidos a un canal$269,10069% de $390,000
Ventas coincidentes90 de 134solo alta confianza
Ticket medio$2,930por venta pagada
CanalProporciónVentasIngresos
Google Ads41$148,200
Meta Ads33$81,900
Email marketing16$39,000
Directo / Desconocido44$120,900

Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.

El argumento

Qué cambia cuando cada patient y el anuncio comparten una fila.

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.

Preguntas justas

«eClinicalWorks ya hace eso». No exactamente.

Ellos dicen

«eClinicalWorks already reports new patients.»

Nosotros decimos

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

Ellos dicen

«Our new-patient numbers are what we manage.»

Nosotros decimos

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

Ellos dicen

«Most of our patients walk in.»

Nosotros decimos

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

Preguntas

eClinicalWorks, en concreto.

¿Algo más? Pregúntenos y le responderá una persona.

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

eClinicalWorks 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

Dos exportaciones y lo sabrá.

Nada que instalar en eClinicalWorks, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.