Ellos dicen
«PatientNow already reports by lead source.»
Nosotros decimos
It does, using a field somebody typed. Joining enquiries to revenue gives a second view and shows where the two disagree.
Para 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.
Sin clave de API Nada que instalar en PatientNowNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio PatientNow el 24 de septiembre de 2026.
La brecha
The consultation diary is full and the treatment schedule is not, and no report connects the two to a channel.
PatientNow 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.
- Necesaria
Patient phone or email
Captured at enquiry. It is the key that joins the lead export to the revenue export.
- Necesaria
Treatment revenue
What was collected, including packages and retail. Quoted treatment plans are not revenue.
- Necesaria
Enquiry and treatment dates
Both. The interval between them differs sharply by channel and by procedure.
- Opcional
Procedure or category
Injectables, devices, surgical. Their values differ by an order of magnitude and so do their sources.
Paso a paso
Cómo sacar el archivo de PatientNow.
Escrito para quien tiene PatientNow abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export enquiries with their source
One row per enquiry with a contact detail, the source and the date, including the ones that never booked.
-
Export treatment revenue
Collected amounts with a patient contact detail and a date.
-
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.
-
Take a year
Considered aesthetic procedures are researched for months, and packages are consumed over more.
-
Upload both
The join runs on the phone and the email, normalised, with consultation-to-treatment conversion reported per source.
Lo que recibe
La página que PatientNow 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 Medicina estética y dermatología, no de una cuenta de PatientNow.
Atribuidos a un canal$165,60072% de $230,000
Ventas coincidentes201 de 280solo alta confianza
Ticket medio$820por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| Email marketing | 44 | $32,200 | |
| Directo / Desconocido | 79 | $64,400 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada patient y el anuncio comparten una fila.
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.
Preguntas justas
«PatientNow ya hace eso». No exactamente.
Ellos dicen
«Our consultations are free, so they cost nothing.»
Nosotros decimos
They cost forty minutes of the practice's scarcest time. That is the largest hidden cost in the category.
Ellos dicen
«Cost per consultation is our metric.»
Nosotros decimos
It understates channels that waste clinical hours. Conversion to treatment is the number that fixes it.
No. It reads exported files, so your charts, photographs and consent records stay where they are.
Enquiries with a contact detail, source and date, plus collected treatment revenue with amounts and dates.
Each consumed clinical or advisor time. A channel producing many is expensive in a currency cost per lead does not measure.
Yes, consultation to treatment, and it is usually more actionable than the revenue ranking itself.
A year. Considered procedures are researched for months and packages are consumed over more.
Attributed on the purchase date and summed by patient, so one decision is not spread across six visits.
Yes, where the export carries a category, and it usually explains most of the difference between sources.
To check the source field against an independent join, and to bring in call tracking or platform lead files the system never saw.
The median is shown beside the total so one case cannot silently rank a source.
Any revenue with no traceable enquiry. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus a procedure category if you include one. No photographs, no clinical notes, no consent forms, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per source with consultation-to-treatment conversion beside it, split by procedure where available, and everything unmatched kept visible.
Por sector
Sectores que usan PatientNow.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Medicina estética y dermatología¿Qué anuncios produjeron tratamientos que la gente pagó?
- Cirugía estética¿Qué anuncios produjeron procedimientos, no consultas?
- Dermatología¿Qué canales generaron pacientes tratados y que pagan?
- Restauración capilar¿Qué canales produjeron procedimientos, y no solo consultas?
- Clínicas de pérdida de peso¿Qué canales trajeron pacientes que se quedaron?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas Zenoti Med spa and salon groups Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Boulevard Med spas, salons and aesthetic clinics Archivo de ventas cerradas Qué exportar Archivo de leads y llamadas NexHealth Dental and medical practices Archivo de leads y llamadas Qué exportar
Los 97 sistemas 
PatientNow 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 PatientNow, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.