«RevolutionEHR already reports revenue.»
It does, and it has no record of what produced the patient, because that predates the chart.
Para RevolutionEHR
Export collections from RevolutionEHR, upload the leads behind them, and rank channels on the whole patient rather than the appointment.
Sin clave de API Nada que instalar en RevolutionEHRNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a RevolutionEHR export of collected revenue — the patient's phone or email, the amount and the date — and matches it against the calls, forms and listings that produced the appointment. Optometry has an unusual shape: the examination is often largely covered by a plan and the optical dispense carries the margin, so a channel that fills the diary is not necessarily a channel that pays for it. Collections with no traceable lead are reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio RevolutionEHR el 24 de septiembre de 2026.
La brecha
Every channel can fill exam slots. Only some of them bring patients who buy glasses.
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. Both are worth exporting — plan-covered patients often give an email only.
Professional fees and optical together, as received. Charges are not collections, and vision plan reimbursement differs from both.
When money arrived. Plan payments land well after the appointment.
Exam, frames, lenses, contact lenses. This is the split that makes the report worth running.
Paso a paso
Escrito para quien tiene RevolutionEHR 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 payment with a patient contact detail, the amount and the date.
Ranking on total collections hides the whole finding, which is that channels differ mostly on the optical half.
Vision plan reimbursement is slow and contact lens supply is annual, so a quarter measures the diary rather than the patient.
Tracked numbers, local search, plan provider directories, social and any community or school screening programme.
The join runs on the phone and the email, normalised, with exam and optical revenue 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 LASIK y corrección visual, no de una cuenta de RevolutionEHR.
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 68 | $306,000 | |
| Meta Ads | 39 | $171,000 | |
| Email marketing | 14 | $63,000 | |
| Directo / Desconocido | 80 | $360,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Where a vision plan covers most of the examination fee, the appointment itself contributes little and the dispense is where the practice earns.
That makes appointment volume an actively misleading measure of a marketing channel, because it is the half that is subsidised.
Channels differ substantially on capture rate — the share of examined patients who buy frames or lenses — and nothing in a booking report reveals it.
Splitting collections into professional and optical, then ranking sources on the optical half, is the single most useful thing this data can do.
It frequently shows that the cheapest source of appointments is the most expensive source of revenue.
Being listed as a provider for a vision plan produces a steady stream of patients who chose you from a list because you were in network.
That is a real acquisition channel with a real cost — the plan's fee schedule — and it is almost never compared with paid media on equal terms.
Those patients also behave distinctively at the dispense, because the plan sets an allowance and the patient decides whether to exceed it.
Ranking plan-sourced patients on collected revenue against search-sourced patients answers a question most practices have only ever argued about.
The answer varies by practice and by plan, which is exactly why it has to be measured rather than assumed.
A contact lens wearer buys supply every year, sometimes through the practice and sometimes elsewhere, and each purchase is modest.
Counted per transaction they look unimportant; summed across a patient over several years they are among the most valuable outcomes a channel produces.
The report sums by patient across the window, which makes the annuity visible instead of scattered.
Channels differ in how many contact lens wearers they bring, and a practice that knows which ones can weight its spend accordingly.
It also identifies where supply is leaking to online retailers, which is a pricing decision the marketing report can inform but not make. A channel bringing wearers who buy their supply elsewhere is producing less than its first-year numbers suggest, and the gap widens every year it goes unmeasured.
A practice runs on patients returning every one to two years, and recall communications bring most of them back.
Counted as a source, recall would take credit for the majority of the practice's revenue and make every acquisition channel look ineffective.
Reported separately, it becomes the retention measure it is, and the acquisition channels can be judged on the patients they actually introduced.
Whether a channel's patients return for recall is itself one of the more valuable things the report shows, and it is a better predictor of a practice's future than any first-year figure. A source whose patients never come back is buying you one dispense; a source whose patients return every other year is building the practice.
Preguntas justas
It does, and it has no record of what produced the patient, because that predates the chart.
That measures the subsidised half. Optical collections measure the half that pays for the practice.
Then that is your largest channel and it has never been ranked against the paid ones on revenue.
No. It reads an exported file, so your charts, prescriptions and scheduling stay where they are.
Collected revenue with a patient contact detail, the amount and the date.
Because the exam is often largely covered and the optical carries the margin, so channels differ mostly on the second.
A year, because plan reimbursement is slow and contact lens supply is annual.
Yes, as their own source, ranked on collected revenue against the paid channels.
Summed by patient across the window, so an annuity is not read as a series of small transactions.
No. It is retention and is reported separately, or it would take credit for most of the practice.
Yes, where the export carries one.
Charges, plan reimbursement and patient payments are three different numbers, and only one of them arrives.
Any collection with no traceable lead, usually walk-ins and word of mouth.
A contact detail, an amount and a date, plus a revenue type if you include one. No prescriptions, no clinical records, no plan details, no card data. Encrypted in transit and at rest and deleted with the import.
Collections per acquired patient by source, exam and optical apart, recall separated from acquisition, 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.
RevolutionEHR 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 RevolutionEHR, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.