For Mental Health Clinics

Which channels produced patients who attended?

Match billed sessions and completed courses of care to the enquiries and campaigns that produced the patient.

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The blind spot

What's actually happening

Enquiry volume is easy to generate and no-show rates are high. A first appointment booked is not care delivered, and the difference between channels on that measure is substantial.

Sessions billed, not enquiries

Rank channels by care actually delivered rather than appointments booked.

Courses, not single visits

Run over a longer range and the whole course traces to the acquiring channel.

Non-clinical data only

A contact detail, an amount and a date. Nothing about why someone attended.

The number you can take into a budget meeting

Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.

Q3 2026
Total revenue $240,000
Attributed to a channel $158,400 66% of revenue
Average deal $490
Match rate 74%
ChannelSalesRevenueShare
Google Ads142$67,200
Physician referral118$62,400
Meta Ads64$28,800
Direct / Unknown161$81,600

Booked is not attended, and attended is not completed

Mental health services have high no-show and early-dropout rates, and both vary sharply by channel. A campaign producing cheap bookings that do not attend is worse than one producing fewer that do.

Ranking on billed sessions removes the ambiguity, and running the report across a course of care shows which channels produce patients who complete rather than start.

Referral belongs in the comparison

Physician and employer referral produce a large share of patients and are usually treated as unmeasurable, which quietly overstates advertising.

Uploaded as a source file, referral becomes a channel like any other — including which referrers produce patients who complete care.

What changes when you can prove it

You stop defending the budget and start growing it

"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.

You can cut the wrong channel without a fight

Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.

Your reporting survives the finance review

Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.

You answer in an afternoon, not a quarter

Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.

What mental health clinics usually push back on

Our patients' data is confidential.

The match needs a contact detail, an amount and a date. No diagnosis, no notes, and none of that should be in the export.

No-shows are our biggest problem.

Which the report makes visible: booked-but-unbilled appointments simply do not match, so a channel producing them ranks accordingly.

Most referrals come from GPs.

Upload the referral list and they become measurable rather than invisible.

Pricing

Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most mental health clinics land on Growth.

Starter

A single business getting started

$49/mo

billed monthly

  • 1 workspace · 1 seat
  • 500 sales records / month
  • 6-month saved history
  • Phone + email matching with confidence tiers
  • Assisted column mapping
  • Your logo on every report
  • CSV export

Enterprise

One business closing at volume

$499/mo

billed monthly

  • 1 workspace · 10 seats
  • 25,000 sales records / month (+$49 per 10,000)
  • 24-month history
  • Campaign drill-down and period comparison
  • Your logo on every report
  • Roles, permissions and guided onboarding

Agency

Reporting on many clients at once

$799/mo

billed monthly

  • 10 client workspaces (+$25/mo each)
  • 10 seats
  • 10,000 sales records / month per workspace
  • 24-month history
  • White-label reports — our mark removed entirely
  • Roles, permissions and guided onboarding

Questions mental health clinics ask

Billed sessions: a patient contact email or phone, the amount, and the date. Nothing clinical.

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