Episodes, not enquiries
Rank channels by care actually delivered and billed rather than by first appointments.
For Physical Therapy
Match billed episodes of care to the enquiries, referrals and ads that produced them — because one visit is not an episode.
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$213,000 71% of $300,000 paid
The blind spot
A new patient enquiry is worth almost nothing; a completed twelve-visit plan of care is worth a great deal. Enquiry counts treat them identically.
What you get
Rank channels by care actually delivered and billed rather than by first appointments.
Physician referral is a channel like any other once its list is uploaded.
A contact detail, an amount and a date. No clinical information.
A worked example
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.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 96 | $72,000 | 24% | |
| Physician referral | 148 | $114,000 | 38% | |
| Meta Ads | 44 | $27,000 | 9% | |
| Direct / Unknown | 112 | $87,000 | 29% |
A plan of care is a course of visits. A patient who attends once and drops out is worth a fraction of one who completes, and the difference between channels on that measure is large.
Ranking by billed episode rather than by new patient shows which channels produce patients who finish. That is usually the difference between a marketing budget that grows the clinic and one that just fills tomorrow's diary.
Most clinics treat referral as untrackable and advertising as measurable, which flatters advertising and hides the largest source of care.
Upload the referral list as a source file and it attributes like any other channel — including which referring practices actually produce patients who complete care, which is a conversation worth having with them.
Why it matters
"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.
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.
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.
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.
Honest answers
Then upload the referral list and measure it. Treating referral as invisible while measuring ads precisely gives you a distorted picture of both.
Run the report over a longer range and the whole episode traces back to the channel that produced the patient.
You should not. Contact detail, amount and date only — no diagnoses, no notes.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most outpatient physiotherapy and rehabilitation clinics land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mo
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Billed care: a patient phone number or email, the amount, and the date.
Run the report over the full episode length and the difference shows in the revenue per patient by channel.
Yes — the referral list is a source file and referral becomes a measurable channel.
Yes, with a clinician or site column.
No BAA is offered and we should not be treated as a business associate. Keep clinical detail out of the export.
No. Existing lead exports work as the second file.
Yes. Nothing had to be installed at the time.
Billed rows analysed in a calendar month. Enquiry and referral rows do not count.
Nearby
Match care plans purchased and visits billed to the offers, ads and referrals that produced the patient.
See how it worksMatch your billing export to your call and ad data, and see which channels produced procedures that were paid for rather than enquiries that were not.
See how it worksMatch invoiced visits to the calls and ads that produced them, and see which channels bring clients rather than enquiries.
See how it worksStart today
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.