Which campaigns produced the patients your claims collected on?

A group running primary care, orthopedics, dermatology and a surgical line has several patient acquisition problems, different economics and usually one budget. It is tempting to want the report cut by specialty, and CloseRev does not do that: a department or service line on each patient's row would put health information in the file.

What it does instead is report the whole group's collected revenue by channel and, with a location column mapped as Location, each site's revenue and how much of it traced to a channel. That is the reading that reconciles to the group's own financials, which is what lets it survive a budget meeting. It does not rank channels within a site, so read the site split as a share of each site's money, not as a separate league table.

Two patients with identical visits and different insurance collect different amounts. Since payer mix correlates with how a patient found you — a self-pay aesthetic inquiry is a different acquisition from a referred medical visit — ranking channels on charges produces a systematically distorted table.

Exporting collections fixes it and makes the report reconcile to the group's own financials. That reconciliation is what lets the number survive being questioned by somebody who owns the P&L.

Between a visit and settled money sit the claim, the adjudication, the patient balance and sometimes an appeal. Months, routinely. Any attribution method that needs the revenue to land inside a window is structurally wrong here.

Matching on the patient means the lag is irrelevant. The person who inquired in February and the encounter that collected in July are one match, and the February campaign is credited with the July money.

The match reads a contact detail, an amount and a date. No diagnoses, no procedure detail, no service line, no notes. There is no tag on any page, no connected application and no permission to grant — the input is a report export.

Data is encrypted in transit and at rest, isolated per workspace and deletable in one click, with a DPA available. CloseRev does not sign HIPAA Business Associate Agreements and is not built for protected health information; what the export may contain is your organization's call, made with your compliance lead before the first upload.

A meaningful share of specialty volume arrives by physician referral, which costs no media spend and a great deal of relationship time. It is almost always left out of marketing reporting entirely, which makes the paid channels look more important than they are.

Add referrals to the lead file, each under the name of the practice that sent the patient — “Referral — Smith Family Practice”, never a specialty or the reason for the referral — and they are ranked on collected revenue beside paid search. For a group weighing a liaison hire against an advertising increase, that comparison is the decision.

It also surfaces referral relationships that have quietly decayed, which is a different kind of useful.