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For NexHealth

Most online bookings are patients you already had.

Use NexHealth bookings as your lead file, match them against collected production, and separate the patients you acquired from the ones who rebooked.

No API key Nothing to install in NexHealthNothing to install No card requiredNo card

NexHealth sits on the lead side in CloseRev: its online booking records carry the patient's contact detail, the date and where the booking came from, which makes them a usable lead file. Matched against collected production from the practice management system, they answer which channels produced new patients rather than which produced bookings — a distinction the booking layer itself cannot make. Production with no traceable booking is reported as Direct / Unknown.

Last checked against NexHealth's own documentation on September 24, 2026.

The gap

Online booking volume looks like marketing performance and most of it is convenience for existing patients.

NexHealth sees

What was sold, to whom, and for how much.

no shared row
Your ad account sees

The click, the keyword, the call, and what each one cost.

The file

What the export needs in it.

Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.

  1. Needed

    Patient phone or email

    Captured at booking. Online booking produces unusually complete contact details, which makes this a strong lead file.

  2. Needed

    Booking source or referrer

    Where the booking originated — the practice website, a map listing, a directory. This becomes the channel label.

  3. Needed

    Booking date

    When the appointment was made, not when it was attended. The gap matters for cancellations.

  4. Optional

    New or returning flag

    The single most important optional column on this page, because it is the distinction the whole report turns on.

Step by step

Getting the file out of NexHealth.

Written for somebody with NexHealth open in the next tab. Report names vary by edition, so each step says what to look for.

  1. Export bookings with source and contact details

    One row per booking with a contact detail, the source and the date.

  2. Separate new patients from rebookings

    Use the flag where it exists; otherwise a patient's first appearance in a long file is the acquisition and the rest are not.

  3. Export collected production

    From the practice management system: patient contact detail, amount collected, date.

  4. Take a year

    Long enough for treatment that needed planning to have been completed and paid for.

  5. Upload both

    The join runs on the phone and the email, normalised, with acquisition and rebooking reported apart.

What comes back

The page NexHealth cannot show you.

Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Dentists page — not from a NexHealth account.

Traced to a channel$207,00068% of $304,400
Sales matched83 of 129high confidence only
Average sale$2,340per paid sale
ChannelShareSalesRevenue
Google Ads38$124,800
Meta Ads31$54,800
Email marketing14$27,400
Direct / Unknown46$97,400

Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.

The argument

What changes when the booking and the ad share a row.

Online booking is mostly a convenience for people you already have

A practice that adds online booking sees a large jump in bookings made outside office hours, and most of those are existing patients who would have telephoned.

That is a genuine operational win — fewer calls, fewer missed bookings — and it is not a marketing result, however it looks on a dashboard.

Counting all online bookings as a channel therefore credits the booking widget with a large share of the practice's revenue.

Splitting new from returning is the first thing this report does, and for most practices it removes the majority of the volume before any ranking begins.

What remains is small, real, and finally comparable with the paid channels.

The booking's referrer is a weak signal and the only one available

Where a booking records that it came from a map listing or the practice website, that is genuinely useful, and it is also the last step rather than the cause.

Somebody who saw an advert, searched the practice by name and booked from the website will be recorded as a website booking.

The report uses the referrer as one source among several and keeps the paid lead files beside it, so the overlap between them is visible rather than resolved.

Where a patient appears in both an advertising lead file and a website booking, the report shows both rather than silently awarding the cheaper one.

That restraint is what stops the widget quietly absorbing credit for everything upstream of it.

A booking is not attendance and not revenue

Online bookings cancel and no-show at a different rate from telephone bookings, because making one costs the patient less commitment.

Ranking channels on bookings therefore favours the sources that make booking easiest rather than the ones producing patients who attend.

Matching to collected production removes the problem entirely: revenue only exists where somebody turned up and paid.

The gap between bookings and collections per source is worth reporting on its own, because it is often an operations finding about reminders rather than a marketing one.

Treatment that needs planning lands months after the booking

A new patient's first appointment is an examination, and the significant production frequently follows weeks or months later once treatment is agreed.

A short window measures the examination, which is nearly the same for every channel, and misses the part where channels differ.

A year of collections matched back to the acquisition booking gives the number that actually distinguishes them.

It also shows which channels produce patients who accept treatment, which is a far better predictor of a practice's year than new-patient counts.

Acceptance is where the money is decided, and it varies by how the patient arrived. Somebody who booked at midnight from a map listing because a tooth hurt is a different proposition from somebody who chose the practice after a recommendation, and the ledger is the only place that difference becomes a number.

Fair questions

“NexHealth already does that.” Not quite.

They say

“NexHealth already reports bookings by source.”

We say

It does, and most of those bookings are existing patients. The split is where this starts.

They say

“The website is our biggest source.”

We say

It is the last click before the booking. The report keeps paid lead files beside it so the overlap is visible.

They say

“Bookings are the metric we watch.”

We say

They favour whichever source makes booking easiest, which is not the same as producing patients who attend and pay.

Questions

NexHealth, specifically.

Something else? Ask us and a person answers.

No. It reads an exported file, so your scheduling, forms and patient records stay where they are.

NexHealth and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.

Start today

Two exports, and you will know.

Nothing to install in NexHealth, no API key, and no need to have been tracking anything until now. Last year works as well as this month.