Para AdvancedMD
Export collected payments from AdvancedMD, upload the enquiries beside them, and rank marketing on what was actually received.
Sem chave de API Nada para instalar no AdvancedMDNada para instalar Sem cartão de créditoSem cartão
CloseRev reads an AdvancedMD export of collected payments — the patient's phone or email, the amount received and the service date — and matches it against the calls and forms that produced the appointment. It answers which marketing produced patients who were seen and paid for, rather than which produced requests for an appointment. Visits with no traceable enquiry are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio AdvancedMD em 24 de setembro de 2026.
A lacuna
The schedule is full and the collections report is fine. Which of your marketing filled either is a question nobody in the practice can answer.
O que foi vendido, para quem e por quanto.
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
On the patient record rather than the encounter. Practices capture a phone almost universally and an email less often, so both columns earn their place in the file.
What was received from the patient and the payer, rather than what was charged. Charges are a negotiating position; collections are revenue.
Either works and they answer different questions. Service date ties to when the patient came; payment date ties to cash, which for insured work lands much later.
Whatever separates your lines of care. It is the split that shows which channel brings routine visits and which brings the procedures.
Passo a passo
Escrito para quem está com o AdvancedMD aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
One row per visit or payment with a patient contact detail, the amount collected and a date. Look for the export listing what was received rather than what was billed.
Charges include what was written off, adjusted and never paid, and those differ systematically by payer. A service line with poor collection will look like your best marketing if you use charges.
Call tracking, the website form, directory listings and any scheduling widget. Contact detail plus where the enquiry came from.
The visit happens in March and the payment lands in June. If you match on payment date, the sales file needs to reach well past the enquiry file.
The join is the phone and the email, normalised on both sides, with first visits and return visits reported apart.
O que você recebe
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Clínicas médicas — não de uma conta do AdvancedMD.
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 41 | $148,200 | |
| Meta Ads | 33 | $81,900 | |
| E‑mail marketing | 16 | $39,000 | |
| Direto / Desconhecido | 44 | $120,900 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
A practice's schedule is mostly return visits, which marketing did not produce this month and in most cases did not produce this year.
Counted together, every channel looks weak, because the denominator is full of people who were always coming back. Counted apart, the acquisition channels can be judged on the thing they actually did.
The report separates a patient's first visit from everything after it. That also answers the more interesting question — whether a channel brings patients who stay — which no advertising platform has ever been able to see.
Two patients with identical visits can collect very differently depending on their insurance, their plan, their deductible and whether they are self-pay.
Payer mix is not evenly distributed across marketing channels. A campaign targeting one neighbourhood, one age band or one service line will bring a different mix from one targeting another, and the difference shows up in collections rather than in appointment counts.
That is why collections, not visits, is the right unit. It is also why a practice can find that its cheapest source of appointments is its most expensive source of revenue.
An annual physical and an elective procedure sit at opposite ends of a practice's economics, and they are produced by completely different searches.
Blended into one figure, the routine volume swamps the procedure revenue in the counts and the procedure revenue swamps the routine in the money. Neither number describes anything you can act on.
Where the export carries a service line, the report splits on it, and the split usually explains why a channel that looked expensive per appointment was the one worth keeping.
A contact detail, an amount and a date, plus a service line if you include one. No clinical notes, no diagnoses, no procedure codes beyond that optional column, no insurance identifiers.
The match cannot use any of it, which is the point: a system that only ever needs three columns cannot expose a patient's care, because it was never given it.
Perguntas justas
They do, and the answer is unreliable in a known direction — people say the internet, or a friend, or they do not recall. This reads the enquiry and the payment instead.
Then match on service date, or widen the file. Either works; what does not work is a window shorter than the lag.
A contact detail, an amount and a date. No clinical record, no diagnosis, no insurance identifier — none of it is needed and none of it is asked for.
No. It reads a file you exported, so your charts and your clearinghouse are not reachable from here — there is nothing to reach them with.
Collected payments with a patient contact detail, the amount and a date.
Collections. Charges include everything written off and adjusted, which differs by payer and would flatter the wrong channels.
Either, consistently. Service date ties to the visit and payment date ties to cash, and for insured work they can be months apart.
Yes, and you should. Return visits are not this month's marketing and including them makes every channel look weak.
Yes, where the export carries one. Routine care and procedures are produced by different marketing and worth different amounts.
A great deal, and it is why collections rather than appointments is the right unit — the same visit collects differently depending on the plan.
Past the enquiry file, and further if you match on payment date.
They cannot be matched and are reported as Direct / Unknown rather than assigned to a channel.
Yes, where the export carries a location. A group average usually describes none of its sites.
A contact detail, an amount and a date, plus a service line if you include one. No clinical notes, no diagnoses, no insurance identifiers. Encrypted in transit and at rest, isolated to your practice's workspace, deleted with the import.
Collected revenue by channel, new patients separated from returning ones, and everything unmatched kept visible.
Por setor
Como fica o relatório depois que a exportação entra, escrito para cada um.
Outros sistemas
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
AdvancedMD e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Nada para instalar no AdvancedMD, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.
