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Para eClinicalWorks

A new primary care patient is worth a decade, not a visit.

Export collections from eClinicalWorks, upload the sources behind first visits, and rank channels on the patients who stay.

  • Sem chave de API
  • Nada para instalar no eClinicalWorksNada para instalar
  • Sem cartão de créditoSem cartão

CloseRev reads an eClinicalWorks export of collected payments — the patient's phone or email, the amount and the date — and matches it against the searches, calls and bookings that produced the first visit. For primary care and other ongoing care, a patient's value is years of visits rather than the first appointment, so the report measures what each source added to the practice's panel over time. Collections with no traceable source are reported as Direct / Unknown.

Verificado pela última vez na documentação do próprio eClinicalWorks em 25 de setembro de 2026.

A lacuna

New-patient appointments are counted every week. Which of those patients are still coming three years later, and where they came from, is not.

O eClinicalWorks vê

O que foi vendido, para quem e por quanto.

nenhuma linha em comum
Sua conta de anúncios vê

O clique, a palavra-chave, a ligação e quanto cada um custou.

O arquivo

O que a exportação precisa ter.

Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.

  1. Obrigatória

    Patient phone or email

    On the patient record. It joins every later visit to the first one.

  2. Obrigatória

    Amount collected

    Payments received from payers and patients together.

  3. Obrigatória

    First visit date and visit type

    When the patient was first seen, and whether it was an office visit, urgent visit or virtual visit.

  4. Opcional

    Location

    Which site, for practices with several. Local search behaves very differently between them.

Passo a passo

Como tirar o arquivo do eClinicalWorks.

Escrito para quem está com o eClinicalWorks aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  1. Export collected payments by patient

    One row per payment with a contact detail, the amount and the date.

  2. Carry the first visit through

    Everything is grouped under the first visit, so the patient is credited to the source that first produced them.

  3. Export your lead sources

    Call tracking, online booking, local search, payer directories and referrals from other practices.

  4. Take two years at least

    Primary care value shows over years. A short window measures the first visit only.

  5. Upload both

    The join runs on the phone and the email, normalised, with results by visit type and location.

O que você recebe

A página que o eClinicalWorks não consegue mostrar.

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 eClinicalWorks.

Atribuída a um canal$269,10069% de $390,000
Vendas com correspondência90 de 134só alta confiança
Ticket médio$2,930por venda paga
CanalParcelaVendasReceita
Google Ads41$148,200
Meta Ads33$81,900
E‑mail marketing16$39,000
Direto / Desconhecido44$120,900

Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.

O argumento

O que muda quando cada patient e o anúncio ficam na mesma linha.

Primary care's unit is the panel, not the visit

A patient who chooses a primary care practice may come back several times a year for many years: annual checks, chronic care, the occasional acute visit.

Judged on the first appointment, every source looks similar, because a first visit is a first visit. Judged on the following two years, they separate.

Grouping collections under each patient's first visit and following them over a long window gives the number that matters: what each source added to the panel.

It also shows which sources produce patients who stay, which is a better guide to where to spend than cost per new-patient appointment.

The report shows the count of patients each figure rests on, because a small practice's two-year cohort can be small enough to mislead on its own.

Walk-in and urgent visits belong to local search, and are mostly untracked

Urgent and same-day visits are usually driven by proximity: somebody searches for care near them now and goes to the nearest option with a good rating.

Most of those patients call or walk in, so without a tracked number on the map listing they arrive with no source at all.

A distinct number on each location's listing turns that channel into a lead file, and a year later the practice knows what the listing produced.

It also shows how many urgent-visit patients became regular patients, which is often the most valuable thing an urgent-care line does for a practice.

Virtual visits bring patients from further away

A practice offering virtual visits can see patients who would never travel to its offices, and those patients arrive through different searches and different sources.

They often behave differently too: more one-off visits, fewer long relationships, sometimes a different payer mix.

Where the export marks the visit type, the report splits virtual-first patients from office-first patients, so each gets its own ranking.

Pooled together, a virtual channel that produces many single visits can look better or worse than it is, depending on which side of the average it sits.

Fee-for-service collections are not the whole of a patient's value

Where a practice takes part in value-based arrangements, some of the revenue a patient produces arrives as programme payments rather than as a fee per visit.

A report built only on visit collections undercounts the patients those programmes reward, and the undercount is not spread evenly across sources.

The report ranks on the collections in the file and says so. Where programme revenue can be attributed to a patient, adding it to the export makes the ranking complete.

Stating the basis matters here more than most places, because the same patient can be worth very different amounts depending on which revenue is counted.

It also changes what a source is worth. A channel that brings in patients with ongoing care needs can look ordinary on visit fees and very good once programme revenue is included, and the practice should know which view its budget is being set on.

Perguntas justas

“O eClinicalWorks já faz isso.” Não exatamente.

Eles dizem

“eClinicalWorks already reports new patients.”

Nós dizemos

It counts them. It has no record of what produced each one, and it cannot follow their value back to that source.

Eles dizem

“Our new-patient numbers are what we manage.”

Nós dizemos

They measure first visits. In primary care, the years after the first visit are where the value is.

Eles dizem

“Most of our patients walk in.”

Nós dizemos

Then a tracked number on each location's listing is the first change to make.

Perguntas

eClinicalWorks, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

No. It reads a file you exported, so your records, schedules and billing stay where they are.

eClinicalWorks 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

Duas exportações, e você vai saber.

Nada para instalar no eClinicalWorks, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.