Eles dizem
“Open Dental already records the referral source.”
Nós dizemos
It does, and it rarely gets read against revenue. That reading is what this produces.
Para Open Dental
The referral field has been filled in for years. Nobody has ever totalled it.
Export collections from Open Dental, bring the referral source and your other lead files with them, and rank every source on what it collected.
Sem chave de API Nada para instalar no Open DentalNada para instalar Sem cartão de créditoSem cartão
CloseRev reads an Open Dental export of collected payments — the patient's phone or email, the amount and the date — and matches it against the calls, ads and referrals that produced the first appointment. The practice's own database already records a referral source for many patients, and reading it against collected revenue is often the first time that field has been used for anything. Collections with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Open Dental em 25 de setembro de 2026.
A lacuna
Front desk staff ask every new patient how they heard about the practice. The answers sit in a field no report has ever read.
O Open Dental 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.
- Obrigatória
Patient phone or email
On the patient record. The mobile number is usually the most reliable key.
- Obrigatória
Amount collected
Payments received from the patient and the insurer together. Production is a forecast of this, not the same thing.
- Obrigatória
Payment date and first visit date
Both. The first visit is when the patient was acquired; payments follow for years.
- Opcional
Referral source and clinic
The referral recorded on the patient and, for a group, which location. Both are what make the report actionable.
Passo a passo
Como tirar o arquivo do Open Dental.
Escrito para quem está com o Open Dental aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export collections with the patient's contact detail
One row per payment with a contact detail, the amount and the date.
-
Bring the referral source with it
If your practice records who referred each patient, include it. It becomes one source among several rather than the only one.
-
Export your other lead files
Call tracking, online booking, paid search and anything else that captures a contact before the first visit.
-
Take a year or more
Treatment plans take months to complete, and the second year of a patient is where recall revenue lives.
-
Upload both
The join runs on the phone and the email, normalised, with the recorded referral source kept beside the matched one.
O que você recebe
A página que o Open Dental 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 Dentistas — não de uma conta do Open Dental.
Atribuída a um canal$207,00068% de $304,400
Vendas com correspondência83 de 129só alta confiança
Ticket médio$2,340por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 38 | $124,800 | |
| Meta Ads | 31 | $54,800 | |
| E‑mail marketing | 14 | $27,400 | |
| Direto / Desconhecido | 46 | $97,400 |
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.
A referral field is a survey, and it deserves to be read as one
Many practices ask new patients how they heard about the practice and record the answer. Over years, that field fills with thousands of responses.
It is self-reported, so it has the usual weaknesses: patients misremember, front desks pick the first option on a list, and the most recent thing a patient saw is not always what brought them.
Read against collected revenue, it is still one of the most useful fields a practice has, because it is the only record of the channels no tracking can see — the neighbour, the school newsletter, the other patient.
The report keeps the recorded referral beside any tracked source rather than merging them, so where the two agree there is evidence, and where they disagree there is a question worth asking.
Practices that do this for the first time usually find one referral answer carrying a far larger share of collections than anybody had assumed.
Other dentists are a channel for specialists
For endodontists, orthodontists, oral surgeons and periodontists, a large share of new patients arrives because a general dentist sent them.
Those referring practices are not an advertising line, and they are rarely ranked, yet they are frequently the specialist's most valuable source by a wide margin.
Where the referral source names the referring practice, the report ranks referring practices on what their patients collected, which is the list a specialist's relationship-building should follow.
It also shows referrers whose volume has quietly fallen, which is the half nobody notices because nothing arrives to be noticed.
A group needs the answer per clinic
Dental groups share a database across locations and often share marketing. Their local markets differ, and a channel that fills one clinic's diary can do little for another.
Where the export carries the clinic, the report splits every figure by location, which turns a group-wide number into decisions each clinic can act on.
It also stops one busy clinic's results flattering a channel that the other clinics are paying for and getting little from.
For groups that are growing by adding locations, the per-clinic view is also the earliest signal of which new locations are finding patients.
Collections, not production, and grouped by when the patient arrived
Production is what was scheduled or completed at the practice's fee. Collections are what arrived after insurance adjustments and patient payments.
The two differ by payer mix and write-offs, and those differ by source, so ranking on production flatters the channels whose patients carry the largest adjustments.
Grouping collections by each patient's first visit, rather than by payment date, attributes a patient to the channel that produced them rather than to whatever ran in the month they paid.
It also makes the report stable month to month, because a patient's source does not change when their insurer pays late.
Perguntas justas
“O Open Dental já faz isso.” Não exatamente.
Eles dizem
“Our referral data is messy.”
Nós dizemos
Most is. The report keeps it beside tracked sources rather than trusting it alone, so the mess is visible rather than hidden.
Eles dizem
“We are a single practice.”
Nós dizemos
Then the clinic split does not apply and the rest does.
No. It reads a file you exported, so your database, charts and schedule stay where they are.
Collected payments with a patient contact detail, the amount and the date, plus the referral source where you record one.
It is self-reported, so partly. The report keeps it beside tracked sources and shows where they agree and where they do not.
Because adjustments and write-offs differ by payer mix, and payer mix differs by source.
A year or more, so treatment plans complete and recall revenue appears.
Yes, where the referral source names the referring practice, on what their patients collected.
Yes, where the export carries the clinic.
No. It is grouped under the patient's first visit and reported as retention.
They stay in the file. A channel's value includes the patients who did not continue.
Any collection with no traceable source and no recorded referral.
A contact detail, an amount and a date, plus a referral source or clinic if you include them. No charts, no procedure codes, no insurance identifiers, no images. Encrypted in transit and at rest and deleted with the import.
Collections per acquired patient by source and by clinic, recorded referral beside tracked source, and everything unmatched kept visible.
Por setor
Setores que usam o Open Dental.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- DentistasQuais anúncios realmente encheram a cadeira?
- OrtodontistasQuais anúncios iniciaram tratamentos?
- Clínicas médicasQuais anúncios trouxeram pacientes que realmente compareceram?
- Redes de franquiasQuais canais geraram receita, unidade por unidade?
- Varejo multilojaQuais canais geraram receita na loja física e online?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Arquivo de vendas fechadas Dentrix Clínicas odontológicas Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Curve Dental Dental practices Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas ezyVet Veterinary practices and hospitals Arquivo de vendas fechadas O que exportar
Todos os 119 sistemas 
Open Dental 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 Open Dental, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.