Eles dizem
“PatientNow already reports by lead source.”
Nós dizemos
It does, using a field somebody typed. Joining enquiries to revenue gives a second view and shows where the two disagree.
Para PatientNow
A consultation is an hour of clinical time somebody has to pay for.
Export enquiries and treatment revenue from PatientNow, join them, and rank channels on treatments rather than on consultations booked.
Sem chave de API Nada para instalar no PatientNowNada para instalar Sem cartão de créditoSem cartão
PatientNow holds both halves of the match — the enquiry with its source and the treatment revenue that followed — which makes it one of the few systems here where a single vendor can supply the whole file. CloseRev joins those exports on the patient's phone or email and reports revenue by source, including the consultations that never converted. Revenue with no traceable enquiry is reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio PatientNow em 24 de setembro de 2026.
A lacuna
The consultation diary is full and the treatment schedule is not, and no report connects the two to a channel.
O PatientNow 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
Captured at enquiry. It is the key that joins the lead export to the revenue export.
- Obrigatória
Treatment revenue
What was collected, including packages and retail. Quoted treatment plans are not revenue.
- Obrigatória
Enquiry and treatment dates
Both. The interval between them differs sharply by channel and by procedure.
- Opcional
Procedure or category
Injectables, devices, surgical. Their values differ by an order of magnitude and so do their sources.
Passo a passo
Como tirar o arquivo do PatientNow.
Escrito para quem está com o PatientNow aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export enquiries with their source
One row per enquiry with a contact detail, the source and the date, including the ones that never booked.
-
Export treatment revenue
Collected amounts with a patient contact detail and a date.
-
Keep the consultations that did not convert
Each one consumed clinical or advisor time, and a channel that produces many is expensive in a way cost per lead never shows.
-
Take a year
Considered aesthetic procedures are researched for months, and packages are consumed over more.
-
Upload both
The join runs on the phone and the email, normalised, with consultation-to-treatment conversion reported per source.
O que você recebe
A página que o PatientNow 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 de estética e dermatologia — não de uma conta do PatientNow.
Atribuída a um canal$165,60072% de $230,000
Vendas com correspondência201 de 280só alta confiança
Ticket médio$820por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Meta Ads | 96 | $78,200 | |
| Google Ads | 61 | $55,200 | |
| E‑mail marketing | 44 | $32,200 | |
| Direto / Desconhecido | 79 | $64,400 |
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.
The consultation is the expensive middle nobody costs
In aesthetics the consultation is often free, takes forty minutes, and occupies a provider or a trained advisor whose time is the practice's scarcest resource.
Cost per consultation therefore understates the true cost of a channel by exactly the amount of time it wastes, and the waste is not evenly distributed.
A source producing ten consultations for one treatment is consuming a working day per patient acquired, which is invisible in every advertising report.
Because both halves are in one system here, conversion from consultation to treatment can be reported per source without any additional tracking.
That number is usually more actionable than the revenue ranking, because it points at the offer and the consultation script rather than at the channel.
Procedure mix explains most of the difference between sources
A course of injectables, a device package and a surgical procedure differ enormously in value, in consideration time and in who is looking for them.
A channel weighted towards one is ranked as though it produced the mix, which is how a good source of high-value work gets cut for producing few patients.
Where the export carries a procedure category, the report splits on it and each category gets its own ranking and its own sensible window.
Most practices find the sources feeding injectables and the sources feeding surgical enquiries barely overlap, which argues for separate budgets rather than one.
It also stops a single large case from deciding a channel's ranking, because the median is shown beside the total.
Packages and memberships spread one decision across a year
Treatment packages and membership plans are bought once and consumed over months, which breaks any match that attributes on the treatment date.
Attributing on purchase keeps the decision with the campaign that produced it, and the report sums by patient so a package is one outcome rather than six.
It also prevents a maintenance visit a year later being credited to whatever campaign happened to be running that week.
Where the export flags the package, this is automatic; where it does not, the amounts and dates usually make it obvious.
The distinction matters most for the channels that sell on price, because a discounted package looks like strong revenue on the day it is bought.
Both halves in one system is an advantage and still not a complete answer
Holding the enquiry and the revenue in the same place removes most of the joining problems this catalogue exists to solve, and it is a genuine advantage.
What it does not do is verify the source field, which is still filled in by whoever took the enquiry and is subject to the usual drift.
Where you also run call tracking or have a separate lead file from an advertising platform, bringing it in gives a second, independent view.
Where the two disagree, the report shows the gap rather than preferring one, which is how a source field gets corrected rather than trusted.
Perguntas justas
“O PatientNow já faz isso.” Não exatamente.
Eles dizem
“Our consultations are free, so they cost nothing.”
Nós dizemos
They cost forty minutes of the practice's scarcest time. That is the largest hidden cost in the category.
Eles dizem
“Cost per consultation is our metric.”
Nós dizemos
It understates channels that waste clinical hours. Conversion to treatment is the number that fixes it.
No. It reads exported files, so your charts, photographs and consent records stay where they are.
Enquiries with a contact detail, source and date, plus collected treatment revenue with amounts and dates.
Each consumed clinical or advisor time. A channel producing many is expensive in a currency cost per lead does not measure.
Yes, consultation to treatment, and it is usually more actionable than the revenue ranking itself.
A year. Considered procedures are researched for months and packages are consumed over more.
Attributed on the purchase date and summed by patient, so one decision is not spread across six visits.
Yes, where the export carries a category, and it usually explains most of the difference between sources.
To check the source field against an independent join, and to bring in call tracking or platform lead files the system never saw.
The median is shown beside the total so one case cannot silently rank a source.
Any revenue with no traceable enquiry. Its size is stated rather than distributed.
A contact detail, an amount and a date, plus a procedure category if you include one. No photographs, no clinical notes, no consent forms, no card data. Encrypted in transit and at rest and deleted with the import.
Revenue per source with consultation-to-treatment conversion beside it, split by procedure where available, and everything unmatched kept visible.
Por setor
Setores que usam o PatientNow.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Clínicas de estética e dermatologiaQuais anúncios geraram tratamentos que as pessoas pagaram?
- Cirurgia plásticaQuais anúncios geraram cirurgias, e não só consultas?
- DermatologiaQuais canais trouxeram pacientes tratados e pagantes?
- Transplante capilarQuais canais geraram procedimentos, e não avaliações?
- Clínicas de emagrecimentoQuais canais trouxeram pacientes que ficaram?
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 Zenoti Med spa and salon groups Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Boulevard Med spas, salons and aesthetic clinics Arquivo de vendas fechadas O que exportar Arquivo de leads e ligações NexHealth Dental and medical practices Arquivo de leads e ligações O que exportar
Todos os 97 sistemas 
PatientNow 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 PatientNow, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.