Eles dizem
“Our cycle is too long for any attribution to work.”
Nós dizemos
That is the argument for doing this rather than against it. A long cycle is exactly what platform reporting cannot see, and a file reaching back eighteen months can.
Para PointClickCare
The admission this quarter began as an enquiry last year.
Export billed residents, upload the enquiries that preceded them, and rank marketing on admissions rather than on tours booked.
Sem chave de API Nada para instalar no PointClickCareNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a PointClickCare export of billed residents — the responsible party's phone or email, the billed revenue and the date — and matches it against the enquiries and tours that preceded the admission, often by a year or more. It answers which marketing produced residents rather than which produced enquiries, which in senior living are separated by the longest consideration cycle in this catalogue. Admissions with no traceable enquiry are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio PointClickCare em 24 de setembro de 2026.
A lacuna
A family enquires in March, tours in June, decides nothing, and moves a parent in the following February. Every reporting window you have is shorter than that.
O PointClickCare 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
Responsible party phone or email
On the resident's record. This is almost always an adult child rather than the resident, and they are the person who made the enquiry — which is why the responsible party is the right contact and the resident is not.
- Obrigatória
Billed revenue
What the stay billed, monthly or in total. Private pay and insured stays behave differently enough that the distinction is worth keeping if the export carries it.
- Obrigatória
Admission or billing date
When the resident moved in, or when the period was billed. Admission date ties most closely to the decision the marketing produced.
- Opcional
Care level or payer
Independent, assisted, memory care, skilled. Channels perform very differently across them, and the revenue per resident differs by multiples.
Passo a passo
Como tirar o arquivo do PointClickCare.
Escrito para quem está com o PointClickCare aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export billed residents
One row per resident with a responsible party contact detail, the billed amount and a date. Look for the billing or census export rather than a particular report name.
-
Use the responsible party's contact detail
This is the step most likely to be got wrong. The enquiry came from an adult child; matching on the resident's own details will match almost nothing and look like the marketing failed.
-
Export every enquiry source
Referral agencies, paid search, the website forms, call tracking, and the professional referrals from hospitals and physicians. Each is a source and each belongs in the file.
-
Go back at least eighteen months
This is the longest cycle in the catalogue. A file covering a quarter will attribute the emergency placements and miss every planned one, which inverts the answer.
-
Upload both
The match runs on the phone and the email of the responsible party, normalised on both sides.
O que você recebe
A página que o PointClickCare 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 Residenciais para idosos — não de uma conta do PointClickCare.
Atribuída a um canal$873,50059% de $1,480,000
Vendas com correspondência8 de 13só alta confiança
Ticket médio$118,000por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 3 | $385,000 | |
| Agências de indicação | 3 | $311,000 | |
| Meta Ads | 1 | $103,500 | |
| Eventos no residencial | 1 | $74,000 | |
| Direto / Desconhecido | 5 | $606,500 |
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 admission e o anúncio ficam na mesma linha.
The enquiry and the decision are a year apart, and nothing reports on that
Senior living is bought slowly and reluctantly. A family starts looking when a parent has a fall, tours several communities, decides not to decide, and returns months later when circumstances force it.
Every advertising platform reports on a window measured in days or weeks. The campaign that produced the original enquiry has long since been judged, optimised and frequently switched off by the time the family moves in.
Matching an admission back to the enquiry that started it — however long ago — is the only way to see which marketing works. In this category the correction is not a refinement, it routinely reverses the ranking.
Referral agencies are the largest line and the least examined
Placement and referral agencies charge a substantial fee per move-in, often a month's revenue or more, and they report their own performance. For many operators they are the single biggest acquisition cost.
Because the fee is contingent on a move-in, it feels self-evidently worth it. What it is rarely compared against is the cost per admission of the operator's own channels over the same long window — which is precisely the comparison a short reporting window makes impossible.
Putting agency referrals and owned channels on one axis, measured in admissions and billed revenue, is usually the most financially significant thing this report does for a senior living operator.
Care level decides what an admission is worth
Independent living, assisted living, memory care and skilled nursing differ by multiples in monthly revenue and in length of stay. An admission is not a unit of anything consistent.
A channel producing many independent living enquiries and a channel producing a few memory care placements can look identical on a lead count and differ enormously in revenue.
Where the export carries care level, the report splits on it, and that split usually explains why an apparently expensive channel was the profitable one.
Professional referrals are marketing and are not counted as such
Hospital discharge planners, physicians and rehabilitation units send a steady flow of admissions, and the relationship is maintained by staff whose time is a real cost.
Because no invoice arrives for it, it sits outside the marketing report entirely, and the paid channels are judged against a baseline that quietly excludes the largest source of residents.
Recording professional referrals as a source puts them in the same report as everything else. Operators who do this are usually surprised by the share, and it changes where the next person is hired rather than where the next pound is spent.
Perguntas justas
“O PointClickCare já faz isso.” Não exatamente.
Eles dizem
“Most admissions come through referral agencies anyway.”
Nós dizemos
Then knowing what they cost per admission against your own channels is the most valuable number in the business, and nobody currently has it.
Eles dizem
“We cannot share resident information.”
Nós dizemos
You are not asked to. A responsible party's contact detail, an amount and a date — no clinical record, no assessment, no care plan.
No. It reads a file you exported; no credential to your system is held.
Billed residents with a responsible party contact detail, the billed revenue and a date.
The responsible party's, almost always an adult child. They made the enquiry; the resident did not, and matching on the resident matches nothing.
Eighteen months at least. This is the longest consideration cycle in the catalogue and a short file will invert the answer.
Yes, on cost per admission and billed revenue. For most operators that is the comparison worth the whole exercise.
Yes, where the export carries it. Revenue per admission differs by multiples across levels, so the split usually changes the ranking.
If you record them as a source. Left out, they land in Direct / Unknown and make your paid channels look far worse than they are.
They are reported separately from first admissions, so a returning resident does not re-credit the original enquiry.
Yes, and it is worth keeping if the export distinguishes them. They behave differently in length of stay and in revenue.
Direct / Unknown, reported as unmatched rather than distributed across the channels.
A responsible party's contact detail, an amount and a date, plus a care level if you include one. No clinical records, no assessments, no care plans, no diagnoses. Encrypted in transit and at rest, isolated to your workspace, deleted with the import.
Admissions and billed revenue by source and by care level, the share matched, and everything unmatched kept visible.
Por setor
Setores que usam o PointClickCare.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Residenciais para idososQuais canais geraram admissões, e quanto elas renderam?
- Cuidados de memóriaQuais campanhas geraram admissões em cuidados de memória?
- Residenciais independentes para idososQuais canais geraram contratos assinados em residenciais independentes?
- Comunidades de cuidados continuadosQuais canais geraram contratos com taxa de entrada?
- Assessorias de moradia sêniorQuais campanhas geraram colocações pelas quais você realmente recebeu?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Qualquer um dos arquivos WelcomeHome Operadores de residências para idosos Qualquer um dos arquivos O que exportar Arquivo de vendas fechadas WellSky Personal Care Agências de cuidadores domiciliares particulares Arquivo de vendas fechadas O que exportar Qualquer um dos arquivos AxisCare Agências de cuidadores domiciliares Qualquer um dos arquivos O que exportar
Todos os 68 sistemas 
PointClickCare 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 PointClickCare, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.