How can I view the patients brought in by different acquisition sources?
You can use the 'Patients' report to analyse the effectiveness of different marketing and acquisition channels
💡 Top tip: Before using the report, ensure you're gathering accurate data on your patients' acquisition sources, including how to create acquisition sources, and how to get this information via Dentally Portal.
In the 'Reports' menu, open the 'Patients' report.
Use the filters to adjust the section of patients you wish to view - for example if you want to only see patients who registered in the last month, set the 'Record created' filter to 'Less than 30 days ago' or to 'After X date'.
You may wish to save this segment so you can refer back to it regularly - it will update to reflect the timeframe every time you open it.
Then adjust the view to include the 'Acquisition source' column - click the 'Displayed patient attributes' dropdown in the top right and select 'Acquisition source' from the list. Then add or remove other columns as needed.
This will show you all patients within your chosen timeframe, and you can then see which acquisition sources led them to register.
Click 'More' > 'Export patients' to export this as a .csv file which you can then sort by acquisition source within a different application eg. Excel. You must have saved the segment to be able to export. This will help you to analyse the effectiveness of different sources and marketing channels.
Ensure your team are gathering acquisition data from all new patients in order to report accurately on this.