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Marketing efforts are expensive, time consuming, and a requirement to grow a medical practice. This report summarizes new patients, existing patients, total patient visits with resulting financial effect by month for each referral source. Versions of the report are included to report on current and prior year periods.

Referring healthcare providers frequently represent a large proportion of new patients in some medical practices. This report summarizes new patients, existing patients, total patient visits with resulting financial effect by month for each referring provider. Versions of the report are included to report on current and prior year periods.

It is important to know the relative importance of each source of new patients. This report produces a pie chart comparing the effectiveness of each referral source in generating new patients. Compare sources of new patients by marketing campaign and understand where to focus more or less marketing attention.

This report produces a pie chart comparing the effectiveness of each referring provider in generating new patients.

Use this report to chart the new patient contribution of one marketing effort over time. Particularly effective for analysis of ongoing efforts like yellow pages advertising and physician referral services.

Analyzes new patient contribution over time for one referring provider.

Use this list to determine where patients are coming from and gauge how far they are willing to travel for treatment.

Use this list to determine total billing by patient in each zip code.

Use these labels to send targeted mailings to specific areas where patients live. These labels can be used to communicate with patients in specific locations depending upon their zip code.

Use this report to determine which patients have not been seen for a defined period of time. The user selects the cut-off date, listing patients who have not been in since that date.

Use these labels to send patients acknowledgement of their absence. Provide incentive for the patient to return or conduct other marketing and reactivation activities using these labels.

This report prints patients whose birthday occurs this month or next month. The report lists patient demographic information for use in relationship-building activities.

This report includes patients whose birthday occurs this month or next month. The report prints mailing labels in the same sequence as the Patient Birthday List report.