In Practice by Numbers (PbN), users can track patient referrals and successful bookings through Referral Source-Based Links and Conversion Tracking. This guide will walk you through how these features work and how to set them up.
Referral Source-Based Links
Referral Source Based Links allow you to create customized appointment booking links that track where your patients are coming from. These links can be attributed to specific referral sources, such as marketing campaigns or individual referrals.
Generating Referral Links:
You can assign a referral source to an appointment booking link in the Referral Source-based links section. In the example shown, "Website" is selected as the referral source.
The system generates a unique URL with a query parameter attached (
&referralsource=51), which ties the referral to "Website."You can copy this URL and distribute it across various platforms such as social media, emails, or your website.
Tracking Referrals:
When patients use the referral link to book an appointment, the system will log the referral source, allowing you to monitor the success of your marketing efforts or personal referrals.
This data can then be used in reports to assess which sources are driving patient bookings.
Conversion Tracking
Conversion Tracking helps you monitor the final step of the booking process, ensuring you know when a visitor has successfully booked an appointment. PbN offers two tracking options:
Use Default Successful Appointment Booking Confirmation Page:
This option takes patients to a default confirmation page after they successfully book an appointment.
Redirect to a Custom Confirmation Page:
If you'd like to redirect patients to a custom page after booking, select the option to Redirect the successful appointment booking confirmation page.
You can set a delay (between 0–20 seconds) before the redirect happens. For example, you might want the patient to remain on the confirmation page for 5 seconds before redirecting them.
In the Redirect Link field, enter the URL of the page where you want to send the patient after the appointment is confirmed.
This feature is particularly useful if you want to direct patients to a thank-you page, a post-appointment booking survey, or another relevant section of your website.
By using Referral Source Based Links and Conversion Tracking, you can optimize your online appointment booking process, track the effectiveness of marketing campaigns, and ensure patients are directed to the right pages after completing their booking. These tools help improve your understanding of patient acquisition sources while offering a seamless experience for patients booking appointments online.