The Appointments page has been redesigned to provide more insights and functionality for practices. This update introduces enhanced UTM parameters, conversion metrics, and enterprise-wide reporting.
Appointment List View
The Appointment List view now includes:
UTM Parameters
Appointment data will display UTM parameters, including Source, Medium, Campaign, and Term. This helps you track where patients are coming from and how they booked.If your practice hasn’t set up UTM tracking yet, follow these steps to set up UTM parameters so the data flows into this page.
Understanding UTM Metrics on the Appointments Page
When UTM tracking is enabled, appointment data automatically populates with marketing campaign details. On the Appointment List view, you’ll see a section for UTM Analytics – Marketing Campaign Performance, broken down into:
UTM Source – The origin of the traffic (e.g., YouTube, Google). This shows which platforms are driving bookings.
UTM Medium – The marketing channel (e.g., CPC for cost-per-click ads, email, social).
UTM Campaign – The specific campaign name (e.g., dental_implant). This lets you connect bookings back to campaign-level promotions.
UTM Term – Captures search keywords from paid campaigns (if configured).
UTM Content – Identifies which specific ad or creative variation led to the booking.
How Practices Can Use This Data
Measure ROI on Campaigns: Track which marketing efforts generate the most booked appointments and production value.
Optimize Marketing Spend: Shift ad budget toward higher-performing sources, mediums, or campaigns.
Identify High-Performing Campaigns: Campaign-level reporting highlights which services (like dental implants) are most effective.
Refine Keywords & Creatives: Use Term and Content data to see which keywords or ad versions convert best.
Enterprise-Wide Reporting: Multi-location practices can compare results across all offices to maximize system-wide ROI.
Conversion Metrics
The new section highlights:Abandoned Appointments – Patients who started but did not complete the online booking form. This allows your team to reach out and help them schedule.
Conversion Rate – The percentage of patients who completed the booking process versus those who abandoned it.
Patient Breakdown
Appointments are categorized as New Patients or Existing Patients, with production value attached to each category.
Enterprise View
The Enterprise View tab gives organization-wide insights across all practices. It includes:
Totals: A summary of all appointments scheduled, completed, cancelled, or failed.
Patient Breakdown: The number and value of appointments for new vs. existing patients.
Conversion Metrics: Displays how many patients abandoned the booking process across all practices.
Individual Practice Breakdown: A table that shows performance by location, including scheduled, completed, failed, abandoned, and total value.
Key Benefits
Identify Drop-Offs: Practices can now see if patients abandoned the booking process and follow up to reschedule them.
Track Marketing Impact: UTM parameters connect appointments back to campaigns, making it easier to measure ROI.
Enterprise-Wide Visibility: Multi-location organizations can quickly assess performance across all practices from one view.
This enhanced layout makes the Appointments page a powerful tool for both front office staff and marketing teams, ensuring that no opportunity to schedule patients is lost.