Evaluate Marketing Production

Capturing referral sources to ensure the effectiveness of your marketing efforts will help an executive give clear direction to their marketing team and give valuable insights into what campaigns are working. 

Enterprise Only

1. Go to the Operations module.
2. Go to the Marketing View
3. Using the dropdowns at the top, refine your data to your desired criteria, and click Update. 
4. Scroll down and select the Referrals – New Patients view.
5. Filter the table by clicking the Production column header to locate the highest revenue referral source for your new patients.