We've just released a big and much requested improvement to the way you track patient referrals for marketing purposes.
The first thing you'll want to do is set up your referral sources in Settings > Referral Sources.
There's three system referral sources that are in there already and can't be changed. You can add your own custom ones as well. The three system ones are:
- Patient: This is used when the person is referred by another patient. At the time of using it, you'll be able to specify which patient was the referrer.
- Contact: This is used when the person is referred by a contact in the system. At the time of using it, you'll be able to specify which contact was the referrer.
- Other: Obviously you can use this when it doesn't fit any other category, but importantly all of your existing patient referrals have been set to other. We still keep the type of referral as the comment, more on that later.
When setting up your custom referral sources, you can also add sub-categories for them.
Once that is set up, whenever you are adding or editing a patient, setting the referral source will look like this.
You can see in that case, the referral type was a contact, so we've chosen the contact that was the referrer. Also you can put extra information in the last field as a comment as needed.
With this better storage of patient referral sources, we've been able to improve the reporting to. We've renamed "Fancy Reports" to "Marketing" and separated the referral sources into their own report.
You can see the pie chart shows which of your referral sources are the most effective, and the bar chart below will show you the trend over time.
Also of note is in that report we selected "All" referral sources. You can also choose any of your referral sources to see a further breakdown. For the report below, we selected patients.
In this report we can see who the top referring patients are, in this case, Larry Bird has been good to us! Again you can see the trends over time as well.
If we'd selected one of our referral sources that had sub-categories, we would see that breakdown there.
Lastly, if we selected "Other", it would show the breakdown based on your comments in the "Extra Information" field. This is there mostly for backwards compatibility so you can still report on your previous information entered before these changes.
We're really excited to have this change released in Cliniko and we're very appreciative of all the feedback we received that helped us to design it.