CHANNEL EFFECTIVENESS

Patient Source

Enter leads and completed appointments for two channels to get a calculated effectiveness comparison, not just raw lead counts.

  • Uses your inputs in a transparent calculation
  • Instant result with practical next steps
  • No signup required

Planning guidance only. Validate important decisions with customer evidence and your delivery team.

How it works

1

Enter leads and completions per channel

Leads generated and completed patient appointments for each of two channels you want to compare.

2

We calculate conversion rate per channel

Each channel's completed-appointment rate is calculated independently, so raw lead volume doesn't hide a weaker channel.

3

Get a specific budget recommendation

The result names which channel is more effective per lead and estimates the size of that effectiveness gap.

Frequently asked questions

Why compare completed appointments instead of just lead counts?

A channel that generates more leads isn't necessarily better if a smaller share of those leads actually become patients. Patient Source compares the completed-appointment rate specifically, which is the metric that matters for revenue and clinic capacity.

Can I compare more than two channels?

Run the calculator once per pair of channels you want to compare directly — this keeps the comparison focused and easy to act on.

Does this track referral sources automatically?

No. You enter the lead and appointment counts your intake process or CRM already has tagged by channel — Patient Source doesn't connect to any marketing or CRM platform.

Is this medical, legal, or marketing advice?

No. Patient Source is an operational planning aid only. It does not diagnose, does not access any real marketing or patient-record systems, and does not store or transmit any real patient data — all calculation happens client-side with no backend.

How We Compare

Feature MVPHub CallRailHubSpot
Quick two-channel effectiveness comparison Included Limited Limited
Completed-appointment-based conversion rate Included Not included Not included
Full multi-channel attribution and call tracking Not included Included Included
Automated CRM and marketing campaign management Not included Not included Included

CallRail and HubSpot provide full multi-channel attribution and marketing automation. Patient Source is a fast, standalone way to compare two channels' real effectiveness before deciding where to shift budget.

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