Referral source and conversion tracking

Purpose

1.1. Automate referral source identification and track patient conversion from referrer to exam completion for actionable analytics.
1.2. Enable real-time tracking, reporting, and attribution of appointments booked to specific marketing campaigns, referring providers, and digital assets.
1.3. Automate extraction and aggregation of referrer and conversion data to support operational decision-making and targeted outreach.
1.4. Enhance visibility into which channels automate the acquisition of high-value patients, automating report generation for ROI analysis.
1.5. Automate feedback loops to marketing systems by updating lead statuses based on conversion or abandonment.

Trigger Conditions

2.1. Automated detection of new lead/form submission from patient portals or landing pages.
2.2. Automated appointment booked/confirmed event via web, phone, or SMS.
2.3. Automatic referral record creation/entry in EHR, RIS, or CRM.
2.4. Status change of patient (e.g., scheduled, attended, no-show) in scheduling system.
2.5. Automated ingestion of UTM parameters, source tags, and campaign IDs from web/app analytics tools.

Platform Variants

3.1. Salesforce Health Cloud
• Feature/Setting: Automate lead source capture and contact update via Flow Builder or API integration (e.g., /services/data/vXX.X/sobjects/Lead/).
3.2. HubSpot
• Feature/Setting: Automate source and conversion tracking using Workflows and Webhooks; configure Contact property mapping and engagement endpoints (/contacts/v1/contact/).
3.3. Google Analytics 4
• Feature/Setting: Automate event tracking by configuring Measurement Protocol API (/mp/collect); automate UTM extraction on inbound traffic.
3.4. Microsoft Dynamics 365
• Feature/Setting: Automate custom workflows & Power Automate triggers; use 'Lead Source' and 'Conversion' fields via Dynamics API (/api/data/v9.1/leads).
3.5. Athenahealth EHR
• Feature/Setting: Automate syncing of referring provider and patient status via API (GET/POST /patients/{patientid}) and automated report exports.
3.6. DrChrono
• Feature/Setting: Automate referrer field update and status sync using API (POST /patients, GET /appointments).
3.7. Twilio SMS
• Feature/Setting: Automate SMS trigger on conversion events; use Programmable Messaging API (/2010-04-01/Accounts/{AccountSid}/Messages.json).
3.8. Zendesk Sell
• Feature/Setting: Automate lead and conversion workflow via Triggers and Automations; use API endpoint (/api/v2/leads).
3.9. SendGrid
• Feature/Setting: Automate notification on conversion with Mail Send API (/v3/mail/send); UTM parsing for campaign success.
3.10. Google Sheets
• Feature/Setting: Automate writing of source/conversion fields using Sheets API (/v4/spreadsheets/); aggregation for analytics.
3.11. Zapier
• Feature/Setting: Automate multi-app workflows to parse, store, and sync referral data across systems.
3.12. Intercom
• Feature/Setting: Automate lead source tagging with Custom Attribute API (/contacts/attributes); conversion event automation via Event API (/events/).
3.13. Mailchimp
• Feature/Setting: Automate audience segmentation; Tag and track referrer on signup using API (/lists/{list_id}/members).
3.14. Cerner EHR
• Feature/Setting: Automate import/export of referral source and appointment status through FHIR API (GET /Patient, /Appointment endpoints).
3.15. Stripe
• Feature/Setting: Automate payment link source attribution and conversion event using Webhooks (/v1/events).
3.16. ActiveCampaign
• Feature/Setting: Automate contact source capture and deal conversion using Automations and API (/api/3/contacts).
3.17. Pipedrive
• Feature/Setting: Automate deal (patient) pipeline; custom source fields and conversion via API (/v1/deals).
3.18. Facebook Ads
• Feature/Setting: Automate conversion tracking using Conversions API (/v11.0/{pixel-id}/events) and automate Custom Events.
3.19. Google Ads
• Feature/Setting: Automate offline conversion uploads using Google Ads API (/v13/customers/{customerId}/uploadUserData).
3.20. Segment
• Feature/Setting: Automate centralized collection of referral data and conversion events using Tracking API (/v1/track).
3.21. Looker Studio
• Feature/Setting: Automate dashboards and visualizations; ingest automated data pipelines for referral/conversion.
3.22. Tableau
• Feature/Setting: Automate data refresh of referral and conversion data; connect to automated data sources.
3.23. Slack
• Feature/Setting: Automate alerting with incoming Webhooks on new conversions/referrals (/api/chat.postMessage).
3.24. Klaviyo
• Feature/Setting: Automate segmentation and tracking of patient source and campaign conversion via API (/api/v2/people).

Benefits

4.1. Automates holistic understanding of which referral sources convert best for diagnostic imaging centers.
4.2. Enables automated, real-time performance analytics for operational and marketing optimization.
4.3. Reduces manual error and labor by automating data aggregation and reporting.
4.4. Automatedly closes the feedback loop between marketing, referring providers, and booking/scheduling teams.
4.5. Accelerates response to market changes with automated alerts and actionable data.
4.6. Supports automatable up-sell/cross-sell strategies by revealing underperforming or high-yield referral channels.