The WebPT member community includes some of the most business savvy physical therapists out there. Many of you have let us know that you would like to use WebPT as a business tool the same way it serves many of your clinical needs. We have heard that call and are looking to build innovative products to help you grow your business. One tool that we have recently released into the system will give you new capabilities when it comes to tracking and analyzing marketing initiatives. Many WebPT members use print ads, billboards, online ads, SEO, and other marketing campaigns to help bring in new patients. Tracking is the number one rule of smart marketing and we hope this new tool will help you track your marketing dollars better.

WebPT now gives you the ability to track your clinics marketing efforts with the contact manager and the referral report. It only takes a minute to get a new marketing referral source set up in the system.

Add:  To add a new referral source, click on the ‘Add Contact’ link within the Contact Manager. You can find this button on the left hand side of WebPT.

You now have the capability to choose from 7 different referral types: Lawyer, Case Manager, Existing Patient, Search Engine, Ad Campaign, Self, or Other. Choose the appropriate referral source and type the name information and contact info if applicable. Scroll to the bottom of the page and click the save button. Once you have completed this step, you have successfully added a marketing referral contact into WebPT.

Select: The marketing referral source will be recorded on a per patient basis at the time the patient is entered into the system or at the time you are adding a new case for an existing patient. The marketing referral contact field is accessible from the case information page, directly below the patient’s referring physician information. The drop down menu will allow you to choose from any referral sources you have already entered. If you want to add a new one, you can do that from this screen by clicking on the ‘Add New Referral Contact’ link. Here you will have many of the same options as the ‘Add Contact’ form we looked at earlier. Enter all of the applicable information and click on the ‘Save’ button to complete the action. You will then see your new marketing referral contact in the drop down menu, available for selection.

Track: You can track your different referral sources from the referral report in the tools area of WebPT. If you toggle the referral type to show only my search engine referrals, the referral report will show me a total and then a breakdown by individual source.  You can also manipulate the date range to get a month-by-month comparison for each of your marketing campaigns. If you would like a visual walkthrough on this new tool, you can view a quick video here.

This tool will help you keep track of all of your marketing efforts and maximize your ad dollars. This is our first step in making WebPT a valuable and powerful business tool for our entire member community. If you have business needs that WebPT can help to solve, please submit your suggestions to the WebPT Idea Portal.

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