IDA offers you full reports on all leads generated by your IDA marketing. You can review leads, listen to call recordings, view new patient graphs, and download your lead tracking data.
Your report displays all of your leads, grouped by month. You can select the time period you want to include in this comprehensive list of all your new patient leads.
You can further filter your results by lead sources. Review leads from a particular web portal, from your directory marketing, or for a specific practice location. Choose if you want your filtered results to include leads from web forms, emails, and telephone calls.
If you’ve turned on Call Tracking and Call Recording, you’ll also see a list of everyone who called the toll-free number on your website to request an appointment. You can listen to a recording of every call. Monitoring these calls can give you valuable insights into how well your front office is converting these calls to actual appointments.
Your reports include a variety of information about each lead, including when the lead came in. If available, the report will include the contact’s name, city, state, ZIP code, phone number, email address, and duration of phone call.
The “Source” column tells you which web portal generated the lead. The “Type” column shows what sort of lead it is – a phone inquiry, appointment request, response to a website promotion, smile analysis, or what have you.
You can also review lead reports based on City, Postal Code, Dental Market, and Lead Type. Which cities and ZIP codes are generating the most new patients for you? How do the different dental markets you’re targeting compare to each other? What’s motivating patients to contact you?
You can export this data to another program such as Microsoft Excel or Word, or as a CSV database file – so you can conduct whatever sort of data analysis or review you want. But for most doctors, the IDA Control Panel provides all the lead reporting you could ever need!
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