Medisoft Reports

Marketing and Promotion Reports

Medisoft Billing Software includes seventeen reports, charts and graphs for Medisoft designed to help physicians and practice managers analyze key marketing and promotion information for a healthcare practice.

Marketing and Promotion Reports Included:

Marketing Analysis – Referral Source
	Marketing efforts are expensive, time consuming, and a requirement to grow a medical practice. This report summarizes new patients, existing patients, total patient visits with resulting financial effect by month for each referral source. Versions of the report are included to report on current and prior year periods.View a report sample

Marketing Analysis – Referring Provider
	Referring healthcare providers frequently represent a large proportion of new patients in some medical practices. This report summarizes new patients, existing patients, total patient visits with resulting financial effect by month for each referring provider. Versions of the report are included to report on current and prior year periods.View a report sample

New Patients by Marketing Campaign
	It is important to know the relative importance of each source of new patients. This report produces a pie chart comparing the effectiveness of each referral source in generating new patients. Compare sources of new patients by marketing campaign and understand where to focus more or less marketing attention.View a report sample

New Patients by Referring Provider
	This report produces a pie chart comparing the effectiveness of each referring provider in generating new patients.<View a report sample

New Patient Contribution – Individual Marketing Campaign
	Use this report to chart the new patient contribution of one marketing effort over time. Particularly effective for analysis of ongoing efforts like yellow pages advertising and physician referral services.View a report sample

New Patient Contribution – Individual Referring Provider
	Analyzes new patient contribution over time for one referring provider.View a report sample

Patient List by Zip Code
	Use this list to determine where patients are coming from and gauge how far they are willing to travel for treatment.View a report sample

Patient List by Zip Code with Patient Totals
	Use this list to determine total billing by patient in each zip code.View a report sample

Patient Labels by Zip Code
	Use these labels to send targeted mailings to specific areas where patients live. These labels can be used to communicate with patients in specific locations depending upon their zip code.View a report sample

Patient Attrition Report
	Use this report to determine which patients have not been seen for a defined period of time. The user selects the cut-off date, listing patients who have not been in since that date.View a report sample

Patient Attrition Labels
	Use these labels to send patients acknowledgement of their absence. Provide incentive for the patient to return or conduct other marketing and reactivation activities using these labels.View a report sample

Patient Birthday List
	This report prints patients whose birthday occurs this month or next month. The report lists patient demographic information for use in relationship-building activities.View a report sample

Patient Birthday Labels
	This report includes patients whose birthday occurs this month or next month. The report prints mailing labels in the same sequence as the Patient Birthday List report.View a report sample