Patient tracking dashboard

Know exactly which ads become patients

Your dashboard joins the dots most practices can’t: ad spend to enquiry, enquiry to consultation, consultation to treatment, and what each patient paid. Updated through the day, and yours to log into.

The problem

The report stops where the money starts

Ad platforms see clicks and forms. Your practice software sees appointments and payments. Most practices never join the two, so nobody can say which campaign produced which patient.

Without that link, budgets follow the cheapest leads, and the campaigns that actually bring in implant and aligner patients get cut.

What we do

Your own data, joined up

Patient data stays protected: we match records inside your systems and show the marketing figures, not clinical notes.

  • Spend, leads, consultations and treatment value side by side, by campaign, treatment and clinic.
  • Where your patients live and what they’re worth, by postcode district, so ads are aimed at the areas that pay.
  • Leads not yet called or booked, so reception can work them the same day.
  • Early warnings when costs rise, ads tire or enquiries go unworked.
  • Built on your own systems, so the numbers match what you see in the practice.

How it’s measured

What you’ll be able to answer

The questions practice owners ask us most, answered from the dashboard in seconds.

Which campaign paid?
Treatment value by campaign, for any date range.
Which clinic is growing?
Leads, consultations and revenue per site, against target.
Where should the next pound go?
Return by treatment and postcode, so budget moves to what works.
Who hasn’t been called?
A live list of enquiries without a contact attempt.

Who you’ll work with

We’ll show you a live dashboard on the call, so you can see exactly what you’d get.

Book a 30-minute call. We’ll look at what you’re running now and tell you plainly what we’d change, and what it should be worth.

Questions practices ask

Tracking FAQs

Can you track which dental patients came from ads?

Yes. We match leads from your ad accounts and CRM to bookings and payments in your practice software, so each patient can be traced back to the campaign that found them.

Which systems does the dashboard work with?

Meta and Google ad accounts, CRMs such as GoHighLevel and HubSpot, and practice management software such as Dentally. If you use something else, ask us.

Is patient data safe?

We only use what’s needed to match a lead to a booking and its value, kept within UK GDPR, and the dashboard shows marketing figures, not clinical records.

Who owns the ad accounts and the data?

You do. Campaigns run in your own Meta and Google accounts with access you grant, your CRM stays yours, and your dashboard shows you everything we see. If you ever leave, it all stays with you.

Do your ads follow the GDC and ASA rules?

Yes. Every ad, form and landing page we write follows the GDC’s guidance on ethical advertising and the ASA’s CAP Code: accurate claims, clear pricing and finance terms, consent for any patient imagery, and no pressure tactics.