Tuesday, January 31, 2017

New Patients Welcome and make sure you track the referrals

Did you start a new campaign this year to attract new patients? I recently did an online webinar with Laura Hatch and she talked about improving your internal marketing with an option of doing a contest with your team or incentive for your patients. No matter what you implement into your practice for attracting new patients, you will want to make sure you track it in your Dentrix software so you can have statistics on how the marketing campaign performs.

When you start a new marketing campaign, you will want to load it into your Referral Maintenance so your team can add it into the patient’s family file for tracking purposes. Go to the Office Manager > Maintenance > Reference > Referral Maintenance and then click on New and add in the details of the campaign. Make sure that you mark it as a Non-Person so it will show up as a Marketing referral source on the Daily Huddle Report and the Practice Advisor.


After your marketing campaign is complete, you can look at the referral analysis and see how many new patients were referred and how much production it brought into your practice. Check out the article I wrote just recently about the referral analysis by CLICKING HERE.


Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.


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