Only a platform that holds the schedule and the money can tell you what a lead was worth. Grow follows each lead to a booking, a collected payment and a margin, runs reactivation and review requests, and tracks referring physicians, with no ad pixels on patient pages.
| Channel | Spend | Booked | Collected | Return |
|---|---|---|---|---|
| Google Ads | $6,400 | 88 | $61,220 | 9.6× |
| Meta | $2,900 | 41 | $18,410 | 6.3× |
| Referring physicians | $0 | 64 | $74,900 | — |
| Directory listings | $1,200 | 19 | $7,980 | 6.7× |
| Reactivation · recall | $140 | 52 | $22,640 | 162× |
Capabilities
Lead source, booked appointment, collected revenue, contribution margin, with first-touch, last-touch or linear attribution. Funnels and lifetime value by channel cohort at 30, 90, 180 and 365 days.
Channels and campaigns with budgets, dates, UTM defaults and spend entries. Booking links per campaign carry the offer and preselected visit type; tracking numbers attribute calls. Alerts when a campaign passes its budget or leads sit untouched for a day.
Segments for lapsed recall, unscheduled treatment plans and membership win-back, including custom conditions and A/B message variants. Review requests go out after a paid visit, at most once per patient per 90 days, with a guard on public replies.
Thanks for visiting us this week. How did we do?
Rate your visit in the patient app (takes 20 seconds).
★★★★★ · 'Dr. Patel explained everything.'
Profiles with contacts and letters, referral codes, and scorecards that show conversion, trends and who has gone quiet. Thank-you letters and dormant-referrer alerts keep the relationships warm.
| Practice | Referrals | Booked | Trend |
|---|---|---|---|
| Lakeshore Family Medicine | 22 | 20 | ↑ |
| Oak Park Pediatrics | 14 | 12 | → |
| Riverside Internal Med | 3 | 3 | Quiet 94 d |
Who uses it
Permissions carry a location scope and an approval limit. The same limits apply to agents acting in this module.
Questions
Tracking is server-side: a visitor id, a campaign code and a booking, never a diagnosis or a name on a patient page. No ad pixels run on patient-facing pages.
Grow measures bookings from Front Desk or from booking links; the full loop to collected revenue needs Treso Pay or Revenue in place.
Works with
Booking with deposits and estimates, reminders, waitlist backfill, intake, and an AI receptionist.
Learn moreText-to-pay, card on file, payment plans, memberships and financing, posted back automatically.
Learn moreP&L by location, provider and procedure; budgets, KPIs, provider comp and a cash forecast.
Learn morePre-launch
The demo opens Grow as Dana, who works in it every day at a synthetic dermatology practice. Owner, location manager, front desk, billing, provider, controller and CPA are each one click away, and nothing in it is real.