how to track ROI in MyMedLeads

how to track ROI in MyMedLeads

If you are integrated with NexTech Select, you can include revenue data in your integration.  Ask your MyMedLeads rep for an authorization form that NexTech requires in order to share revenue data with MyMedLeads.

For everyone else, integrated or now: you can do it manually in MyMedLeads for any record in Procedure Complete status.

If you only want to track revenue:
  • Click the Procedure Complete level of the funnel
  • Click the plus (+) sign next to the patient's name to see entire payment history.
  • Enter the new Payment Date and Amount.
  • Repeat for other patients on the list if needed.
  • Click Save & Continue.
If you want to track ROI, you will set up your Lead Source expenses at Preferences> Edit ROI expenses.

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