Charm EMR Marketing Attribution

Streamline your workflow with Charm EMR.

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Many practices using Charm EMR need tighter hand‑offs between marketing leads and clinical records. Without consistent attribution tied to patient identifiers, it’s difficult to see which channels create booked appointments and completed treatment.

Our Solution

We standardize lead capture and map identifiers into Charm EMR (or a paired CRM when required). This enables tracking from first contact through appointment creation and status updates, without overstating clinical outcomes.

Specific Capabilities

  • Lead capture normalization; UTM governance; appointment/event mapping; identifier matching; de‑duplication; HIPAA‑aware data handling; dashboards for inquiries→appointments.

Case Data

A behavioral health practice in Tampa reduced cost per acquisition by 42%, reached 94% new-patient attribution, and achieved 3.7× marketing ROI within 6 weeks.
Marketing Spend
$3,226
Verified New Patients
43
Actual Revenue
$46,999

Ready to Get Started?

Let's discuss how integrating with Charm EMR can help you track true cost per patient acquisition with certainty.

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