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SourceLoop

Lead source tracking tool for clinics & hospitals

Lead source tracking tool for clinics and hospitals

Most patients still pick up the phone. Put a real lead source on every call, form, and referral that fills your schedule, report it by department or location, and capture none of it as clinical data.

Free 7-day trial. No credit card required.

SourceLoop dashboard showing patient appointments by lead source for a hospital and clinic group

Used by 750+ marketing teams, agencies, and SaaS companies

  • Bennett
  • Vectivo
  • Siite
  • Huemor
  • Infludata
  • Wonsulting
  • Orchly
  • PacificCrest
  • ReachTopCPA
  • BrassAnimals
  • TechCXO

Built for patient acquisition

Every appointment carries the source that produced it

Lead source on each call and request, cost per new patient rolled up by department, and reporting that separates one campus from the next, built for clinics, specialty groups, and hospital systems.

Cost per patient

Cost per new patient, split by service line.

Source of every booking

Know what brought each patient in, down to the campaign and keyword.

Clinical data untouched

Marketing signals only, first-party, consent-based, BAA available.

Source of every inquiry

Every inquiry arrives with its source attached

One first-party record per patient, built from every touch they made before reaching out. The ad, the search term, the directory listing, and the referring site all stay attached, so spend divided by booked appointments gives you a real cost per patient instead of cost per click.

  • Campaign, keyword, and referring site on every inquiry
  • Cost per new patient, by department
Learn more about attribution

New patients · by lead source

Last 30 days
Lead sourceSpendPatientsCost each
Google Ads$8.4K200$42
Meta$5.2K90$58
Local Search$2.3K121$19
Physician referral$084$0
Email$0.4K37$11

Call tracking

The phone is still the front door

Someone reads a page, thinks about it for two days, then rings the front desk. Connect CallRail, CallTrackingMetrics, Invoca, or Mediahawk and that call lands as a tracked lead matched to their earlier visit. We attach the source and campaign, never the conversation or anything said in it.

  • CallRail, CallTrackingMetrics, Invoca, Mediahawk
  • Per-location numbers, attributed per location
Learn more about call tracking
NP

(312) 555-0177 · New patient enquiry

Inbound · matched to web session

First touch Google · CPC · brand_search
Journey before the call
Google Ads click 2d ago
Read /cardiology 2d ago
Called the main line 1d ago
Booked appointment just now

Live schedule view

Watch the schedule fill, source by source

Appointments, cost per new patient, and the sources behind them, all in one live view that is already wired to your calls and request forms. Nothing to configure, no monthly spreadsheet, and no lookback window that forgets the campaign before the patient arrives.

  • Real-time, full-fidelity, never sampled
  • Filter by campus, department, or service line
Learn more about dashboards
Appointments by source Live
Booked 642 +21%
Cost/patient $38 -9%
Trend
By source
Google Ads 200
Local Search 121
Meta 90
Physician referral 84
Email 37
Direct 110

Patient journey

Find where patients drop off before they arrive

Lay out the path in a few clicks: site visit, call or request, booked, arrived. Split each step by source and the pattern shows up fast, one channel books well and shows up, another books just as often and never walks through the door. Spend follows the one that arrives.

  • Build any funnel in clicks, no SQL
  • Lead source breakdown at every step
Learn more about funnels

Visit to arrival · Last 30 days

5,120Visit
1,280Call / Request
↓ 75%
642Booked
↓ 50%
548Arrived
↓ 15%

Conversion sync

Teach the ad platforms what a real patient looks like

Booked appointments go back to Google Ads, Meta, and ChatGPT Ads as server-side conversions, with hashed identifiers and nothing clinical attached. The algorithms stop bidding for whoever clicks and start bidding for people who end up on the schedule.

  • Real-time, server-side via Conversions API
  • Hashed identifiers only, nothing clinical leaves your account
Learn more about server-side conversion tracking

Appointments sent back to ads

Google Ads Last sync 8s ago 642 Live
Meta CAPI Last sync 12s ago 418 Live
ChatGPT Ads Last sync 20s ago 92 Live
TikTok Events API Coming soon Coming soon

Lead quality

Only real patient inquiries count

Spam, job seekers, and wrong numbers are marked before they reach a report. Rules you set, like the service asked for, insurance accepted, or a call over 60 seconds, or Ask AI reading the message, mark each inquiry Good, Not a fit, or Spam. Cost per lead becomes cost per real patient, and only real ones go back to your ads.

  • Rules for service, insurance, and call length
  • Spam never reaches your reports, CRM, or ads
Learn more about lead quality

Inquiries today

Rules on
LeadAsked forQuality
Appointment formNew patient, cleaningGood
Call, 3:40Booked a consultGood
Contact formJob applicationNot a fit
Contact formSEO services offerSpam

Customer stories

Clinics that know which ads fill the appointment book

From agencies and SaaS companies to clinics and law firms, teams use SourceLoop to trace every lead and every dollar back to the campaign that earned it.

Clinics

Half our new patients book by phone. Multi-touch attribution on every call showed us which ads start a booking and which ones close it, so we cut the two channels that did neither.

Amara Johnson Marketing Director, Cedar Row Dental
Of bookings now attributed
63%
Monthly spend reallocated
$9k
Agency

We run paid media for 14 clients. Every lead now lands in their CRM with the campaign, keyword and ad behind it, so we can prove our impact with numbers clients can check for themselves.

Maya Lindqvist Head of Paid Media, Halden & Wright
Lower cost per lead
41%
Client accounts tracked
14
B2B SaaS

We started sending only qualified demos back to Google Ads as conversions. Within six weeks, paid search was filling our calendar with buyers who fit our ICP, and close rates followed.

Marco Bellini VP of Growth, Ploomly
SQLs from paid search
+38%
Demo-to-close rate
2.1x
Professional services

Most of our leads showed up as Direct in the CRM. SourceLoop now gives us the full journey behind every inquiry, chat and call, from the first search to the booked consultation.

Tom Achterberg Growth Lead, Fernhill Legal
More consults per dollar
27%
Lead channels in one report
4

FAQ

Questions from clinic and hospital teams

How do we see the lead source for patients who call the front desk?

Connect CallRail, CallTrackingMetrics, Invoca, or Mediahawk and every inbound call arrives with a lead source attached, sitting next to your form and chat inquiries. SourceLoop matches the call back to the caller's browsing session, so a phone appointment carries the same campaign as an online request. Calls with no matching session still record, labelled Direct, so nothing goes missing from the count.

Can we track lead source separately for each department or service line?

Yes. Cardiology, orthopedics, imaging, and primary care can each be reported on their own, so you can see that paid search fills one service line while physician referrals and local search fill another. Budget decisions then happen per service line instead of across one blended number.

Does this work across multiple sites and hospital locations?

It does. Each campus, clinic, and satellite site is tracked independently while rolling up to one view, so you can compare which channels perform in which catchment area. Tracking numbers for individual locations are attributed to that location, not pooled.

Are we capturing anything that counts as protected health information?

No. SourceLoop records the marketing side of the visit, the ad, page, and campaign that brought someone to your site, and stops there. Nothing clinical, no diagnoses, no chart data. All tracking stays first-party on your own domain and is never sold or shared between customers. If your compliance team needs a Business Associate Agreement in place, raise it with us before you launch so we can scope it together.

Do we have to change our scheduling system or EHR to use this?

Not at all. One snippet goes on the website and your call tracking connects alongside it. Your existing request forms, scheduling tools, patient portal, and phone system carry on exactly as they are.

Track every conversion to its true source

Capture and send full attribution data from every signup, lead, booking, and sale to your CRM and ad platforms, so you know exactly what's driving revenue.

Without SourceLoop

Untagged

Kayden Floyd

kayden@abc.com

  • SourceUnknown
  • MediumUnknown
  • CampaignUnknown
  • Landing pageUnknown
Journey
No touchpoints captured

With SourceLoop

Auto-tagged

Kayden Floyd

kayden@abc.com · Acme Co.

  • Channel Paid Social
  • CampaignFree_demo
  • Landing page/pricing
Journey
Synced to HubSpot Google Ads Meta