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SourceLoop

Lead source attribution for healthcare

Tie booked appointments to the channel that drove them, privacy-safe

Most patients still pick up the phone. See cost per booked appointment by channel, attribute the calls and forms that fill your schedule, and keep it HIPAA-conscious with first-party tracking that captures no PHI.

Free 7-day trial. No credit card required.

SourceLoop dashboard showing booked appointments attributed by campaign for a healthcare practice

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

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

Built for healthcare

Patient acquisition, attributed to channel, without capturing PHI

Cost per booked appointment by channel, patient acquisition rolled up to source, and privacy-safe tracking built for clinics, dental, and multi-location medical groups.

Cost per booking

Cost per booked appointment, broken out by channel.

Acquisition by source

See which channels bring patients, not just clicks and impressions.

Privacy-safe

No PHI captured, first-party, consent-based, BAA available.

Channel attribution

See cost per booked appointment, by channel

Multi-touch attribution on a single first-party dataset. Match every inquiry to the ad, search, and campaign that drove it, then divide spend by booked appointments so you know your real cost per patient, not just cost per click.

  • UTM, GCLID, and keyword on every inquiry
  • Cost per booked patient, by campaign
Learn more about attribution

Booked appointments · by channel

Last 30 days
ChannelSpendBookedCost/booked
Google Ads$8.4K200$42
Meta$5.2K90$58
Local Search$2.3K121$19
Referral$084$0
Email$0.4K37$11

Call tracking

Attribute the calls that book appointments

Patients call. Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead, matched to the caller's web journey. We attach the source and campaign, never the conversation or any patient detail.

  • CallRail, CallTrackingMetrics, and Invoca
  • Source and campaign on every call
Learn more about call tracking
NP

(312) 555-0177 · New patient call

Inbound · matched to web session

First touch Google · CPC · brand_search
Journey before the call
Google Ads click 2d ago
Visited /services 2d ago
Called the clinic 1d ago
Booked appointment just now

Appointments dashboard

Watch bookings by source in real time

A live view of bookings, cost per booked appointment, and the channels driving them, pre-built and tied to your call and form events. No custom event setup, no spreadsheets, no 90-day attribution cliff.

  • Real-time, full-fidelity, never sampled
  • First-party, consent-based, no PHI captured
Learn more about dashboards
Bookings by source Live
Booked 642 +21%
Cost/booked $38 -9%
Trend
By source
Google Ads 200
Local Search 121
Meta 90
Referral 84
Email 37
Direct 110

Patient funnel

See drop-off from visit to showed appointment

Build the patient funnel in clicks: visit, form or call, booked, showed. Slice by source so you can see which channel fills the schedule and which one fills it with no-shows, then move spend accordingly.

  • Build any funnel in clicks, no SQL
  • Source breakdown for every step
Learn more about funnels

Patient funnel · Last 30 days

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

Conversion sync

Send booked appointments back to your ads

Forward booked-appointment conversions to Google Ads and Meta as server-side offline conversions, with hashed identifiers and no PHI, so your campaigns optimize toward patients who actually book, not just clicks.

  • Real-time, server-side via Conversions API
  • Hashed identifiers only, no PHI leaves your account
Learn more about server-side conversion tracking

Booked-appointment conversions

Google Ads Last sync 8s ago 642 Live
Meta CAPI Last sync 12s ago 418 Live
Local Search Last sync 22s ago 121 Live
Microsoft Ads Last sync 30s ago 87 Live
TikTok Ads Last sync 30s ago 53 Live

FAQ

Healthcare attribution questions

How do you attribute patients who call to book?

Connect CallRail, CallTrackingMetrics, or Invoca and every inbound call becomes an attributed lead next to your form and chat inquiries. SourceLoop matches the call to the caller's web session, so the phone booking carries the same source and campaign as an online form. Calls from offline sources still record, tagged as Direct.

Is SourceLoop HIPAA compliant?

SourceLoop tracks marketing touchpoints, the ads, pages, and campaigns that bring someone to your site, not medical records or clinical data. No protected health information is captured. All tracking data stays first-party on your domain and is never sold or shared across customers. If your use case needs a Business Associate Agreement, talk to our team before you start so we can scope it with you.

Which campaigns actually drive patient inquiries?

SourceLoop captures UTM parameters, GCLID, and the keyword on the first visit and keeps them through the session, so each inquiry shows the exact ad and campaign that produced it. You can report cost per booked patient by channel, not just cost per click.

Does this work for multi-location practices?

Yes. Track each location's site, numbers, and campaigns in one place, and compare which channels perform per location. Calls to each location's tracking number are attributed independently.

Do we need to change our booking tool or EHR?

No. SourceLoop runs from one snippet on your website plus your call tracking connection. It works alongside your existing booking forms, scheduling tools, and phone system without changing them.

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