The Lead Source Reporting within your Dashboard provides your practice with a visual indication of how your patients heard about your practice.
Follow the steps below to view your Lead Source data within your Dashboard:
Navigate to Reports > Dashboard
In the Member Analytics table, apply the following filters: 'Show me Enrollments > broken out by Lead Source'
This report can be further broken down by location, plan, provider, sponsor and engagement status.
To obtain a patient-level breakdown, you can download your patient list and ensure 'Lead Source' is selected. Please reference this support article to learn how: Downloading Your Patient List.
