The marketing manager sends “80 calls this week”. The complex manager asks how many of them were seen and paid. The silence lasts. The calls sit with follow-up, the visits sit with reception, and the money sits at the drawer. The three meet only in a meeting that starts late.
The source stays on the request until it becomes a visit
A phone number from an advertisement is not a medical file. It is a follow-up request, and it carries a source: the campaign, the page, or a person who referred them. If the booking is completed, the source moves with the appointment. If the visit is paid, the source can be read next to collection without the campaign team opening the clinical note.
In Elite Care follow-up is a place, the appointment is a place, and the invoice comes from the service. The link is the source on the request, not a side sheet someone fills on Thursday from memory. A campaign that brings calls and no visits shows. A campaign that brings cheap visits and an expensive ad shows too, provided the number was written on the day of the call and not on the day of the report.
We do not put an advertising dashboard inside the medical file. The source is a small operational fact, and it is enough.