Customer Source is one of the modules in MetoCRM, the medical tourism CRM built for clinics and health tourism agencies. The sections below cover what it does in day-to-day work.
Knowing which channel actually paid for itself
Clinics selling treatment abroad usually buy leads from several places at once: Meta campaigns, Google, an agency, referrals from previous patients, an aggregator site. Every one of them reports its own numbers, and none of them can tell you which enquiries turned into a patient who flew in and paid.
Recording the source on every patient at the moment they enter the system is what makes that question answerable. Leads arriving from connected advertising forms, web forms and messaging channels carry their source automatically; sources can also be set by hand for referrals and offline contacts.
- Record where each patient came from as they enter the system
- Concentrate spend on the sources that actually return
- Identify low-yield sources and budget them differently
- Group and organise patient relationships systematically
- Build marketing strategy on your own data, not platform reports
Cost per enquiry is not cost per patient
A campaign producing cheap enquiries can be the most expensive thing you run, if those enquiries never convert. That gap only becomes visible when the source travels with the patient all the way through to a closed sale.
Because source is stored on the patient card and carried into reports, you can compare channels on revenue rather than volume — and see the same comparison per consultant, which often explains more than the channel data alone. The patient source guide covers how sources are managed.
Setting your sources up
Define a source list that matches how you actually buy: separate campaigns and agencies rather than one bucket called advertising, and a distinct source for patient referrals, which in medical tourism are frequently the highest-converting channel of all.
Then keep it stable. Sources renamed every quarter make year-on-year comparison impossible, which is the comparison most worth having.
Frequently asked questions
For leads arriving from connected advertising forms, web forms and messaging channels, yes. Patients who come in by phone, referral or in person can have their source set manually so the picture stays complete.
Yes. Because the source stays on the patient record through to the sale, reports can show what each channel returned rather than only how many enquiries it produced.
Detailed enough to act on and stable enough to compare over time. Separate campaigns and agencies are usually worth splitting; renaming sources frequently destroys the year-on-year view.
