Installing the NextPatient Conversion Tracker

UTM and other similar variables allow companies to track the incoming sources of their web users. These sources can include paid ad searches, email campaigns, social media or link tree profiles, and more.

To provide a HIPAA compliant solution, NextPatient has created a tracker tool that links the incoming UTM and select other variables to the booked appointment as well as a new CSV output to report on these details.

Step 1: Install the NextPatient Tracker

Add the following script to your website header so that it appears on all pages:

<script src="https://nextpatient.co/js/{group-name}/track-source.js"></script>

The {group-name} is an account specific value that can be obtained through your account manager. Typically a single group-name value is used in all places an account might implement the tracker library and usually matches that of their primary domain.

Step 2: Run the Tracking/UTM booking report

Visit https://nextpatient.co/admin and after logging in, navigate to the Reports section.

From the ‘Report' list, select ‘Tracking/UTM booking report (by date booked)’
For the ‘Offices’ list, select ‘All offices'
For the 'Dates’ option, select the desired report date range.
Once ready, click ‘Download’

Helpful Links:

• Building custom URLs with UTM variables: [GA4] URL builders: Collect campaign data with custom URLs - Analytics Help
• Adding variables to custom GA campaigns: [GA4] Set custom campaign data - Analytics Help