What Percent of Patients Responded to My Pre-Appointment Campaign?
How to Leverage the Inbox and Outbox to Calculate Response Rate
Your Inbox and Outbox can be a great place to pull statistics based off of your patient communication. This article will walk through how to find the total number of people who received your Pre-Appointment Campaign and how to find who responded to your Pre-Appointment Campaign, so you can calculate the response rate from that campaign. To learn more about Campaign Messaging, click HERE. Below is the formula that we will use to calculate the response rate.
Formula:
(# of People Who Responded to the Campaign) / (Total # of People Who the Campaign Was Sent)
Step 1: Find the total number of people who received the Pre-Appointment Campaign
- Go to the Broadcasts Tab
- Go to your Pre-Appointment Campaign
- Copy the verbiage of the Broadcast Message in which you are requesting the patient to confirm if they are still coming to their appointment. You do not need to copy the entire message. Be weary if you have multiple campaigns that may have similar verbiage. In my example, I am copying the verbiage from my 7 Day Appointment Confirmation Broadcast Message.
- Go to the Outbox
- Select the Time Frame that you are searching, in my example I am viewing 06/01/2022 at 12:00 AM through 06/30/2022 at 11:59 PM
In the Message filter, paste the text that you had just copied from your Broadcast Message
- Select + Add Filter
- Select the first drop down and choose the Message Status option
- Select the second drop down and choose the Delivered option
- Once all of your filters are appropriately set, click the Search button
- You should now see all of the people who the system delivered your Pre-Appointment Campaign per the time frame you selected. The total count will be show in the bottom right-hand corner. In my example, the system delivered my 7 Day Appointment Confirmation Campaign to 25 people.
Step 2: Find the Number of People Who Responded to the Pre-Appointment Campaign
- Go to the Broadcasts Tab
- Go to your Pre-Appointment Campaign
- Copy the verbiage of the message in which you are requesting the patient to confirm if they are still coming to their appointment. You do not need to copy the entire message. Be weary if you have multiple campaigns that may have similar verbiage. In my example, I am copying the verbiage from my 7 Day Appointment Confirmation Campaign.
- Go to the Inbox
- Select the Time Frame that you are searching, in my example I am viewing the previous month i.e. 06/01/22 at 12:00 AM through 06/30/22 at 11:59 PM
- In the Lead Sent by System Filter, paste the text from your appointment confirmation campaign message
- Once all of your filters are appropriately set, click the Search button
- You should now see all of the people who responded to your Post Appointment Campaign per the time frame you selected. The total count will be show in the bottom right-hand corner. In my example, 15 people responded to my 7 Day Appointment Confirmation Campaign.
Step 3: Divide the number of people who responded by the total number of people who received the campaign
In my example, 25 people received the 1 Day Post Appointment Check In Campaign and 15 people texted back a response.
15/25 = 0.6 or 60%
Overall per my example, 60% of people responded to my 7 Day Appointment Confirmation between 06/01/22 and 06/30/22.
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