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Resolve Dental Consultancy

New Patient Conversion Tracker 2026

New Patient Conversion Tracker 2026

$29.00 AUD
$29.00 AUD
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A 4-Tab Excel Workbook to Track New Patient Enquiries, Treatment Acceptance, and Referral Source Performance

Most dental practices know how many new patients they see each month. Very few know how many enquiries they received, how many of those booked, how many attended, how many accepted treatment, and where the rest dropped off. That gap in data is costing practices real revenue — and they have no idea where to fix it.
The New Patient Conversion Tracker 2026 is a ready-to-use Excel workbook that tracks every new patient from first enquiry through to treatment completion — with a treatment acceptance tracker by dentist and treatment type, a referral source performance comparison, and automatic monthly summary calculations. One workbook, updated daily by the FOC, reviewed monthly by the PM.
The workbook contains 4 tabs:
Tab 1 — New Patient Conversion Track every new patient enquiry from first contact through to treatment completion. One row per patient, recording: date, how they heard about the practice, enquiry type, whether an appointment was booked, whether it was attended, whether a treatment plan was presented, whether it was accepted, whether treatment was started, whether it was completed, whether a referral was given, and the stage at which the patient dropped off if they did not proceed. The monthly summary section calculates automatically: total enquiries, enquiry-to-booking rate, treatment acceptance rate, patients who completed treatment, and referrals generated.
Tab 2 — Treatment Acceptance Track every treatment plan presentation by date, patient ID, dentist, and treatment category — with fee estimate, same-day acceptance, follow-up outcome, and reason for decline if applicable. The summary calculates acceptance rates and total treatment value presented vs accepted. Designed to be reviewed with each dentist in their monthly one-on-one.
Tab 3 — Referral Source Performance A monthly source comparison table covering 10 referral sources — Google Search/Maps, Google Reviews, patient referral, GP/specialist referral, social media, walk past/signage, health fund provider list, community event/sponsorship, website/online booking, and other. Records enquiries, bookings made, booking rate, treatment plans accepted, and acceptance rate per source. Tells you which marketing activities and referral sources actually deliver quality patients — not just volume.
Tab 4 — How to Use A plain-language guide to using the workbook — including the four key monthly metrics to review (enquiry-to-booking conversion rate target above 80%, treatment plan acceptance rate target above 70%, top 2 referral sources by conversion, and the stage where most patients are dropping off) and four tips for success covering who updates what and when.
Who this is for:
  • Practice Managers who want data-driven insight into new patient conversion and treatment acceptance
  • FOCs responsible for tracking new patient enquiries and following up outstanding treatment plans
  • Practice Owners who want to know which marketing channels are actually delivering quality patients
  • Any practice that currently has no system for tracking where new patients are lost in the journey from enquiry to treatment completion
📄 Format: Microsoft Excel workbook (.xlsx) — 4 tabs with automatic monthly summary calculations, ready to use from day one
⬇️ Instant digital download — available immediately after purchase
🦷 Built for Australian dental practices
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