Conversion Ratios

Note: Conversions are currently only available if your Practice Type is set to “Plastic Surgery”.

Conversion Ratios measure the number of patients who call to enquire about a procedure, the percentage who progress to a consultation with a provider, and the percentage who subsequently proceed to have the procedure performed.

In the Patient Demographic screen, there is a tab labeled Conversions. This is used initially to record when a patient rings to make an appointment about a new procedure, or to enquire about a procedure and its costs. The patient would have to have a patient record in Genie in order to add the new Ratios record. This is done by clicking on the Blue Plus button.

This will enter the current date and current user in the Initial Contact fields.

If an appointment is made, and the patient turns up and is added to the waiting room, you will be prompted to add this date and provider into the Ratio record.

Click Save if this is the doctor’s appointment that is related to the initial contact.

If a procedure is booked into the Appointments book, you will again receive a prompt to record this as the planned procedure.

Note: If you enter the details manually via the demographic window, then it is strongly advisable to use the small paperclip button to select the procedure, rather than just typing in the date and procedure name. Using the paperclip links this record to the actual procedure, so that if the procedure date is subsequently changed, then the Ratios record will also be updated.

For the procedure to count as having been completed, the Procedure Performed checkbox must be ticked.

This can be done manually through the demographics window or you will be prompted to complete it when you save the procedure record after the Procedure Date has passed.

Viewing Conversion Ratios

In order to view the Conversion statistics, go to Appts > Conversion Ratios

Select the date range from the Date of Initial Enquiry dropdown menu, or enter the dates manually. This is the date range which will contain the dates of the Initial Contact.

Genie will then display the conversion ratios in the right-most column, whether the appointment and procedure falls within this date range or not.

You can also filter according to Procedure Name using the Planned Procedures dropdown menu.

Double-clicking on any of the lines allows you to burrow down to the original Ratios record if you need to make any changes.