Lead types allow your organisation to track where patient referrals are coming from — helping to measure marketing effectiveness, referral performance, and other reporting insights.
A lead type is an optional field that can be selected when creating a new appointment. Each lead type can also include sub-types for more detailed categorisation.
In this article we’ll cover:
- what lead types are.
- how sub-types work.
- where lead types are used in HearLink.
What are lead types?
Lead types represent the original source of a patient’s referral. For example:
- GP Referral
- Walk-in
- Online Campaign
- Word of Mouth
When creating an appointment, a lead type can be selected to help track how the patient found your clinic.
What are sub types?
Each lead type can be broken down further into sub-types for more granular reporting.
Example:
If “GP Referral” is the lead type, you could add sub-types like:
- Local GP Clinic
- Specialist Referral
- Returning Patient Recommendation
| Lead Type | Example Sub-types |
|---|---|
| GP Referral | Local GP, Consultant |
| Online | Google Ads, Facebook, Website Form |
| Walk in | No appointment, self presented |
| Internal | Another clinic/department |
| Word of Mouth | Friend, Family |
These sub-types can then be selected when booking an appointment.
Where are lead types used?
Lead types appear in the following areas of HearLink.
- Appointment creation: as an optional field.
- Adding a new patient: tracking the source when patient was created.
- Reporting: used to generate referral performance reports.
Properly assigning lead types ensures accurate data for marketing and referral analysis.
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