This can occur, and is no cause for concern, b/c there is a difference between how the Funnel and the Conversion Report capture and use status data.
A patient’s Status is focusing on the activity history of that particular patient. For a patient with many appointments, the Status will change back and forth from Scheduled to Complete over its history and you’ll see the person move up and down in the funnel.
The Conversion Report is focusing on the progress against a particular Lead Source;. It will capture the farthest anyone has gone down the funnel and permanently show that as the conversion rate for that lead source.
So for a patient created January 2 who completed her first appointment Jan 15 and has had several appointments since, the conversion report moves her permanently to the Consult Complete or Procedure Complete column (whichever applies) on Jan 15.
- Go to View Reports> Conversion Report and look for the row with the patient’s Lead Source.
- You can see this more clearly if you set a smaller Date Range at the top right of the screen. For this example, we can use date range Jan 1-15.
- You are now seeing everyone who came in from that lead source the first two weeks of January. Over time, people only move to the right in this report.
- If you like, you can look at the detail on the View All Leads page. Use the same date filter you did for the Conversion Report and in the blue filter bar, set Lead Source to the same one you were looking at.