A monthly healthcare marketing report is useful when a practice administrator can check five fields against intake: outreach that actually went out, meetings with referring offices, referrals received, booked appointments, and close-the-loop latency. Catalyze Care reports verified activity on those lines. Referral marketing is $5,000/month with a 3-month minimum. SEO is $799/month. Paid ads management is $2,500/month, media separate. Process: how Catalyze Care works.

In one sentenceIf a number cannot be checked against intake, it does not belong on the slide you keep.

The five fields to check first

Start with the fields your staff already records. The longer KPI list lives on referral marketing KPIs practices should track.

  1. Outreach volume. Count faxes, emails, calls, LinkedIn touches, and mail pieces against the list you approved. Ask who owns that list.
  2. Meetings and referrals received. A meeting is a conversation with a referring office. A referral received is a patient your intake coded as sent by that office. Those are different numbers.
  3. Booked appointments from your intake. The booked field must match what the front desk already writes down. Platform clicks and “leads” are not booked appointments.
  4. Close-the-loop latency. Days from outreach or inquiry to the referring office hearing that the patient was seen or could not be scheduled. Cadence: close-the-loop referral reporting.
  5. What month one will look like. Month one is usually a build: list, creative, tracking, and first outreach. Ask for that in writing before you sign. Process: how Catalyze Care works.

What each channel should show

ChannelPublished Catalyze feeFields you can check
Referral marketing$5,000/month, 3-month minimumOutreach, meetings, referrals received, booked inquiries from intake
SEO$799/monthWork shipped (GBP, citations, pages, schema) and inquiry fields from intake
Paid ads$2,500/month management, media separateSpend, policy status, and booked-inquiry fields from intake

Our services: referral, SEO, paid ads.

What to skip on the first pass

If a slide cannot be checked, ask the vendor to map it to intake or to drop it. Stack ownership (what Catalyze reports vs what your CRM, EHR, and phone already hold) is on healthcare marketing stack map.

How Catalyze Care reports

Monthly reporting of verified activity. Referral packets show outreach and booked-inquiry fields from your intake. Paid ads packets show spend and booked-inquiry fields from your intake. SEO packets show work shipped and inquiry fields from your intake. We do not forecast a patient count from a slide. Permissioned client results: case studies.

Written by Andrew Brazis, operator of Catalyze Care. LinkedIn: Andrew Brazis.

FAQ

Which fields should a practice check on a monthly healthcare marketing report?

Check outreach volume, meetings held, referrals received, booked appointments from your intake, and close-the-loop latency. Those five fields tell you whether work happened and whether the front desk can confirm it.

What does Catalyze Care put in a monthly report?

Monthly reporting of verified activity. Referral packets show outreach and booked-inquiry fields from your intake. Paid ads packets show spend and booked-inquiry fields from your intake. SEO packets show work shipped and inquiry fields from your intake. Month one is usually a build.

What if a slide cannot be checked against intake?

Ask the vendor to drop it or to map it to a field your staff already records. Unnamed ROI multiples and platform-only conversion counts are not a substitute for booked appointments.