Accepted-case tracker

    Accepted-Case Tracking Sheet Template

    Use the interactive tracker, Excel workbook, or PDF worksheet when the clinic needs to know which campaigns create real treatment value, not just inquiries or booked appointments.

    Benchmarks are planning ranges and should be validated against each clinic's market, offer, follow-up speed, and treatment economics.

    Dental clinic operator reviewing patient follow-up notes, appointment tracking, and treatment workflow
    Accepted-Case Tracking Sheet Template photo context for dental marketing planning.

    Use the tracker before judging ROI

    Enter spend, serious inquiries, booked consults, showed consults, accepted cases, and accepted value by source. The page calculates the clinic-side metrics that decide whether a campaign should be scaled, fixed, or paused.

    Track source through treatment decision

    Each row should connect source, landing page, treatment interest, qualified status, booked consult, show status, treatment proposed, accepted value, and rejection reason.

    Separate implant and veneer economics

    Single implant, full-arch, dentures, veneers, bonding, and smile makeover inquiries should not be blended into one lead-quality average.

    Use rejection reasons as marketing data

    Price friction, no-show, wrong treatment, unrealistic expectation, poor location fit, and trust gaps should shape the next creative, page, or follow-up fix.

    Interactive tracker

    Track accepted cases by source

    Enter this week's numbers by source. The tracker turns clinic-side outcomes into the metrics that actually tell you what to scale, fix, or pause.

    Accepted value

    $0

    Show rate

    Add numbers

    Acceptance rate

    Add numbers

    Value / spend

    Add spend

    Cost per accepted case

    Add cases

    Serious inquiries

    0

    SourceTreatmentSpendSerious inquiriesBookedShowedAcceptedAccepted value

    Use the rejection reason column in the downloadable sheet to record price-only, no-show, wrong treatment, weak location fit, trust gap, or financing friction.

    Tracking sheet fields

    FieldWhy it mattersExample
    SourceShows which channel created the opportunityGoogle Ads, Meta, SEO, GBP
    serious patient inquirySeparates useful demand from raw formsYes, no, nurture, weak fit
    Consult and show statusMeasures follow-up and commitmentBooked, showed, no-show, rescheduled
    Treatment proposedConnects marketing to clinical valueFull-arch, single implant, veneers
    Accepted value or rejection reasonShows ROI and friction$18,000 accepted or price-only declined
    Budget and tracking next move

    Want the practical numbers check for your clinic?

    Send the clinic-owner version: whether the next issue is budget size, channel noise, weak tracking, or accepted-case economics.

    Budget-fit signal
    Channel noise check
    Accepted-case tracking gap

    One practical note for this page, then your email can prefill the clinic plan if you continue.

    FAQs

    Who should maintain the tracking sheet?

    Usually the treatment coordinator or office manager, with weekly review from the owner and marketing lead.

    How often should accepted cases be reviewed?

    Weekly during active campaigns and monthly when campaigns are stable.

    Want the clinic-specific next move?

    Get plan