Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Spend to Appointment to Revenue
Each Meta campaign next to the appointments it produced in ModMed and the revenue those patients brought in.
Ad Set and Ad Detail
See which audiences and which creative produce appointments, not just which ones produce form fills.
Placement: Instagram vs. Facebook
Placement tracked on each lead, so Instagram and Facebook can be compared on appointments and revenue.
Lead Form Leads Followed Through
Leads from Facebook and Instagram lead forms followed from first contact in the CRM to an appointment status in ModMed.
Cost per Appointment, Not Cost per Lead
Spend divided by the appointments ModMed shows, so cheap leads that never book stop looking like wins.
By Clinic
For groups with several locations, each clinic sees its own campaigns and appointments. Corporate sees the rollup.
What a Meta Ads and ModMed report tells you
Are cheap leads turning into patients?
Cost per lead next to cost per appointment, by campaign.
Which audiences book?
Appointments and revenue by ad set.
Which creative works?
Appointments and revenue by ad, so creative decisions are based on patients, not clicks.
Instagram or Facebook?
The two placements compared on the appointments they produce.
Where should next month’s budget go?
Toward the campaigns and ad sets with the lowest cost per appointment.
How Meta Ads and ModMed end up in one report
ModMed and Meta Ads do not talk to each other directly. They meet on the CRM record, the one place that knows both where a patient came from and what happened at the appointment.
1. The lead, with its source
The lead is created in your CRM with its Meta campaign, ad set, ad, and placement attached, and keeps it through to the appointment.
2. ModMed onto the CRM record
Appointment status and revenue from ModMed are written back onto the same record, using only the fields you authorize.
3. The dashboard
Reads your CRM, so the people who need the numbers can see them without a CRM, ModMed, or ad account login.
From access to live Meta Ads and ModMed reporting
1. Discovery call
We map both systems, how records match between them, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.