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.
Appointment Status in Salesforce
ModMed appointment status written onto the Salesforce record, so a lead does not go dark once it is booked.
Revenue in Salesforce
Revenue from ModMed on the same record, so you can see what a new patient was worth.
Reports Inside Salesforce
Once the data is on the record, we build the Salesforce reports and dashboards your team already lives in.
Campaign to Revenue
Lead source and campaign on the Salesforce record next to ModMed revenue, so marketing can be judged on patients, not leads.
By Clinic
Each clinic sees its own pipeline and appointments. Corporate sees the group.
No Salesforce Seat Needed
Owners, practice managers, and agencies can see the numbers on a TrussCharts dashboard without a Salesforce license.
What ModMed data in Salesforce lets you report on
Which leads became patients?
Appointment status from ModMed on every Salesforce lead, by source and campaign.
What was each patient worth?
Revenue from ModMed next to the lead source that produced it.
Which reps and clinics convert?
Booked and kept appointments by owner and by clinic.
Where are leads stalling?
Leads that booked but have no kept appointment, so someone can follow up.
How Salesforce and ModMed end up in one report
Salesforce knows where a patient came from. ModMed knows what happened at the appointment. We bring the ModMed side onto the Salesforce record, so one record holds both.
1. The lead, with its source
The lead is created in Salesforce with its lead source and campaign attached, and keeps it through to the appointment.
2. ModMed onto the Salesforce record
Appointment status and revenue from ModMed are written back onto the same record, using only the fields you authorize.
3. The dashboard
Reads Salesforce, so the people who need the numbers can see them without a CRM, ModMed, or ad account login.
From access to live ModMed and Salesforce 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.