Trackable Links & QR Codes

Trackable links turn offline and online marketing into something you can measure. With Trackable Links & QR Codes in PatientCopilot, you can see who clicked or scanned, then follow up while interest is high.

Create trackable links for messages

A trackable link looks like a normal link, but it records who clicks. Place trackable links in the messages you already send:

• Text message campaigns and reminders
• Emails and newsletters
• Social posts and bios

Click history appears on the patient record, so your team sees which messages people engaged with.

A click can start something

Knowing who clicked is useful. Acting on it is better. A click can start an automation or tag the patient. For example:

• Tag people who clicked a link about a new service
• Send a follow-up text to someone who opened your booking link but did not book
• Create a task for your front desk to call an interested lead

Create a trackable QR code

QR codes bring your printed materials to life. You can create codes for:

• Forms, such as new-patient intake
• Booking links
• Review links

Print them on handouts, signage and cards. Patients scan with their phone and land exactly where you want them.

Name your links and codes clearly, such as spring-flyer-booking or front-desk-review-card, so reports are easy to read later. Test every QR code with a phone before you print it, and make sure the page it opens works well on mobile.

How it works

1. Create a trackable link or QR code for a specific purpose, such as a booking page.
2. Place it in a message, a flyer, a business card or a sign.
3. When someone clicks or scans, the activity is recorded.
4. An automation can tag the patient or send a follow-up.
5. Review click history on the patient record and compare placements.

Use cases for offline marketing

• Chiropractors: a code on a community event flyer that opens your new-patient offer.
• Physical therapy: a code on a handout that links to home exercise instructions or your booking page.
• Dental offices: a code on the front desk sign that opens a review link.
• Med spas and wellness practices: a code at an event table that signs people up for a consultation.

Using a different code for each placement tells you which ones people actually use.

Make sure follow-up is welcome

Only message people who have opted in to hear from you. A click on a link in an email you sent to opted-in contacts is a good signal for a gentle follow-up. Keep messages helpful and respectful of preferences.

Trackable links work with the Patient Inbox, Automation Workflows, Social Media Calendar and Reviews & Testimonials. Use them to measure what is working across your marketing and see how it relates to bookings in Which Marketing Brings Patients. Trackable Links & QR Codes is included in the Copilot plan and in Autopilot.