ADVENT

CHALLENGE

Connecting Ad Spend to Fulfilled Patient Revenue

ADVENT had a high-performing patient acquisition engine and, in Evolve Results, an agency partner with deep healthcare specialization. What the joint team did not have was a single place where every marketing dollar, phone call, online booking, and fulfilled clinic visit lived together. The ad platforms could report clicks and conversions. Liine could report call outcomes and online booking outcomes. ModMed could report fulfilled appointments and the revenue tied to them. None of these systems on their own could connect a click to a fulfilled patient encounter, or a TV spend dollar to the new patient revenue it eventually drove.

Coming into the engagement, the team needed a platform that could:

1. Unify ad spend across Google, Meta, Microsoft, and traditional offline media into a single channel mix view, by clinic and by campaign
2. Connect Liine call and online booking outcomes to ModMed appointment status so a phone call from a Google Ad could be followed all the way to a fulfilled new patient encounter
3. Roll up reporting cleanly across 35 clinics, exclude surge centers from new patient acquisition reporting, and surface new clinic openings automatically as they came online
4. Be HIPAA-compliant, BAA-backed, and approachable for marketing operators who don’t write SQL

Beyond unifying data, they needed a platform that could turn it into answers: one where marketing operators could ask questions, surface attribution gaps the moment they appeared, and make ROI defensible by clinic and by campaign.

SOLUTION

A Unified View Across Marketing and Clinical Data

CorralData is the AI-powered data and intelligence platform that became the connective tissue for ADVENT and Evolve Results. ModMed, Liine, Google Ads, Meta Ads, Microsoft Ads, GA4, and offline media spend (TV, radio, OTT, OOH) all flow into one HIPAA-compliant, governed warehouse that serves as a single source of truth across the business. CorralData, Evolve, and ADVENT’s marketing leadership and IT teams co-owned the implementation, building a shared KPI dictionary, mapping every appointment type and CPT code that counts as a new patient visit, and replacing fuzzy clinic name matching with campaign ID joins to eliminate unmapped attribution. From there, AI powers the reports Evolve uses to run the account, makes the data conversational through CorralData’s AI agent, AskCorral, and surfaces attribution gaps the moment they appear. The result is one place where every marketing dollar ties back to a measurable patient outcome.

Benefit #1: Every Click, Call, and Booking, Tied to Patient Outcomes

CorralData stitched Google Ads, Meta Ads, Microsoft Ads, and Google Analytics 4 to Liine call tracking and online booking outcomes, then to ModMed encounter and billing data. For phone calls, the platform normalizes every phone number to its last ten digits across four ModMed telecom fields and joins inbound calls to patient records. For online bookings, a Liine-to-ModMed lead-to-patient link table closes the loop. Both paths surface as a single, deduplicated patient acquisition funnel that Evolve uses to make spend decisions.

Offline media joins the same view. Television, radio, OTT, CTV, OOH static, OOH digital, and sport sponsorship spend flow into the same channel mix dashboard as Google, Meta, and Microsoft via a connected Google Sheet that Evolve maintains. Offline spend is split evenly across days for clean date range comparisons. The two teams can now answer questions like “what share of last month’s spend went to traditional vs. digital, by clinic” without copying numbers between three spreadsheets.

Benefit #2: AI Built Into the Workflow

AskCorral Agent is CorralData’s AI interface. ADVENT’s marketing team builds new reports by describing what they want, and AskCorral Agent explains which data sources are involved, why a join works or doesn’t, and surfaces gaps. As ADVENT’s own marketing operator put it: “I found it really helpful, the way that it would talk human to me and explain all the different data sources we were using and how that would work or how it would not work. I had a lot of success building from the ground up.” Evolve uses the same interface to interrogate spend, conversion, and clinic-level performance without writing SQL.

Benefit #3: A Platform That Scales With Every New Clinic

ADVENT opens new clinics on a regular cadence, and CorralData’s unmapped tables tool flags any new clinic, campaign, or appointment type the moment it shows up so the team can map it in minutes, before it pollutes the attribution model. When a new ADVENT clinic recently came online in Sheboygan, Wisconsin, it appeared as a new entry the same week. As ADVENT’s marketing team said: “It is reassuring to see it caught in the platform and that we have a step to take there to set all of that up too.”

The Evolve Results performance reports sit on top of it all. They show ad spend by platform and by location next to conversions, show rate, fulfilled appointments, and revenue collected per patient. As Evolve put it: “Usually we report on what the ad platforms are telling us, but also give that customer journey, the calls and everything.” With unified ad spend, calls, online bookings, fulfilled appointments, and ModMed billing all sitting in the same warehouse, Evolve can now compute and trend CAC, LTV, LTV-to-CAC ratio, and ROAS in one place rather than across three spreadsheets and two systems. From one AI-powered tool, the agency can compare what was spent against what came back, by clinic and by market, to drive true ROI conversations with ADVENT leadership and defend every recommendation with data.

RESULTS

One ROI Engine Across 35 Clinics

Today, CorralData’s AI-powered platform ties ADVENT’s marketing data to clinical outcomes in one view. The operating cadence has changed: both teams review the same reports, with the same definitions, in the same meeting. Phone calls that used to disappear after Liine logged them route to a fulfilled new patient view that powers cost-per-acquisition decisions. Online bookings follow the same path. Offline media spend that lived on its own cadence now sits in the same channel mix as digital. Before CorralData, attribution stopped at the ad platform.

“This is a great tool for us to have,” says ADVENT leadership. “When we see an uptick in the unmapped category, we can dive into it in an easy and efficient way. I had a lot of success building from the ground up.”

What was a multi-system reconciliation project is now a single review. ADVENT keeps growing into new states and new clinics, Evolve keeps tuning spend across digital and traditional, and CorralData keeps every dollar spent and every patient gained in the same view. For a healthcare practice scaling across states and an agency defending every ROI conversation with data, that’s not a reporting upgrade. It’s a true, AI-powered ROI engine.