For therapists
How to measure the value of a therapist directory listing
Funnel stages, attribution, total cost and cost per stage, with a hypothetical calculation and a monthly review template.
- Editorially Reviewed
- Worked Calculation
- For Clinicians
Measure a therapist directory listing by following appropriate inquiries through service-fit review, scheduling, and attended evaluations, then comparing those results with subscription expenses and staff time. State how the source is attributed and what remains uncertain. Profile views and clicks are discovery measures; they are not patient counts or return on investment.
Separate pediatric and adult services where their capacity and inquiry pathways differ. A directory may help one service and generate unsuitable requests for another. Combining everything into one total can hide the result you need to understand.
Key takeaways
- Profile views and clicks are discovery measures, not patient counts or return on investment.
- Define the funnel stages from profile view to attended evaluation, and keep the definitions the same across the review period.
- Record how a source is attributed, allow more than one source, and keep unknown attribution visible.
- Divide the defined total cost by received inquiries, suitable requests and attended evaluations; in the hypothetical example that is $12.50, $18.75 and $30.
- Keep financial ROI separate from cost per evaluation, and report stage costs instead of a precise ROI percentage when the inputs cannot be supported.
What does listing value mean for your practice?
Define the intended benefit before choosing a calculation. You may want more suitable inquiries, a clearer public profile, fewer misrouted requests, or additional attended evaluations for a specific service. These goals do not all use the same measure.
Write: “We are evaluating [listing] for [service/location] during [period]. The main outcome is [defined administrative measure]. We will also monitor [workload, mismatch, or another guardrail].” Keep this statement in the review record.
Avoid assigning financial value to a view simply because it is easy to count. An adult patient may read a profile, visit the practice website, and later call after a professional recommendation. That sequence is useful to understand, but it does not make the directory the sole cause of the appointment.
Step 1: Which funnel stages should you track for a directory listing?
| Stage | Working definition | What it does not establish |
|---|---|---|
| Profile view | A view under the platform’s stated definition | A unique person seeking care |
| Contact action | A recorded click, call action, or message event | A completed inquiry |
| Inquiry | A contact received by the practice | Clinical suitability or coverage |
| Suitable request | A request that fits the actual service and setting under the review process | An appointment is available |
| Appointment offered | A specific evaluation option communicated | The person can use or accepts it |
| Booked evaluation | A confirmed administrative booking | Attendance or a treatment plan |
| Attended evaluation | The scheduled evaluation occurred | Clinical improvement or ongoing care |
Use the same definitions across the review period. If a platform reports a call-button click, do not describe it as a completed phone conversation. If staff record one person contacting twice, avoid counting that as two new patients.
Step 2: How do you tell which inquiries came from a directory?
You can use a source question, a permitted source-specific administrative route, or a combination that the practice’s privacy and technical owners have reviewed. Record the method, limitations, and handling of multiple sources.
A useful source question is: “How did you first hear about us, and what helped you decide to contact us?” Give staff a way to record more than one source. A referring professional and a directory profile can both contribute to the inquiry.
Do not overwrite a patient’s answer to make one channel look stronger. Do not assume a directory is the source because the person used terminology from its profile. Keep unknown attribution visible rather than forcing it into the largest channel.
For public reporting, use aggregate administrative categories. Do not send identifiable care information to a marketing tool merely to complete a channel report. HHS’s tracking guidance includes a notice about partial judicial vacatur; evaluate the actual data flow rather than treating every public page visit as automatically PHI or every tracker as automatically acceptable.1
Step 3: What belongs in the total cost of a directory listing?
Include subscription fees, any actual setup or optional placement charges, profile preparation, maintenance, inquiry handling, and reporting time. Use the actual agreement and invoices. Do not add an invented cost simply to make a formula look complete.
Where staff time is included, document the method. An internal hourly allocation is a planning estimate; it is not necessarily an additional cash payment. Report cash expenses and allocated staff costs separately when that distinction matters.
If one subscription supports multiple services, choose a consistent allocation method and explain it. Do not assign all the expense to the weaker-performing service after seeing the results.
Step 4: How do you calculate cost per inquiry and per evaluation?
Use these working formulas:
- Cost per received inquiry: total defined cost ÷ received inquiries under the attribution method.
- Cost per suitable request: total defined cost ÷ suitable requests.
- Cost per attended evaluation: total defined cost ÷ attended evaluations.
If the denominator is zero, report that no such events occurred during the period; do not manufacture a numeric answer. Label each figure with its period and source definition.
What does a hypothetical $150 listing test cost per evaluation?
Suppose a listing costs $90 during a three-month test, and the practice allocates $60 of staff time to it. The defined total is $150. The practice records 12 attributed inquiries, 8 suitable requests, 6 bookings, and 5 attended evaluations.
The cost is $12.50 per received inquiry, $18.75 per suitable request, and $30 per attended evaluation. Those figures describe this hypothetical test. They are not DrSensory prices, directory benchmarks, or predictions for another practice.
The four unsuitable requests and the gap between suitability and attendance also deserve review. Perhaps the public profile is unclear, or the available appointment windows are unusable. The figures alone do not identify the cause.
Step 5: How is financial ROI different from cost per evaluation?
Cost per attended evaluation is an acquisition measure. Financial ROI requires an appropriate definition of incremental financial benefit, attributable costs, and the time horizon. Gross billed charges are not automatically collected revenue or profit.
If you calculate a financial return, state how collections, relevant variable costs, refunds, and attribution are handled. Do not project an assumed course of treatment onto every new inquiry. Clinical recommendations should arise from care needs, not a marketing model.
For a defined review period, one working formula is (incremental contribution before channel cost − channel cost) ÷ channel cost. Here, contribution means attributable collected revenue less the relevant variable service costs, before subtracting the directory expense. The formula does not solve the harder question of whether the contribution was incremental or attributable. If you cannot support those inputs, report stage costs and operational findings instead of a precise ROI percentage.
Step 6: How do you review pediatric and adult listing results?
| Review question | Pediatric examples | Adult examples |
|---|---|---|
| Do requests fit? | Age, actual service, setting | Actual adult service, setting, clinician capability |
| Are appointments usable? | School and caregiver schedules | Work, transportation, mobility, support availability |
| Is communication usable? | Appropriate caregiver route | Patient preferences and available communication support |
| Which steps remain pending? | Representative or payer process | Clinical review, payer or plan-of-care process |
Do not declare one age pathway more valuable because it has a higher attendance count. Capacity, service mix, sample size, and staff requirements may differ. The purpose is to improve appropriate access and evaluate the channel within the real practice.
Step 7: Should you continue, revise, or stop a directory listing?
Continue when the listing provides a useful, maintainable handoff under the practice’s objective. Revise when inaccurate fields, an unclear service description, or a broken notification route prevents appropriate inquiries from progressing. Consider stopping when the purpose is not met and a reasonable correction does not address the problem.
Set the review date before renewal where practical. Keep seasonality, staffing changes, availability, and concurrent campaigns in the record. A rise in attendance after editing a profile does not prove the edit caused it.
If the volume is small, report the small sample clearly. “Two suitable inquiries this quarter” is more defensible than presenting an unstable conversion percentage as a proven performance rate.
What should a monthly directory listing review record?
“Period: [dates]. Service/location: [scope]. Attribution method: [method]. Cash expense: [amount]. Allocated staff cost: [amount and method]. Inquiries: [count]. Suitable requests: [count]. Evaluations offered/booked/attended: [counts]. Unknown-source requests: [count]. Main barriers: [aggregate categories]. Changes during period: [facts]. Decision: [continue/revise/stop]. Next action and owner: [task].”
Keep identifiable information in the appropriate system. The review should explain a channel decision without becoming a duplicate patient record.
What should you define before your next directory renewal?
Define the objective and funnel before the next renewal. Use the directory-selection worksheet to revisit fit and the profile guide to correct information gaps.
Frequently asked questions
Are profile views enough to show a listing works?
No. They indicate exposure under the platform’s definition. Follow the later inquiry stages to understand whether the listing supports the practice’s objective.
How long should the test last?
Choose a period that fits the subscription, service capacity, and likely volume. A small sample may remain inconclusive; no universal duration guarantees a reliable answer.
Should I count every future visit as directory revenue?
Do not assume a course of care or sole attribution. Use a documented financial method if calculating return, and keep clinical recommendations independent of the marketing calculation.
What if patients mention several sources?
Record the multiple-source situation and apply a consistent method. Report attribution limits rather than forcing all credit to one channel.
Sources
- U.S. Department of Health and Human Services, Office for Civil Rights. Use of Online Tracking Technologies by HIPAA Covered Entities and Business Associates (bulletin; content last reviewed June 26, 2024). Its opening notice: “On June 20, 2024, the U.S. District Court for the Northern District of Texas issued an order declaring unlawful and vacating a portion of this guidance document,” the part providing that HIPAA obligations are triggered where “an online technology connects (1) an individual’s IP address with (2) a visit to a[n] [unauthenticated public webpage] addressing specific health conditions or healthcare providers.” The bulletin: “Regulated entities are not permitted to use tracking technologies in a manner that would result in impermissible disclosures of PHI to tracking technology vendors or any other violations of the HIPAA Rules.” Checked October 7, 2026.
Medical disclaimer. This page is for general educational purposes and does not constitute medical advice, diagnosis, or treatment. It is general guidance on running a therapy practice, not legal, compliance, billing or financial advice. Its numerical examples are hypothetical, not DrSensory data or industry benchmarks.
