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Telehealth intake funnel conversion rate calculator
Enter visitors, intake starts, completes, approvals, first fills and second fills to get the conversion rate at every stage and see which stage loses the most people.
Intake funnel
Enter your numbers to see the result.
Free tool by Telehealth Media · telehealthmedia.com
How it works
A telehealth funnel has stages most ecommerce funnels do not: an intake form, a clinician review and a pharmacy fill. Each stage has its own conversion rate, and the overall rate is all of them multiplied together.
- Each stage rate = people at this stage / people at the stage before x 100
- Visitor to paying patient = first fills / visitors x 100
The calculator also counts how many people each step loses and names the step that loses the most. That is usually the best place to start, because a small improvement on a large number adds more patients than a big improvement on a small one.
Worked example
In one month a funnel had 20,000 visitors, 3,400 intake starts, 1,900 completes, 1,600 approvals, 1,250 first fills and 780 second fills.
| Step | Calculation | Result |
|---|---|---|
| Visitor to intake start | 3,400 / 20,000 | 17.0% |
| Intake start to complete | 1,900 / 3,400 | 55.9% |
| Complete to approval | 1,600 / 1,900 | 84.2% |
| Approval to first fill | 1,250 / 1,600 | 78.1% |
| First to second fill | 780 / 1,250 | 62.4% |
| Visitor to paying patient | 1,250 / 20,000 | 6.2% |
Here the biggest loss in people is between visitors and intake starts (16,600 people). These numbers illustrate the formula; enter your own.
Telehealth notes
- Visitor to intake start is mostly about the promise of the ad and the landing page. If the page does not match the ad, people leave.
- Intake start to complete is about the form: length, mobile layout, and asking for payment before people know whether they qualify.
- Complete to approval is a clinical decision, not a marketing one. If it is low, the ads may be reaching people the treatment does not fit.
- Approval to first fill is often lost to price surprise, shipping times or pharmacy problems. Check what patients see after approval.
Questions
How do you calculate conversion rate?
Divide the number of people who reached a stage by the number at the stage before, then multiply by 100.
Which telehealth funnel stage should I fix first?
Start with the stage that loses the most people, as long as the fix is in your control. Clinician approval rates are a clinical matter, not a marketing lever.
Why is my second fill rate low?
Common reasons are side effects, cost, slow delivery and patients who only wanted one month. Follow-up and clear expectations at sign-up help.
Are my numbers stored?
No. The calculation runs in your browser and nothing is sent to us.