How did you hear about us?
Ask new patients how they found your clinic, on the check-in page and through the AI assistant, with choices you edit yourself
Go to Settings → Organization and scroll to How did you hear about us?. Only the owner or a manager can change it.
Turn it on
Switch on Ask new patients how they found the clinic. It is off until you turn it on.
When it's on, the question is asked in two places:
- The check-in page: a new patient who takes a number from your clinic QR sees How did you hear about us? (optional) under their name, age and gender. Patients who already have a file are not asked.
- The AI assistant: after a new patient's first booking, Docistra adds one short question to the booking confirmation. It asks only once, and never before the booking is done. Patients who already visited the clinic are not asked.
The question is always optional. A patient can skip it, and nothing waits for the answer.
Edit the choices
The first time you turn it on, you get a starting list: Facebook, Instagram, Google, Website, Referred by another doctor, and A friend or relative. Under Choices the patient sees you can:
- Rename any choice by typing over it
- Remove a choice with the trash icon
- Move a choice up or down with the arrows
- Add a choice in Add a choice (for example TikTok, a TV show, or a sign on the street), then tap Add
- Under Referred by another doctor, the Ask for the doctor's name switch (on by default) decides whether the patient is asked for the referring doctor's name. Only this choice has it.
Tap Save choices when you're done. You can have up to 15 choices. Other (the patient types it) is always added at the end, so patients can answer in their own words.
The AI assistant always uses your current list, so changes reach it right away.
When a patient picks a choice that asks for the doctor's name, the check-in page shows The doctor's name (optional), and the AI assistant asks for the name once if the patient didn't say it.
Where the answers go
- The patient's file: the answer shows under Referred by in the patient's details, with the referring doctor's name next to it. Your team can edit both in Edit details. The AI assistant never replaces an answer that is already saved.
- Analytics: the How new patients heard about you card shows how many new patients answered in the selected period, how many chose each answer, and Doctors who referred patients.
If you turn the question off, the answers already saved stay in the patients' files.