Integrations & data · Practical guide

Avoid counting confirmation-page reloads as new enquiries

One accepted request produces another enquiry event whenever its confirmation page reloads, inflating the marketing total.

Healthcare booking calendars on two connected screens with blue and orange appointment cards.
Make the handover between tools clear for the team using them.

What to change

Define whether the measure represents accepted submissions or confirmation views. If it represents submissions, ask the developer to connect the event to that occurrence and explain how revisits are treated. Use fictional test activity and record both the receiving system's acceptance and the analytics output. The acceptance case must include reload, back navigation and a genuinely separate submission so a fix does not accidentally suppress legitimate later activity.

A worked example

Illustrative example

Illustrative test: One accepted request with two reloads yields one completion; a separate accepted request adds another. One fictional enquiry is accepted and its confirmation is refreshed twice during the demonstration. Reception's test system still shows one request, and the completion measure should reflect that agreed occurrence. A second separate request then establishes that legitimate new activity is not suppressed. The practice records the expected pattern before the supplier changes tracking, making the final comparison meaningful rather than accepting whichever smaller number appears afterwards.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.

What this means for your practice

A visitor may refresh a confirmation or return to it later. If your dashboard counts each view as another enquiry, the total can rise without another request reaching the practice. Agree what the measure means: accepted submissions and confirmation views are different things. Ask the supplier to trace one fictional accepted request through the receiving system and analytics, then reload its confirmation twice. Finally, send a genuinely separate test request. The correction should prevent repeated views inflating completion counts without hiding legitimate later submissions. Keep the test activity distinguishable in reporting. Extra analytics events alone do not establish duplicate patients or duplicate operational records.

How to check the result

Observed events match the defined submission occurrences across all tested cases.

A mistake to avoid

Repeated analytics events alone do not establish duplicate patients.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.

Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

Need help with this?

Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.

Explore integrations & data services or discuss your project.

Try the free Healthcare Digital Planner to find your starting priority.