3. Configure a Patient Prism Trigger to push specific calls as conversions to the Custom Actions

This part is entirely customizable. You will be setting conditions that dictate when we report a conversion to Google Ads.

Video Guide

Step-By-Step Guide

1. Step-By-Step Guide

2. In Patient Prism, navigate to Manage > Triggers: https://next-web.patientprism.com/manage/triggers
    
3. Press the +Create button on the top right
    
4. Ensure that the correct company is selected, and then name your Trigger.
    
5. Click Call Analysis Updated event.
    
6. Set the condition to the type of calls you want to push to Google Ads. For example, anytime Patient Prism analyzes the call as a New Opportunity (someone calling to book an appointment who has not been to this location before, based on the conversation).
    
7. If you would like to report all New Opportunity calls: 
   Classification - Has Any - New Opportunity 
    
8. In the Actions section, select Report Conversion To Google Ads.
    
9. Select your connected Google Ads account in the Integrations dropdown. 
   ****** If your connection was set up as an MCC (manager account) (see step 8 of Connecting your Google Ads account to Patient Prism), select the MCC here. A second dropdown will appear where you pick the specific client account this action should report conversions to.
    
10. You can select the location to associate with this integration. 
     
11. For the Web Conversion Action, select the Clicks conversion you made in the last step to match this trigger.
12. For the Mobile Conversion Action, select the Calls conversion you made in the last step to match this trigger.
     
13. You can choose to set a Conversion Value if you would like Patient Prism to push the value to override the Google value, or you can leave it blank to defer to the Google Ads value.
     
14. To report conversions for another location or account from this same Trigger, click Add action and repeat steps 7-11 for that location's Google Ads account (or MCC client account) and its conversion actions. ****** This lets you group multiple locations under one Trigger when their conditions match, instead of creating a separate Trigger per integration. Add as many actions as you need.
     
15. Click Save on the top right of the page.
     

If you are setting the integration up on the MCC level, your Action should look like this per location:

Your Trigger should look like this: