Education Library
- Patient Relationship Manager
- Online Scheduling
- Appointment Reminders
- Online Reputation Management
- Patient Surveys
- Patient Recall Marketing
- ROI Tracking & Web Analytics
- Patient Scheduling Rollover
- Website SEO & Medical Marketing
- Administrative
Lead Funnel
This report is where you can quickly see the leads that have come into the practice and where they are in terms of status. All conversions in this report are based in the created date of the lead for the set timeframe.
Leads
Total leads that have been created in the CRM.
Contacts
Leads that have achieved a contacted status. % Contacted = Contacted / Leads
Scheduled
Contacted leads that have been scheduled. %Scheduled = Scheduled / Contacted
Attended
Scheduled leads that have been marked as attended in the PM system. % Attended = Attended / Scheduled
Purchased
Attended leads that have a bill associated with their attended appointment. % Purchased = Purchased / Attended
Lost
Leads that have been marked as lost.
