Process New Lead

1. Select Lead Management
2. Select the Communication Center
3. Select the Call icon
4. Type in the First Name then the Last Name.
   • As you begin typing, the system will look for the name as a lead or a patient. If their
     information is stored, it will auto populate. If not, continue typing.

   

5. If their information is not available, add their birthdate and address. Our locations are integrated with Google Maps, so the address will auto populate.
6. Add a campaign if the lead is coming from a particular campaign i.e. it is a lead coming from Google ad or Instagram ads.
7. Add a referral source if applicable. Learn More about managing Referral Sources.
8. Add procedure of interest. Once the procedure is added, a procedure information page will appear on the right side of the screen.
   • This data needs to be entered by an RSI team member.

   

9. Add the provider of interest. Once the provider is added, a provider information page will appear on the right side of the screen.
   • This data needs to be entered by an RSI team member

   

10. Select a location. Once a location is added, the location tab will auto populate directions that can be texted or emailed to the patient.
    
11. Add insurance policy if applicable.
12. Add the appointment date and time.
13. If a particular user is to be managing this lead, add an owner
    • The user must have their own username in Portal.
14. Add any notes.
15. Once you are done, click on the ‘Convert to’ button to push the information into the practice management system.
    

Send a Text Message from the Call Screen

1. If you are speaking on the phone with a patient and need to receive an image or text, you can
   ask them to text the practice’s designated texting number.
2. To respond, you can type on your keyboard and hit enter.
3. All texting history will appear on the screen.