Home
Log In
Call today for a quote
800-401-7931
Our Platform
Patient Acquisition Software>>
Patient Management & Communication
Online Scheduling
Appointment Reminders
Patient Retention Software>>
Patient Reviews
Patient Recall
Online Reputation Management
Integrations
Resource Library
Who We Are
Our Results
White Paper
Free Audit
Contact Us
Get Started With Us Today
Education Library
Search
CRM
Getting Started
Introduction to CRM
Practice Info Setup
FAQ
Web Login
Directory
Procedure Manager
Provider Profiles
Locations
Policies
Insurance
Hospital Affiliations
Lead Profile
Basic CRM Navigation
Core Features
Contact Tab
Lead Tab
Create a Lead
Secondary Referral Source
Lead Status
Appointments Tab
Rescheduling Appointments
History Tab
Book Tab
Invoice Tab
Activity Tracking
Log Calls
Text Messages
Email Messages
Follow-Up Activity
Forward Lead
Advanced Features
Automations
Email List Cleaning Process
Custom Fields and Filters
Custom Lead Profile Fields
Customizing Dashboard Columns and Filters
Reporting and Analytics
Third-Party Integrations
Troubleshooting and FAQs
User Roles and Permissions
Account Settings
User Profiles
Communication Tools
Email Campaigns
Email & Text Templates
Activity Tracking
Troubleshooting and FAQs
Common Issues
Performance Optimization
Error Codes and Fixes
Tutorials and Videos
Video Tutorials
Feature Walkthroughs
Live Webinars
Contact Support
Submit Support Request
Give Feedback
Report a Bug
Online Scheduling
Getting Started
Setting up provider profiles
Setting up Online Scheduling Menus
Core Features
Creating Widget Scripts
Posting Online Scheduling to my website
Advanced Features
Questionnaire Tab
Collecting Insurance Information from Patients That Book Online
Trouble Shooting and FAQs
Nextech: Online Scheduling Trouble Shooting
4D-EMR: Online Scheduling Trouble Shooting
Modernizing Medicine: Online Scheduling Trouble Shooting
Appointment Reminders
Benefits and How It Works
Training for Set Up & Usage
Appointment Reminder and Confirmation Settings
Modify Content
Add Recipient Filters
Set the Delivery Time
Turn On and Off
Make a Copy
Settings for Holiday & Weekend Deliveries
Training for Reporting Dashboards
Lead Management Lead Search, Lead History & Reminder Dashboard
Auditing Appointment Reminder Delivery
Best Practices
Best Practices
Effective Appointment Reminder Delivery Schedule
Smart Waitlist Feature in CRM
Online Reputation Management
Benefits and How It Works
Training for Reporting Dashboards
Reputation Summary
Best Practices
Patient Surveys
Benefits and How It Works
Training for Set Up & Usage
Update Survey Questions & Answers
Notifications for Surveys
Training for Reporting Dashboards
Portal Marketing Tools
Best Practices
Patient Recall Marketing
Benefits and How It Works
Training for Set Up & Usage
Campaign Manager Campaigns, Email Lists, Email Campaigns & Email Status
Set Up SMS Marketing
Contacts
How to Check Content and Audiences
Best Practices
ROI Tracking & Web Analytics
Training for Reporting Dashboards
Patient Acquisition
Lead Funnel
Auto Messaging
Best Practices
Patient Scheduling Rollover
Best Practices
Website SEO & Medical Marketing
Best Practices
Training for Set Up & Usage
Administrative
Contacts for Notifications
Add a Contact
Add a Contact as a Notification Recipient
Internet Lead Capturing
Zapier Integration
JavaScript Plugin
External Webhook
Capturing UTM Parameters
Building a Zapier Connection from RealSelf to RSI
Dynamic Number Insertion (DNI)
Connecting Google Ads
Connecting Google Analytics
Admin Onboarding
Patient Scheduling Onboarding
Marketing Onboarding
ROI Tracking & Web Analytics Best Practices
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
View Blog
DOWNLOAD SMART GRAPH
VIEW MORE VIDEOS
VIEW ALL SMART GRAPHS
Facebook
Twitter
Vemo
Linkedin
Rss
Calculate Cost Savings With RSI
back to top