Merging contacts and the SPC. Let’s first find a duplicate, so just Elvis Presley. We can see we have two Elvis Presley’s with the same phone number, same email addresses, but one has a birthday, so this one has more information than the bottom one, so let’s go ahead to her left hand navigation menu […]
Understanding the Task Manager
Understanding task management. There are two ways to create tasks. The first one is through the patient’s record. Scroll down a touch, so the history dropdown and select tasks. Here you can see all contacts taxed. Right now we do not have any, so we’re going to go ahead and create one where it says […]
Understanding Automations
Understanding campaigns. On average. It takes a ton of interaction with the prospect before they make a purchasing decision. The social patients center includes automation to help keep it parts of your potential patients to maximize every opportunity. It is important to understand the email of a nation that is included in the SPC and […]
Understanding the Sales Status
Understanding sales statuses. On average, you can take up to 10 interaction to the prospect before they make a purchasing decision. The social patients in your includes automation to help keep in touch with your potential patients to optimize the use of the SPC. It’s important to understand all the sales statuses that prospects are […]
Send One Off Texts and Emails
Sending texts and emails through the SPC to do so. First go to the patient’s contact profile. Here we pulled up Rachel crash hour. We have her email address in here and her phone number. We can see that this has already been verified because there is no little arrow here. There’s a small arrow […]
Working with a Contact
Working with a contact. As soon as we connect or convert in an incoming opportunity. We want to go ahead and first assign the breath new. We’re going to work from left to right, assigning the revenue upload note and then edit. To assign the revenue, click on revenue and assigned to estimated procedure revenue. […]
How to progress incoming opportunities
How to progress your incoming opportunities. We’ll follow the same steps for a phone call and a form, but first we’re going to go ahead and submit a form off of the CCDM demo website. When a patient comes to your website, they’re gonna fill out the form in order to make an appointment today. […]
Reports User Activity
Viewing your user activity. What are your left hand navigation menu? Scroll down to reports and select user activity. Here. He’ll be able to see the activity, all of your staff members, so everyone that has login credentials, every activity that they are doing is being tracked and recorded. Here we can filter his by […]
Reports User Productivity
Viewing your user productivity. Good. Your left hand navigation menu, scroll down, click on reports and choose user productivity. You will then be directed to this page here. You will be able to filter by staff. You can choose any of your staff members or filter by to see their conversion rates. You can select […]
Reports – Conversion Report
The SPCs conversion report. Scroll down in your left hand navigation menu, [inaudible] reports, and select conversion. From here you’ll be able to view your dashboard options. We can see our appointments from new leads, our procedures from new leads as well as consults from new leads. If we hover over the appointment type titles […]