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. My name is Elton John. I’m going to type in my cell phone number, my email address and what I’m interested in so they only have minimal points of information to add here and as soon as they get started there can receive an email from you. Practice confirmed their intent, receive email communication from you. They’ll also be directed to this page here. It will say things, but what you’re not done, you’re going to see an email from our practice to confirm your attendance and email communication from us. Now this is required by the cancer back in 2003 but what a verify if they are in fact willing to receive email communication from your practice.

If they do click on that link in that email from your practice, their email address is going to automatically be verified within your SPC. Let’s jump back to our SPC and click on refresh. We can now see that our opportunity management has jumped before and I also have one new notification here. Our crash are crystal clear. dmb.com has submitted a form to convert or connect this incoming opportunity. I’m going to simply click on the email address. Well, it does select the email address, the SPCs automatically searching for anyone with this email address in your patient database. If this person were Ellen de generous, I would click on her name here and select connect. For the sake of practice today, I’m going to go ahead and create a new contact.

Are you sure this is a new contact? Yes. Create contact and now all of his information is added. Elton John. His email address, our crush are crystal clear, gm.com this little arrow means he has not verified his email address yet. If I do need to verify it, I click on this little link here and click on verify email address. When a patient fills out a form on the website, it is concerted, implied consent, but it’s always best to go ahead and give them a call and verify that they are willing to receive email communication from us. And the same is true for that phone number and once they they’re verified, now they are set up to receive email communication from you guys. Next step, we want to assign a revenue to Elton John. I’m gonna select revenue up here and assign an estimated procedure revenues I learned. Now how much is patient is worth.

I’m going to select a procedure. Elton John’s interested in dermal fillers, so I’m going to scroll down and touch to select dermal fillers. I have prices already pre-configured. They’re going to populate for me here. My patient coordinators Rachel crush our okay. My location is CCDM in Orlando. I can add any notes. Then I will save my activity. Oh, fancy. On my right hand side, my opportunity revenue has jumped roughly $1,400 I have also been added to this dermal fillers marketing group. Now marketing groups are very powerful tool because how we segment our entire patient database. Anytime we have specials or promotions related to dermal fillers, we know if the Elton John is going to receive an email because we know for a fact he’s interested in this. We can also segment our pipeline vague marketing groups who we’ll get into that in just a bit. Once you assign has estimated procedure revenue, we can also upload photos, consent forms, documents, you name it. We can also add notes. So for example, Elton John has a low pain tolerance. Click on save and if I scroll down here I’ll be able to see all of the history and all of the activity that has gone on with Elton John ever since that very, very first interaction. For example, here is that form submission. I can also see that we added to the estimated procedure revenue and I can see that Rachel crush our also added a note that he has low pain tolerance.

I’m going to scroll up again and we’re going to discuss the statuses. So right now he’s considered a new

opportunity. New opportunity does not have any automation paired with it. So our next step is to change his status from new opportunity to considering consultation. To do so, we’re going to go ahead and click on edit up here. Right next to the note. Well let’s, we selected edit. We can change his first name, middle name, last name, his email address, his phone number. We can add contact memo. For example, this is more private or pressing information and this is going to appear next to his name and a little sticky note format. And that’s gonna hold true anytime we say his name throughout the software.

As discussed, we’re treating our status from new opportunity because there’s no automation paired with it and we’re changing it to considering a consultation. This is also where we can add or edit our marketing groups spread. Click on right here. This field, I can go ahead and type in what I want to add him to. So, for example, Botox, and as I select it, you can see on the right hand side this little check Mark as appeared. If I want to de-select Botox, I simply click it again and that check Mark will disappear. I’m going to keep a check for now just to show you what it looks like. We can also add primary referral sources. So for example, Elton John came from the crystal clear demo loop site. If it’s a regional referral, I can go ahead and find that referring patients, Dean, keep track and give that person credit.