Pipeline management. Now this is your followup powerhouse to access it. Go to your left hand navigation menu and select pipeline management. Under opportunity management here you’ll see all of the opportunity revenue versus actual revenue just sitting in your practice and then see how many contacts is data’s being pulled from. We can filter this by date range by patient coordinator, by marketing groups. So for example, if I just wanted to see patients that were interested in breast augmentation or coolsculpting or botox, et Cetera, we can sort by location if you have more than one, but you can sort by sales status and by referral source. And we can also order this list from high to low or low to high. Let’s talk about the sales status and filtering by ethics. Now this is a very, very powerful tool. The three best sales status to search by our new opportunities.
These are patients that have only submitted a four or called [inaudible] and we haven’t done anything yet. So if I scroll down here, I can see who those patients are. So for example, Heidi clue, I’ll be able to see her email address, her street address, her birthday, her phone number, and the last activity. So for example, for Heidi, the last activity was a text message sent from our practice. Our next step here is changing them from new opportunity to considering consultation. To do so we’ll come over to this action bar and click on considering consultation. Now she’ll receive a tax in an email just like we have set up just to try to engage her. The next best sat is to sort by is considering a consultation. These are people that we have reached out to and now it’s time to call them again and book that consultation.
I can see exactly who these patients are, call them again and then again perform an action. The third best is chasing the consult, done treatment being considered. These are patients that have been into your practice, how to have loved you and now time to call them to address any apprehensions they may have and bug them for a treatment. And again, we’ll be able to see their name, their opportunity revenue versus actual revenue, that email address, street address, birthday, phone number, and that last activity. And then again, we’ll just perform an action right here and there and get them scheduled.