Understanding & Filling Out Your Lead Reports
Lead reports are how we compile all of your new patient leads whether it is through phone calls or form submissions. This article will show you what each section of the lead report means and how to fill them out.
In this section, you can find which month we are reporting on as well as your total number of new patient calls, your new patient forms, total patient leads, and total new patient appointments for that month.
In the following section, you can find some data about the patients that inquired about the office or made an appointment. First we have the patient's name, the lead type (whether they submitted a form or made a call), date the call/form was received, email address, phone number, and date of the appointment if they scheduled one.
In the notes section, you will find some information about which form the patient filled out, what an appointment was scheduled for, and how they found the office.
The final highlighted section is the section that we need your help filling out. First, we need to know if they accepted treatment (yes or no), what was the total cost of the treatment plan, and what revenue was generated.
If you have any questions about these reports or need further information, please feel free to email us.