Now that you have integrated your website forms with Patient Prism, we will discuss how to access this data.
If you are a Company Administrator or Location Manager, you should see two different "Forms" options on your sidebar:
The option in the red box is where you will see individual form submissions and can then view them and their data.
The option in the blue box is where you can manage the different forms detected on your website(s).
Forms --> Search will allow you to access and review each form that has been submitted via the integration.
Manage --> Forms will allow you to edit the form itself.
You can assign the form to a location and give it a custom name.
When accessing a new form, you will be able to see the data that was entered into the individual form.
If your website form has a section for name, email, and a spot to enter in free text, these data points will also be pulled into the form in Patient Prism.
The Analysis section will show you the company and location (if assigned) associated with the form.
It will also show you the referring source and if this was the first time the contact submitted a form.
Under Activity Timeline, you will be able to see the pages the patient visited before and after submitting the form.
The Follow Ups tab will allow you to either Place an Outbound Call to follow up with the lead or, by clicking Manual you can place a note and change the booking status for the form.
Clicking Manual will bring up this screen:
The Submission Details section will show what the patient entered into the form.