How to Use the Dashboard to Follow Up with Lost Leads

The Patient Prism Dashboard is where we recommend that users go to that use the system on a daily basis.

To learn the different terminology and how to read the full explanation:
The Dashboard

You can read this article linked below to make sure you are viewing the right location(s) and date range:
How to Use Patient Prism Reporting

To get the best result out of Patient Prism, make sure to keep an eye on the RELO calls.

These will help you gain additional patients who did not book on an initial call.

 RELOs: These are calls where indicated that there is a Follow up recommended.
This section could contain New patient calls, existing patient calls, or not-connected calls where the patient indicated they were a new patient.

By default, our system recommends the following types of calls for follow up:

• New Opportunity - Not Booked
• Existing Opportunity - Not Booked
• Not Connected calls that left a voicemail and have been identified as potential leads.

Pro-tip: To maximize the benefits of Patient Prism, be sure to monitor the RELO calls closely. Following up within 30 minutes significantly increases the likelihood of conversion. Clients who consistently follow this practice typically achieve a success rate of 20% or higher in converting these opportunities into patients.

We recommend creating a workflow that prioritizes following up on New Opportunities that were not booked on the initial call.

There are several methods you can use to access these calls:

1. Dashboard 
   1. Click into RELOs.
   2. Identify calls classified as New Opportunities.

Pro Tip: Use the Filter System to find calls where the classification equals "New Opportunity."

2. Follow Up Report 
   1. Navigate to Analyze
   2. Select Follow Up Report
   3. Target Opportunities under the New Opportunity Column

Once you find a new opportunity call that was not booked on the initial call, click View to access the complete call details.

1. Once the call record is open, navigate to the Follow Ups tab:

- Click Manual to make a follow up note and call the patient back like normal
- Click Place a Call to use the Patient Prism to make an outbound call to the person who made the original call -- Making an Outbound Call Follow Up

2. Call the patient back and attempt to book the appointment.

3. Enter a note in the “Follow Up Notes” section of what occurred on the call.

4. Use the “Booking Status” drop-down list to indicate
whether the patient booked an appointment or not.
The box will change color depending on what
is selected:
- Green: An appointment was booked
- Red: An appointment was not booked
- Yellow: A booking status was not selected
Please Note: The Booking Status field is crucial for accurate reporting. You will always want to make sure you select “Booked” if the follow-up was successful.

5. Select “Submit Follow Up”.

If you followed up with a not booked call that was recommended for follow up and they booked an appointment and it was notated as such in the initial call, it will show as a Converted call on the Dashboard and will now reflected as a Booked call.