Welcome to Patient Prism ✨
This guide will walk you through everything you need to get started with Patient Prism — from navigating the platform to analyze performance and customizing your experience.
Patient Prism is a lead management platform designed to help you capture, analyze, and act on critical data to improve sales, marketing, and operations.
What You'll Find in This Guide 📘
This Help Center guide is ideal for users who will be working with Patient Prism regularly and want to:
- Understand key features
- Gain actionable insights
- Customize settings to fit your organization's needs
- Access quick training materials
You'll find step-by-step articles and helpful links throughout the guide to support you every step of the way.
Table of Contents 🧭
- How to Use the Dashboard to Follow Up with Lost Leads
- How to Analyze Office Performance
- How to Analyze Staff Performance
- How to Access Your Form Data and Make Follow Ups
- Admins: How to Customize Your Data
- Admins: How to Analyze Marketing Performance
- Training Video: How to Follow Up on a Call and Access Reports
Need Help? 🆘
If you have any questions, our team is here to assist. Submit a support request at any time:
To log in to Patient Prism, visit:
🔗 https://next-web.patientprism.com/
You can also reset your password if needed.