RELO: “Re-Engage Lost Opportunity” these are the alerts we send when a new patient that can be seen in the office does not book an appointment.
We recommend that these types of calls are followed up with to book the patient on this attempt
Booked: A call where the patient was interested in booking an appointment and did schedule an appointment.
Not Booked: A call where the patient was interested in booking an appointment and did not schedule an appointment.
Connected call: This connection status indicates the patient spoke with a human agent during the call recording
Not connected call: This connection status indicates the patient did not speak with a human agent during the call recording
Tracking number: These are numbers that allow the call recording/data to be sent to our system.
A tracking number must be assigned to a call plan that instructs the number on how to operate and where to forward the call to.
Opportunity value: We add an opportunity value to new opportunity calls. These monetary values are based on what the patient says on the call and the amount we attribute is based on the fee schedule received during onboarding. If this form was not completed we use base values
Conversion: A conversion is when a call that did not book is followed up with and is converted from a not booked call to a booked call
Follow-Up: The act of calling a patient back and placing a follow-up note in the call in the Patient Prism system
Weighted: A weighted call is one that affects reports/data when using the default filter of Weighted = Yes.
Unweighted: These types of calls do not affect reports and data (when being filtered out).
They are unweighted due to the patient not being a qualifying patient for the practice.
For example, if the service is not available the call would be unweighted.