
Work every lead until it's booked.
Leads move themselves.
When an eval is booked, missed or attended, the lead moves to the status you choose. Leads that go quiet can close on their own.
See who needs you next.
One list of every lead with a past-due reminder or an unread comment.
An owner on every lead.
Assign in one click, and the owner gets an alert. Set a reminder so the next call happens.
One patient, one lead.
Repeat leads are flagged and linked to the original, so nobody calls the same patient twice.
The whole patient on one card.
Texts, calls, faxes and appointments sit on the lead, synced with your EMR.
Book the eval from the lead.
Pick a location and service, choose an open time, and book without leaving the lead.
New leads get a text.
Petey texts new leads to get them booked, and stays within daytime hours.
Know which referrals actually turn into visits.
Every lead is tracked from first touch to attended eval, so you can see which sources, clinics and referring physicians are growing, and which are slipping.
“The lead dashboard has allowed our front office to visualize and manage every lead that comes through the company in one spot, all the way to conversion.”
Michelle BabcockChief Experience Officer“Second Door let us get rid of all of our spreadsheets. Now we get leads from Google, from Facebook, and they all come into one place.”
Tarah SweeneyOwnerQuestions practices ask about lead management.
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