CRM Stage Management

CRM Stage Management

Adit automatically updates Lead and Patient stages based on activity in Adit and your EHR/PMS. This ensures records remain up to date without requiring manual intervention.

In addition to automated stage updates, users can manually update certain stages when appropriate.

Lead Stage Automation

Automatic Stage Updates

Open

A Lead is automatically moved to Open when:

  • An Unrecognized Contact is converted to a Lead.

  • A Contact is converted to a Lead.

Manual Stage Updates

Not Relevant

A Lead can be manually moved to Not Relevant from:

  • Open

  • Lost

Lost

A Lead can be manually moved to Lost from:

  • Open

  • Not Relevant


When a Lead books an appointment, the Lead is automatically converted into a Patient record and is removed from the Lead pipeline.

Patient Stage Automation

Patient stages are automatically determined based on appointment history and payment activity.

No Appointment History

A Patient is moved to No Appointment History when:

  • The patient has no past appointments.

  • The patient has no future appointments scheduled.

Scheduled

A Patient is moved to Scheduled when:

  • The patient has no completed appointments.

  • The patient has at least one future appointment scheduled.

This commonly applies to new patients who have booked their first appointment.

Never Showed

A Patient is moved to Never Showed when:

  • The patient has no completed appointments.

  • The scheduled appointment date has passed.

  • The appointment was marked as broken, missed, or not marked as completed.

  • The patient has no future scheduled appointments.

This stage identifies patients who booked an appointment but did not attend.

Completed

A Patient is moved to Completed when:

  • At least one appointment has been marked as completed.

  • No payment has been recorded.

This stage indicates treatment has been completed, but revenue has not yet been identified.

Won

A Patient is moved to Won when:

  • At least one completed appointment exists.

  • At least one payment has been recorded.

This stage indicates a successfully converted and revenue-generating patient.


Summary

Automatically Managed Stages

Record Type

Automatically Updated By Adit

Lead

Open

Patient

No Appointment History, Scheduled, Never Showed, Completed, Won

Manually Managed Stages

Record Type

User Controlled Stages

Lead

Not Relevant, Lost

Adit continuously monitors appointment activity, payment history, and CRM actions to ensure records are placed in the appropriate stage throughout their lifecycle.



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