Follow up with unconverted leads
Adit’s Call Tracking gives you an easy-to-view list of qualified leads that did not convert (i.e. did not book an appointment) so that your team can follow up with those patients and try to convert them at a later time. This feature is called the Follow Up List.
To view your Follow Up List, simply navigate to the Call Tracking module. In the top navigation menu, hover over Leads and select Follow Up List. If you don’t see this option in the menu, click the three dots to view the rest of the menu options.
The page will display a list of the qualified leads and allow you to select your plan for following up on each one. You can listen to the call recording from this page to help you determine the best course of action.
Related Articles
Reassign a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the Assign to field. 4. Click the Save button.Delete a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Click Delete Follow Up at the bottom of the form to delete the task.Edit a Follow Up
1. Locate the Follow Up task in the Follow Ups dashboard or the Patient Card. 2. Click the Edit icon. 3. Update the fields as needed. 4. Click Save to save your changes or Cancel to discard your changes.Automate Follow Up Tasks
You can customize and automate your Follow Up tasks to help ensure your team is focusing on the most important tasks and not duplicating work that is already done. You can automate the creation of Follow Up tasks based on appointments, such as: · A ...Attempt a Follow Up
We call every try to handle a Follow Up task an Attempt. Each Attempt is recorded with its result (successful or not) so that there is a clear record of your team’s efforts to complete a particular task, such as collecting a payment or scheduling an ...