Overview

The Leads Dashboard in Adit Call Intelligence helps your practice track all new-patient scheduling opportunities that come in through phone calls. Whenever a new patient reaches out—whether they book immediately or not—Adit automatically creates a Lead, ensuring every opportunity stays visible and follow-up is consistent.

This dashboard allows your team to identify open leads, track booked (won) leads and understand why certain opportunities did not convert. It provides a clear picture of both performance and missed opportunities, giving managers actionable insight into team training, follow-up quality, and marketing effectiveness.

1. Follow Up List

The Follow Up List displays all new patient leads that have not yet booked and require action from your team. Use this tab to prioritize callbacks, confirm details, and convert leads into appointments.

Typical uses:

• Review all active (Open) new patient leads.
• Identify hot, warm, and cold opportunities based on recency.
• Create follow-up tasks where additional outreach is needed.

2. Won Leads

The Won Leads tab includes all leads that have successfully booked an appointment. These represent completed conversions.

This view helps your practice:

• Track successful new-patient bookings over a selected date range.
• Understand which sources (SEO, Ads, Referrals, etc.) are converting best.
• Review staff performance related to new-patient conversion.
  

3. Lost Leads

The Lost Leads tab lists lead that was not booked, even after follow-up attempts. A lead may also be marked as lost if it cannot be booked for known reasons, such as insurance not accepted or treatment not offered.

Use this tab to:

• Identify common reasons why new patients do not schedule.
• Spot process gaps in scheduling, insurance verification, or pricing conversations.
• Drive improvements in scripts, training, and follow-up workflows.

4. Leads Table – column details

Each leads table (Follow Up List, Won Leads, Lost Leads) includes the following standard columns:

• Lead Name – Name of the potential patient.
• Lead Status – Open, Won, or Lost.
• Created Date – Date when the lead was generated by a call.
• Temperature – Recency of the lead:
  • Hot: 0–10 days
  • Warm: 11–30 days
  • Cold: 30+ days
• Phone – Lead phone number.
• Email – Lead email address.
• Preferred Mode of Contact – How the lead prefers to be contacted (Phone, Text, or Email).
• Preferred Time of Contact – Time window when the lead prefers to be contacted.
• Follow Up Date – Next scheduled date for outreach.
• Call Type – Type of call based on AI analysis (e.g., Scheduling, Insurance, Billing).
• Call Outcome – Outcome of the initial call (e.g., Booked, Not Booked, Not Resolved).
• Sentiment – Overall caller sentiment (Happy, Neutral, or Unhappy).
• Reason for Visit – What the patient was calling about (e.g., cleaning, pain, implants).
• Reason for Not Booking – If the lead did not book, the primary reason (e.g., Insurance Not Accepted, Price Concern, Timing, Treatment Not Available).
• Revenue Potential – Estimated value of the opportunity:
  • $ – Low (~$100–$200)
  • $$ – Medium (~$250–$2,000)
  • $$$ – High (> ~$2,500)
• Won Date – Date the lead was converted to a booked appointment.
• Lost Date – Date the lead was marked as lost.
• Lost Reason – Explanation of why the lead could not be booked (e.g., Insurance Not Accepted, Treatment Not Available, Pricing Too High).
• User – Staff member who handled the call from the practice.
• Notes – Manual notes your team has added for additional context.

5. Actions available on a lead

Each lead row includes quick actions that help your team move the opportunity forward:

• Call Detail – Opens the original call, recording, summary, and AI analysis that created the lead.
• Lead Card – Opens the full profile for the lead, including contact information, past activity, and notes.
• Create Task – Creates a follow-up task linked to the lead (e.g., callback, insurance verification, treatment estimate follow-up).

6. How practices typically use the Leads Dashboard

Most practices use the Leads Dashboard as their daily workspace for managing new-patient opportunities. A common workflow looks like this:

• Start each day by reviewing the Follow Up List and calling Hot leads first.
• Use Preferred Mode/Time of Contact to reach out the way the patient prefers.
• Create tasks for any lead that requires additional steps before booking.
• Monitor Won Leads to understand which sources and scripts are working best.
• Review Lost Leads weekly to identify patterns in Lost Reasons and update training or processes accordingly.

📍 Where to Find It

Navigation Path: Adit Ap​​​​p → Leads → Follow Up List / Won Leads / Lost Leads