We have built a customizable referral lead tracking dashboard that lets you manage referral types, follow referrals through every stage, instantly convert a referral into a patient record, and monitor site-specific lead conversion performance

Lead Tracker Dashboard

In the Nav Bar, select "Lead Tracker" under "Utilities"

You can add notes, edit the referral, and delete the referral. If referrals have notes, a red dot will appear next to the notes icon.

Once you click on the pencil icon, you can edit referral details, create the patient if new, link to an existing patient, or select Treatment Declined

And you can filter referrals accordingly:

Stages of the Lead Tracker

Once you select "Settings" in the top right of the Lead Tracker, you can configure stages, referral types or sources, and Landing Page details, such as Header, Welcome Message etc. The Landing Page is where leads will enter their information on your website to become a referral.

Once Stages are configured in Settings, you will see the tabs update in the Lead Tracker accordingly here:

Conversion Tracking

In Performance Analysis Tab under "Insights" in the nav bar, you can see overall conversion by facility under Lead Tracker: