To manually enter a lead from the MyMedLeads Home page, click on the Enter Lead button on the top left of the funnel. When the Enter Leads page opens up, you will see two options: Manage Lead Now or Enter Lead Only.
- Enter Lead Only: Will let you enter patient information, but when you save, it will send out an email notification to your users, so that someone may follow up with the patient. For instance, if you are checking voice mail in the morning and want to simply enter leads so that others can manage them, choose this option.
- Manage Lead Now: Will send you directly to the lead management page once you have entered patient information. This is ideal when you have the patient on the phone.
For marketing tracking purposes, it is important to ask each caller how they heard about your practice. The Lead Source field will have a list of all the lead sources you have created, for you to quickly choose from.
Enter the name, email and phone number of the user. If you've enabled text messages and reminders on your site, be sure you get mobile number too.
Select the procedures the patient is interested in and add comments from your conversation with the patient. When you are finished, click Save and Proceed, and you will be taken to the lead management page where you can send an email, set a reminder to call the patient later, or, if the patient is ready to schedule, you can schedule them for a consultation.
Related Articles
How can I keep track of unresponsive leads?
There are three ways to keep track of and follow up with unresponsive leads. First, when you open a lead, there is a Reminder button you can use to remind yourself at whatever time intervals you like to follow up w/someone. Many of our clients will ...
Use View All Leads as a report
If none of the reports in the View Reports drop-down menu show the data you need, try the View All Leads page. (optional) set a date range for the Lead Post (Creation) date at top right of screen. (optional) sort a column by clicking the little ...
Delete/Disqualify a Lead.
If your funnel is bloated with old leads that aren't responding to multiple contact attempts or who for various reasons will not ever become a patient, it's time to Disqualify them so they don't skew your Conversion numbers. Disqualify a single lead: ...
how to set up tracking phone number for a lead source
Your practice may already be receiving leads automatically from sources like Facebook ads or Realself inquiries, or you may be entering leads manually from offline sources like billboards or TV ads that don't integrate w/MyMedLeads. You can track ...
Importing Leads into MyMedLeads
We can import existing leads or patients into MyMedLeads. Usually this is done so that you can target them in a blast/specials email campaign. Send us a CSV or Excel file with at least first, last, email and phone. You can include additional ...