Activity Report Description
Replaced by New Article 9/4/2019
How does the Activity Report work?
Activity report, this report allows you to drill down per User (by clicking on their name), you can see the actions per day in the "Activity" column and even drill down to the lead as well if needed. Read the report base on the column titles in the blue bar.
The View All Leads page is not a report but a list of leads coming in base on last post date. You are able to sort and create list but is all bast on lead post for new leads or last posted date for duplicates. Users could be managing leads outside of your date range that would not show on the View All Leads page and would show in the Activity report which results are based on activity date rather than posted date.
Note: The Performance report is the same data as on the first summary page of the Activity report.
Related Articles
How does the Activity Report work?
The Activity Report shows, by user, the average first response time and the conversion rate from New to Scheduled. Here are definitions of the numbers and best practices for getting the most meaningful data you need. First, run the report with a ...
What if a lead comes in more than once on different lead sources (Last Attribution)
Scenario: I came in as a new lead from Realself in Feb. This week, I clicked a PPC ad. Assuming my name, email and phone haven’t changed, MML will recognize and update my existing record w/out updating the original lead source from RS to PPC. ...
Patient has completed at least one appointment but is in the Scheduled funnel layer??
This can occur, and is no cause for concern, b/c there is a difference between how the Funnel and the Conversion Report capture and use status data. A patient's Status is focusing on the activity history of that particular patient. For a patient with ...
Tracking more than one inqury on an existing lead
It's not uncommon for a past lead or patient to find their way back to MyMedLeads more than once, and you can track and report on these latest inquiries. In this example we have a lead Jane Doe who inquires twice: * In January, she comes in as a new ...
Why and how you should enter new patients into MyMedLeads
For the purposes of this article, a new patient is a lead that is ready to schedule an appointment the first time you ever interact with her. This person would not yet exist in your EMR. Its best to enter a new patient in MyMedLeads and then Convert ...