Tracking more than one inqury on an existing lead

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 lead from source Realself about a Rhinoplasty.
* In April, she clicks a PPC ad about Botox.

Notifications/Lookups (April inquiry)
  1. Your staff will receive a 'duplicate detected' email instead of the usual 'new lead' email (assuming that notification is ON at Preferences> Edit Staff Preferences).

  2. Your staff will see the lead in the Follow-up level of the funnel instead of the New level, in the bottom section Recently Reconnected Leads

  3. If your staff happens to answer a call from the lead and clicks the Enter Lead button on the funnel to start typing the person's info, they will immediately see anyone who might match that person's name, email or phone number, and can click Use This to open and update the existing record.
Tracking / reports (All Inquiries)
  1. On View Reports> Conversion Report, by default Jane's 1st inquiry will show up on the report for any date range that includes January.

  2. If you check the See by Last Attribution checkbox on the Conversion Report, Jane's 2nd inqury will show up on the report for any date range that includes April.

  3. For any Conversion Report that has See by Last Attribution checked, both of Jane's inquiries will be captured for any date range that includes both January and April.

    • Related Articles

    • 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 ...

    • Call Tracking

      Phone Call Management Process MyMedLeads Phone Call Management solution is designed to help capture lead information from incoming calls and track your marketing where the numbers are placed.  This section will describe the high level steps and goals ...

    • Managing duplicates from your EMR

      If your MyMedLeads account is integrated with your EMR (NexTech, PatientNow, DrChrono, Symplast, NextGen), you may sometimes see this message at the top of your Home page. You have X possible duplicates. Please Click Here to manage them... This ...

    • 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 ...

    • 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.  ...