General
How to set up automated reminders
In addition to being able to use the Set Reminder button to remind yourself about a particular lead, you can create a set of automated reminders that will appear on your staff's dashboard when a lead gets to a certain point in time and still hasn't ...
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 ...
Tracking Results of Social Media Activity
If you are using Facebook (FB) and Instagram (IG) as lead sources, MyMedLeads tracks them automatically two ways with no special setup other than creating them at Preferences> Edit Lead Sources. When you manually create or change any lead, you can ...
Why aren't my patient review emails going out?
First, go to View Reports and check the Review Report and Patient Feedback report to see if review emails have ever been sent. If you are using MyMedLeads independently (not integrated w/an EMR), be sure to choose the correct "Completed" status on ...
How do I choose From/Reply-to in Campaign Builder emails?
When you create an email in Preferences> Communication Builder, there is a field for Signature (From/Reply-to user). This selection will be overriden by whatever campaign contains that email message. So you can have the same email in different ...
Add a clickable button to a Comm Builder email
You can put a button in your email message that acts like a clickable link to activate web pages, email addresses or phone calls. This works only from emails or templates you created at Preferences> Communication Builder. Add your button Click the ...
Webinar: Intro to MyMedLeads Campaigns
Listen to learn about MyMedLeads Campaign Builder, including automated drip campaigns, blast emails and texts and marketing to specific groups.
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 ...
Campaign email tips & tricks for beginners
Here are common tips and tricks we give to customers while learning how to use Campaign Builder and Communication Builder. Drag-and-drop editor: Check out our Communication Center User Guide on our help site http:mymedleads.net; it tells you ...
Recall Campaigns
I'm collecting things from different tickets to make a publish-able article. Right now it's agent only. Once the status is Procedure Complete they do not move backwards again in Integration accounts.
Facebook ads w/Zapier
Here is the online documentation for the Zapier Integrations, this can be used for Facebook/IG Ads: https://mymedleads.net/api-documentation/no-coding-required-web-integrations/ Zapier does not offer a Business Associate Agreement to practices for ...
Can I cancel a scheduled appointment reminder?
Yes. Go to View Reports> Appointment Confirmation and click the appointment date. If the On/Off dots next to a patient are yellow, meaning they haven't gone out yet, you can click the OFF side to cancel the reminder. Be sure to update the Status ...
A link to a recorded lead call is not playing
If you are using trackable phone numbers (Preferences> Phone Number Mgmt) in MyMedLeads, you can have the live calls and voice mails to that number recorded. You can open the lead and find a link to listen to the recording in the History section. If ...
trying to launch a last-minute campaign?
If you want to send out a quick email or text to all of your MyMedLeads leads and patients about an urgent topic such as holiday hours, bad weather or most recently COVID19 info, you can do it easily. When you're down to the last minute, ...
Campaign strategy for targeting old leads
Sometimes a lead is interested in a procedure, but tells you s/he's not ready to schedule a consult for several months or even a year. This is especially true for those considering surgical procedures; the decision time is longer. You don't want to ...
Spam calls: The lead I called back says they never called us
From time to time you'll call back a lead that called your practice using a trackable phone number, and the answering person will say they never called you. If you see a pattern of this happening, it's a sign that these calls might be spam. These ...
Reducing and managing spam calls
1- Answer calls with MyMedLeads open. The moment you pick up a call from a tracked number, the lead is created and appears in the To Do list on the Home page, as well as the View All Leads page (which shows lead sources). You can immediately see if ...
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. ...
When you get no response to your first two-way text
You sent someone a two way text for the first time. The Request for Consent was delivered, but there's been no "Consent" reply. You may have clicked the Resend Consent Request button several times and you see your attempts in the lead's activity ...
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 ...
No-shows for appointments
There is a No-Show appointment status in MyMedLeads (MML) and you have the option to automatically send a special No Show notification at Preferences> Patient Communications. Whether this status and/or its notification will be used in your account ...
Two-way texting dashboard
MyMedLeads recently launched a Text Dashboard to help you track in one place all of your two-way text conversations with your leads. The link to the new dashboard is on the Home page to the right of the Funnel. The Text Messaging Dashboard lets you: ...
Add a temporary new lead auto-responder during holiday hours
You can have a temporary auto-responder go out to new leads while you are closed for holidays. IMPORTANT: These instructions are ONLY for clients who do not already have a live Default Procedure Marketing Campaign. If your Default campaign is ...
Using content from Email Templates in Communication Builder.
When you are in Preferences> Campaign Builder you can only use emails created in Preferences> Communication Builder. If you have emails you've created in Preferences> Email Templates, you can copy their content to an email in Communication Builder. ...
How to set up a From number for two-way texting
Here's how to create a From number to be used with two-way texting. You can set up one number to apply to all of your locations, or a number for each of your locations. Go to Preferences> Edit Lead Sources and create a new lead source ...
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 ...
Best practices for timing procedure marketing campaign messages
Many clients assume that the first message from a drip campaign to new leads should go out immediately or w/in one day of the Lead Post (creation) date. While this is appropriate for a single Default campaign, it's not the best strategy when you are ...
Can a lead text me pictures?
First be sure that your user settings for two-way texting are correct. When a lead sends you a picture, you will get a separate email notification that a picture has been detected. When you Download Pictures in your email program you'll see the ...
How do I know if someone has responded to a two-way text?
Click Text Dashboard from the MyMedLeads Home page to browse and filter all text activity on your account. Two-way texting dashboard Open a lead and scroll down to the Text Conversation tab to see the entire history of text conversations with that ...
Thinking about using Patient Reviews?
MyMedLeads' Patient Review feature is a great way to manage your practice's reputation. Start with this overview of the feature. Details: Patient reviews are $99/month per doctor or $199/month for an entire practice. Patient review requests are sent ...
Resending a message from an email blast
Sometimes you may want to send a single email from a blast Campaign more than once to capture newer leads. Be sure to follow these steps first so that you don't send anything to people who already received it. 1. Deactivate the campaign (assuming ...
How do I use two-way texting?
MyMedLeads two-way texting is made possible by the use of Call Tracking Numbers. Please go to Preferences> Phone Number Management to complete these setup steps in order to enable the function behind the Text Now button. 1. Requirements Your account ...
How does the MyMedLeads autodialer feature work?
MyMedLeads can configure autodialer on your account at no extra charge. With autodialer, when you click Call Now, MyMedLeads will first call you (the MML user) and when you answer, you'll press 1 to call the lead. Any outbound call you make with ...
what happens to leads assigned to a deleted user?
You should delete any user who no longer needs to access MyMedLeads, even if that person is still employed at your practice. Go to Preferences> Manage Staff/Location and click Delete next to the user(s) in question. MML will prompt you at that point ...
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 ...
Appointment Reminders and Weekends
You can choose whether to send appointment reminders on weekends for either email or text. Weekend sending ON (default) Appointment day 3 days before 2 days before 1 day before Monday Friday Saturday Sunday Tuesday Saturday Sunday Monday Wednesday ...
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 ...
Getting started with Email Campaigns
Preferences> Communication Builder is where you'll create email and/or text content. It also allows you to create email templates that you can use to create several similar emails. Go to Add Templates to see the Procedure Marketing Templates that ...
Inserting an image into an MML signature
Steps for getting image content into a signature. Find the image you want to use on your website, right-click and choose Copy Image Address. You can also ask your webmaster for the link to any image they host, even if it's not visible on your ...
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 ...
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