General
how to know if a patient has canceled or asked for reschedule
There are two ways you can find out who has requested a cancel or reschedule. You can get an individual notification for each request. Go to Preferences> Edit Staff Preferences and be sure both Notify me of Resched Request and Notify me of Resched ...
Am I getting spam calls in MyMedLeads?
If you've set up any trackable phone numbers in MyMedLeads (Preferences> Phone Number Mgmt), you will get spam calls pretty regularly, just as you probably do on your own personal phones. There's no way to avoid them, but you can learn how to ...
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 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 ...
how to track ROI in MyMedLeads
If you are integrated with NexTech Select, you can include revenue data in your integration. Ask your MyMedLeads rep for an authorization form that NexTech requires in order to share revenue data with MyMedLeads. For everyone else, integrated or ...
Setting up a Post Consult campaign
First, work on emails in Preferences> Communication Builder, then think of Preferences> Campaign Builder as the envelope (what messages am I sending, to whom, at what time(s))? Emails: Create as many messages as you like. Three is the average. Use ...
how to make a link in your content
When you are creating email templates or the Signature in your user profile, here is how you can make words appear as a link to another page. For example, here is a link to the MyMedLeads user help page. Copy the link's URL (address). In your ...
how to use a URL link to externally hosted images in MML email content
You can use images in MyMedLeads in the following places by linking to the image via the URL to a hosted location. The Signature in your user profile (Preferences> Edit Staff Preferences) Individual emails you create at Preferences> Email Templates ...
If you have Gmail, images might not come through in email
Gmail made some recent changes to its security settings for email. You may find that when you send test or actual email messages from MyMedLeads to gmail addresses that the images don't appear. What you'll see: It used to be possible in Gmail to ...
Here's what happens when patients receive a text appointment reminder
Here is exactly what happens when a text appointment reminder goes out. All practice communications are automated. Notice that even though the patient thinks you're not getting her first message, you are. If you set up your user account (Preferences> ...
Set up an emergency alert to send quickly to everyone
It's good to have a campaign on standby in case there is bad weather or other cause for your offices to be unexpectedly closed. Create the message in Preferences> Communication Builder. At Preferences> Campaign Builder, Create a Newsletter/Blast type ...
How to edit messages in Preferences> Email Campaigns
Need to make changes to messages in email campaigns? Here's how to do it in our legacy email campaign tool. Go to Preferences> Email Campaigns Click the "x emails" link under the campaign icon Expand the email you want to edit (you may have similar ...
NexTech and MyMedLeads - best practices for preventing duplicates
MML can only manage duplicates coming from NexTech. When you convert a patient from MML to NexTech, it NexTech's job to manage the duplicate and merge it; if itdoes not, it creates a duplicate patient record in NexTech. Here is the best practice to ...
how to I start or stop getting MyMedLeads notifications?
Each MyMedLeads user has communication preferences in her profile, with the default settings shown below. You can change who receives the various notifications. Go to Preferences> Manage Staff/Location Click Edit next to the user you want to change. ...
how do I unsubscribe a patient?
Open the lead and scroll down. You'll see a Preferences field right above the row of buttons. You can unsubscribe someone from email and/or texts.
having trouble logging in to MyMedLeads support?
When you click Support from the MyMedLeads menu, you don't have to log in to report an issue or ask a question. Scroll down to the bottom of the screen and click the Contact Support button. You do have an account on the Support Desk, set up when you ...
How do I add a referral source / lead source?
Log in to MyMedLeads. Go to Preferences> Edit Lead Sources Create each new lead source with a Name and Type.
How do I replace an existing image in a campaign email?
For example, you can update the photo of your physician in your campaign emails. Go to Preferences> Communication Builder Click the name of the message you want to edit. Click the image you want to delete and click the Delete button on the top right ...
Can I search for a lead by phone number?
Yes. Enter the full number in either of the formats below into the Search field to find the corresponding name. (###) ###-#### ###-###-####
is there a report i can pull up that shows me list of not converted and converted to EMR?
No, but you can get pretty close to the number by exporting View All Leads and filtering out anyone in New and Contacted status, especially if your process is to wait to convert leads to your EMR until they are ready to be scheduled. If you often ...
How to use Complex Elements in MyMedLeads Communication Builder templates
If you've worked hard on an email or template section that combines text, image and layout components, you can use MyMedLead's Complex Element to save the combined content as a group. You'll have a list of Favorite Elements to use for other emails ...
Who is the sender for appointment notifications and reminders?
For independent accounts using MyMedLeads (MML) for scheduling Appointment notifications and reminders come from the User (assigned Rep) for the lead that was scheduled. What if I schedule an appointment for a person who is not assigned to me? The ...
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 ...
Editing content and setup of messages (old email campaigns tool)
To change the content and setup of messages in an existing email campaign: 1. Go to Preferences> Email Campaigns 2. Under each campaign is a link that says "x messages." Click that link, not the title of the campaign itself. 3. Expand the desired ...
How a lead's procedure selections affect marketing campaign audiences
When we configure a set of email campaigns to go to an audience of only those interested in a procedure, MML will be looking at the Procedure field of the lead to determine which campaign audience to assign. When you get leads from Contact Us or ...
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 ...
How do I get training for MyMedLeads?
New to MyMedLeads? Intro video on YouTube: Get started with this introductory user training video - it covers the life cycle of a lead becoming a patient and other MyMedLeads basic functions. Recorded user training session for your practice: If your ...
How do I set up new user accounts?
When you have a new hire, you can set up a new user account in MyMedLeads w/out having to contact Support. First, a current MyMedLeads user does this in MyMedLeads: Go to Preferences> Manage Staff/Location Click Add User button in the User section ...
Entering Leads Manually
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 ...
Navigating the View All Leads page
View All Leads Default View By default, the View All Leads page will show you all Leads that have been generated automatically from your various external marketing channels (Lead Sources), including any you entered manually. Search Options At the ...
Managing patients' appointment reminders
When you schedule appointments for your patients, you can choose how and how often they receive reminders via email, mobile text or phone call. You will set these options so they are the same for all patients. Go to Preferences and select Patient ...
Setting Up Dynamic Call Tracking
Introduction The MyMedLeads Platform comes with the ability to track web visitors who simply call your office, rather than filling out the form. You are able to easily create a Phone Number within MyMedLeads track all your website traffic, via a ...
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 ...