CareTrax Overview - Leads & Patients

CareTrax Overview - Leads & Patients

CareTrax Overview: Leads & Patients

Overview




What is this?
Why is it Important?
The Lead Module is there to help you manage the growth of the practice. Leads are not yet Patients, but instead potential patients. A person walking into the office to ask questions can be a Lead. Similarly, Leads are created by those who fill out the contact form or interact with the chat box on the website. The Patient Module stores each patient file (or chart). It's initiated by the Patient themselves, when they fill out the Registration Form (either on the website, or on a table in the office for example). Each module also has a Source field and a Status field - both of which are important to keep the system records up to date.Understanding the relationship between Leads and Patients and knowing how to use the system to help convert Leads into Patients will support growing the patient base of the practice over time.


Step-by-Step




Step
Description
Screenshots
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Video Demonstration



Processing Leads

Patient Record Overview