Prospects - OP Manager

Ordinary

Psychiatry

Prospect Manager

🏠 Dashboard 📋 Patients 👥 Prospects 📅 Find Appointment 💰 Revenue 📁 Google Drive ↗

Prospect: edit

Status

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Services Needed

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Referral Source

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Availability

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Wants Policy?

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Call Notes

Workflow

Complete tasks in order. Active task is highlighted in blue.

All Prospects

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Quick Import from Formspark Email:

Full Name: *

Email: *

Phone: *

Birthday:

Services Needed: *

Referred By:

Availability:

Best Time to Contact:

Communication Preference:

Wants practice policy

Edit Prospect

Prospect ID:

Full Name:

Email:

Phone:

Birthday:

Services Needed:

Referral Source:

Availability:

Best Time to Contact:

Communication Preference:

Call Notes:

Wants practice policy