WebPT Ideas and Discovery

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CRM, Lead Management, and Tracking Status

It would be a game changer if Therabill had an internal way to track incoming leads.  If a patient calls (or submits online), it would be great if this info could be added to Therabill with automatic reminders so we can follow up.  Furthermore, it could allow us to track a leads progress through the sales funnel.   Initial contact, scheduling, waiting for documents/referral, eval complete, waiting on POC, etc.... helping us better manage the documents required to get a patient started.

Therabill is working well for us once we get the patient up and running, but it is not a helpful tool prior to that point.  

We have too many spreadsheets and need to automate some of these tasks!

  • Guest
  • Oct 25 2018
  • Planned
  • Attach files
  • Guest commented
    October 27, 2021 19:17

    WebPT needs a CRM built in. Measure our leads and conversions.

  • Guest commented
    March 30, 2020 17:41

    Is this something that is still planned? I see this post is from 2018. I think this would be amazing!

  • Guest commented
    December 13, 2018 01:18

    Glad to see this is planned

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