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
    27 Oct, 2021 07:17pm

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

  • Guest commented
    30 Mar, 2020 05:41pm

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

  • Guest commented
    13 Dec, 2018 01:18am

    Glad to see this is planned

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