Patient Phases

A Phase is a step along a contact’s journey from lead to patient. The Patient Phases are: 

• No Phase (imported contacts will show as this until updated)

• Lead (workshop, appointments, and other registrants)

• Free Screen

• Initial Evaluation 

• Patient

Note: Contacts do not have to move sequentially through each Phase, but we recommend updating the contact for each Phase it does complete so that reports are as accurate as possible. For example, if a contact goes straight from Lead to Initial Evaluation and then to Patient, Free Screen can be skipped.  

You can quickly reference contacts in certain phases is by navigating to Contacts > All Contacts > Phase filter:

Note: Keep in mind that you will only see the phases that patients are in. For example, if you do not see 'No Phase' in the Phases dropdown menu, this is because there are no patients currently in that status.

From the Contacts page, you'll see the patient's current phase, when they joined that phase, and relevant details like workshop, appointment, or graduation dates. The current Phase determines which Status options are available. This example shows a contact in No Phase and when they were moved into that phase.

From the Follow-Up Tasks page, you can also click on the patient's name to see the side menu come up on the right. The Activity tab will show the all of the phases the patient has been in:

You can see the Phase logic in Breakthrough by going to the Settings Gear and selecting 'Manage Phases'.