Status & Phasing FAQs

Jump To:

• How do I update a contact Phase?
• How do I update a contact Status?
• What if I accidentally choose the wrong status?
• What does No Phase mean?

How do I update a contact Phase?

• Patient Phases are automatically updated based on their current status. 
• For example, updating a patient that is in the Free Screen Phase to Initial Evaluation will automatically update their Phase to Initial Evaluation. Phase options are:
  • No Phase 
  • Lead 
  • Free Screen
  • Initial Evaluation 
  • Patient

How do I update a contact Status?

• Option 1: Update the contact directly on the contact page 

  • Open the contact within Breakthrough, then select the new status option from the drop-down on the right side. Click Save
    
• Option 2: Update the contact from the Follow-Up Page
  • Click on the contact's name to open the right-side panel. Select the new status from the drop-down. Scroll down, then click Log & Complete
    

What if I accidentally choose the wrong status?

• Don't worry! Nothing will be sent to your contact right away. 
• As long as you correct the status within 5 minutes, your contact won't be affected. 
• If you don't see the status you need after choosing the incorrect status, choose No Phase, then save the contact to restart your phasing options. 
  

 For example, in the clip above, you can see that Max Martin was in the Initial Evaluation Phase, and the user accidentally chose Showed - Didn't Schedule, when they meant to choose Cancelled - Free Screen. To get back to this option, we can choose No Phase to move him back to Free Screen, then select the correct status. 

What does No Phase mean?

• No Phase means that your contact is not currently receiving automated nurture emails.
• Contacts in No Phase could be graduated patients, leads that are not able to schedule with you due to factors outside of their control, or contacts from a lead list that you have not treated yet. 
• You should not use No Phase for contacts that attend a workshop but don't schedule because of time, money, or general objections. These types of leads should be updated as Showed - Didn't Schedule so that they receive the correct nurture emails based on that workshop. 
• No Phase can be used for contacts who say they are getting too many emails but do not want to unsubscribe. 
• Contacts in No Phase will receive the emails scheduled under your Monthly Campaigns. 

How do I know what happens after each update?

• Click here to review the emails that are sent after each status.
• Click here to review automated follow-up plans.