Nurturing Your Leads with Patient Phases

'No Show' Workshop Bucketing State
When Do I Bucket a Contact as 'No Show'?: After the workshop is over, if the contact hadn't shown up for the workshop, you would bucket them ...
Mon, 21 Sep, 2020 at 8:40 AM
'Graduated Patient' Bucketing State
When Do I Bucket a Contact as 'Graduated Patient'?: When a patient finishes their plan of care, best practice is to update this contact's buc...
Tue, 6 Apr, 2021 at 7:47 AM
Patient Phases
From the time that Growth X generates a patient lead for you to the time that lead becomes a patient and then graduates from their plan of care, the contact...
Thu, 4 Mar, 2021 at 12:48 PM
"Workshop Patient Phase" Bucketing State Options
One of the types of patient leads Growth X generates for your clinic is a "Workshop Registrant Lead". Once these leads are registered, it is up to...
Wed, 18 Nov, 2020 at 7:54 AM
New Bucketing States & Patient Phases for all Contacts
All contacts are labeled with what "Patient Phase" they are in within the Growth X system within their specific contact's detailed record at ...
Tue, 10 Nov, 2020 at 7:23 AM
'Free Screen - IE Scheduled' Bucketing State
When Do I Bucket a Contact as 'Free Screen - IE Scheduled'?: If someone chooses to schedule a paid initial evaluation after having done a free scr...
Mon, 21 Sep, 2020 at 8:41 AM
'Free Screen - No IE Scheduled' Bucketing State
When Do I Bucket a Contact as 'Free Screen - No IE Scheduled'?: After having a free screen, if the individual chooses to not book an full initial ...
Mon, 21 Sep, 2020 at 8:41 AM
'Showed, Didn't Schedule' Bucketing State Email Sequence?
When Do I Bucket a Contact as 'Showed, Didn't Schedule'?: If a registrant came to the workshop but didn't take you up on the offer to sp...
Mon, 21 Sep, 2020 at 8:45 AM
"Free Screen Patient Phase" Bucketing State Options
After a patient lead comes through the Growth X system, it is up to your staff to contact these individuals and help them make a decision that is in the bes...
Mon, 21 Sep, 2020 at 8:45 AM
"Free Screen - No Show" Bucketing State
When Do I Bucket a Contact as 'Free Screen - No Show'?: If an individual was successfully scheduled for a free screen but then didn't show up...
Mon, 21 Sep, 2020 at 8:45 AM