See Prompt in action!
Complete the form below, then choose a time to chat with us on the following screen. We look forward to connecting with you!
Turn patient leads into booked visits
Tracking leads with sticky notes? Lead management helps your team track progress, take next steps, and see who converts to regular visits. Your desk (and sanity) will thank you.
Get a bird’s-eye view
Track lead stages and last actions in one clear dashboard
Automate outreach
Use built-in drip email marketing to automate patient outreach
Improve with insights
Track conversions so you can improve intake and scheduling over time
Dashboard
Track leads in one place
The dashboard organizes leads into clear stages, so your team always knows what to do next.
See whether a lead came in online, through fax or added manually
Track the milestones needed to convert leads into new patient cases
Filter leads by name, payer, provider, custom fields and more
Drip marketing
Automate email outreach
Create emails faster
Use templates or personalize with simple tokens like patient name or appointment
Use custom triggers
Send emails based on patient journey events or visit count
Customize actions
Add call-to-action (CTA) buttons that link directly to your online scheduling and more
Reporting
Analyze conversions
Review converted and lost leads so that you can improve your approach
Understand conversions with data visualizations
Filter and sort conversions by date and visits
Track which outreach drives appointments
Learn about reporting
Well Done Physical Therapy
The new lead feature has been a huge benefit for our office. We can now keep up with all of the processes of becoming a patient and nobody falls through the cracks.
Julie Rexroat
Clinic Manager
Better together
Lead management works with additional Prompt features to let you streamline workflows
