Adding a call log
L
Lauren Cadman
It would be great to have a call log button to add new patient inquiries ( name, date, email, phone number, any other info , an area for In progress/ scheduled, did not schedule etc ) Currently I use an excel sheet and it would be nice to have something like this all in the same system.
Shannon Beaver
Why don't you use the comments feature on the client dashboard? do you not want to enter each potential client in the system?
L
Lauren Cadman
I dont know that I have seen that in the client dashboard before. I woul dlaos like to keep that list together so that I can make sure I am following up to schedule. call etc to keep track of patients that scheduled. pending , or didnt schedule.
B
Brittany Rodgers
I agree!
T
The Flower Institute, LLC
This would also be useful in logging pt contact calls