Patient Relationship Manager – Training for Set Up & Usage

• Set Up Browser Notifications
• Communication Center
• Two Way Inbound & Outbound Texting
  • Create or Edit Contact from Text Message
  • Send a New Text Message
  • Respond to a Text Message
  • Add Text Template
• Calls
  • Process New Lead
  • View Patient Activity
  • Forward a Lead
• New & Follow-Up
  • Recording Activity on Leads
  • Change Lead Status
  • Schedule Follow Up
  • Send Emails
  • Add Email Template
  • Ellipsis
• Search for a Contact
• Export Leads
• Lead Management Best Practices