CRM
CRM
Patient journey
CRM funnel from lead intake through qualification, appointment and registration.
Lead → QL (LTQL)
QL → Appt (QLTA)
Appt → Reg (ATR)
QL → Reg (QLTR)
Cohort breakdown
Leads through the funnel, sliced by dimension.
Updating…
| region | Leads ↓ | QL | Appt | Reg | LTQL% | ATR% |
|---|---|---|---|---|---|---|
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Appointment schedule
Booked, kept and registered appointments by day-of-week × time slot.
Booked
Kept
Fulfillment
Appt → Reg (ATR)
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Calling efficiency
Outbound calling stats by agent.
Total calls
Connected
Connection rate
Calls / appointment
Calls / registration
| Agent | Calls | Connected | Connection rate |
|---|---|---|---|
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