K
CRM

CRM

Patient journey

CRM funnel from lead intake through qualification, appointment and registration.

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Lead → QL (LTQL)
QL → Appt (QLTA)
Appt → Reg (ATR)
QL → Reg (QLTR)

Cohort breakdown

Leads through the funnel, sliced by dimension.

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regionLeadsQLApptRegLTQL%ATR%
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Appointment schedule

Booked, kept and registered appointments by day-of-week × time slot.

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Booked
Kept
Fulfillment
Appt → Reg (ATR)
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Calling efficiency

Outbound calling stats by agent.

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Total calls
Connected
Connection rate
Calls / appointment
Calls / registration
AgentCallsConnectedConnection rate
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