Needs Follow-Up
Next step
Call about insurance details
Last contact: May 6
Patients & leads
Cards are easier to tap than spreadsheets—everything is spelled out.
Booked
Next step
Confirm location
Last contact: May 7
Insurance Pending
Next step
Send reminder to upload card
Last contact: May 5
Active Patient
Next step
Prepare follow-up plan
Last contact: May 4
New Lead
Next step
Send intro text
Last contact: May 7
Booked
Next step
Confirm first visit paperwork
Last contact: May 6
New Lead
Next step
Send welcome message
Last contact: May 7