List me Stage aur Enquired date dikhti hai; upar likha aata hai "· enquiry, not a patient record — calls are not logged here". "lost" ya "cold" stage ki enquiry yahan nahi aati, aur stage aage (jaise consulted / converted) hote hi lead Prospect se hat jaati hai. "Pending only" ka Prospect par koi asar nahi.
Missed Patients ke Prospect wale enquiry log ko aage kaise badhaye?
Prospect me Leads Pipeline ki enquiry aati hai (stage new / contacted / consult_booked, chuni window me bani). Ye patient record nahi hai — isliye row par click se chart nahi khulta aur "Log call" nahi hota. Phone karke Patient Connect → Leads & Outreach → Leads → Leads Pipeline me us lead ka stage aage badhao.
Where in ORALZY: Patient Care → Patients → Missed Patients · Patient Connect → Leads & Outreach → Leads → Leads Pipeline
Quick steps
- Missed Patients me "Prospect" bucket kholo
- Enquiry wale ko phone karo
- Patient Connect → Leads & Outreach → Leads → Leads Pipeline kholo
- Us lead ka stage badlo