InfluxMD's

Support Documentation

Helpful guides and resources

Schedule a Live Demo

Support Articles

Showing 9 of 14 articles

07: Essential Guide to Managing Contacts in InfluxMD

Welcome to our essential guide for managing contacts in InfluxMD. Every potential patient who reaches out to your clinic is valuable, and proper contact management ensures no one falls through the cracks while converting inquiries into actual patients through intelligent automation....

11: Your Sales Calendar Command Center

Welcome to the meeting feature, your centralized hub for scheduling and managing appointments with your sales team. Let's walk through how this powerful tool streamlines your lead conversion process with real-time visibility into team availability and smart booking management....

07: Smart Upload Processing

Welcome to InfluxMD's file management system. Today, we'll show you how to handle document uploads from your forms, making patient file management effortless and organized. When patients complete your InfluxMD forms, any uploaded files are automatically captured and organized by field type....

Exploring IMA features in contact profiles

Discover how IMA's artificial intelligence features can transform your contact management and marketing strategy. From personalized consultation recommendations to AI-generated emails and SMS messages, learn how to leverage your contact data for more effective patient communication while maintaining the personal touch your practice needs....

InfluxMD Contact Analysis System: Part Four

InfluxMD's IMA AI assistant excels at pattern recognition and data correlation, quickly identifying trends across thousands of contacts and spotting unusual changes. While it can analyze segmentation and compare time periods effectively, it has limitations - it only works with existing data and can't predict future behavior or access external factors affecting your results....

InfluxMD Contact Analysis System: Part Three

InfluxMD's contact analysis captures six interconnected data types that tell the complete story of your patient journey: basic contact details, type designations (lead to advocate), pipeline stages, segment memberships, communication history, and marketing attribution. This connected data helps you understand not just what happened, but why certain leads convert while others don't....

InfluxMD Contact Analysis System: Part Two

Before analyzing your contact data, InfluxMD's IMA system prepares and caches records to ensure fast, focused analysis. Learn how choosing the right time frame - from 7 days to all-time data - affects both processing speed and insight relevance, with 30-90 days being the sweet spot for most day-to-day decisions....

InfluxMD Contact Analysis System

InfluxMD's contact analysis system helps practice administrators and physicians transform scattered contact data into actionable insights using AI. Instead of complex reports, simply ask questions in plain English about patient conversion patterns, lead follow-up effectiveness, and workflow optimization to make better decisions faster....

04: Mastering Patient Communication and Tracking

Learn how InfluxMD's communication and tracking features eliminate duplicate work by automatically logging all patient interactions, from messages and notes to tasks and activities, ensuring your entire team stays informed and accountable....

Page 1 of 2 (14 total articles)