Welcome to this short video series designed to get you started with InfluxMD.
During the series, you'll learn how to manage contacts efficiently to make the experience for potential patients smoother while reducing your workload.
Let's start by defining key terms we'll use throughout the series.
Key Terms
CRM (Customer Relationship Management)
It's software that keeps track of all your contacts and conversations in one place, like a digital filing cabinet for patient information and communications.
Sales
The process of turning interested people into paying patients. In medical practices, this means helping potential patients understand your services and guiding them through the process of scheduling treatment.
Marketing
Activities that attract new patients to your practice, like advertising, social media posts, or referral programs.
Three Main Types of Contacts
Lead
A contact that has yet to be spoken with, someone who filled out a form on your website or called but hasn't had a real conversation with your team yet.
Prospect
A contact who has been spoken with and wants to continue the process. They've talked to someone at your practice and are interested in learning more about treatment options.
Patient
A prospect after they've had a first consultation and decided to continue with treatment. They've moved from interested to actually receiving care at your practice.
System Concepts
Intake Journey
The process of moving a contact from lead to patient. It's the path someone takes from first hearing about your practice to becoming an active patient.
Stages
These are the steps in the intake journey: New contact, lead, prospect, consult, patient, and advocate. These help you track where each person is in their journey with your practice.
Segments
Groupings or lists of contacts that are the basis for automations. Think of them like sorted piles—all cosmetic surgery leads in one pile, all dental implant prospects in another.
Automations
Preset actions that happen automatically based on rules you set, like sending a follow-up email three days after someone requests information about a procedure.
Outcome
This tracks what ultimately happened with each contact: active, cancel, soft loss, hard loss, or won. Every contact defaults to active until you provide a different outcome.
Now that we've covered these basics, you're ready to dive into using InfluxMD effectively.