Help / Marketing & patient acquisition
Follow-up team performance
How many leads each person got, how fast they replied and how many became patients.
Available to: Owner & manager
- 1
Leads → Team performance, then choose the period.
- 2
For each person: leads, contacted, share answered within the target time, speed of first reply, booked, became patients, and the revenue from them.
- 3
"Open now" and "Overdue follow-ups" show who needs help today.
Tips
- These numbers help you coach the team; they are not a final verdict on anyone.