di. wants to make sure you get the most out of you first call with a potential new patient. You can add a new patient opportunity's name, insurance, reason for call, etc., all from the Call Pop Up in Call Insights.

To learn more on how to make your first point of contact with a new patient the most productive for your office, watch the video below.

How to Add a New Patient Opportunity

Step by Step Instructions:

  1. Click view on the Unknown Caller notification

  2. Select the New Patient Opportunity Icon

  3. Enter in the new patient opportunity information

  4. Click Save

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