Skilled Nursing Facilities

Creating a New CRM Lead

In CRM lead listing, you can create a new lead resident and/or a new lead contact. A lead is someone inquiring about your facility for the first time or someone that is interested in returning. In either situation, you can search the database to avoid duplication. 

A contact can be a lead in CRM. You can create a new lead contact, or select from a list, rather than entering in a lead resident. This helps to capture the inquiry to your facility and lead contact information without identifying the resident or providing resident demographics. The lead contact detail is saved as the primary resident contact.

Lead resident detail can be entered at a later time or you can close the lead. However, if resident details are entered, you can select to not contact the resident.

After a lead is created, you can see them in the lead listing or search by lead contact or resident name. In addition, you can use the leads display filters to view specific leads in the lead listing or use the display filters to define specific lead information to export or print a report.

After you save lead information, the entered activities show in the activities section of lead details and the resident detail is automatically entered as the primary resident contact. In addition, the primary lead contact detail is automatically entered as the primary resident contact and the referred by detail shows in the accounts section of lead details.

Note

When your search results matches an open or closed lead, you can view more lead detail to see if it is a match. You then determine if creating a new lead is required. 

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  1. Do one of the following:

    • Single Facility: Admin > CRM > Leads.

    • Multi-facility: Management Console > CRM > Leads.

  3. Click Add Contact or Add Resident.

  4. To enter a lead resident:

    • Enter fields to search.

    • Click New Resident.

    • Click Add Contact, if needed.

    • Click Edit Demographics.

  5. To enter a lead contact:

    • Search for contact or create new. 

    • Select Relationship.

    • Click Select.

    • Click Add Resident, if applicable.

      • If adding resident, follow steps from to enter a lead resident.

  6. Enter Lead Information.

  7. Enter Activities.

  8. Select Additional Information, if needed. 

  • MPI Number - assigned to a resident record as a global ID in a multi-facility.

  • Medical Info

    • Select Yes, if the lead is a high medical risk.

    • Select Yes to do not merge, if you need to stop the merge of two resident's medical records with the same name when using Merge MPI Records.

  • Assigned to -  specifies who the lead is assigned to.

  • Status - follow the sales cycle stages of a lead.

  • Lead Date - identify the date the lead is created. You can edit the field if needed.

  • Subject - not only identify the lead's placement but also used for predefined activities setup.

  • Hospital Admission Date - select the lead's admission to the hospital.

  • Potential Revenue - appears in dashboard graphs and reports. Establish consistency across your organization when entering potential revenue, such as monthly or annual revenue. Otherwise, results in the dashboard graph and report may be skewed.

  • Lead Rating - identify the lead's level of intent in selecting your facility.

  • Primary Condition - identify diagnosis or condition of the lead. If you don't find the condition in the list, select next to other and type condition.

  • Activities - enter mandatory activities.  

  • A minimum of 3 characters is needed to search in the referred by field.