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Streamline Your Healthcare Lead Management with Web Form Leads

In the healthcare industry, managing the steady influx of appointment requests and patient inquiries via website form fills is a large task. Many healthcare providers have been relying on old-school methods of lead management, leaving crucial leads to slip through the cracks.

Call Box is pleased to introduce an exciting new update that's set to change the way healthcare professionals manage their website form leads!

Call Box’s ‘Web Form Leads’ places each website lead into one dedicated place where you can access all the information you need at your fingertips. This is accessible straight from your Call Box dashboard.

‘Web Form Leads’ will give you:
  • Streamlined Lead Management: When a lead comes in, you'll immediately notice if it's active or already handled. You'll also see the source URL of the lead, providing valuable insight for your team.

  • Patient Information and Notes: Beneath the lead status, you'll find comprehensive patient information and any notes that have been added, ensuring you have all the details you need when you give the patient a call.

  • View Log: The log feature allows you to track the history of each lead, showing you which team members interacted with the patient and when. This means you can easily monitor actions such as button clicks, note-taking, call requests, and lead handling.

  • Actionable Buttons: We've included intuitive action buttons such as 'Rejected' and 'Mark Handled,' giving you the power to filter out spam leads with ease.

‘Web Form Leads’ empowers healthcare providers with the tools they need to manage leads efficiently and ensure no potential patient inquiries slip through the cracks.

Getting started with ‘Web Form Leads’ is easy. Contact your Call Box consultant or Call Box Support to get a script that you will need to place on your website. From there, we will do the rest and you will be ready to own your lead management process.

Want to learn more about Web Form Leads? Schedule time to chat with one of our Call Box experts HERE.

If you have any questions or concerns, please contact your Call Box consultant.