Clinicea Cloud: CallBox & CRM

Welcome to your Clinicea Cloud: CallBox & CRM

If you have the CRM module, and create a new patient

it auto creates a new lead also

it does not create a lead. A Lead and patient are not the same

If you do not have the CRM module, and create a new patient

it auto creates a new lead also

it does not create a lead. A Lead and patient are not the same

A lead that is converted to a patient will have a file no

if the preference auto generate file no: =ON

if the preference auto generate file no: =ON AND if the pref auto generate file no only when a bill is generated=OFF

The complete communication history of a lead

that is converted to a patient can only be seen in the lead details

that is not converted to a patient can only be seen in the lead details

that is converted to a patient can only be seen in the patient details

that is converted to a patient can be seen in the patient details as well as in lead details

A lead can have a status. Every status can be set a weighttage,

false

true

Higher the weighttage more is the probability that

a lead will signup to become a patient

a lead will give more business

a lead will promote the clinic brand name

Weightage in a lead status means

a numerical value to decide how the lead should be sorted in the sales funnel

weightage cannot be manually changed for a lead

The amount of billing the lead has generated so far

The amount of communication that has happened with the lead

Segment in leads is

set of criterias for searching leads that been combined and saved

set of criterias for sorting leads that been combined and saved

Leads can be imported from an excel sheet

true

false

Leads can be exported in excel from the CRM

true

false

If you need to categorize leads into various categories assign them in different

categories

lists

Lead details auto captures any SMS communication with a lead

false

true

CallBox can be setup to ___________ different modes

1

2

4

Default search range in the inbox is

Today

Yesterday

yesterday and today

last 7 days

last 14 days

last 30 days

When setup to search by Doctor you can search the callbox by following

department

doctor

ward

clinic

designation

specialty

City

State

Country

Circle

CallBox supports

Incoming SMS and MMS

Incoming SMS and MMS in 40 countries

Incoming SMS in 40 countries but MMS in USA only

You can filter out call and appointment in callbox as per following criteria

Patients who have not visited the clinic for x no: of months

Patients who have visited the clinic for x no: of months

Patients who have appointments due in x no of days

Patients who have already had appointments in x no of days ago

Patients who have already had appointments in x no of days ago but where appointment status is scheduled

Patients who have already had appointments in x no of day ago but where appointment status is cancelled

Patients who have already had appointments in x no of days ago but where appointment status is no show

In CallBox if you want to book all appointments for 1 staff only you should

select the staff when making the appointment in callbox

in callbox preference set the default staff of your choice

In CallBox if you want to select the doctor when making the appointment

you should select doctor of your choice in appointment details

you should set the preference of “search by doctor” in CallBox preferences

If in CallBox Pref you do not set a default staff but you set a default resource, when you a make a new appointment in the callbox, which staff with the appointment get assigned to

to the first doctor defined in that clinic

to any doctor who is available

to none of the doctors