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Lead Conversion Report

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If your clinic uses Lead processing, this report details how many leads were added to the database within selected criteria and how many were converted into Patients.

 

The screen prompts are:

 

SELECT BY - Select to run this report by either LOCATION (if your user id is not configured with multiple location access, this field will be disabled) or by reporting REGION (if reporting regions have been configured within CONFIGURE SYSTEM SETTINGS > SYSTEM > REGION INFORMATION).

 

REGION - If selecting to run this report by reporting REGION (above), “ALL REGIONS” will display by default. Use the drop down selection window to select to run this report for a specific region, or leave "ALL REGIONS". If running this report by reporting REGION, individual regions cannot be selected.

 

LOCATION - If running this report by LOCATION (above), select the specific location for which this report is to be run. Select either <ALL>, to run for all locations to which your user id has permissions, <SEL> to run for select locations to which your user id has permissions, or select one location from the list to which your user id has permissions.

 

STARTING DATE - Enter the starting date for this report.

 

ENDING DATE - Enter the ending date for this report.

 

LEAD TYPE - Select ALL lead types or a specific Lead Type.

 

STATUS - Select to run this report for Active, Inactive or Both (active and inactive) Leads.

 

REFERRAL SOURCE - Select to run this report for ALL Referral Sources or select one or more Referral Source from the drop down list.

 

CONVERTED TO PATIENT - Select to include Leads converted into Patients, not include Leads converted into Patients or both Leads who have and have not been converted into Patients.

 

 

Press the CONTINUE icon to run the report to Excel.