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Lead Types

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Clinics who wish to track Leads (potential patients) can do so using Patient Lead Information (PATIENT> PATIENT LEAD INFORMATION.) Clinics can set up Lead Types in order to identify the type of Lead applies.

 

The screen prompts are:

 

LEAD TYPE - Enter the name of the Lead Type.

 

INACTIVE - Check this box if this Lead Type is no longer active and is not to appear in selection windows.

 

To delete a Lead Type, highlight the Lead Type and press DELETE.

 

Press SAVE to save the Lead Types Sizes.

 

Press EXIT to close the window and return to the previous menu.