The Lead Dashboard is the command center for everything related to incoming patient opportunities. It centralizes all leads—web, phone, fax, and referrals—in a simple, visual layout that helps your team stay organized and responsive.
What You’ll See When You Log In
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A dashboard organized into columns, with each column representing a lead status.
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A search bar at the top for quickly finding patients or leads.
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A calendar icon for accessing your schedule.
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A board of lead cards, each representing a single patient lead.
About Lead Cards
Each card displays key details:
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Patient name
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Contact information
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Associated location
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Status
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Owner
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Follow-up date (if assigned)
Clicking a card opens the full lead profile.
Updating Leads from the Dashboard View
You can quickly update lead cards using the dropdown menu by clicking the ... in the top right:
This menu allows you to make quick updates to a lead's owner, status, or priority. It also gives you the ability to quickly schedule a follow up, mark a lead as a duplicate, or delete the lead.