A. Step-by-step Instructions
Welcome to this quick guide on navigating the new online lead capture dashboard in Curogram.
1. Overview of Online Lead Capture Feature
The online leads capture feature is the new and improved version of Online requests. It allows practices to collect patient inquiries and service requests through a public online form then manage and auto-assign task those submissions directly in Curogram.
2. What This Guide Covers
In this video, I'll walk you through the step-by-step, workflow starting with the patient's view from the public URL, then how to manage and customize your online lead templates and finally, how to enable automatic task creation for each lead submission.
Note: If you do not have this feature enabled, contact your Curogram sales account manager, or customer support to add this feature.
Note: If you do not have this feature enabled, contact your Curogram sales account manager, or customer support to add this feature.
3. Accessing the Online Lead Capture Section
So let's get started access. The online leads capture section within your Curogram app dashboard by following these steps.
4. Navigating to Settings
On the Curogram app dashboard, navigate to the settings tab.
5. Opening Online Lead Capture Settings
Next, navigate to the OnlineLead capture option, under the practice settings.
6. Viewing the Online Lead Capture Dashboard
This is your online lead capture dashboard.
7. Exploring the Online Leads Capture Setup
Next, I'll walk you through how to navigate and set up the online leads capture feature in Curogram.
8. Understanding the Public URL
This is the public URL. The public URL is the shareable link to your online leads form, where patients can select a topic fill out details and submit requests directly to your practice.
9. Setting the Thank You Message
Next here, you can set the thank you message template. This is the custom message patients will see after submitting the request through the online leads capture form.
10. Viewing Lead Capture Name List
These lead capture name lists, the topics or inquiry types that patients can choose from when submitting a request through the public URL.
11. Editing Initial and After-Hours Responses
When you click the messaging template icon, you can edit both the initial response and after hours messages, these are the automated SMS replies patients will receive after they submit their request.
12. Setting Messaging Templates
Next, we have the messaging templates column. These are the SMS responses. You can set up to automatically send after patient submits their requests or inquiry from the public URL.
13. Configuring Auto Task Settings
Following that, autotask settings control whether incoming requests are automatically assigned as tasks when a patient submits a requests from the public URL.
14. Opening Task Settings
The small icon beside the toggle opens, the task settings.
15. Assigning Tasks to Staff
This pop-up will appear once you toggle the auto task settings from here, you can assign those tasks to a single or multiple person once a patient submits a request.
16. Managing Public Page Settings
Public page settings are toggle switches that control whether a specific lead capture name, such as billing prescription, refill, or scheduling new patient appears on the public-facing online, lead capture URL.
17. Editing or Deleting Lead Capture Names
Lastly, here you'll find the delete and edit buttons. Use these to remove or customize an existing lead capture name.
18. Creating a New Lead Capture Name
So, how exactly can you create a captured lead name? Let's walk through the steps.
19. Adding a New Lead Capture Name
Next, click the plus plus symbol button in the top right corner to create a new lead capture name.
20. Entering Template Details
Enter the template name then select the default topic mapping and default Patient Group mapping.
21. Patient’s View of the Online Lead Capture Form
Next, I'll show you the public URL from the patient's point of view.
22. Patient's Perspective
This is what patients will see when they access your public URL for online lead capture.
23. Patient Selecting a Topic
From here, the patient can select a topic such as billing or prescription refills that comes directly from the online lead capture options you've created and set in your online lead capture dashboard.
24. Patient Entering Information
Here, the patient can enter their information including name, date of birth, phone number and a brief description of their request.
25. Submitting a Request with OTP Verification
To verify identity, an OTP will be sent to the mobile number entered in the form by the patient. Once the code is entered, the request is successfully submitted.
That's it, you've successfully learned how online lead capture works, and explored all its features. If you have any questions contact us at support@curogram.com. We're always happy to help.