Converting a Prospect into a Patient

Any Prospect can then be converted to a Patient or archived if their information is no longer required.

1. From the Control Centre menu drawer select the “Marketing” option.
2. Select “Prospects”.
3. A list of current Prospects information will be displayed.
4. Click the “Edit” button to edit a prospect.
5. The Prospect Information window will open.

• First Name, Last Name The first and last name of a prospect
• Gender The gender of the prospect
• Interested In List of Treatments the Prospect is interested in
• Phone Prospect’s contact phone number
• Email Prospect’s email address
• Info Request Information the Prospect may have requested
• Notes Note section

6. Check the information relating to the Prospect is correct.
7. When all required changes have been made, click the ‘Convert to Patients’ button at the buttom of the page.
8. The Prospect has now bee nadded to your patient list and is viewable from the ‘Patients’ menu.