In this article, we'll walk you through the main tabs of your DearDoc Dashboard (Conversations, Contacts, and Opportunities).

You may also check out this awesome 5-minute video that will guide you through the following:

Accessing HelpCenter Articles

To start, log in to your Dashboard with your user credentials.

This is what your Dashboard's home page looks like:
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As seen in the picture above with the home page, there is a menu in the left side. We will disclose the tabs below.

See the picture and below are the explanation of each section listed in letters.

a. Here you will see a list of all the conversations you've had with your new/existing leads or patients. If you click on one of them, their conversation log will appear.

b. You can find the information of the lead/patient, such as their name, phone number and email address.

c. You can start an SMS or an email to send to the patient in a HIPAA secure environment.

Note: If the customer did not provide their email address, the "Send Email" option will not appear.

In this section, you will have a growing contact list that is updated every time a new lead comes to your Dashboard. That is, all of your leads/patients that have interacted with the AI Chat on your website and left their contact information will appear here. You may also add a new contact if you'd like to.

Moreover, if you click on a Contact's Name, you will see additional information regarding the lead and any conversation log that pertains to that lead. You will likewise be able to start or follow up with a conversation.

Here is where you can manage all of your DearDoc leads. Find the description below:

a. These are called pipelines or columns that will help you organize the stage in which your leads are. You may ask us to rename them as needed (contact information at the end of this article).

This pipeline is designed to work on pending tasks; therefore, leads that fall outside of pending activity may be hidden from the main view and only show those in "Open". This can however be accessed or modified by selecting "All" in the last filter to the left of the search bar and then finding the lead to update it accordingly.

b. This is your lead. If you click on it, you will see further information of your new lead, as shown in the second picture below.

c. As seen earlier, there are different pipelines/columns that can classify the stage of your leads. Therefore, you may manually drag your lead card and place it under the pipeline of your choice. Example below:

Should you prefer an in-depth training or retraining, feel free to request it and your designated DearDoc Customer Success Manager (CSM) will be happy to help you utilize your products in the best way.

You may do so by emailing your CSM directly and they will provide you with a link to their calendar. If you do not have it at hand, do not worry. Our Support Team will be pleased to assist you further with the scheduling.

You can reach Support through your Dashboard's Live Messenger, which is located in the lower-right corner of your Dashboard in a white-and-blue chat icon.

If you'd prefer, send us an email to support@getdeardoc.com as well.

Feel free to contact us. We're available Monday through Friday from 8 am to 8 pm EST.

Looking forward to hearing from you!

1. Online booking campaign vs Patient campaign.

The main difference between the online booking campaign and the patient campaign lies in their functionality and communication approach. In the online booking campaign, we gather contact information and seamlessly transfer leads to your online booking system, enabling them to schedule appointments directly. These leads will automatically appear as "Booking Confirmed" within the Dashboard Opportunities, and no automated outgoing messages are sent to the patient unless specifically configured according to your preferences. On the other hand, the patient campaign focuses on appointment requests. Lead cards generated from patient campaign interactions appear as open opportunities within the Dashboard's new opportunities section. We ensure that you receive timely notifications about these leads so you can promptly follow up. Additionally, patients will receive automated follow-up messages regarding their request. If you wish to customize the automated messages or notifications, kindly inform us, and we'll accommodate your requirements.

2. I am not receiving notifications for new leads.

If you're not receiving notifications for new leads, we apologize for any inconvenience caused. Please reach out to our dedicated support team, and we'll promptly address the issue. Our support team can assist in adding your email as a recipient for lead notifications or investigate any potential issues that might be affecting the delivery of notifications.

3. I am not receiving leads.

If you notice a lack of leads that seems unusual, we understand your concern and would like to investigate the situation further. Please provide our support team with additional details regarding the issue, and we'll promptly look into it and take appropriate steps to resolve the matter.
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4. I am trying to login but verification code email is not arriving.

If you're experiencing difficulty receiving the verification code email, it's possible that our email address, do-not-reply@mg.deardoc.email, might be marked as spam by your email provider. We recommend checking your spam or junk folder and ensuring that our email is whitelisted to ensure proper delivery of verification code emails. If the issue persists, please don't hesitate to contact our support team via the chat icon. Additionally, we highly encourage you to provide a mobile phone number for your user account so that you have the option to receive the verification code via SMS.

5. Unsuccessful emails/sms due to invalid email/landline.

If you encounter instances where SMS or email attempts appear as unsuccessful, it is likely due to the recipient's email being invalid, unresponsive to our communication, or a landline number that does not support SMS communication. We strive to ensure successful delivery, but external factors beyond our control may affect certain contacts. If you have concerns about specific leads or instances of unsuccessful delivery, please reach out to our support team, and we'll be glad to assist further.

6. My leads disappeared, what can I do?

If your leads seem to have disappeared, don't worry—we can help you retrieve them. This issue commonly arises when leads are moved from an "Open" status to either "Won" or "Lost" within the opportunities pipeline. To view all your leads, you need to modify the filters at the top of your Dashboard Opportunities. Ensure that no specific dates are selected, and the last filter is set to display "All" leads. If you require any additional assistance or encounter any difficulties, please feel free to contact our support team through the chat icon, and we'll be more than happy to provide further guidance and support.