Leads SKED is a pro feature that allows you to track and have conversations with potential clients you want to start attending your office, as well as schedule an appointment to convert them into clients! Leads function similarly to the client's function, however, does not sync to your EHR. A new lead is generated when your office receives a message from a phone number not already in the system, or when your office manually adds them.

You can find the leads page in the blue navigation bar under “Quick Access”.

Note: Only Pro offices will see messages from Leads. If someone sends a message to a Standard office or below, it will not appear in the SMS inbox.

The leads function comes with a variety of filters to help you easily locate specific leads by giving a little extra information. You can filter out leads in the following ways

Use the Reset Filters button to clear any criteria you entered for your search.

Select the “+Add Leads” button in the top right of the Leads Page to activate the Contact information pop-up.

Enter the required contact information, and Hit save to add the new Lead to your list

Note: Referral sources are generated when a lead signs up through the new patient portal or when you manually add a new lead in SKED. A new referral source can't be manually added to a existing client/lead.
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Manual: To add multiple leads at the same time, click the “+Add” button to add another row for Lead contact information as many times as you need. Select the trash can icon at the right side of the pop-up to remove a lead form.

Once a lead has been created, clicking on their name opens the Lead Information page. This page is structured similarly to the Single Client page, with a few key differences specific to leads.

You can update a lead’s information in either of the following ways:

After making updates, click Save.

The ability to text anyone in SKED is great - it also means that any numbers can text you so you will get spam messages. It's quick and easy to block these messages and delete the contact so you don't receive messages from them again.

This will prevent the lead from messaging again.

After blocking a lead or if you just do not want that lead's information in SKED any longer, you can remove them from the system in one of two ways:

If the lead came from the New Patient Portal, a Convert Lead pop-up will appear with the following options:

If the lead did not come from a New Patient Portal, it will give you the option of converting the lead only or adding an appointment:

Note: Be sure to update the lead’s name before converting them to a client. If you forget, they will still appear in the EHR under the name they had as a lead. Leads generated from messages will appear as “New Lead.” You can update the name directly in your EHR, and it will automatically sync to SKED.

Click on Leads, then click the trash can icon next to that contact’s information.

Click on the lead name and then the pencil icon in the top left corner. Once you've done this, click the save icon.

The most common reasons are because the patient got a new cell phone number that is not associated with their current patient profile or because the number in the patient profile has a typo.

If the New Patient Portal is set to “Request” an appointment and not create it in the EHR, it will come in as a lead, and messages will deploy based on the appointment type. We recommend using a different appointment type specifically for new patient requests that are not part of Rapid or Reminder messages.

Leads can be created three ways: a person texts you from a number that is not currently associated with a patient profile, a New Patient Portal set to request an appointment or manually created one or multiple via a CSV file.

The most common reasons it will not allow a lead to be created are that there is no default appointment type selected or the first or last name fields only have 2 characters. You can add a space to the end of the two characters, and it should let you save it. Our development team is working on getting this corrected.

This is generally because the office did not convert the lead and make the patient that way but instead created a patient in the EHR, thus creating a duplicate. If the office has made another file in the EHR, the lead account can be deleted by going to Leads and clicking the trash can icon for that person.

Yes! You can do this while uploading them in bulk as a CSV file or go to Settings > Tags and add them to the tags there.

Yes! You can use One-Time Message and click Leads or click Tags if you’ve already added them.

There are three ways to convert a lead to a client: clicking the convert icon on the Leads page, clicking their name and clicking Convert in the top right-hand corner, or clicking the “Confirm” button for the appointment request.

That is correct. If you’re not on SKED Pro or above, your office will be unable to read inbound SMS from numbers not currently assigned to a client or patient profile. If you would be interested in this feature, contact our Sales team.