Ever wonder who started enrolling in your practice but never completed? You can now keep track of these using the 'Signup Attempts' report, which will track the name and contact information of each attempted signup, as well as whether it was successful. This report can be exported to Excel (CSV format) so that it can be imported into another system like a CRM or marketing automation tool as necessary.
To view signup attempts:
Click on 'Reports' in the upper right menu bar
Click on 'Signup Attempts'
Filter on the different signup statuses as need
Click the cloud with the down arrow on the right to export to Excel
Signup Statuses are as follows:
Pending - The patient did not complete enrollment. The status will be 'Pending' for 12 hours after they started to complete the form.
Abandoned - Status changes from 'Pending' to 'Abandoned' if the patient does not complete the form within 12 hours.
Completed - The patient successfully completed and submitted the enrollment form.