Skip to main content
All CollectionsReports & Deposits
Abandonment Tracking for Online Signup (Signup Attempts)
Abandonment Tracking for Online Signup (Signup Attempts)
Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

Ever wonder who started enrolling in your practice but never completed the form? 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:

  1. Click on 'Reports' in the upper right menu bar

  2. Click on 'Signup Attempts'

  3. Filter on the different signup statuses as need

  4. Click the cloud with the down arrow on the right to export to Excel

Signup Statuses are as follows: 

  1. Pending - The patient did not complete enrollment. The status will be 'Pending' for 12 hours after they started to complete the form.

  2. Abandoned - Status changes from 'Pending' to 'Abandoned' if the patient does not complete the form within 12 hours.

  3. Completed - The patient successfully completed and submitted the enrollment form. 

Did this answer your question?