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WC Agent - Coggle Diagram
WC Agent
Clinic Interface
Dashboard
Features
Booking Funnel
Conversion rates
Patient Demographics
Interactions vs bookings over time
Active vs closed leads (reasons)
Upcoming bookings
Averages
Interactions/lead
Interactions per booking
Time from first interaction to booking
Totals
Minutes on phone
Messages Exchanged
Interactions
Booked
Active/closed
Followed up
Filters
Type (phone/email etc)
Source (website, Fb etc)
Status (New, pending, closed etc)
Time Frame (period/days/times)
Patient Demographic (treatment, location etc)
Comparisons
Industry average
Local Average
Demographic
Timeframes
Notifications
Resolution/messaging portal
Manage what needs clinic's input
View individual conversations
Communicate with Agents
Setup/onboarding
Call service
:warning: Non patient calls?
Triage calls
Handles new enquiries
Follow up on leads
Email Service
Responds to emails
Forwards any necessary to applicable person
Follow up on sales leads
Booking site enquiries
Social Media Service
Responds to comments
Handle messages
Agent Interface
Patient interface?