When you login to Revahealth.com, the page you land on is your Patient Enquiries page. On this page, you can view and manage enquiries from people who are interested in treatment at your clinic. You can also reach this page after you are logged in, by clicking on the “Patient Enquiries” tab in your control panel.

1. Overview of a patient enquiry

Let’s take a look at the layout of a patient enquiry.

In the summary view, you can see the following information:

  • The person’s name, phone number and email address.
  • A description of the treatment they require
  • Outstanding tasks for this enquiry, and
  • The Actions menu, which is explained below.

If you click on a person’s name, a detailed view of the enquiry opens up.

In the detailed view of the enquiry, you can see the following additional information

  • In ‘Contact Details’, you can see the person’s location
  • In ‘History’ you can see the keywords and path this person used to find you on Revahealth.com
  • In ‘Other Information’ you can see the status of the enquiry, the date the enquiry was made, the source of the enquiry, the cost of the enquiry, any feedback from the person enquiring such as whether they have been contacted yet or not, and if a review was posted by the person enquiring.

2. The Actions Menu

The Actions menu is your key tool for managing patient enquiries. The actions on this menu can be broken into two parts:

2.1 Current Status: The first three actions enable you to tag the person’s current status:

  • Booked – you tag a person as booked if they have booked an appointment with you.
  • Archive – you tag a person as archived if you have no further plans to follow up with this person
  • Active – people who are not booked or archived are tagged as active. If you have previously tagged someone as booked or archived and something changes such as they cancel their booking or the express a renewed interest in booking an appointment, you can change their status back to active.

2.2 Add and Request Information: The next five actions enable you to add or request information relevant to the booking.

  • Add a note: opens a box where you can add a note of your conversation.
  • View Full details: this does the same thing as clicking on the person’s name: it opens up the detailed view of the enquiry.
  • Edit Contact details: opens up the persons contact details. If you get another number to call them on or you want to add their address etc.
  • Open task: opens up a box where you can set yourself a task and add a date on which to contact this person or take an action. Your tasks appear in the To Do section in the grey area on the right hand side of your screen.
  • Request review: opens up an email which you can edit and send to past patient in order to get them to review you on Revahealth.com. Increasing the number of reviews for your clinic is a great way to help new people who are looking for the treatment s you provide find out more about your clinic.

3. Navigating Your Patient Enquiries

This list is ordered with the most recent enquiries at the top.

You may also choose to filter the list based on the enquiry status. You can choose to show your patient enquiries as “All”, “Active and New”, “Active”, “Booked”, “Archived”, and “All with Tasks”

  • Active and new: enquiries that are “Active and new” are displayed as the default, when you enter the patient enquiries section of your control panel.
  • New: These are enquiries that you have not read yet.
  • Active: These are enquiries which you have read, and which are not been yet booked or archived.
  • Booked: These are from people who have booked an appointment with your clinic. For enquiries to appear as booked, you must mark them as booked using the actions menu, which we will come to in a minute.
  • Archived: You archive an enquiry when you have no further plans to follow up with this person.
  • “All Enquiries”:  are shown all enquiries, in the order in which they have been created – the most recently created at the top.
  • “All with tasks:”

You can search by the person’s name or email address.

4. Adding enquiries from other sources

On the top right of the page you have the following options: add an enquiry, export, import, integrate.

  • Add an enquiry: Helps you keep track of all of your enquiries from one place. You add the source of the enquiries: did it come from your website etc, the date the enquiry was made, the contact details of the enquirer and the details of the enquiry.
  • Export: you can export the files in csv format. Choose the dates. Choose the status of enquiries.
  • Import: You can also import enquiries. This is still in early stage of development. If you would like to import enquiries please contact support@revahealth.com and we can go through this with you.
  • Integrate: You can also integrate an enquiry form on your website. Simply copy the following text and paste it into the appropriate page on your website. Alternatively contact your webmaster and he can help you to implement this form. This will send all your enquiries into your revahealth.com enquiry management system and also send you an email with the enquiry.