We’re a private medical practice ourselves, and we have set up our sales process in Infusionsoft for bringing in new patients.
Whenever someone completes a form on our website, it creates the new Contact record and an Opportunity record. We update the Opportunity record as the contact moves through the process to schedule an appointment. We have stages for Calls (called but unable to reach), Engaging (we’ve chatted via email/phone but they’re not ready to schedule yet), Appt Scheduled, Missed Appt, Canceled Appt, etc.
Within each stage there are follow-up sequences that include adding a Note and sending email, typically.
We use an internal form to do new patient intake, which lets us add/update Contact info and has an option if needed to create a new Opportunity record. After submitting the form, we open the related Opportunity record and manually change the stage.
Since our office uses a separate system to track appointments and payment information, we do not use Infusionsoft for appointment records and financial tracking.
How are you all using it, Julie?