Lumary AH - This article explains how to capture enquiries and client referrals.
Lumary AH enables providers to capture information about enquiries and referrals from potential clients. It supports enquiry and referral:
- tracking, and
- conversion into client records.
This part of the solution can also be integrated with your business's website.
- tracking enquiries with list views and Chatter
- general enquiries
- referrals within the enquiry record, and
- converting enquiries into client records.
Track enquiries with list views and Chatter
Users can use list views in Lumary AH to group and track enquiries. This can help providers quickly identify specific types of enquiry or referral.
Salesforce's standard Chatter feature can support quick communication about enquiries across your business. This can help preserve meaningful context that's often lost when using separate tools like email.
Lumary AH enables providers to capture either general enquiries or referrals. The general enquiry presents a streamlined form. This supports quick information gathering by allowing users to quickly navigate to key areas.
Users can tick checkboxes to reveal more options. For example, additional fields can be shown to capture a client's:
- demographic information, or
- appointment preferences.
Referrals within the enquiry record
Providers can capture referrals using the Referrals form or through integration with their website. Referral information appears within an enquiry record. This record can also be used to capture additional detail about the person seeking services, including:
- associated providers
- health conditions
- service agreements
- clinical assessments
- goals, and
Convert enquiries and referrals into client records
Once a referral or enquiry has been captured and assessed, they can be converted into a client. This process will pull the information you've captured into the client's record.