Access the Patient Peptide Journey pipeline from the Opportunities section - this shows all 25 patients organized by their current stage in your treatment process.
Review the pipeline stages representing your patient flow:
Lead/Inquiry: New prospects who've expressed interest
Consultation Booked: Patients who've scheduled their initial consultation
Following Up: Patients requiring additional contact or information
Good Faith Exam: Patients completing required medical screening
Protocol & Compliance: Patients reviewing treatment plans and signing consents
Active: Current patients receiving treatment
Unresponsive: Patients who've stopped responding to communication
Monitor stage values and totals:
Each stage displays the number of opportunities and total value
Active stage shows $3,250 across 4 patients
Good Faith Exam stage shows $1,600 across 6 patients
Track potential revenue as patients progress through stages
Managing Individual Opportunities
Review individual patient cards within each stage:
Each card shows patient name and opportunity value ($250 standard)
Icons indicate available actions (call, text, email, calendar)
Visual progress indicators help prioritize follow-up actions
Move patients between stages by dragging cards or using stage progression workflows:
Advance patients from Consultation Booked to Following Up after their appointment
Move to Good Faith Exam once medical screening is scheduled
Progress to Protocol & Compliance when treatment plans are ready
Activate patients once consent is signed and treatment begins
Track opportunities:
Monitor patients in Good Faith Exam stage
Follow up with Protocol & Compliance stage
Ensure Active patients continue their treatment protocols
Manage unresponsive patients:
Review the Unresponsive column for patients who've stopped engaging
Implement re-engagement campaigns or mark as inactive
Consider alternative communication methods or referral follow-up
