Understanding your responsibilities in Swift Lead can be challenging at first - this article outlines what your responsibilities are and are not.

Client Responsibility #1 - Report Consultation Results

Check out our help article on this responsibility for more details - it's as simple as dragging and dropping the lead card into the appropriate column. Happy reporting!

Client Responsibility #2 - Schedule Appointments & Complete Confirmation Calls

This one is very important! Scheduling qualified leads and calling them to confirm consultations with patients inside Swift Lead.

• greatly increases the chances the patient will show and

• decreases lost-time risk to your practice.

It is important these calls are done via Swift Lead so your follow up manager has context on the lead if they cancel, and is able to use that context to reschedule the lead.

Adzenyth Follow Up Manager Responsibilities:

• Contact all new leads via automation sequence, messenger conversations, website chat inquiries, and Google Maps messages

• Contact and attempt to reschedule no-shows and cancellations

You do NOT need to complete any tasks in the above two bullet points.