Form Reports

Form Reports

Total Inquiry Forms

How many inquiry tracker forms were submitted this month?
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This report will help you understand the volume of Inquiry Tracker forms that come into your practice in a given time period.
Note: Any form that creates an inquiry, not a journey, is reflected here. For example, if you keep a shorter, client-facing version of the inquiry tracker on your website, that form will reflect here.

Total Appt Req Forms

How many appointment request forms were filled out by self advocates, guardians, couples referral partners, internal referrals and any other appt request form you use at your practice?

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This report will help you understand the volume of inquiries that come into your practice in a given time period.

How did you hear about us?Of all the prospects that filled out an appointment request form in a given time period, how did each prospect report that they heard about your practice ?

Inquiry Method

What was the source of each inquiry tracked through your inquiry tracker? 

This field corresponds to the Inquiry Method question on your Inquiry Tracker and this question is only ever answered by someone on your intake team.
Note: Be careful not to confuse this question with the Prospect's response to "How did you hear about us?"
This reflects all the ways that people inquire about your practice other than via phone or via your website.

Insurance Provider

Of all the prospects that filled out an appointment request form in a given time period, how many selected each type of insurance provider listed on the form?

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