How To Manually Create Patient Contacts In Dewy

How To Manually Create Patient Contacts In Dewy

Because your practice probably gets leads from many offline sources like phone calls and walk-ins, Dewy allows you to manually create contacts so you can keep in touch with these leads and hopefully convert them into paying patients. You can manually create one-off contacts in your account in a few easy steps. This guide will walk you through where you can add contacts, how you do it and how can ensure that these leads receive the right communication from your practice at the right time.

Use cases

  • Adding patients who walk in and inquire about the procedures you offer at your practice to Dewy
  • Adding patients who call and inquire about the procedures you offer at your practice to Dewy

Manually creating contacts step-by-step

1. Navigate to the Contacts page by clicking "Contacts" in the left menu.

2. Click the "Add a contact" button.

3. An "Add a Contact" pop up will open. Add as much information as your can and click "Add."

In most cases, you can disregard the "Account" field. However, try to add their full name, email and phone number.

4. On the next screen, you can add Contact Actions.

  • Click the "Add to Lists" option and add them to 1) the "All Patients" list and 2) the treatment list that they expressed interest about. For this example, the patient asked about CoolSculpting, so the "CoolSculpting Patients" list box is checked.
  • Click the "Add tags" option and type in the treatment that they expressed interest in and select the "(Treatment)/New Lead" tag. This will add them the right automation and will trigger off Dewy's automated email and SMS nurturing sequences.

5. Click the "Apply"  button.

🎉 Congrats! You just created a contact in Dewy!

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