Course curriculum

  • 1

    Introduction- Welcome to CRTX!

    • Welcome to CRTX!

  • 2

    CRTX- Welcome to CRTX: Understanding Your KPI Dashboard

    • Understanding Your KPI Dashboard
  • 3

    CRTX- Welcome to CRTX: Understanding Your Marketing Dashboard

    • Understanding Your Marketing Dashboard
  • 4

    CRTX- Welcome to CRTX: Understanding Your Lead Nurturing Dashboard

    • Understanding Your Lead Nurturing Dashboard
  • 5

    CRTX- Lead Management: Why is Lead Management Important?

    • The Importance of Lead Management
  • 6

    CRTX- Lead Management: Where Do Leads Come From?

    • Where Do Your Leads Come From?

  • 7

    CRTX- Lead Management: Understanding your Lead Management Dashboard (Explaining the Columns)

    • Understanding Your Lead Management Dashboard (Explaining The Columns)
  • 8

    CRTX- Lead Management: Understanding Your Contact Card

    • Understanding Your Patient Contact Card
  • 9

    CRTX- Lead Management: Navigating Your Dashboard (Quick Edit Button)

    • Navigating Your Lead Management Dashboard
  • 10

    CRTX- Lead Management: Not Interested

    • Not Interested
  • 11

    CRTX- Lead Management: Lead Nurturing

    • CRTX- The Importance of Lead Management
  • 12

    CRTX- Contact Cards: What is a Patient Contact Card?

    • CRTX- In-Depth Overview of the Patients Contact Card
  • 13

    CRTX- Contact Cards: Understand Lead Scoring

    • Understanding Lead Scoring
  • 14

    CRTX- Contact Cards: Phone Leads (Call Recording, Call Summaries and Call Transcripts)

    • Phone Leads
  • 15

    CRTX- Contact Cards: Sending Text and Emails

    • Sending Text Messages & Emails
  • 16

    CRTX- Contact Cards: Booking Consultations

    • Booking Consultations
  • 17

    CRTX- Contact Cards: Editing Patient Profiles

    • Updating the Patient's Contact Card
  • 18

    CRTX- Contact Cards: Adding and Review NOTES

    • Adding Notes to the Patient's Contact Card
  • 19

    CRTX- Consultations Booked- Maximizing your CRTX Utilization*

    • The Importance of Updating Your Consultations Booked Dashboard
  • 20

    CRTX- Consultations Booked: Navigating Your Consultations Booked Dashboard

    • Navigating Your Consultations Booked Dashboard
  • 21

    CRTX- Consultations Booked: Adding Treatment Cost & Consultation Follow Up Notes

    • Pending Acceptance & Consultation Follow Ups
  • 22

    CRTX- Consultations Booked: Accepting & Declining Treatment

    • Accepting & Declining Treatment
  • 23

    CRTX- Consultations Booked: Updating Pending Acceptance and Closing the Loop

    • Updating Pending Acceptance- Closing The Loop
  • 24

    CRTX- Reports: Pulling Reports

    • Pulling Reports
  • 25

    CRTX- Best Practices: Utilizing the Search Bar

    • Utilizing Your Search Bar
  • 26

    CRTX- Best Practices: Lead Nurturing and Customizing Templates

    • Customizing Your Lead Nurturing Templates

    • CRTX- Lead Nurturing: Setting Up Your Nurturing Campaign [RESPONSE REQUIRED]
  • 27

    CRTX- Best Practices: Customizing Your Text Message & Email Templates

    • Customizing Text Message & Email Templates

    • Example Text and Email Templates
  • 28

    CRTX- Best Practices: Utilizing Your My Profile Tab

    • Exploring Your My Profile Tab
  • 29

    CRTX- Best Practices: Questions and Technical Support (Requesting a Meeting)

    • Need Assistance??

  • 30

    CRTX- Thank you for Completing You CRTX Onboarding

    • Thank you for your time!

    • CRTX- Thank you for Completing Your CRTX Onboarding: [Follow Up Needed]