Reconciliations

backstage Tracker Updating - Pulling the Client Data from PatientNow to upload converted clients and their first sales information into backstage Tracker.
Referral Classification - Pulling first contact information from CallRails and the BHRC Website to properly attribute the original lead source for a PatientNow Client.
Corporate Appointment -
Corporate Sales Reconciliation -
Corporate Products/Procedures Alignment -

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Reports To Download

In order to accomplish all of theses tasks, there are a total of eight (8) reports that need to be downloaded and copy/pasted into your locations Reconciliation Google Sheet. Those reports are:

CallRails - Call Log
backstage Tracker >> Contacts
backstage Tracker >> Opportunities
PatientNow >> Reports >> Patient >> Patients with Last Appointment & Revenue
PatientNow >> Reports >> Patient >> Patients Demographics
PatientNow >> Reports >> Patient >> Patients with Patient Type
PatientNow >> Reports >> Schedule >> Appointments with Contact Info
PatientNow >> Reports >> Financial >> Charges - Payments - Adjustments Extended

Each section below outlines where to go to download the report and how to upload it into the Reconciliation Google Sheet

BHRC Website Form Submissions

Form leads from the website are automatically fed into your locations' Reconciliation Google Sheet.

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CallRail Call Logs

File Path: CallRail >> Reports >> Run the date range needed with all companies selected

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Export setting should be Excel all columns for the date range needed. To see the date range needed, look at the last call date on the CallRailsImport Tab for the Google Sheet

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This report needs to be uploaded into the "CallRail Calls >> CallRailsImport" Google Sheet

backstage Tracker Contacts Export

File Path: backstage Tracker >> Contacts >> Smart Lists >> Contact Export

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First, go to your locations backstage Tracker dashboard and click on "Conacts" in the menu on the left hand side of the screen.

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From the "Contacts" page, click on "Smart Lists" then click on "Contact Export". To download the report, click on the down arrow.

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Once you have downloaded the Contact Export list, go to the "backstageContacts" tab of your locations Reconciliation Google Sheet. Remove any excess Rows/Columns from the csv file, the copy and past the data over the existing data.

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Next, go to the last column "Clean Phone" (it will have a green header), and make sure the formula is pulled all the way down to the bottom of the sheet.

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