When a patient gets scheduled in NexTech, the schedule details will show up in MyMedLeads. The lead will also move down the funnel as a scheduled patient.
Once the lead is converted to NexTech, the two systems will sync this lead so that changes that occur in NexTech automatically affect the MyMedLeads version. If the lead is converted but not scheduled, it will move from New Leads to Follow Up inside of MyMedLeads.
If the lead is converted and is scheduled in NexTech, the New Leads count will be reduced by one and the Scheduled Consultations count will increase by one as seen in the illustration below:
When a lead is scheduled in NexTech, it will automatically move down the funnel.