Leads (sales pipeline)

The Leads module gives your front-desk and sales team a pipeline for prospective clients — people who've inquired but haven't booked yet — separate from your existing client records. It's gated by the Leads module — enable it under Organization → Settings → Modules if you don't see Leads in the sidebar.

Once enabled, Leads appears as its own section in the sidebar with four pages: All leads, Analytics, Dormant patients, and Settings.

The pipeline

Leads → All leads shows every lead as a card or row you can filter by status (New, Contacted, Qualified, Converted, Lost), source (web form, phone, walk-in, referral, campaign, and more), and assigned owner. Opening a lead lets staff log calls/emails/notes, move it to the next status, and — once it's ready — convert it into a client record.

Analytics

Leads → Analytics summarises the whole pipeline: total and open leads, new-this-month vs. new-last-month, conversion rate, a status funnel, and a 12-month created/converted trend. Everything can be filtered by owner, source, branch, and a date range.

Attribution

The Attribution table on the Analytics page breaks that same pipeline down by source — for each source (referral, web form, campaign, etc.) it shows how many leads came in, how many converted, the conversion rate, and the cumulative paid revenue collected from that source's converted clients. Use it to see which channels are actually paying off, not just generating inquiries.

Reactivating a dormant patient

Leads → Dormant patients lists clients who've gone quiet — people who've had a completed visit before, but not recently — so your team can proactively reach out instead of waiting for them to book again on their own.

• What "dormant" means. A client shows up here once they've had at least one completed visit and no completed visit in the last 180 days. (A client who has never had a visit isn't "dormant" — they just haven't come in yet, and won't appear on this list.) The 180-day window is the default; if your clinic wants a different threshold, ask MediSync support.
• What you see. Each row shows the client's name, contact details, and their last completed visit date, sorted with the longest-idle clients first.
• Start reactivation. Click Start reactivation on a client's row to create a new lead for them in the pipeline (source: Reactivation), so your team can track outreach the same way they track any other lead — call them, log the interaction, and move it through the pipeline toward a rebooked visit. If a reactivation lead is already open for that client, the button is replaced with Reactivation started instead of letting you create a duplicate.

Related

• Analytics — the clinic-wide dashboard (clients, appointments, revenue); Leads Analytics is a separate, pipeline-specific dashboard.
• Loyalty program — referral bonuses trigger when a lead marked as coming from a referral converts into a client.
• Modules — enabling/disabling the Leads module.