Gain a comprehensive understanding of Journey Records, focusing on both Lead Tracking and Active Patient Journeys. You’ll learn how to configure and set up the Lead Tracking Journey Record and Active Patient Journey Record, diving deep into the standard stages for each. Discover how to streamline lead management by adding and configuring lead journey stages, improving conversion rates, and optimizing follow-ups. Additionally, explore how standardized patient journey stages can enhance engagement and retention, ensuring seamless transitions throughout the patient experience. The session will also cover key Connect Center Reports, including the Lead Conversion Report, Patient Journeys Report, Reactivation Report, and Survey Reports, providing data-driven insights to refine your strategies. By the end, you’ll have the tools to improve lead-to-patient conversion, enhance patient satisfaction and retention, and boost operational efficiency through automated and customizable workflows that align with your organizational needs.