Ronald Chavez Contacted
Interested in Neuropathy · added Sep 28, 2026 · 21 days open
New · Sep 282Contacted · Sep 293Booked4Evaluated5Started
Same phone as an older lead, Jeffrey Jimenez (Lost in January, reason Price). It may be the same person.
Link leadsContact attempts (4)
Call: No answerOct 13, 4:40 pm
By Mike CarterCall: Spoke with himOct 6, 11:05 am
Wants to talk it over at home before booking an evaluation.By Mike CarterText: Replied, asked what the evaluation costsSep 30, 3:20 pm
By Mike CarterCall: No answer, left voicemailSep 29, 10:51 am
By Mike CarterStage history
New to ContactedSep 29, 10:51 am
Automatically, on the first logged attempt. First contact took 20 h 36 min.Added as NewSep 28, 2:15 pm
Entered by Mike Carter. Source: Google search. Owner: Mike Carter.Next action
Call backWants to talk it over at home. Try again after the weekend.
Overdue since Oct 15Change
Details
- Phone
- (541) 555-0186
- None
- Interested in
- Neuropathy
- Source
- Google search Manage sources
- Owner
- Mike Carter
- Location
- Boise
- Added
- By Mike Carter on Sep 28, 2026, by phone
- Patient
- Not a patient yet
Speed
- First contact
- 20 h 36 min
- Attempts
- 4 (3 calls, 1 text)
- Days open
- 21
Record a call, text or email you made outside Clinic OS. Clinic OS never sends messages to leads or patients.
How
When
Oct 19, 2026, 9:30 am
Outcome
Note
Optional. No clinical details.
Next action
Due
Oct 21, 2026
Why?
Note
Optional
Lost leads can be reopened. They count in lost-reason reports.
Convert when the person books their first visit. Clinic OS checks for duplicates before adding anyone.
Possible match by phone: no patient has (541) 555-0186, but an older lead does: Jeffrey Jimenez (Lost in January). Check whether this is the same person.
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How to use this page. The same text is in the full help.
- After every call, text or email, click Log contact and record the outcome. The lead moves from New to Contacted on the first attempt.
- Set the next action and its due date so the lead shows as due on the board.
- When they book an evaluation, click Convert to patient. Clinic OS checks for duplicates and adds or links the patient, then you can book the visit.
- If they are not going ahead, click Mark as Lost and choose the reason.