Funnel Foundations Full Conversion Funnel Funnel Segmentation

Lead Engagement Front-End Lead KPIs Appointment & Show Rate Nurture & Follow-Up

Clinical Operations Lost Opportunity & Attrition Physician Workflow Remote Labs Medical Records

Performance Staff Productivity Marketing & Lead Source Financial Concerns Tele-Oncology Growth

Systems & Governance CRM & Pipeline Automations Scripts & SOPs KPI Dashboards Historical Context Raw Data Export Priority Order Access Tracker Salesforce Data Dictionary

Data governance

Salesforce Data Map

Envita Conversion Command

In-Clinic Patient Conversion Optimization

Sign in for live data

Automated

Source: Salesforce records fields

Missing source: Request/receipt dates

Preparing the reporting period…

Envita Conversion Command · In-Clinic Patient Conversion Optimization · sign in with an approved account for live data · HighLevel + JustCall before enrollment handoff, Salesforce afterData Driven Care. A Healthier Tomorrow.