When you get a new lead, click on the patient's information.
This will take you to a page where you can record a video and add financial plans.
Select the video and financial plan you want to include in the consult by checking the box on the right side.
Once the information has been selected, click the “send to lead” button. A pop-up box will appear on the screen.
If you are sure that all of the information is correct, click the “send” button.
