🧑⚕️ Why Add or Change a Treatment?
When a lead first enters DenGro, their treatment interest is usually based on:
What they selected on your online form
Information shared during a phone call or face-to-face discussion
However, they might:
Choose the wrong treatment initially
Change their mind later
Be interested in multiple treatments
💡 You can easily update or add treatments to ensure the lead follows the correct journey and receives the appropriate follow-up.
✅ Steps to Add or Change a Treatment
Open the Lead Profile
Go to the relevant lead on your Today page and click ‘View Lead’.
Remove the Current Treatment (if changing)
Click ‘Not Proceeding with Treatment’
Select the reason ‘Opted for different treatment’
Click ‘Done’
Add a New Treatment
Click ‘Add Treatment’
Select the new treatment from the dropdown
Confirm the correct journey is selected
Click ‘Next’
Answer the Prompts
Follow the standard steps DenGro asks when adding a treatment
Complete any additional info if needed
Click ‘Done’
You’ve now added or updated the treatment for that lead.
🔁 Want to Add Multiple Treatments?
No problem! You can repeat the above steps to add more than one treatment. DenGro will track each journey separately, so your team can nurture them through to an outcome.
📌 Note: This feature ensures your lead management is flexible, accurate, and always up to date with the patient's real intentions.