Calendar View (upper right-hand corner of an appointment).
One, Two or Three Yellow Stars – Predictive Insights available for this patient.
One Gray Star – Patient Information was entered; however, no patient data could be matched. If the grey star is clicked, an error message will appear.
Cause:
- Required patient information was entered incorrectly or is incomplete.
- In some cases, this patient may not be available for scoring.
Resolution:
- Review and correct the patient’s first name, last name, address, and ZIP code.
- If all patient data is correct, this patient is not available for scoring.
Blank – The appointment has not been scored for Predictive Insights.
Cause:
- The appointment type is not considered a Sales Opportunity.
- The Patient Information is missing or incomplete.
Resolution:
If the appointment is a Sales Opportunity, review and enter the patient’s first name, last name, address, and ZIP code.
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