Login and Overview
Go to the email invitation and click “Accept Invitation”:
Accept the invite and create a password. Click confirm and create account :
Get a success message:
You will receive another email from mongodb.com.
Click Confirm Email, and get a success message:
Ring Call Diagnosis Guide
Ring data provides great insights to the practice.
Knowing a practice has a new staff, a disconnected VM, closed office, etc.
Benefits of Ring
RING Ai can help you add 30 appts (x $300 = $4,500) a month from existing marketing.
Improve your conversion rate (+10 patients per month)
Reduce service issues, get happier patients referring family and friends (+10 patients per month)
Reduce miss calls and call them back (+10 patients per month)
Check 5 Key Performance Indicators
Only for the past 7 days. Very topical, but might miss important information if you are only reviewing monthly.
1 - Number of calls
Should be > 150 per week.
On Dashboard check the “All Calls” monthly chart to see if there was a longer than normal “plateau” of calls.
If low, then:
If calls are still “flat”, check that the tracking number is still on the GMB, Website, and Apple Maps
If calls were flat for 3-7 days, they likely closed the office for a vacation.
Is practice is in hard to see / low traffic location and needs more marketing to gain online visibility
Is practice in a high foot traffic location (like walmart) where most of the business is from foot traffic
Is there high competition?
Check SEO, etc
2 - Appt Calls %
Should be > 35%. If low, then check:
Check missed calls heat map, are there times where phone is not being answered
Is practice doing marketing to drive new customers
Does the practice have a working recall and reminder system
3 - Conversion Rate
Should be > 70%. If low, then check:
Check the not booked heat map, is an untrained operator handling lunchtime calls, or 1 day a week when a regular person is off?
Keyword list, what are main reasons for not booked?
New/untrained staff answering phones?
Is there an availability issue?
Is there an insurance problem?
Are there high cancellation rates?
4 - Service Calls
Should be < 50%. If high, then check:
Keyword list, what are the main reasons?
Is there a supply chain issue with getting glasses ready on time
Are there high reschedule rates?
Frustrated clients don’t refer to family & friends.
5 - Missed Calls
Should be < 15%. If high, then check:
Check the heatmap, are there times when the phone is not being answered
Is there a long IVR or Voicemail resulting in more hangups
~10% of missed calls are likely appt bookings. Critical to call them back.