Tool Training Overview

This section includes an overview and FAQs about Tool Training.

Tool Training Call

During the site build process, your Customer Success Manager (CSM) will send you a Tool Training email. This email will step you through the necessary steps to review the following sections of the Dashboard:

Dashboard

This is your site overview. You can see overall traffic trends and sort by month, day, users, sessions, and conversions. You can also see where your traffic is coming from (organic, local, direct, referral, etc.) as well as your most popular pages. All data is pulled daily from the Google Analytics account set up by DoctorLogic. After you are live, your CSM will provide an overview of these numbers as well as performance reviews and suggestions.

Opportunities

This is where you will see your site conversions. DoctorLogic counts a conversion as anyone who contacts you through the site, be that a lead form or phone call. This could include established and new patients. Again, these can be sorted by date, keyword, and traffic source. Form leads will display the contact form information and comment. Phone leads will display the caller's information and provide a recording of the call. You can export this information by pressing the green button in the right hand corner. This will compile your information into a .CSV spreadsheet that can be uploaded or entered into your patient management system.

Reviews

Here you can manage reviews for your site. Reviews are pulled in from various sources across the web (Google, Facebook, Healthgrades, etc). We can add more sources if needed. These reviews are pulled in each Sunday, but they are unpublished by default. This is so you can control what shows up on the site. You will need to come in periodically and approve these reviews. By clicking the yellow edit button, you also have the ability to tag reviews. You can assign reviews by procedure, doctor, and facility.

Galleries

This is where you will create and publish your before and after galleries. You can press the green "Add New" button in the top right corner to begin a new gallery. There are a few steps where you will input your patient information and photos like we reviewed on the call. Once complete, you can turn it on to publish the gallery to the site.