发明申请
- 专利标题: Method and Apparatus for Identifying and Contacting Customers Who Are Due for a Visit But Have Not Scheduled an Appointment
- 专利标题(中): 识别和接触访问的客户的方法和设备,但尚未安排预约
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申请号: US13457058申请日: 2012-04-26
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公开(公告)号: US20120271674A1公开(公告)日: 2012-10-25
- 发明人: Brett C. Gerlach , Brian William Perrin
- 申请人: Brett C. Gerlach , Brian William Perrin
- 申请人地址: US UT Eagle Mountain
- 专利权人: BREVIUM, INC.
- 当前专利权人: BREVIUM, INC.
- 当前专利权人地址: US UT Eagle Mountain
- 主分类号: G06Q10/06
- IPC分类号: G06Q10/06
摘要:
A management database is queried to determine which customers have failed to respond to recall notices. The resulting list of customers may be sorted or filtered so that some customers are preferentially contacted first, based on expected value or office preferences. The list may also be sorted or filtered to fill specific providers' schedules first. Customer names and contact information are then presented to schedulers so that customers may be contacted. The time and date of each contact is automatically recorded along with the outcome of the contact. A customer name is presented to a scheduler only if the same name is not being simultaneously presented to other schedulers and that customer was not too recently contacted, so that redundant or too frequent contacts are avoided.
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