Convert a Lead to Patient

Transform a qualified lead into a full patient record so the clinic can begin formal treatment without re-entering information.

Prerequisites

• Staff account with lead convert permission
• The lead should be in a state ready for conversion (typically QUALIFIED)

Steps

1. Navigate to the lead profile page.
2. Click Convert to Patient to initiate the conversion process.
3. The system auto-populates patient profile fields from the lead’s data (name, email, phone, age, gender).
4. Review the pre-filled patient information and make any necessary adjustments.
5. Click Confirm to complete the conversion.

Notes

• Duplicate checks: The platform blocks conversion if the lead’s email or phone already exists as a patient in the same clinic. You will receive a CONVERSION_DUPLICATE_EMAIL or CONVERSION_DUPLICATE_PHONE error.
• Upon successful conversion, the lead’s status is automatically set to CONVERTED.
• All LeadActions (interaction history) remain accessible via the patient’s history — they are referenced from the original lead record, not copied.
• The selfie analysis report (if present) also remains accessible via the patient’s linked lead.
• A LeadConverted event is emitted and the conversion is recorded in the AuditLog.
• ClinicAdmins and OrganizationAdmins can revert a lead’s status from CONVERTED if a mistake was made.