Where to look to see the outcome of all the assigned tasks generated in Revenue IQ.
If you want to quickly see how many patients were scheduled and who made the successful contact, there are a couple of ways.
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On the Tasks page, filter it down to show Closed Tasks. Then, you can re-sort the Outcome column by clicking it until it is sorted by the Outcome listing "Scheduled."
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There is the Opportunities page as well. The exact page is listed as Performance in Revenue IQ. Expanding the panels (click on the diagonal arrow) will display a list of all tasks on that subject. The columns in that list can also be re-sorted, plus you can print or export (select the arrow on the UR) this list.
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