Patent Document ID: 9978029
Application ID: 14798309
Patent Flag: 1

Claim One:
1. A method for revenue cycle tracking, comprising: receiving first data corresponding to a plurality of stages for a revenue cycle model and one or more transitions between different stages of the plurality of stages, the plurality of stages including revenue stages and detour stages, wherein at least some of the revenue stages form a success path, and wherein the detour stages are positioned outside of the success path; receiving second data corresponding to transition rules to control movement of a lead between the plurality of stages within the revenue cycle model, wherein at least one of the transition rules directs the lead to move from a later revenue stage of the success path to one of the detour stages so as to recycle the lead back into the success path at an earlier revenue stage that occurs at some point in the success path before the later revenue stage; generating the revenue cycle model based on the first data and the second data; registering a plurality of listeners with a lead management system that monitors activities of a computing device of the lead interacting with one or more servers over a network, wherein the plurality of listeners are registered to monitor at least one of the lead visiting a web page, clicking a link in an email, and filling out a web form; upon the lead management system detecting a lead activity associated with one of the plurality of listeners, automatically performing one or more actions in accordance with the revenue cycle model based on a current stage of the lead and a transition rule matching the detected lead activity, the one or more actions including moving the lead between the plurality of stages, including moving the lead from the success path to one of the detour stages or moving the lead from one of the detour stages to one of the revenue stages on the success path; tracking movements of the lead between the plurality of stages within the revenue cycle model; and generating a lead view interface for visual display on a display screen, the lead view interface displaying the tracked movements of the lead through the revenue cycle model.