Abstract: Disclosed embodiments include a server computer system that can create a patient profile identifying a group of individuals including a user of a client device and only one patient corresponding to an individual other than the user of the client device. The patient profile can include an assessment and a treatment for the patient based on the assessment. The server computer system can receive, from the client device over a computer network, data values selected by the user of the client device, where the data values are indicative of observations of the patient's activity. The server computer system can further update the patient profile based on the received data values such that the data values influence the treatment, and send, to the client device over the computer network, a message including guidance for the user of the client device to implement the treatment.

Abstract: Disclosed embodiments include a server computer system that can create a patient profile identifying a group of individuals including a user of a client device and only one patient corresponding to an individual other than the user of the client device. The patient profile can include an assessment and a treatment for the patient based on the assessment. The server computer system can receive, from the client device over a computer network, data values selected by the user of the client device, where the data values are indicative of observations of the patient's activity. The server computer system can further update the patient profile based on the received data values such that the data values influence the treatment, and send, to the client device over the computer network, a message including guidance for the user of the client device to implement the treatment.

Abstract: Disclosed embodiments include a server computer system that can create a patient profile identifying a group of individuals including a user of a client device and only one patient corresponding to an individual other than the user of the client device. The patient profile can include an assessment and a treatment for the patient based on the assessment. The server computer system can receive, from the client device over a computer network, data values selected by the user of the client device, where the data values are indicative of observations of the patient's activity. The server computer system can further update the patient profile based on the received data values such that the data values influence the treatment, and send, to the client device over the computer network, a message including guidance for the user of the client device to implement the treatment.

Abstract: A marketing management system interfaces with a sales platform, company servers, and various other sources of data to obtain information about leads, contacts, interactions, events, and opportunities. The system provides a user interface that displays marketing events (i.e., interactions with various leads in an account) in a temporal context along with opportunity creation and/or close, together with filtering capabilities to display/hide activities associated with various leads. This enables visualization of the relationship between an individual opportunity and all the activities that are linked to the leads related to the opportunity, thus allowing comparison of marketing events to sales activities facilitating understanding of how to attribute marketing contributions to sales revenue. The interface may allow for assignment of leads to opportunities based on the level of interaction between the marketing/sales staff and the lead.