Intake & Referral
This powerful Customer Relationship Management module allows you to manage leads, track marketing effectiveness, and discover where your leads are coming from so you can target them more effectively.
This powerful tool will allow you to track and generate reports on all inquiries by:
- referral source
- inquiry date
- reason for referral
- active vs. inactive vs. admitted inquiries
Create and track contact notes for all contacts and discussions regarding the admission process. Flag potential admissions requiring an expedited admission process. When enrolled, the system will initiate the new Electronic Health Record (EHR).