Team Access
Invite staff by email. Only invited users can activate an account and sign in.
AI Agent Access
Access tokens for Scooter and Tammy
Create a separate, revocable token for each agent. The token is shown only once, so paste it directly into that agent's secure secret storage.
Admissions
Call List
Due and upcoming alumni
Selected Alumni
Add alumni
Follow-Up Tasks
Priority work queue
Referral Sources
Source performance
Close-Out Outcomes
Where leads are landing
Staff View
Workload and follow-up load
Admissions Calendar
Follow-ups & assessments
Google Calendar: not connected
Daily Agenda
No date selected
Current Clients & Housing
Residential availability
No current-client notes yet.
Current Client Notes
Housing & transport status
Residential Housing
House bed assignments
Current Clients
Coin Outs
Self-Transport Clients
IOP, PHP & OP roster
IOP
0 clientsPHP
0 clientsOP
0 clientsBacklog
Finished leads
Admitted, referred out, closed, and lost leads live here so active admissions stay focused.
Referral Guide
Outside resource reference
Search outside resources by level of care, insurance, population, location, archive status, and staff notes.
Lead Queue
Active admissions follow-up
New lead
Touch Log
Last conversations and follow-up
Audit History
Audit History