Shared Workflow
Admissions Tracker
Track who last spoke with the family, what happened, what coverage looks like, and exactly who needs follow-up next.
Follow-Up Tasks
Priority work queue
Referral Sources
Source performance
Close-Out Outcomes
Where leads are landing
Staff View
Workload and follow-up load
Lead Queue
Active admissions follow-up
A wider scan view for quickly checking status, interest level, owner, insurance, and follow-up timing.
Follow-Up Calendar
Scheduled follow-ups
Daily Agenda
No date selected
Bed Board
Current availability
No bed board notes yet.
Update Bed Count
Today's bed status
Upcoming Availability
Scheduled discharges
Backlog
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
Touch Log
Last conversations and follow-up
Audit History