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Shared Internal Tracker

Staff Login

Sign in with your invited email address to access the admissions tracker, follow-up calendar, and lead notes.

Need a password reset? Ask a Super Admin for a reset link.

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Invite Only

Set Your Password

Finish your invite to activate your admissions tracker account.

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Internal workflow for leads, follow-up, bed availability, and shared notes.

Quick Filters

Staff Reminders

In this MVP, overdue leads are highlighted in the app. Production texting should send minimal staff-only reminders without PHI.

Team Access

Invite staff by email. Only invited users can activate an account and sign in.

Larry Health

Shows whether Larry has checked into the tracker recently using his agent token.

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

Overdue Upcoming Today

Daily Agenda

No date selected

Bed Board

Current availability

Not updated yet
Available Beds 0

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.

Open Full Page

Lead Queue

Active admissions follow-up

Lead Record

New lead

Step 1

Admissions intake

Start with the core admission details you have so far. You can save the lead at any point and fill in the rest later.

Step 2

Internal workflow

Level of Care Interest

Step 3

Internal notes

Touch Log

Last conversations and follow-up

Audit History

Who changed what