You can add in a Prospect manually at any time. If for example: A prospect calls and as you triage the call you would add them to the system as a prospect.
When creating a Prospect you will need to create the Prospect Profile and enter more in-depth detail for the prospect.
👉Jump To [Create Prospect Profile] [Complete Prospect Profile] [Prospect Tabs Definitions] [Helpful Tips]
Create Prospect Profile
The new prospect creation workflow makes it easy to set up intake for any scenario. When you click "New Prospect," you can:
- Create a new prospect profile and configure intake for one or multiple lines of service through a guided setup modal
- Add a new service line intake for an existing client by linking to their current profile
This unified approach means you don't need to search for different buttons or workflows depending on whether you're working with new prospects or adding services for existing clients.
New Prospect Wizard (Screen 1 and 2)
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Need to add another Intake for a Service Line?
For an Existing Prospect:
- Open the Prospect Profile and click Add Service Line.
- OR click New Prospect and click Link to Existing Client.
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For an Existing Client:
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Click New Prospect and click Link to Existing Client.
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Complete Prospect Profile
- Click on the Prospect's Name to open their profile.
- Once you have opened their profile, you will see the prospect dashboard. This shows the status of each service category, the prospect tabs, notes, parent/guardian information, and emergency contacts. You can track multiple lines of service by:
- Clicking on a Service Status to change the status of that Intake Process.
- Clicking Convert to Client when a line of Service is ready to transition to Service.
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Clicking Add Service Line to add an additional Intake for a different Service.
- The prospects tabs allow you to enter in all the information you would need about a prospect - demographics, funding source, availability, clinical, and documents.
- Click Edit to edit information (where applicable).
- Click Add to add new information (where applicable).
- See Prospect Tabs Definitions below for more information.
- The Parent/Guardian Contacts and Emergency Contacts are now conveniently located on your dashboard for quick and easy reference!
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Prospect Tabs Definitions
| Demographics |
From the Demographics tab you can add:
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| Funding Source |
From the Funding Source tab you can:
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| Availability |
From the Availability tab you can add:
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| Clinical |
From the Clinical tab you can add:
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| Documents |
From the Documents tab you can add:
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Helpful Tips
| Next Steps | Additional Resources |
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