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Prospects Module | Quick Start

Staci Tobolic
Updated
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The Prospect Module houses all of the prospective client information. From here, you can quickly access, edit, and search prospects profiles. Details like addresses, email, funding source, diagnosis, and more are all stored in this module. 

This information is gathered BEFORE the prospective client becomes a client. The information allows your organization to know if the prospect is a qualified client. 

 

👉Jump to [Prospects Module Overview] [Next Steps] [Prospects Module FAQs]

 

Prospects Module Overview

The Prospect Module now has two views: Table and Board. 

 

Navigate to the Prospect Module in the left side menu. 

 

Table View

  1. Menu Bar
    • The Menu Bar contains (from left to right):
      • Filter by Service Category
      • Search for Prospect by Name
      • Filter (age, service category, primary contact, relationship, facility, assigned to, payer, eligibility, last check) 
      • View Choice (Board or Table) 
      • Add New Prospect
         
  2. Table of Prospects

    • Prospects that come into Boost will be listed here. 

      ✨ Workflows can be accessed by scrolling to the far right of the screen in Table View. 

 

Board View

  1. Menu Bar
    • The Menu Bar contains (from left to right):
      • Filter by Service Category
      • Search for Prospect by Name
      • Filter (age, service category, primary contact, relationship, facility, assigned to, payer, eligibility, last check) 
      • View Choice (Board or Table) 
      • Add New Prospect
  2. Sort by:
    • First name
    • Last name
    • Age
  3. Table of Prospects
    • Prospects that come into Boost will be listed here on their own card.  

 

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Next Steps to Take

Now that you've got the basics, let's jump into some typical tasks that you might need to perform for different Prospects. 

 

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Prospect Module FAQs

Help! I can't access or edit Prospect Information!

  • Your permissions may not allow you to see the module or, if you are able to see it, your permissions may be limited to "Read" only. If you believe this is in error, reach out to your Supervisor or your Boost Champion and they will be able to help you get proper access. 

 

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