Admissions¶
The Admissions application follows every enquiry, from a relative’s first phone call to the day the resident moves in. Each enquiry is a file that you move forward on a kanban board; when it is ready, one action turns the candidate into a resident, with their room and their stay.
The stages¶
Stage |
Meaning |
|---|---|
First Contact |
Enquiry received, to be followed up. |
Visit Scheduled |
A visit to the facility has been booked. |
Visit Completed |
The visit has taken place. |
File Complete |
The administrative and medical file is ready. |
Admitted |
Triggers the admission — see Admitting a candidate. |
Refused / Withdrawn |
The enquiry does not go ahead (folded column). |
Drag a card from one column to the next, at the actual pace of the case. Visits can also be scheduled from the file itself, in the shared calendar.
A file made for a nursing home¶
Each file carries the Resident candidate box, ticked by default. It opens the candidate’s file and hides what belongs to a sales pipeline and not to an admission: expected revenue, probability, quotations.
Giving up an enquiry¶
When an enquiry does not go ahead, click Give up on the file and choose the reason:
Admitted to another home
Withdrew — staying at home
Died before admission
The reason stays on the file: it is what lets you read, months later, why the place was not taken.
What’s next¶
The candidate’s file — identity, health insurer, key contacts.
Admitting a candidate — the checks, the wizard, the stay.
Managing a resident — once admitted.