Adding a Prospect
The Prospect section of the Intake page allows you to enter potential client information into the application prior to the client becoming a true referral and beginning the intake process. With fewer required fields, entering a Prospect allows you to track new referrals when you have limited information.
On the Intake page, select Add Prospect.
Enter new prospect information. Required fields:
First and Last Name
Branch
Inquiry Date
Tip
The Prospect form allows you to enter additional information as it becomes available. Be aware that any field marked with a † symbol is required for insurance validation.
Optional Insurance Coverage check. Though not required while entering a prospect, you can enter insurance information in a Prospect and check for valid coverage.
Complete all Prospect fields marked with a † symbol.
Select Insurance Coverage to view additional insurance fields.
Complete all fields with a † symbol in the Insurance section and select Check Coverage.
Enter Inquiry Notes if applicable.
Tip
From the Prospect table, you can hover over the page icon to quickly view Inquiry Notes.
Save or Cancel the prospect.