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Prerequisites
Center DOES have has Sunwave’s CRM module in their Sunwave system/contract
User has access to the CRM module to create a new opportunity
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In the Left-Panel, open the CRM module and select “Opportunities”
Click on the New Opportunitybutton
Input the Patient’s name in the Patient Info section and select the existing account’s name in the dropdown and click Add
The patient is now added to your CRM Workflow. Complete the necessary admission workflow steps and schedule your admission when you are ready to admit your patient.