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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.
To flip between the past and present chart, use the “Admission Date” dropdown in the Patient Header
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