Prerequisites
Center DOES have Sunwave’s CRM module in their Sunwave system/contract
User has access to the CRM module to create a new opportunity
Steps
In the Left-Panel, open the CRM module and select “Opportunities”
Click on the New Opportunity button
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.