CRM - Re-Admitting a Discharged Patient

Owned by Heather Nguyen
Last updated: May 23, 2024
2 min read

Prerequisites

  • Center has Sunwave’s CRM module in their Sunwave system/contract

  • User has access to the CRM module to create a new opportunity

Steps

  1. In the Left-Panel, open the CRM module and select “Opportunities”

    image-20240523-171545.png

  2. Click on the New Opportunity button

    image-20240523-171709.png

  3. 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.

Present and Past Admission Charts

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