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Knowledge Base
Admissions
Manage My Tickets
What's New
Releases
Alleva Connect Webinars
Alleva University
Forms 3.0
General
Settings
General Settings
Admissions
CRM+
Clinical
Medical
Portal
Admissions
Prospective client list and intake process in Alleva EMR and CRM+.
Additional Occupancy Features
Reserve Occupancy for a Prospect
Customizing Admissions Checklist
Assigning a Referral Source to an Active Client
Complete an Admission Screening
Add UA/BA/Pregnancy/SA Test to Prospect
Converting Prospects Into Clients
Adding a Prospect
Prospective Client Document Manager
Complete a Face to Face
Add Referral Source
Link Referral Sources to Prospects
Referral Source Notes
Readmitting Clients
Directing Clients to Apply Through the Family Portal
CRM+
Create a Lead in CRM+
CRM+ Convert Lead to an Account and Opportunity
CRM+ Instant Verification of Benefits
CRM+ Pre Assessment