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How to Convert a Prospective Client to an Active Client.
Note: Before converting a prospect into an active client, ensure the client's email is listed in the Prospective Client Information (found in the face to face intake bubble).
How to convert a prospect into a client:
1. Click "Client Prospects" on the side menu.
2. Click "Prospective Client List".
3. Type the name of the prospective client you are looking for into the search bar or simply scroll through the list until you find them.
4. Click the "Convert to Client" arrow button in the center of the action bubbles.
5. Click "YES" after reading this pop up.
6. You will now need to go through and sign all intake consents with your client in the "Admission Checklist".
Note: Please notice the "Lock Screen" Option on the Admission Checklist screen. This can be used to lock the screen, so when filling out a consent the client cannot click out of the Admission Checklist.
7. Once you have read through the consent, click "Submit" at the bottom of the screen, add all required signatures and then click the "Click Here After Signature" button.
Tip: Simply use your touchscreen device or mouse pad to draw in your signature in each signature box.
8. Fill out each consent, or skip a consent if it is not necessary for the client.
9. Once all consents have been completed, enter the correct Admission Date, Admission Time and the appropriate Level of Care.
10. Click "Convert To Client"
Note: Once the Prospect has successfully been converted to a Client, their client chart will be created. You will now find this client by navigating to the "Client List" rather than the "Prospective Client List".
🎉🎉 All done!