Converting Prospects Into Clients

This Walkthrough will show how to Convert a Prospect to a Client.

Note: Before Converting to Client ensure the proper email is listed in Perspective Client Information.

1. Navigate to Prospective Client List.

2. Search Client and Select Convert to Client Icon.

3. Ensure Correct Email is put in Before Converting to Client.

4. Select Yes for Warning.

5. Complete the Admission Checklist by filling out necessary forms and Selecting Save & Next for each Step OR Selecting Skip to fill out information later.

6. Final Step: After ensuring all information is Correct and steps have been Saved & Signed, Add Admission Date, Admission Time, and Level of Care. Select the Convert to Client Button when all information has been entered.

7. Wait for the the us to Process All Information and Convert to an Active Client.

Review:

1. After Converting to Client you will be Navigated to the Converted Clients Overview where you Review all information and start helping.