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      CRM+ Pre Assessment

      The Pre Assessment in CRM+ can be used to screen potential clients before syncing them from CRM+ to the EMR.

       

      Quick facts about the CRM+ Pre Assessment:

      • Pre Assessments can be completed from the Intake Opportunity page or from the Pre Assessment tab under Admissions.




      • The Pre Assessment is divided into sections and can be configured to meet your specific needs through CRM Settings > Module Layouts & Fields.



      • When an intake opportunity is synced to the EMR, the Pre Assessment will be available as a PDF in the new prospective client's document manager in the EMR.

       

      You can set up a workflow to automatically email all completed Pre-Assessments to specific staff for review.