MINI CRM

Inpatient Facility Features

User Permissions

Your access level for this feature depends on your user permissions:

Read Only: You can view existing related contacts without adding, editing, or deleting them.
Hidden: The Related Contacts section is hidden from your view.
Visible: View, add, edit, and delete related contacts.

1.png

Managing Related Contacts

Mini CRM allows you to add and manage contacts related to an inpatient facility. To access this feature:

1. Click the dropdown arrow next to an existing inpatient facility.

2.png

2. Use the following options:

- Add New Contact: Click this button to add a new related contact. Fill in the required fields (marked with a red asterisk) and click "Save."

3.png

4.png

- Edit Contact: Click the contact's name to edit their details.
- Delete Contact: Click the contact's name, then "Delete" to remove them.

Note: If you cannot view or manage related contacts, contact your system administrator to update your permissions.

5.png

6.png

Using Related Contacts in Admissions

You can select a related contact as a patient's admission or referral source. This can be done within the Intake Wizard or the Existing Admission Page.

Patient Intake

7.png

8.png

Admission Source

9.png

10.png

Referrals Activity

User Permissions

Your access level determines your ability to manage referral activities:

Read Only: You can view referral activity details.
Hidden: The Referrals Activity section is hidden from your view.
Visible: You can view, add, edit, and delete referral activities.

18.png

Viewing Referrals Activity

When you set the Referral Source for a patient, Mini CRM automatically creates or updates the corresponding referral activity.

1. Click the "Referrals Activity" menu.

11.png

2. You'll see a detailed list of referral activities. Use the filters to narrow down the results by:

Liaison Officer
Date of Activity
Referral Type & Name
Admission Status (Pending, Admitted, Not Admitted)

12.png

3. The bar graph displays data on referral type and name.

4. The pie chart shows the distribution of referral statuses.

13.png

Managing Referral Activities

1. Add Referral Activity: Click the "Add" button and fill in the required information.

14.png

15.png

2. Edit or Delete Referral Activity:

- Click the liaison officer's name (or "N/A") to open the details.
- Click "Edit" to update the information.
- Click "Delete" to remove the activity.

16.png

17.png

Report abuse