🏥
Active in Program
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By LOC
PHP
IOP
IOP PM
Admits
Discharges
Manual
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Monthly Admission Target
of target
🔭 Admission Forecast
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📧 Weekly Digest Email
Key metrics pushed to your inbox every Monday
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New Growth Recovery
New Growth Recovery
Operations Dashboard

Good morning 👋

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Action Center
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Rep:
📞
Total Contacts
🤝
Active Partners
Admissions This Month
Stale Contacts
7+ days without contact
Follow-Up Alerts
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Lead Aging
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Needs Attention Today
📋
Admission Log
Patients with "Needs Follow Up" status waiting for contact.
Go to Admission Log
📞
Potential Referral Partners
Contacts not touched in 7+ days, overdue, or never contacted.
View contacts needing follow-up
🤝
Referral Partners
Partners past their custom contact interval and due for outreach.
Go to Referral Partners
Pipeline Overview
Admitted (total)
Admit Scheduled
Active Leads
CO Contacts
📊 Referral-to-Admission Funnel Potential Partners → Active Partners → Admissions
📞
Potential Partners
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converted
to partners
🤝
Referral Partners
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admit
rate
Admissions
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📈 Admission Trend — Last 8 Weeks
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Admitted
Total referrals
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Overall Conversion Rate
Total Leads
Total Admitted
Top Referral Source
Needs Follow Up
Admit Scheduled
Admitted
Referred Out
Disqualified
Lost
By Referral Source Leads → Admissions
Source Leads Admitted Conv % Avg Days
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By Insurance Type Admission rates
Insurance Leads Admitted Conv %
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👥 Rep Leaderboard 🟢 Active ≤3d · 🟡 Slowing 4–7d · 🔴 Stale 7d+
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📈 Week-over-Week Rep Performance Current week vs prior week · Fixed window
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⚡ Rep Conversion Rates Referral-to-admission by rep · This Month
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⏱ Pipeline Velocity Avg days in stage by rep · This Month
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🏆 Top Referral Sources By admissions · This Month
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🔍 Partner Pipeline Conversion funnel by referral source · 2+ referrals
Partner / Source Total Funnel Conv % Bottleneck
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⭐ Source Quality Score Sources with ≥3 referrals · ranked by composite quality score
Source Score Conv % Avg Days Refs
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Sources with ≥3 referrals only
⚠️ Data Quality
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⚡ Live Activity Feed Touches · Status changes · Admissions · New contacts
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Admission Funnel

Total Referrals
admitted