Active in Program
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By LOC
PHP
IOP
IOP PM
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Admits
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Discharges
Manual
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Monthly Admission Target
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of
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target
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🔭 Admission Forecast
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📧 Weekly Digest Email
Key metrics pushed to your inbox every Monday
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New Growth Recovery
Operations Dashboard
Good morning 👋
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Total Contacts
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Active Partners
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Admissions This Month
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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
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Admitted (total)
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Admit Scheduled
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Active Leads
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CO Contacts
Referral Pipeline
📊 Referral-to-Admission Funnel
Potential Partners → Active Partners → Admissions
Potential Partners
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converted
to partners
to partners
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Referral Partners
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admit
rate
rate
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Admissions
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Volume Trend
📈 Admission Trend — Last 8 Weeks
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Admitted
Total referrals
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Pipeline Metrics
Overall Conversion Rate
Total Leads
Total Admitted
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Top Referral Source
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Needs Follow Up
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Admit Scheduled
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Admitted
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Referred Out
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Disqualified
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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 Activity
👥 Rep Leaderboard
🟢 Active ≤3d · 🟡 Slowing 4–7d · 🔴 Stale 7d+
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Rep Trends
📈 Week-over-Week Rep Performance
Current week vs prior week · Fixed window
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Rep Conversion Rates
⚡ Rep Conversion Rates
Referral-to-admission by rep · This Month
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Pipeline Velocity
⏱ Pipeline Velocity
Avg days in stage by rep · This Month
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Referral Performance
🏆 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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Recent Activity
⚡ Live Activity Feed
Touches · Status changes · Admissions · New contacts
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