Overview
The CRM Workflow has been redesigned to give you a complete picture of any patient or provider across all your facilities - no more switching between facilities one by one.Key Benefit: Instantly see a patient’s enrollments, visits, and progress across every facility they’re in, or view a provider’s complete schedule and patient load across all locations.
What’s New
The CRM sidebar now has three tabs at the top:By Facility
The same workflow you already know - nothing changed here
By Patient
Search for any patient and see their complete cross-facility view
By Provider
Search for any provider and see their unified schedule
By Patient View
Search for any patient and instantly see their complete picture across all facilities.Patient Overview
When you select a patient, you’ll see a dashboard with:| Section | What It Shows |
|---|---|
| Summary Cards | Enrolled Facilities count, Upcoming Visits count, Active Services count |
| Facility Enrollment Overview | All facilities the patient is enrolled in with status, enrolled date, services, and next visit |
| Upcoming Visits | List of all upcoming visits across all facilities |
Facility Enrollment Overview
The enrollment table displays:| Column | Description |
|---|---|
| Facility | Name of the facility |
| Status | Current enrollment status (Active, Churned, PreCare, etc.) |
| Enrolled Date | When the patient was enrolled |
| Services | Services the patient receives at this facility |
| Next Visit | Date and service type of the next scheduled visit |
| Actions | Quick link to open the facility profile |
Upcoming Visits (All Facilities)
See all scheduled visits for the patient across every facility in one list:| Column | Description |
|---|---|
| Date | Visit date |
| Facility | Which facility the visit is at |
| Service | Type of service (Psychiatry, Primary Care, Podiatry, etc.) |
| Provider | Assigned provider for the visit |
Patient Sidebar Navigation
Visits & Schedule Page
The full visits page provides:- Facility Filter - Filter by specific facility or view all
- Service Filter - Filter by service type
- Complete Visit List - All visits with date, facility, service, and provider
- Export CSV - Download the visit data for reporting
By Provider View
Search for any provider and see their full schedule, assigned patients, and routes across all facilities.Provider Overview
When you select a provider, you’ll see:| Section | What It Shows |
|---|---|
| Summary Cards | Active Facilities count, Visits Today count, Total Patients count |
| Schedule (All Facilities) | Upcoming visits across all facilities |
| Assigned Patients by Facility | Patients assigned to this provider, grouped by facility |
Schedule Overview
The schedule table displays:| Column | Description |
|---|---|
| Date | Visit date |
| Facility | Which facility the visit is at |
| Service | Type of service |
| Capacity | Maximum patients for this visit slot |
| Status | Visit status (Active, etc.) |
| Actions | Quick link to open the visit details |
Assigned Patients by Facility
See all patients assigned to the provider, organized by facility:- Facility name with quick link
- Visit count and patient count badges
- Patient list with names and enrollment status
- “+X more patients” link to view the complete list
Provider Sidebar Navigation
Assigned Patients Page
The full assigned patients page provides:- Search - Search by patient name, facility, or status
- Facility Grouping - Patients organized by facility
- Enrollment Status - Color-coded status for each patient
- Patient Count - Total patients shown (e.g., “Showing 1959 of 1959 patients”)
- Quick Actions - Link to open patient profile
How to Use
Viewing a Patient Across Facilities
Viewing a Provider Across Facilities
Sharing Links
You can share direct links to any patient or provider view with your team:- Navigate to the patient or provider view you want to share
- Copy the URL from your browser’s address bar
- Share the link - anyone with access can open it directly
Why This Matters
Complete Patient History
Complete Patient History
No more opening each facility separately to piece together a patient’s full history. See everything in one place.
Cross-Facility Visibility
Cross-Facility Visibility
Quickly see which facilities a patient is enrolled in, their upcoming visits everywhere, and their overall progress.
Provider Workload Management
Provider Workload Management
For providers, get a unified view of their schedule and patient load across all locations - essential for capacity planning.
Team Collaboration
Team Collaboration
Share direct links to any patient or provider view with your team - just copy the URL.
What Stays the Same
No disruption to your current workflow! The existing “By Facility” workflow is completely unchanged.
Date Range Filtering
Both Patient and Provider views include a date range filter:| Field | Description |
|---|---|
| Start | Beginning of the date range (e.g., 01/02/2026) |
| End | End of the date range (e.g., 09/02/2026) |
Quick Reference
Patient View Sections
| Section | Purpose |
|---|---|
| Overview | Dashboard with enrollment and visit summary |
| Enrollments | All facility enrollments with status |
| Visits & Schedule | Complete visit list with filters |
| Services | Active services across facilities |
| Checklist Progress | Enrollment checklist status |
Provider View Sections
| Section | Purpose |
|---|---|
| Schedule Overview | Dashboard with visits and patient summary |
| Full Schedule | Detailed schedule with filters |
| Assigned Patients | All patients grouped by facility |
| Routes | Route assignments |