Context : You are processing a couple application where 2 connected prospects will be moving in. They are either candidates together for a couple room in IL or AL or they have different care needs and are candidates for a different level of care.
You start the creation of a Pipeline request for the first person of the pair. After you have fully registered it, choose via the action button to copy this application.
In the Theme tab of the copy of the request, you can keep your choice of theme (select provider !) or change it if the care needs of the relatives are different.
Then you go back to the 1st step Prospect (colored red) to fill in the profile of the 2nd related prospect there.
There you click on 'Select another prospect' .
You then enter the name of the related partner in the search field. If a match is offered to an already existing profile for this person, select this profile. If the related person is not yet known, create a new user.
You save this new request for the related person via the Save button.
Two requests are created which can be followed up together or separately, depending on the need for care and urgency. When converting, you can also generate the necessary contract documents for both related persons and convert both prospect profiles separately to resident.
Comments
0 comments
Please sign in to leave a comment.