Caring Hearts · Referral Entry

Admissions Referral Entry

Capture the first referral contact, save it to Referral Pipeline, then complete all intake gates from the pipeline candidate record. Synthetic data only.

Referral Received

Initial Referral

This entry point only creates or updates the Referral Received candidate. Initial Screening, Intake Process, Required Packet, Suitability Review, room planning, and resident creation happen from Referral Pipeline gate drawers.

Referral Pipeline source of truth

First NameLast NameGenderDate of BirthReferral Source Name / OrganizationReferral Contact PersonReferral Callback PhoneReferral EmailPreferred Response MethodCurrent Location / Living SituationRequested Move-In DateImmediate Concern / Reason for ReferralReferral Notes