Business Operations · Revenue & Intake Engine
Referral Pipeline
Referral Pipeline is the master intake engine from first contact through resident creation. Website referral submissions are not live-connected yet; future backend intake integration will send public website referrals here. Synthetic data only.
Master flow: Referral Received → Initial Screening → Intake Process → Background Check / Safety Review → Payment / Benefit Verification → Required Packet → Suitability Review → Room Assignment / Move-In Planning → Admission Approval → Complete Admission & Create Resident → Move-In / Onboarding.
| Referral ID | Prospective resident | Source / Contact | Current Gate | Gate Snapshot | Next Action | Due | Link / Decision |
|---|---|---|---|---|---|---|---|
| RP-2000 | C. Whitfield | Website Referral Online form · (205) 555-0310 | Referral Received Source: Website Referral | Screening: Not Started Background: Not Started Payment/benefit: Pending Packet: Not Sent Suitability: Pending | Review intake packet 2/10 gatesNeeds Review15 gaps | 02-16-2026 | Pending |
| RP-2001 | A. Daniels | Hospital partner Dana Scott · (205) 555-0311 | Initial Screening Source: Hospital partner | Screening: In Progress Background: Pending Payment/benefit: Verified Packet: Sent Suitability: Suitable | Complete initial screening 4/10 gatesNeeds Review12 gaps | 02-17-2026 | Pending |
| RP-2002 | L. Brooks | Family call Responsible party · (205) 555-0312 | Intake Process Source: Family call | Screening: Complete Background: Passed Payment/benefit: Needs Follow-Up Packet: Partially Returned Suitability: Needs Review | Review intake packet 3/10 gatesNeeds Review15 gaps | 02-18-2026 | Pending |
| RP-2003 | K. Patel | Community partner Case manager · (205) 555-0313 | Coordinator Intake Needed Source: Community partner | Screening: Needs Follow-Up Background: Review Needed Payment/benefit: Not Started Packet: Complete Suitability: Not Suitable | Review intake packet 3/10 gatesNot Suitable13 gaps | 02-19-2026 | Pending |
| RP-2004 | E. Morgan | Website Referral Online form · (205) 555-0310 | Background Check / Safety Review Source: Website Referral | Screening: Not Started Background: Not Accepted Payment/benefit: Pending Packet: Needs Correction Suitability: Pending | Review background check status 2/10 gatesNot Suitable15 gaps | 02-20-2026 | Pending |
| RP-2005 | S. Carter | Hospital partner Dana Scott · (205) 555-0311 | Payment / Benefit Verification Source: Hospital partner | Screening: In Progress Background: Not Started Payment/benefit: Verified Packet: Not Sent Suitability: Suitable | Review intake packet 4/10 gatesNeeds Review14 gaps | 02-21-2026 | Pending |
| RP-2006 | N. Ellis | Family call Responsible party · (205) 555-0312 | Documents Sent Source: Family call | Screening: Complete Background: Pending Payment/benefit: Needs Follow-Up Packet: Sent Suitability: Needs Review | Follow up on packet return 2/10 gatesNeeds Review14 gaps | 02-22-2026 | Pending |
| RP-2007 | B. Foster | Community partner Case manager · (205) 555-0313 | Required Packet Source: Community partner | Screening: Needs Follow-Up Background: Passed Payment/benefit: Not Started Packet: Partially Returned Suitability: Not Suitable | Follow up on packet return 3/10 gatesNot Suitable13 gaps | 02-16-2026 | Pending |
| RP-2008 | G. Hughes | Website Referral Online form · (205) 555-0310 | Packet Complete Source: Website Referral | Screening: Not Started Background: Review Needed Payment/benefit: Pending Packet: Complete Suitability: Pending | Review intake packet 3/10 gatesNeeds Review16 gaps | 02-17-2026 | Pending |
| RP-2009 | I. Jenkins | Hospital partner Dana Scott · (205) 555-0311 | Suitability Review Source: Hospital partner | Screening: In Progress Background: Not Accepted Payment/benefit: Verified Packet: Needs Correction Suitability: Suitable | Review intake packet 4/10 gatesNot Suitable12 gaps | 02-18-2026 | Pending |