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.
Executive DashboardShowing: Outside Services Pending Referrals — CH-H01
Stage: Outside Services PendingCH-H01
| Referral ID | Prospective resident | Source / Contact | Current Gate | Gate Snapshot | Next Action | Due | Link / Decision |
|---|---|---|---|---|---|---|---|
| No referrals match these filters. | |||||||