You can generate a Prospect Profile report that summarizes the information contained on the Prospect screen. The upper section of the Prospect Profile report displays the prospect's contact information, demographic data, marketing source, preferred unit, payer and contract type, care and privacy level, and rate amount. The Move-In Checklist section displays the list of tasks to be completed before the prospect moves into the community. The Contacts section displays the prospect's contacts and relationship to the prospect. The Activity section displays a list of the marketing activities involving the prospect. The Communities section displays a list of preferred communities.
|
1
|
Display the prospect's information on the Prospect screen. For information, see “Reviewing Prospect Information”.
|
|
2
|
