Article Overview
This documentation collection covers everything from the moment someone first shows interest in your program to the day they're admitted into care. Depending on what you're working on, that could mean setting up your CRM, building out a lead application, tracking the evolution of a case, or converting a case into a client's chart.
This article is meant to help you find the right guide quickly, without digging through the whole Admissions collection. Below, you'll find each part of the admissions workflow broken out, along with the specific articles that cover it.
From Lead to Admission
This is the core path a prospective client follows: from first inquiry, through your CRM pipeline, to becoming an active client.
Start here if you're setting up or managing your CRM pipeline:
Start here if you're building or sharing your lead application:
Start here if you're tracking calls related to cases:
Start here if you're ready to move a client into care:
Self Scheduling
Let leads and active clients book their own appointments instead of going back and forth over email or phone.
Start here if you want leads to schedule after applying:
Contacts & Organizations
Manage the people and organizations connected to your clients across your entire clinic, not just within one client's chart.
Start here if you're organizing contacts or organizations:
Start here if you're cleaning up duplicate records:
Start here if you're working with a Release of Information:
Frequently Asked Questions
I'm not sure which section applies to me. Where should I start?
If you're trying to bring a new client in the door, start with From Lead to Admission. If you're setting up how clients book time with you, go to Self Scheduling. If you're managing people or organizations tied to your clients (not a specific client's care), go to Contacts & Organizations.
Do I need the CRM to use any of these features?
Some of these features, including cases, case tags, the lead application, and CTM integration, require the CRM add-on to be part of your Ritten contract. If you're not sure whether your organization has this, reach out to your Account Manager.
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