From first enquiry to admitted resident, on one record.
What CRM Does
For providers managing admissions across multiple sites, CRM gives a consolidated view of enquiry pipeline, bed occupancy, and agreement status without toggling between systems.
-
Enquiry capture and lead tracking
-
Waitlist management with bed availability visibility
-
Pre-admission documentation and assessment records
-
Resident and representative agreement generation from admissions data
-
Family contact management and communication history
-
Admissions workflow and task management
-
Multi-site pipeline visibility
-
Reporting on enquiry volume, conversion, and occupancy
Yes. When a prospective resident is admitted, the information captured during the enquiry and pre-admission process transfers directly into their clinical record in Core. The admissions record and the clinical record are the same record.
Commercial CRMs are built for sales pipeline tracking, not for the agreements an aged care admission requires. Acredia CRM generates resident and representative agreements directly from the same data captured during enquiry and pre-admission, so the agreement and the admissions record are never out of sync. A commercial CRM would need a separate document workflow bolted on to do this; Acredia CRM does it from data it already has.
CRM manages enquiries received through your existing intake channels, whether by phone, email, or your website contact form. Contact the Acredia team for details on intake channel integration.
Yes. Referrals from My Aged Care and ACAT assessments can be managed within the admissions pipeline in CRM. Contact the Acredia team for specifics on your referral workflow.
