The dashboard
The admissions board is from a live client dashboard with names removed. The callback queue and text list use illustrative data.
Today at a glance
Today at a glance for an admissions team.
- Calls in queue right now, across the top
- Missed calls, admits, and arrivals today
- Leads to opportunities to admits, and calls by hour
Know who is calling before you call back
Callbacks owed, with each caller’s CRM status. Illustrative data.
- Each caller matched to their CRM status
- Qualified callers stand out from new ones
- Open the call record in one click
Texts that still need a reply
Texts needing a reply. Illustrative data.
- Every inbound text without a reply
- Linked to the CRM record when there is one
- Stage shown next to the message
Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Calls in Queue
Green and zero when the queue is clear, red when callers are waiting.
Missed Calls Today
With the callers still waiting for a call back.
Admitted and Arriving Today
From the CRM, with the active patient count.
Lead to Opportunity to Admit
The pipeline for the period, at a glance.
Callbacks by CRM Status
Missed callers labeled with their CRM status, so a caller with approved insurance is not treated like a new inquiry.
Texts Needing a Reply
Inbound texts nobody has answered, matched to the CRM record when the number is known.
Who looks at this dashboard
Admissions coordinators
Who is waiting, who needs a call back, and who is arriving today.
Admissions directors
Whether the team is keeping up, as it happens.
Leadership
Admits and arrivals without asking for a report.
Where the numbers come from
CallTrackingMetrics
The live queue, missed calls, and texts.
Your CRM
Caller status, the pipeline, and admits.
Your EMR, through the CRM
Admissions and arrivals brought back into the CRM.
Common questions
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