Admissions¶

The Admissions application follows every request for a place, from a relative’s first phone call to the day the resident moves in. Each request is a card that you move forward on a kanban board; when the file is ready, one action turns the candidate into a resident, with their room and their stay.

The stages¶

Drag a card from one column to the next, at the actual pace of the case, or click the stage at the top of the request. Visits are booked from the request itself: the meetings button (No Meeting while none is booked) opens the shared calendar, and the meeting carries the request’s name.

Creating a request¶

1. In the pipeline, click New above the First Contact column.

2. Fill in the quick card:

   • Future resident — the name of the person to admit; the request is named after them;

   • Contact Person — who is calling: a relative, a social worker… Pick a known contact, or type a new name: it is created as a family contact of the person to admit;

   • Relationship — what the caller is to the person to admit;

   • Contact Email and Contact Phone — the caller’s own details.

3. Click Add to file the card, or Edit to open the whole request.

The caller then appears in the Contact Persons of the future resident’s record, with their relationship, and stays there after the admission.

Reading a card¶

Each card shows the person, drawn like the resident card they are about to become:

• the name, and the resident code once they have one;

• the age, the sex and the dependency category when it is known;

• the room type planned, then the room once admitted (a sun instead of a bed for a day place);

• the photo — added on the request, it is kept on the resident’s record;

• badges for what still has to be done.

No amount appears anywhere on the board: the column totals, the expected revenue and the salesperson’s avatar are hidden on an admission request.

A request made for a place¶

Each request carries the Resident candidate box, ticked by default. It opens the candidate’s file and hides what belongs to a sales pipeline and not to an admission: expected revenue, probability, quotations, the Won and Lost buttons. Salesperson reads Followed by: the person of the admissions desk who follows the request.

Untick the box only for a real business opportunity, if your house also uses the pipeline for that.

Searching and grouping¶

The search bar of the pipeline offers, beside Odoo’s own filters:

• Waiting list — the requests still open (see The waiting list);

• Room type in the Group By menu, to see the requests per price;

• a search on the Room type planned.

The My Pipeline filter is not applied on opening: the admissions desk shares one board. It stays one click away in the search panel.

Giving up a request¶

When a request does not go ahead, click Give up on the request (the Give up this application window opens) and choose the reason:

• Admitted to another home

• Withdrew — staying at home

• Died before admission

Add a closing note if needed, then click Give up. The reason stays on the request: it is what lets you read, months later, why the place was not taken. The button is hidden once the person is admitted.

Once admitted¶

An admitted request shows the Admitted ribbon. The person is now a resident: continue on their record — see Manage a resident.

An application for a serviced residence uses the Residence field of the request and ends on a contract to sign: see Contracts and occupants.

What’s next¶

• The candidate’s file — identity, establishment, room type, key contacts.

• The waiting list — the open requests, the rooms freeing up and the waiting-list rooms.

• Admitting a candidate — the checks, the wizard, the stay.

• Manage a resident — once admitted.