Admissions and waitlist management
Prepare the admission. Make the handover clear.
Give the intake team a view of who is waiting and the residential team a clear account of what is ready. Bring referral follow-up, bed and agreement evidence, and admission checks into the working day.
Residential admission
Intake, bed, agreement and readiness
Demo admission record
Example progress before admission
- IntakeComplete
- BedComplete
- AgreementPending
- ReadyPending
Planned admission · 30 September 2026
- Bed
- Demo room 12 · Bed A
- Agreement
- Not recorded
From referral to prepared admission
Give each team the context to take over.
An intake coordinator, residential manager and clinical lead need different parts of the same admission story. Keep the referral, preparation work and outstanding checks visible at each handover.
Review who is waiting
See referrals, time on the waitlist, recorded funding programs and status. Use the waiting time and recorded context to organise follow-up with the intake team.
Open the person’s record to review the context behind the entry.
Prepare the residential admission
Create or review the intake, planned date and bed preference. Review agreement evidence, means-testing and AN-ACC classification status, clinical alerts and handover information with the responsible team.
The admission view separates recorded information from the evidence still needed.
Check readiness before the handover
Review admission progress and outstanding checks, then complete the appropriate readiness and admission actions. Continue into the resident record for the work that follows admission.
Keep the outstanding checks visible so the next team knows what remains.
Before the arrival
A planned date is the start of preparation.
The team has a planned arrival date, but bed evidence or an agreement still needs attention. Open the admission record to see the outstanding checks and the information already recorded.
Resolve the gaps with the relevant team, then review readiness again. The handover should explain what has been completed and what still needs follow-up.
Walk through an admission with an outstanding check.
Use a fictional referral to see what intake, residential and clinical teams can review at each handover.
- Review the referral
- Find the waiting entry, inspect the recorded program and open the person’s record.
- Prepare the intake
- Review the planned admission, bed preference, agreement evidence and relevant handover information.
- Resolve a readiness gap
- Inspect an outstanding check, follow its supporting record and review what remains before admission and claiming.
Confirm the process for your care setting and the team responsible for each admission check.
Admissions questions, answered.
What does the waitlist show?
The waitlist shows recorded referrals, waiting time, funding programs and status, with links to the person’s record. It defaults to oldest referral first. It is separate from the residential admission-readiness workflow.
Does admitting someone from the waitlist complete their residential admission?
No. The waitlist action activates the client record and removes it from the waitlist. Residential providers then continue the admission workflow, including the relevant bed, agreement and readiness evidence. Any follow-up setup warnings need review.
How does the admissions team see what is missing?
The residential admission record shows progress across intake, bed, agreement and readiness, with supporting checks and evidence. Review the outstanding items and the relevant source record before marking the intake ready.
What funding information supports the intake review?
The intake review includes recorded funding status, means-testing information and AN-ACC classification evidence where relevant. These records help the team identify missing information; they do not by themselves establish funding entitlement or claiming readiness.
Which parts of intake can we review in a demo?
Follow a referral through the waitlist and examine a residential admission record, including the planned date, bed and agreement evidence, and readiness checks. If you also need tour booking or an enquiry sales pipeline, bring those requirements for a separate scope discussion.