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How to view Site Level CRM Dashboard

The Site Level CRM Dashboard gives you a centralised view of everything happening at a specific site within Care Control Cloud. It allows you to quickly check home occupancy, bed details, and room availability, as well as track pre-assessment requests at every stage — from incoming requests through to completed and processed assessments. This guide walks you through how to navigate the CRM app, access the site dashboard, and make use of the tabs available to stay on top of your enquiries and admissions pipeline.

Interactive Guide

Text based guide

Open the CRM App

 

Select which site you want to view

 

This quick overview will show you the Home Occupancy

 

The bed details

 

And the ability to view all the rooms

 

Click Open Dashboard

 

Here you can see a quick overview of the occupancy status

 

You can also view all of the pre-assessment requests

 

All of the booked upcoming pre-assessments

 

And all of the completed pre-assessments

 

Click the Requests tab to view further details on the current requests

 

Click the Pre-Assessments tab to view further details on the current pre-assessments

 

Click the Pending tab to view further details on the currently pending assessments

 

Click the Processed tab to view further details on all of the processed service users

 

Click the Rejected tab to view further details on all of the rejected requests

 

You can return to viewing an overview of the site by clicking View Site Details

 

To return to the Business CRM view, click the Site CRM text

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