Pending Admissions and Entering the CRM
Entering the CRM or Pending Admissions section in ZenCharts will be the first step in adding a potential client to the system.
Pending Admissions
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Select "view all" in order to enter the CRM, or Pending Admissions section within ZenCharts. If you do not have access to this area, you will see a screen notifying you of such.
Main Navigation within CRM
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1. The Dashboard will take you to a reporting overview page.
2. Potential Patient page will be the default page when entering the CRM.
3. Scheduling follow-up appointments can be done by selecting the follow up menu item.
4. Contacts will contain a list of all organizations, people, or other relationships your organization has.
CRM Filters
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You can filter this potential patient page by selecting one or more of the 10 filters.
Client Status
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You will notice the different status types generated when a potential client goes through the predefined process in ZenCharts.
Adding a Client
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In order to begin the process in ZenCharts, and add a potential client to the system, select "new initial patient".
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5f737fa0c9e77c001603dd6f/images/6380f4e95af7a97b505053af/6380f4e9c8907.jpeg)
Import Clients
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If you are moving from another EHR / EMR provider, or have a list of clients you want to add to ZenCharts, you can select the orange import button to begin the process.
Download CRM Template
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5f737fa0c9e77c001603dd6f/images/6380f4ea5af7a97b505053b0/6380f4ea63e41.jpeg)
In order to bulk import clients into ZenCharts, download the template provided. Once the template is filled out, you can choose the file, and select "import guests".
Select a Potential Client
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5f737fa0c9e77c001603dd6f/images/6380f4ea23a10d7e43619f6d/6380f4eab9d7e.jpeg)
Clicking the name of a potential client will take you to their file, where you can continue the process.
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5f737fa0c9e77c001603dd6f/images/6380f4ebeb3e4a7280a2bc1b/6380f4eb1076c.jpeg)