Point of Care Ideas

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BPCRM Referrals: Move additional contacts to PS Profile after admission

If an office adds additional contacts to a referral, have those contacts move over to the PS admission once the referral is converted. Requested by David Darnell during BPCRM Referral Pilot.

Danielle Beebe
Sep 18 2026
Needs Review

Idea Background If the office is capturing case manager or emergency contact information during the referral, have that information come over to the PS profile after the client is admitted by CEAT. That way the office doesn't have to reenter the information or look in the referral record. Attachments Open full size
Idea Benefit Would save time to have contacts move to the profile or PS admission after conversion. Attachments Open full size
Compliance Risk- Business Score	1-Low (Limited impact, focused level)

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