Full Visibility Across Your Census
See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, insurer, or coverage and act without leaving the page. Use it as a lightweight CRM for intake when you don't have one.
See Client Dashboard in ActionUsed by providers who track census, admit after hours, and need clean handoffs across locations
Every Verification in One Place
See every verification in one place with live status, clear owners, and history on tap. Filter by facility, client type, or coverage and act without leaving the page.
Live Status at a Glance
Coverage shows as active, inactive, or unavailable with last verified time and insurer.
Lightweight CRM for Intake
Move prospects to leads to clients to discharge with clear owners and notes so everyone sees the next step.
Action in Place
Re-verify from the table, change client type, assign owners, and add tags without opening new tabs.
Clean Handoffs
Mention teammates and route by facility or program so admissions and billing move in step.
What the Dashboard Gives Your Team
Keep Momentum While You Manage Your Census
The dashboard brings your entire book of business into view. As new verifications run, results appear live with the correct coverage status and facility. Tag records for batch runs, filter by client type, and alert the next shift so nothing stalls between calls.
Powerful Filters and Saved Views
Filter by insurer, coverage status, facility, client type, last verified, user, and tag. Save common views for admissions, billing, or leadership so your team sees exactly what they need.
Client Types, Owners, and Tags
Assign prospects, leads, active clients, and discharged clients to the right staff member. Add custom tags for programs, funding sources, or special handling. Everyone knows who owns what.
Source of Truth with Audit Trail
Full verification history, notes, and changes with timestamps and user attribution. Perfect for compliance audits and revenue review.
"Our census lives in the dashboard. Admissions and billing work from the same list and nothing slips."
RCM Director
Multi-Site Provider
24 hours saved each month on census reviews
Census Management That Actually Works
Track your entire book of business with live verification status and workflow management
Real-time coverage status for entire census
Advanced filtering and saved view templates
Client lifecycle management (prospect → discharged)
Owner assignment and @mentions
Custom tags and bulk actions
Multi-facility and program tracking
Team activity feed and audit trail
Export to CSV for reporting
Ready to see your entire census in one place?
Schedule a demo to see how the Client Dashboard can transform your census management.
Book Your Demo