Patient Intake Pipeline

What's Inside

1. Start Here — Stage definitions and the stalled-patient workflow.
2. Intake Log — One row per new patient. Stage pills for every step. Stage Date tracks when they moved.
3. Insurance Verification — Track eligibility check per patient.
4. Document Checklist — Which intake docs each patient has submitted.
5. Dashboard — Snapshot (New Inquiries, In Process, Completed, Lost, Conversion Rate), Pipeline Funnel column chart.

Key Features

• Stage pills (New Inquiry / Form Submitted / Insurance Verified / Docs Received / First Appointment / Lost) on every patient.
• Conversion rate auto-calculated from First Appointment vs Lost.
• Pipeline funnel column chart shows the drop-off at each stage.
• Insurance Verification + Document Checklist tabs preserved for the actual work.
• Patient name dedup by row — copy the same name across all three tabs.
• Status dropdown validations to prevent typos breaking the funnel.

Sample Formulas

Here are some of the formulas powering this template: