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Intake is the referral pipeline from first contact through eligibility, assessment, and admission. It is where members come from. A referral worked here becomes a member record in Members.

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Who can use it

Organization Admins, Location Admins, Clinical Managers, and Client Coordinators.

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The referral board

Above the tabs, a kanban board shows referrals by stage. Use it to see where the pipeline is stalling — a column that keeps growing tells you which step needs attention.

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Tabs

Intake referrals moving from first contact through eligibility, assessment, and admission.Columns: First Name · Last Name · Source · Referred · Stage · Eligibility · Assessment · MemberA populated Member column means the referral converted.
Patient referrals synced from external sources with acceptance status.Columns: Patient · Source · Status · DateThese arrive from outside OfficeRidge rather than being entered by your staff. Status shows whether your agency has accepted the referral.

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Working a referral through to admission

1

Log the referral

Record the person’s name, the source, and the referral date. Speed matters here — referral sources notice how quickly you respond.
2

Verify eligibility

Confirm the prospective member’s payer eligibility before investing in assessment.
3

Complete the assessment

Carry out and record the clinical assessment.
4

Convert to a member

Create the member record. The Member column links the referral to the record it produced.
5

Obtain the authorization

The member cannot be scheduled for billable service until an authorization is in place. See Authorizations.
The full cross-module walkthrough is in New member admission.
Not every referral should convert. Closing one as NON_ADMIT or DISREGARDED_REFERRAL keeps your pipeline honest and your conversion reporting meaningful.

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Troubleshooting

Members

Where converted referrals land.

New member admission

Referral to active member, end to end.