Pipeline

Kanban-style prospect pipeline for tracking potential patients from initial inquiry through enrollment.

KPI Cards

Metric	Description
Total Prospects	Count of all prospects
Ready to Enroll	Count in final stage
Due Within 60 Days	Expecting parents due soon
Visits Scheduled	Prospects with scheduled visits

Pipeline Stages

Stage	Icon	Color	Actions Available
Inquiry	💬	Sky blue	→ Move to Meet & Greet
Meet & Greet	🤝	Gold	← Back to Inquiry, → Move to Scheduled Visit
Scheduled Visit	📅	Mint	← Back to Meet & Greet, → Move to Ready to Enroll
Ready to Enroll	⭐	Rose	← Back to Scheduled Visit, ✓ Enroll (convert to active)

Prospect Card Content

Each prospect card shows:

• Name
• Notes/description
• Due date (if applicable)
• Phone number (if available)
• Age or "DUE [date]" badge
• Edit button
• Stage advancement arrows

Actions

• + Add Prospect — Opens prospect modal with pipeline-specific fields
• Stage arrows — Move prospect between stages
• ✓ Enroll — Converts prospect to active patient (changes status, removes from pipeline)
• Edit — Opens edit modal for the prospect

Data Flow

Inquiry → Meet & Greet → Scheduled Visit → Ready to Enroll → ✓ Convert to Active Patient

When enrolled:

1. Status changes from prospect to active
2. Pipeline stage is cleared
3. Patient appears in the Active patients table
4. Tier and fee are auto-calculated from DOB
5. Wellness checks are generated