PC client flowchart/check list similar to the applicant check list

It would be VERY helpful to have a check list with some flexibility in naming/labeling the steps/boxes for Prospective Clients. Eg. Date of Initial Intake Call; Email sent to office staff; Follow up to book assessment (w/date called); Assessment (date booked); Assessment Completed; BlueCross form received; Care Plan Completed (date); Ready to convert to active client.