Full-Strength CRM

Better decisions. Better management.

With Kipu's CRM, you have the ability to send facility staff HIPAA-compliant, encrypted PDF attachments of phone VOB’s, Clinical and Financial Screening forms so they can make an informed decision about a potential client’s viability. You'll easily handle transportation planning and communication to internal transport team via email and calendar appointment. Use in concert with KipuMessenger for the ultimate HIPAA-compliant communications solution.

There's more. Like interactive bed reservation system for placement planning tied to KIPU occupancy module, and you can track Business Development Activities related to Referral Source and Community Contact outreach efforts. It's a game-changer, and all fully integrated within the KipuEMR. Our CRM also rates and tracks Referral Sources to help you steer your relationship building efforts. And you have full visibility with detailed dashboards and metrics related to both inbound and outbound referral activity. 

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Streamline Patient Opportunity with Detailed Analytics

Document communications with the potential clients, their
families and employers or referrers/case managers

  • Analyze turnaround time from first inquiry until placement based on status changes​

  • Provides notifications both on screen and via email so prospects do not fall through the cracks when information changes​

  • Stores data as discreet data elements so you can analyze the quality of prospects, see organizational trends related to acceptance, rejection and turnaround times​

  • Uniquely designed to accommodate re-admissions due to relapse with specific pre-admission data collected for each treatment episode​

  • Ability to track referral sources, sobriety dates, care needs, clinical and financial screening results specific to each treatment episode incurred​

  • Ability to engage instant eligibility and benefit checks via VOB Getter​

  • A comprehensive customizable Phone VOB phone processing application​

  • More than 140 questions, all completely customizable​

  • Ability to print, email and recall completed VOBs​

  • VOB-specific metrics to track hold time, call time, turnaround time from request through completion so you can track your internal or external service level agreements​

  • Sophisticated VOB work queue for work distribution and assignment

Document communications with clients, 

families, employers, referrers and case managers.

Documentation plays a central role in ensuring your facility’s success. Exceptional communication will always be at the heart of any strong facility.

Having the ability to document any and all conversations takes that communication and puts it in an efficient and easy to use framework that everyone can access for continual success. When everything is documented properly you are able to show your professionalism to each of your clients, no one is required to try and be a mind reader any more, and of coarse the best part is with the optimized processes you will make more money.

Completely customizable status buckets, for example, add a bucket for referrals or social media in a few seconds, and start tracking. Add customized follow up reminders.

The KipuCRM: Feature by Feature

  • Tracks a client from inception as a lead through prospecting and screening processes through decision and discharge  ​

  • Discreet data elements are used throughout the CRM to allow you to create comprehensive client records which will allow you to analyze your clientele from any angle​

  • Interfaces with KIPU to create a client in KIPU when the timing is right for your organization​

  • Prospect Handling Application specifically tailored and created to meet the unique needs of admissions teams​

  • Monitor where a person is in the patient onboarding continuum​

  • Flexible design allows for patient prospects to be worked in parallel or independently by Admissions and VOB teams or by your outsourced agents​

  • Document communications with the potential clients and their families​

  • Analyze turnaround time from first inquiry until placement based on status changes​

  • Provides notifications both on screen and via email so. prospects do not fall through the cracks when information changes​

  • Stores data as discreet data elements so you can analyze the quality of prospects, see organizational trends related to acceptance, rejection and turnaround times​

  • Uniquely designed to accommodate re-admissions due to relapse with specific pre-admission data collected for each treatment episode​

  • Ability to track referral sources, sobriety dates, care needs, clinical and financial screening results specific to each treatment episode incurred Ability to engage instant eligibility and benefit checks via VOB Getter​

  • Ability to send facility staff encrypted PDF attachments of phone VOB’s, Clinical and Financial Screening forms so they can make an informed decision about a potential client’s viability​

  • Client Care Cost Calculator based on information gleaned in VOB and planned care events specifically tailored to your organization

Kipu CRM. Simply Powerful.

  • A comprehensive customizable Phone VOB phone processing application

  • Over 140 questions

  • Ability to print, email and recall completed VOB’s

  • VOB specific metrics to track hold time, call time, turnaround time from request through completion so you can track your internal or external service level agreements

  • Sophisticated VOB work queue for work distribution and assignment

  • Transportation Planning and communication to internal transport team via email and calendar appointment

  • Interactive bed reservation system for placement planning tied to KIPU occupancy data

  • Track Business Development Activities related to Referral Source and Community Contact outreach efforts

  • Allows for the collection of Referral Sources

  • Encourages relationship follow-up utilizing our  integrated task and communication log systems

  • Designate a Relationship Manager at both the organization and individual contact level to aid in commission calculations and account ownership

  • Rate Referral Source to help you steer your relationship building efforts

  • Ability to see dashboards and metrics related to both inbound and outbound referral activity

  • Utilize our Campaign and Marketing module to grow your business and analyze outcomes

  • Track your organization’s efforts and expenditures for campaign and marketing events at individual and aggregate level

  • Link prospective clients as a referral sources to stored events then analyze your ROI against outcomes and team goals

Detailed Prospect Tracking.​

Our new CRM contains discreet data elements that allow you to create comprehensive prospect and client records. Track your clients from inception as a lead through prospecting and screening all the way through to discharge. You also have the ability to admit your clients directly into your KipuEMR. This data is vital to enhance your entire marketing program and enables you to analyze your outreach from any angle.


Designed for your facility.​


Manage multiple marketing campaigns with multiple events and contacts. Many CRM’s limit the number of contacts or events a single marketing stream can have, but we all know any limitations will produce only half the information needed.


Detailed referral source management.


One of the most crucial data points is determining where your patients are coming from. It’s important to see how productive every dollar spent is, as well as what relationships are fruitful.


Communication tools directly integrated
into the CRM.


There is no need to ever leave the CRM to assign a task and notify the recipient of the task. KipuCRM has Integrated phone links for VOIP interfaces. This increases the productivity of your team and dramatically decreases the time from open to close.


Easy to identify patient pipeline.


Only KipuCRM completely details every stage, including transportation, a patient has to go through. It connects and tracks every treatment episode, referral source, and marketing campaign associated with receiving that patient.


Maximize Outbound Referral Value.


The Right TechnologyTM will help you maximize the value of every aspect of the referral process. It will keep you in charge of where every outbound referral goes. This enables your team to make sure the patient gets the best care, and your team gets the recognition.


Seamlessly integrated with your EMR.


The largest problem with third-party CRMs is the lack of integration between itself and the EMR resulting in lost time and crucial information. KipuCRM eliminates this problem, and not only will increase ROI, but drastically reduce the possibility of human error.


Intuitive User Interface.


Training a new employee on other CRMs can take weeks and some may even take months to properly learn how to use, but with KipuCRM the intuitive interface drastically reduces the time needed for training. They can start using the CRM on day one!


Data makes the difference.


Running a facility requires the ability to make good decisions and sometimes make them fast.


One wrong choice can affect the entire company. It is crucial for team members to understanding the weight behind each decision they make. As a facility it is critical to provide them with the most efficient tools possible to achieve all around success.


Ability to send facility staff HIPAA-compliant, encrypted PDF attachments of phone VOBs, along with Clinical and Financial Screening forms so they can make an informed decision about a potential client’s viability


Transportation Planning and communication to internal transport team via email and calendar appointment. Use with Kipu Messenger for the ultimate HIPAA-compiant communications solution


Interactive bed reservation system for placement planning tied to KIPU occupancy module


Track business development activities related to Referral Source and Community Contact outreach efforts


Allows for the collection of multiple levels of Referral Sources that you and your team know and trust


Encourages relationship follow-up utilzing our integrated task and communication log systems
Rate and track referral sources to help you steer your relationship building efforts