Sales Cycle Management

Better decisions. Better management.

With KipuCRM, you have the ability to send facility staff HIPAA-compliant, encrypted PDF attachments of phone VOB’s and 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 with the internal transport team via email and calendar appointment. Use in concert with KipuMessenger for the ultimate HIPAA-compliant communications solution.​

There’s more. Like our interactive bed reservation system for placement planning tied to KIPU occupancy module. You can also 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.

sales cycle management

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​

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

  • Store 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, and 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 anymore, and of course, 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. You can even 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  ​

  • Discrete 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​

  • The 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 potential clients and their families​

  • Analyze turnaround time from the 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 discrete 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

KipuCRM. 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, and 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 the individual and aggregate level

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