CRM (Tour)

CAMPAIGNS

Full visibility to lead generation, including call logging, PPC,  SEO, web ads and conference contacts

REFERRALS

Track attempts, patients per attempt, processing, screening,

transport

PATIENT

OPPORTUNITY

Manage marketing campaigns internally with full tracking

ADMIT

A HIPAA-Compliant Communications Solution.

With KIPU CRM, you have the ability to communicate with your facility staff.  Send HIPAA-compliant, encrypted PDF attachments of phone VOB’s, Clinical and Financial Screening forms to enable them to make informed decisions about a potential client’s viability. Efficiently handle transportation planning and communication with internal transport team via email and calendar appointments. Use in concert with KipuMessenger for the ultimate HIPAA-compliant communications solution. There's more! Our interactive bed reservation system for placement planning is tied to KIPU occupancy module.

Powerful Marketing Management

and Deep Analytics.

When it comes to marketing and maximizing ROI, nothing beats our powerful CRM, built specifically for our industry. Our Campaign and Marketing tools help you grow your business, and more importantly, gain new insight into outcomes analytics.

 

You can track your organization's efforts and expenditures for all marketing events at individual and aggregate levels. This enables you to link prospective clients as a referral source directly to stored events, then analyze your ROI against outcomes and team goals.

 

Then perform financial forecasting based on projected length of stay, compare against contracted rates, as well as actuals.

STEP THREE

CONTINUE TOUR>

Full-Strength CRM

 

Maximize Admissions.

 

Procesing, Intake Screening and Placement. A Powerful, New Pre-Admission Tool.

Designed and built specifically for those treating Substance Abuse Disorder

 

Tracks a client from inception as a lead through prospecting and screening process, enhancing your entire marketing program. 

Kipu is proud to unveil our full-strength CRM, integrated with the Kipu EMR. We’ve provided discreet data elements, used throughout the CRM to allow you to create comprehensive prospect and client records, enabling you to analyze your outreach from any angle. Our new CRM interfaces directly into KIPU making it seamless to admit a client in Kipu, once the patient is ready. And since Kipu has been designed specifically for Substance Use Disorder, our Prospect Handling Application has been specifically tailored to meet the unique needs of your admission team.

Maximize Admissions from Marketing to Payment

Business

Development

Initiation

Screening

Decision

Planning

Comprehensive Sales Cycle Management with Intuitive Outbound Referral Management

CRM

EMR

Clinical/Financial 

Profiling

Gather Information

VOB

Clinical Appropriateness

Financial Screening

Admission Decisions

Declines Offer

Outbound Referral

Manager

Transportation

Bed Placement

Seamless Data Transfer and Chart Creation within the EMR

“Kipu has designed and engineered a brilliant and complete solution. Using the powerful, built-in tools, we can see, at a glance, referral rates, create and manage campaigns, track spending and event planning.” “It’s the CRM that we’ve been looking for…and finally found.”

Referral Source

Management

Campaigns/Marketing

KIPU CRM is a game-changer! On top of it all, track Business Development Activities related to Referral Source and Community Contact outreach efforts. Our CRM also rates and tracks Referral Sources to help you steer your relationship building efforts. You have full visibility with detailed dashboards and metrics related to both inbound and outbound referral activity. 

INTAKE

KIPU

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 KIPU EMR.  This data is vital to enhance your entire marketing program and enables you to analyze your outreach from any angle.

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

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 Kipu EMR. 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. 

Streamline Patient Opportunity with Detailed Analytics

The Kipu CRM: Feature by Feature

Kipu CRM Features. Built Within the Addiction Treatment Industry.

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

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

 

    

Kipu CRM. Simply Powerful.

STEP THREE

CONTINUE TOUR>