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How To Create Patient Notes – Kipu CRM

WEBTo create patient notes in the system, please refer to the steps below. Access any desired patient record. Select Activities from the left-side panel. From the Patient …

Actived: 8 days ago

URL: https://kipucrm.zendesk.com/hc/en-us/articles/21598799680283-How-To-Create-Patient-Notes

Patient Activities – Kipu CRM

WEBAccessing Patient Activity. Using the global search bar, search for your desired record. Select your prospect from the search results.. Click on Activities from the quick panel …

Category: Health Go Health

What Are Patient Record Statuses

WEBPatient Record Status: Explanation: Associated Symbol: Prospect. A person likely to become a patient: Unknown Lead: Typically refers to a potential patient seeking …

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About KipuCRM – Kipu CRM

WEBAbout KipuCRM. KipuCRM is a contact relationship management application built specifically to support the mental health and substance abuse …

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How to Merge Patient Record – Kipu CRM

WEBHow to Merge Records. Using the global search, look for the duplicate record that you would like to merge. Accessing Records. To access the merge feature, use the following …

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How to Push Opportunities to the EMR – Kipu CRM

WEBFrom the patient record, use the quick panel to select Treatment Opportunities, or feel free to scroll down to Treatment Opportunities. Inside the Treatment Opportunities section, use the action icon and select …

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Facility Treatments and Services – Kipu CRM

WEBThe Facility Treatments and Services section of the patient chart helps organizations choose suitable facilities for their prospects/leads based on the type of treatment/service …

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How to Create an Admissions Packet – Kipu CRM

WEBOur Admissions Packet feature lets you create a PDF document with important patient details like demographics, opportunities, contacts, patient activities, …

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How Do I Upload a File to a Patient Record

WEBYou can upload a document to a patient's record by using the Manage Files area on their information page. Using the Global Search bar at the top of the screen …

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How Do I Create a Patient Address

WEBYou can save address information for your prospects in the patient records. Locate your desired patient record by utilizing the Global Search Bar. Type in the name of the patient …

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Email Notifications Guide – Kipu CRM

WEBThe Kipu CRM offers email notification subscriptions tied to specific actions that occur in the system to support organizational workflows further. Important. Anyone with a user profile in the CRM can receive …

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How Do I Login To The Kipu CRM

WEBEnter the Kipu CRM URL within their web browser (Desktop or Mobile) to access the login screen. Locate the address bar within your web browser. Enter the …

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Knowledge Base – Kipu CRM

WEBAdmissions Management. Kipu EMR + CRM: Auto-Sync Fields. Patient Classification Feature. Call Queue Processing. Patient Communication Logs. Outbound Call List: …

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Kipu EMR + CRM: Auto-Sync Fields – Kipu CRM

WEBChanges in designated CRM fields are instantly mirrored in the EMR chart, ensuring accurate, up-to-date patient records across both platforms. Important. For the …

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Template Designer: Smart Fields – Kipu CRM

WEBThe Template Designer application allows users to add smart fields to assessment templates. These smart fields facilitate the automated population of data from various …

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CRM Support – Kipu CRM

WEBSupport Disclaimer Kipu Health will assist and guide your facility's Super Users in setting up and using Kipu's product suite. However, for the protection of our …

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Kipu Academy: Course Catalog – Kipu CRM

WEBWe offer our clients free access to the Kipu Academy, where you can take courses at your own pace or register for an upcoming webinar. Today, we offer courses …

Category: Course Go Health

Mass Update Feature – Kipu CRM

WEBThe Mass Update application facilitates quick and seamless bulk modifications across relationship managers for Referral Sources and Referral Source Contacts. The Mass …

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Treatment Opportunities: Open vs Closed – Kipu CRM

WEBOpen Opportunity Statuses. Closed Opportunity Statuses. In the Kipu CRM, Treatment Opportunities are categorized as either Incomplete/Open or …

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Form Queue: Mass-Disposition Feature – Kipu CRM

WEBThe Form Queue Mass Disposition Feature simplifies and accelerates categorizing and handling a large volume of form records within your Form Queue. Required …

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CRM to EMR Transfer: Data Points – Kipu CRM

WEBFor a complete listing of all data points passed to the Kipu EMR from the Kipu CRM upon the transfer of a treatment opportunity, please see below: *Dated …

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Google Analytics Integration Guide – Kipu CRM

WEBDiscover the seamless integration of Kipu CRM and Google Analytics that revolutionizes data visualization. With this advancement, users can now witness their Google Analytics …

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