We 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 on the Kipu EMR, MAT, CRM, and Avea RCM and we are invested in continuously growing our catalog. To track your progress, you’ll be asked to create an account when you register for your first course, which only requires an email address and password!
Kipu CRM Courses
The following courses are available for the Kipu CRM. Click on the course name below to view the course and enroll.
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Course |
Description |
Audience |
Duration |
|
Getting Started
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Sign up for the CRM and attain the fundamental skills required to navigate the CRM as a new user confidently. |
All Staff |
45 min |
|
This course is focused on the admission processes (patient records, treatment opportunities, pipeline management, and call queues). |
Admissions, Alumni/Aftercare Super User, VOB Worker |
45 min |
|
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This course is focused on Business Development (Referrals, BD pipeline management, and Campaign & Marketing events). |
Alumni/Aftercare, Super User, Business Development, Marketing, Referral Source Management |
45 min |
|
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Discover how to manage payors and complete verification of benefits |
Alumni/Aftercare Worker, Combined +, Super User, VOB Worker, Limited Admissions Worker, Admissions Worker, Combined (Admissions and B.D.), and Restricted Admissions Worker. |
45 min |
|
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Learn how to Create user profiles, complete CRM sign-up, deactivate users, and create teams for specific tasks. |
Super users, Managers |
30 min |
|
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Customize List Guide, Manage Opportunity Statuses, Visibility Controller, and Grid Customization. |
Super Users |
30 min |
|
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Learn how to build insurance and pre-admission assessments using the Template Designer in the CRM. Also, we will learn to build conditional logic, live forms, and billable assessments in this course. |
Super User/RB Super User, Restricted Admissions Worker, Combined Admissions and Business Development/Combined +, and VOB Worker |
1 hr |