What Are Patient Record Statuses?

Patient record statuses allow users to quickly document and view the current status of each patient in the system, which improves awareness and patient management.

Patient Record Status List

For a formal breakdown of the available patient record statuses in the Kipu CRM, along with their symbols, please see the information below.

Patient Record Status	Explanation	Associated Symbol
Prospect	A person likely to become a patient
Unknown Lead	Typically refers to a potential patient seeking mental health services whose specific details or background are not yet identified or fully understood by the service provider
Lead	Refers to a potential patient or individual who has expressed interest in seeking mental health or substance abuse services
Patient	Refers to an individual who is receiving, or has received, mental health or substance abuse services from a healthcare provider or treatment facility Automatically applied to patient records when an admit date and MR number are added to the facesheet in the EMR
Client	Refers to an individual who is receiving, or has received, mental health or substance abuse services from a healthcare provider or treatment facility Automatically applied to patient records when an admit date and MR number are added to the facesheet in the EMR
Discharged	Refers to an individual who has completed their course of treatment and has been formally released or discharged from a healthcare facility or treatment program Automatically applied to patient records upon receipt of discharge date from EMR facesheet
Opts in for Alumni/Aftercare	An individual who has chosen to participate in post-treatment support services or aftercare/alumni programs
Opts out for Alumni/Aftercare	An individual who has chosen not to participate in post-treatment support services, including alumni or aftercare programs
Obsolete	Refers to a record or entry in the system that is outdated, no longer relevant, or has become obsolete due to changes in the patient's status