How Do I Associate a Call Queue or Form Queue Record to a Treatment Opportunity?

  • Updated

Issue

I'd like to add a patient's call queue record to their treatment opportunity.

Environment

Kipu CRM, Roles: Admissions Worker, Combined (Admissions and BD), Combined +, Super User, Patient/Prospect Records

Resolution

Once a treatment opportunity has been created, any associated call queue records can be added to it using the Associated Call Queue field.

  1. Enter and select the client's name or patient code in the search bar to pull up their record.
  2. Next, click on Treatment Opportunities in the panel on the left, then click on the appropriate treatment opportunity to open it.
    2025-07-16_08-15-40.png
  3. Scroll down to the Associated Call Queue or Associated Form Queue section.
    2025-07-16_08-16-41.png
  4. Right-click the Associate an Existing Call Queue Record text to access the drop-down menu.
  5. Choose the Call Queue Record you want to associate to the treatment opportunity.
  6. You may repeat steps 4 and 5 to associate additional records.
  7. When you're done, be sure to click Save Changes.
    2025-07-16_08-18-28.png

 

Was this article helpful?

0 out of 0 found this helpful