Admissions Pipeline Overview

  • Updated

In the Kipu CRM, the Admissions Pipeline grid functions as the central workspace for admission representatives. It showcases active treatment opportunities currently being managed by your team and allows users to review completed records that are no longer in the active pipeline.

Important: For more information on the Quick Action capabilities in the Admissions Pipeline, click here. 

Requirements

  1. The user must have one of the following security roles:
    • Admission worker
    • Auditor - Read Only
    • Combined +
    • Combined (Admissions and B.D.)
    • Super User
    • Limited Admissions Worker
    • Restricted Admissions Worker

Important: If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Please contact support for more assistance.

Locating the Admissions Pipeline

For guidance on how to locate the admissions pipeline area, please take a look at the steps below.

  1. Select CRM > Admissions Management > Pipeline from the CRM landing page dashboard.
    2025-03-06_15-50-40.png
    Note: Alternatively, users can select the admissions pipeline widget present on the dashboard to quickly access the admissions pipeline.
    2025-03-06_15-52-27.png

Functionality

The admissions pipeline grid displays all treatment opportunities documented in your CRM account. By default, the pipeline will initially display all open & in-progress treatment opportunities allowing your team the ability to quickly identify their current progress with all leads that have engaged with the facility. Alternatively, users can adjust the grid to display closed/completed treatment opportunity records to examine historical data.

Toggle Breakdown

  1. When the admissions pipeline is toggled to viewing active, it will display all unarchived patient treatment opportunity records.
  2. When the admissions pipeline is toggled to viewing archived, it will display all archived patient treatment opportunity records.
  3. When the admissions pipeline is toggled to Viewing Incomplete, it will display all open and in-progress treatment opportunity records.
  4. When the admissions pipeline is toggled to viewing completed, it will display all closed treatment opportunity records.

    Important: For more information on what triggers a treatment opportunity to be open vs closed, please click here.

Focus Panel Breakdown

  1. Upon selecting a record present on the Admissions Pipeline, the system will present the user with a focus panel showcasing key information relative to the patient and their inquiry for care. Additionally, the Focus Panel offers additional quick action capabilities to streamline the pre-admission process.
    2025-03-06_13-24-50.png
  2. The patient information tab of the focus panel will showcase the following key information:
    • Patient Code
    • Patient Classification
    • Date of Birth
    • Current Age
    • Gender
    • Patient Record Status
    • Reason
    • Email
    • Primary Phone Number
    • Address Details
    • Opportunity Details (Based on the most recent opportunity on file)
    • Referred Through Details (Based on the most recent opportunity on file)
      2025-03-06_15-59-38.png

Insurance Details

The Insurance Details tab of the focus panel will showcase the following key information:

    • Insurance Priority
    • Payor Name
    • Payor Type
    • Subscriber ID
    • Group Number
    • Plan Type
    • Subscriber Name
    • Subscriber DOB
    • Instant VOB Date
    • Instant VOB Status
    • Phone VOB Date
    • Phone VOB Status
    • Version
      2025-03-06_16-01-07.png

Activities

The Activities tab of the focus panel will showcase the following key information:

    1. Communication Logs
      • Date of Communication
      • Contact With
      • Reason
      • Follow Up Date
      • Notes
    2. Patient Notes
      • Create Date
      • Notes
        2025-03-06_16-02-13.png

Assessments

The Assessments tab of the focus panel will showcase the following key information:

    • Assessment Name
    • Create Date
    • Last Updated Date
    • Progress Percentage
      2025-03-06_16-03-15.png

Data Point Breakdown

For a complete list of the data points displayed in the Admissions Pipeline, please see below.

  • Patient Record Status
  • Opportunity Status
  • Patient Name
  • Date of Birth
  • Patient Created Date
  • Gender
  • Patient Age
  • Patient Zip
  • State/Province
  • Primary Phone Number
  • Email
  • Opportunity Value
  • Projected Insurance Revenue
  • Projected Cash Revenue
  • Currency
  • Interested In
  • Seeking Treatment For
  • Opportunity Tags
  • Last Comm Log By
  • Last Comm Log Date
  • Last Comm Log Note
  • Facility
  • Primary Insurance
  • Member ID
  • Primary Payor Type
  • Proposed Facility
  • Proposed Location
  • Planned Facility
  • Planned Location
  • Created By
  • Care Coordinator
  • Episode Created Date
  • Episode Age (days)
  • Projected Admission Date
  • Admitted
  • Admit Age
  • Discharged
  • First Contact
  • First Contact Relationship
  • Contact Phone
  • Patient Classification
  • Method of Payment
  • Facebook Page
  • Referred Through Type
  • Referral Source Name
  • Primary Relationship Manager
  • Referral Source Contact First Name
  • Referral Source Contact Last Name
  • Priority
  • Patient ID
  • Opportunity ID

Important: For an in-depth guide on utilizing the grid's customization and filtering capabilities, please click here.

  •  

Was this article helpful?

1 out of 1 found this helpful