In the Kipu CRM, Treatment Opportunities are categorized as either Incomplete/Open or Completed/Closed based on the applied opportunity status. This categorization significantly influences their location within the admissions pipeline and determines how they are classified and represented in reports.
Open Opportunity Statuses
To view a comprehensive list of opportunity statuses that designate a treatment opportunity as Incomplete/Open in the CRM, please consult the information provided below.
| Accepted by Facility, Client MIA | Full Payment And Security Deposit Collected | Payment Plan Approved | Sent For Decision |
| Accepted by Facility, Client not Ready to Commit to TX | Gathering Information | Payment Plan Denied | Sent for Financial Decision |
| Accepted By Facility, Patient Accepted Care | Pending 3rd Party Financing | Sent for Medical Review | |
| Accepted for Evaluation Only | Insurance Needs Reverified | Pending Call From Family | Sent for Payment Plan Decision |
| Accepted, Pending Detox | Intake Appointment Concluded | Pending Call from Insurance | Single Case Agreement, Negotiations |
| Admission Packet Sent | Intake Appointment Missed | Pending Call From Prospect | Step-down Assessment Scheduled |
| Admission Scheduled | Intake Appointment Scheduled | Pending Call Outside Agency | Tour Scheduled |
| Admissions Letter Returned | Medical Records Requested | Pending Clinical Approval | Verifying Insurance |
| Application Returned | Medical Review Complete | Pending Medical Approval | Vob Approved |
| Appointment Missed | Medical Review Underway | Pending Peer Review | VOB Completed |
| Approved Admission; Patient MIA | Medically Approved | Pending, Decision Documented | VOB Reviewed |
| Approved for Admissions | Medicare Needs Reverified | Pre-Auth Requested | Waiting for Client Decision |
| Assessment Completed | Move In Scheduled | Pre-Cert Complete | Waiting For EKG Results |
| Assessment Scheduled | Need to contact Case Manager | Pre-Cert Underway | Waiting for Insurance Information to be Sent |
| Assessment Underway | Need to contact Family | Proposed, Patient awaiting jail release | Waiting For Lab Results |
| Assessment Unsuccessful | Need to contact Treatment Center | Proposed, Patient awaiting judicial order | Waiting on Client/Third Party |
| Attempting Contact | Needs Clinical Pre-Screening | Proposed, Patient considering availability for treatment | Waiting on Contact Information |
| Clinical Pre-Screening Complete | Needs Financials Communicated | Proposed, Patient considering other providers | Waiting on Internal Decision |
| Clinical Pre-Screening Underway | Needs Nurtured | Proposed, Patient needs transportation | WaitingForMedicalClearance |
| Clinical Review Complete | Needs Pre-Cert | Purchasing Insurance | Waitlisted |
| Clinical Review Underway | Needs Referral Out | Quick Entry | |
| Clinically Approved | Needs Scheduled | Readmit | |
| Contacted | Needs Transportation Coordination | Referred In | |
| Converting from State Policy to Private Insurance | Needs VOB | Screening Complete | |
| Currently in Detox | New Inquiry | Screening Incomplete | |
| Deleted by EMR User | New Inquiry from Form Queue | Screening Not started | |
| Deposit Collected | On Hold, Not Ready to Commit to Tx | Screening Underway | |
| Financial Review Complete | On Hold, Pending Medical Release | Sent Application | |
| Financial Review Underway | On Hold, Tentative Future Admission | Sent Application + Financial Aid Application | |
| Follow Up | Patient MIA | Sent for Clinical Decision |
Closed Opportunity Statuses
To view a comprehensive list of opportunity statuses that designate a treatment opportunity as Complete/Closed in the CRM, please consult the information provided below.
| Complete Patient Not Accepted and Referred Out | Complete, Patient Moved In | Complete, Unknown/Maintenance | Dropped from Process, Client Unwilling to Travel | Dropped from Process, Out of Network |
| Complete, Accepted By Facility, Patient Declined Care | Complete, Patient No Show | Dropped from Process by Facility Staff | Dropped from Process, Contact Information Not Provided | Dropped from Process, Patient Went Elsewhere, See Decision |
| Complete, Evaluation Only | Complete, Patient Not Accepted See Reason for Denial | Dropped from Process due to Insurance | Dropped from Process, Declined, See Decision | Dropped from Process, Unable to Contact |
| Complete, Patient Admitted | Complete, Patient Pending Pickup Date | Dropped from Process Patient Request | Dropped from Process, Due to Full Census | Dropped from Process; Historical Data |
| Complete, Patient in Detox | Complete, Qualifiable Referral, See Decision | Dropped from Process, Client Not Ready | Dropped from Process, Due to Level of Care | Individual Passed Away |