Prospect/Patient Records Grid Overview

Welcome to the Prospect/Patient Records grid, your centralized hub for all patient records within the Kipu CRM. Here, you'll discover powerful quick action tools and an intuitive focus panel, making it a breeze to review crucial information for each patient in your system.

Important
For more information on the Quick Action capabilities in the Prospect/Patient Records grid, please click here.

Requirements

The user must have one of the following security roles:

• • External 3rd Party VOB Worker
  • Admission Worker
  • Marketing Only for 3rd Party Marketing Setup (With Reports)
  • Auditor - Read Only
  • Combined +
  • Combined (Admissions and B.D.)
  • Super User
  • Limited Admissions Worker
  • VOB Worker
  • Restricted Admissions Worker
  • Alumni/Aftercare 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 Prospect/Patient Records Grid

For guidance on how to locate the Prospect/Patient Records grid, please take a look at the steps below.

• Select CRM > Admissions Management > Prospect/Patient Records from the CRM Landing Page Dashboard.

Note
Alternatively, users can select the Records widget on the dashboard to quickly access this area of the system.

Functionality

The Prospect/Patients Record Grid serves as the central repository for all patient records in your CRM tenant. By default, it displays active patient records, but users have the flexibility to adjust the settings to view archived patients. This feature enables users to efficiently reference essential information for each patient, such as their current record status and details of the latest communication interaction.

Filter Flow Breakdown

• The Prospect/Patient Records grid allows users to easily filter patient records based on their current status. For instance, choosing the "Discharged" flow option will display records currently classified as Discharged, determined by the presence of a discharge date and time on their most recent treatment opportunity.

Important
For additional information about patient record statuses and their significance in the system, please click here.

Toggle Breakdown

• When the Prospect/Patient Records Grid is toggled to Viewing Active, it will display all active and unarchived patient records in your CRM tenant.
• When the Prospect/Patient Records Grid is toggled to Viewing Archived, it will display all inactive and archived patient records in your CRM tenant.

Focus Panel Breakdown

Upon selecting a record present on the Prospect/Patient Records grid, the system will present the user with a focus panel showcasing key information relative to the patient. Additionally, the focus panel offers quick action capabilities to streamline workflows within the CRM.

Patient Information

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

• • • • Patient Code
      • Patient Classification
      • Date of Birth
      • Current Age
      • Gender
      • Gender Identity
      • 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)

Insurance Details

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

• • • • Insurance Type
      • Payor Name
      • Insurance Category
      • Member ID
      • Group Number
      • Plan Type
      • Subscriber Name
      • Subscriber DOB
      • Instant VOB Date
      • Instant VOB Status
      • Phone VOB Date
      • Phone VOB Status
      • Version 

Activities

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

• • • • • Communication Logs
        • Date of Communication
        • Contact With
        • Reason
        • Follow Up Date
        • Notes
        • Patient Notes
        • Create Date
        • Notes 

Assessments

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

• • • • Assessment Name
      • Create Date
      • Last Updated Date
      • Progress Percentage 

Data Point Breakdown

For a complete list of the data points displayed in the Prospect/Patient Records Grid, please see below.

• Patient Record Status
• Patient Name
• Email
• Date of Birth
• Gender
• Facility
• Record Tags (aka "Patient Tags")
• Primary Insurance Name
• Member ID
• Primary Phone Number
• Patient Do Not Call
• Last Comm Log Date
• Last Comm Log Note
• Last Comm Log By
• Created By
• Created Date
• Assigned Agent
• Ok to Send Email
• Patient Classification

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

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