New Features Introduced in February
Discussion Section for Referral Source Communication Logs
We've broadened the scope of patient discussions to include referral source comm logs. This enhancement allows you to mention (@) CRM users directly within discussions, triggering notifications for streamlined collaboration and communication.
Learn more about how to use Discussions.
Context Menu in Patient Contact Table
We've enhanced our context menu, previously exclusive to referral source contacts, extending it to patient contacts. This update empowers users with personalization options, allowing for the hiding or revealing of columns based on what's most relevant to them.
Outbound Call List [Beta]
The Outbound Call List feature, currently in Beta, revolutionizes patient outreach by enabling easy compilation and management of call lists directly from the patient page. With a workspace that presents crucial details, users can track calls, mark completions, and note interactions efficiently. This tool offers a streamlined method for enhancing your communication strategy with patients.
Reach out to CRM Support to schedule a demo: crmsupport@kipuhealth.com
February Enhancements
EMR Integration Enhancements
We've enhanced CRM integration with Kipu EMR, ensuring that the referral source organization name is now passed directly to the full name field in the EMR contact list when no existing contact is found for that organization. This update bridges gaps for smoother integration and a more comprehensive view of patient information.
System and Interface Upgrades
These enhancements are designed to streamline your workflow, provide greater system consistency, and expand your operational capabilities.
- Vertical Scaling and Header Alignments: All grids now feature 100% vertical scaling, ensuring consistency across the system with perfectly aligned headers.
- Email Marketing Reset Authorization: Gain more control with the ability to reset authorizations in Email Marketing, enhancing security and flexibility.
- On Call Schedules Redesign: On Call Schedules have been revamped with a new design pattern, offering an intuitive and streamlined user interface.
- Expanded Payment Options: We've broadened your transaction capabilities with the addition of new payment method values, facilitating more diverse financial transactions.
What's next for the Kipu CRM?
Looking ahead, our CRM is set to introduce transformative features to enhance efficiency and collaboration:
- EMR Payor Sync: Streamline your operations with a one-click solution that syncs your EMR payor list directly with the CRM, eliminating the need for manual searches and imports.
- Enhanced Task Collaboration: Extend collaboration through the ability to mention (@) CRM users in task comments, mirroring the valued discussion feature and ensuring effective team engagement.
- BI Task Dashboard: We're developing a new Business Intelligence (BI) dashboard dedicated to tasks, enabling you to generate insightful reports and analytics effortlessly.
- Email Domain Security [Beta]: Look forward to an enhanced security feature for email domains, aiming to safeguard your communications more robustly.