The Kipu CRM offers users a robust landing page dashboard upon logging in, providing a comprehensive overview of key metrics. This dashboard offers insights into various aspects of the system, such as the total number of patient records in your database, opportunities in your admissions pipeline, Phone VOBs in the queue, and referral network insights.
Widget Breakdown
To explore a detailed explanation of all available widgets featured on the Kipu CRM Landing Page Dashboard, please review the information provided below.
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Records: Shows the total count of patient records across your CRM tenant, regardless of their current status (prospect, lead, patient, etc.). |
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| Admissions Pipeline: This shows the total count of treatment opportunities that are currently open/in process in your Admissions Pipeline. | |
| Verification of Benefits: This shows the total count of Phone VOB requests that are currently in your VOB queue. | |
| Assessment Responses: Displays the total number of assessments that have been performed in the system. Additionally, an average percentage of completion is present. | |
| Tasks: Displays the total count of overdue tasks and tasks due today for your user, separated for clarity. | |
| Records Status: Displays a breakdown of your patient mix based on their current record status. (Donut Chart) | |
| Opportunity Status: Presents a detailed view of your treatment opportunities categorized by their outcomes, including Declined, Rejected, In-Process, and Accepted. (Donut Chart) | |
| Tasks: Provides a comprehensive list of tasks assigned to you, with the flexibility to filter tasks based on their status, including Overdue, Due Today, or In-Process. Please note that only 11 tasks are displayed at a time for optimal viewing. | |
| Referral Network: Presents business development-oriented users with insights related to referrals from referral sources that they manage, including the number of admits and referral outs for each account. Additionally, users can filter the data in this widget by this week, this month, or this year. | |
| Communication Logs By User: Displays the total number of communication logs created per month broken down by the communication category. (Stacked Bar Graph) | |
| Open VOBs: Displays the total number of open Phone VOB requests categorized by their status. (Bar Graph) | |
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Closed VOBs: Displays the total number of closed Phone VOB requests categorized by their status. (Bar Graph) |
Important
Please note, the Kipu CRM Landing Page Dashboard does not support customization at this current time.