In Kipu CRM, assigning a referred-through type to each treatment opportunity is crucial for accurately documenting patient referrals. This practice provides insights into referral patterns, aiding effective management in patient intake, discharge planning, and alumni aftercare. Proper assignment enhances record-keeping and improves overall patient management efficiency, enabling your organization to make informed decisions and optimize care pathways.
| Referred Through Type Options | ||||
|---|---|---|---|---|
| 12-Step Meeting | County | Spouse / Significant Other | Internet Search | Live Chat |
| Alumni / Current | Employer | Staff | Friends | Marketing Event |
| Auto Dialer | EMR Admit | Tier Call | Family | Media |
| Community Member | Facility Contact | Unknown | House Manager | Mobile Application |
| Contact Form | Facility Website | Verify with Patient | Insurance Company | Internal Transfer |
| Contact of Alumni / Current | Facility Website Email | Word Of Mouth | Outbound Call | None-Walk In |
| Organic | PPC | Quick Entry | Readmit | Re-Inquiry |
| SEO Unclassified | Social Media - Facebook | Social Media - Instagram | Social Media - TikTok | Social Media - Twitter |
Important: Certain referred-through type options listed above will trigger the display of additional cascading fields. This ensures that you can provide accurate documentation for each referral.
Important: For guidance on how to manage the list of Referred Through Type options for your CRM account, please click here.