January 2025 Release Notes

  • Updated

January Sprint 2 (January 16 - January 31, 2025)

  • Admissions Pipeline: The insurance-related field on the admissions pipeline grid have been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.
  • Admissions Pipeline: The insurance-related fields on the patient focus panel have been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.
  • Analytics: The Proposed Facility column in the Sales Funnel report now supports multi-select control filtering, allowing users to refine and analyze data more efficiently.
  • Customize Lists: The Method of Payment list has been expanded to include National Health Service (NHS), National Health Service (NHS) Practitioner Health, and Charity, enhancing documentation capabilities for facilities operating in the United Kingdom.
  • Email Notifications: A new email notification, “Patient Note Update,” has been introduced. This notification alerts subscribed users whenever a patient note is edited within a patient record, ensuring that relevant individuals stay informed about any updates to note documentation in the system.
  • Patient Alerts: The Patient Alerts feature now automatically sorts inactive alerts to the bottom of the list, streamlining the alert selection process for improved efficiency.
  • Patient Contacts: The Patient Contact screen has been updated with a new field, “Email Marketing Opts,” to support email marketing integrations. If a Patient Contact is set to “Opts In,” the record will be added to the email marketing list. If set to “Opts Out,” the record will be excluded, ensuring proper consent management.
  • Patient Contacts: The Patient Contact screen has been updated with a new field, “Ok to Send Email,” which controls whether email communications can be sent to the patient contact via Kipu CRM.
  • Patient Records: The Patient Information screen has been updated with a new field, “Email Marketing Opts,” to support email marketing integrations. If a Patient Record is set to “Opts In,” the record will be added to the email marketing list. If set to “Opts Out,” the record will be excluded, ensuring proper consent management.
  • Patient Records: The Patient Information screen has been updated with a new field, “Ok to Send Email,” which determines whether email communications can be sent to the patient via Kipu CRM.
  • Patient Records: The Activities section within patient records has been enhanced to allow users to delete email log records, providing greater control over the email correspondences stored within patient records.
  • Patient Records: The Insurance List section within patient records has been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.
  • Patient Insurance Records: The Insurance Priority option “Carve Out” has been updated to “Behavioral Carve-Out” to align with the standardized product labels used across the Kipu Health ecosystem.
  • Patient Insurance Records: The field label “Relationship of Patient to Subscriber” has been updated to “Patient Relationship to Subscriber” to ensure consistency with standardized product labels across the Kipu Health ecosystem.
  • Patient Notes: Patient Note records have been enhanced with an audit log, enabling users to track and view exact changes made to notes for improved transparency and record-keeping.
  • Patient Records Grid: The insurance-related field in the patient records grid has been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.
  • Patient Records Grid: The Patient Records grid now includes a new column, “Referred Through Type,” which displays the referred through type from the most recent Treatment Opportunity on file for the patient, providing users with enhanced visibility into referral sources.
  • Referral Source Communication Logs: A new feature, “Mass Communication,” has been released, enabling users to bulk add referral source communication logs across multiple records in the system from a single interface, streamlining documentation and communication tracking.
  • Referral Source Contacts: The Referral Source Contact screen has been updated with a new field, “Email Marketing Opts,” to support email marketing integrations. If a Referral Source Contact is set to “Opts In,” the record will be added to the email marketing list. If set to “Opts Out,” the record will be excluded from the list, ensuring proper consent management.
  • Referral Source Contacts: The Referral Source Contact screen has been updated with a new field, “Ok to Send Email,” which determines whether email communications can be sent to the patient via Kipu CRM.

Important
The ability to send emails directly to Referral Source Contacts via Kipu CRM is not yet available, but this feature is coming soon!

  • Settings: A new area has been created to allow super users to upload their company logo into the system, enabling the use of the Assessment One-Time Use URL feature. Please note: This requirement has not yet been enabled, so organizations will continue to use the Assessment OTU feature without any interruptions at this time.
  • VOB 2.0: The insurance-related columns in the VOB Queue grid have been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.
  • VOB 2.0: The insurance-related fields within the VOB 2.0 focus panel have been updated to align with the newly implemented patient insurance field labels, ensuring consistency and uniformity across the system.

January Sprint 1 (January 1st - January 15, 2025)

  • Assessments: The PDF function has been updated to include red highlights for fields marked as important, enhancing visibility and improving the assessment review process.
  • Assessments Designer: The Assessment Designer application has been enhanced to allow users to mark specific fields as important. When marked, these fields will be highlighted with a red line while working on the assessment, ensuring they stand out for improved visibility and prioritization.
  • Campaigns & Marketing: The Event Admission Referrals area within Marketing Events has been updated to align with the new design pattern, ensuring a consistent appearance across all Kipu products.
  • Customize Lists: The Interested In list has been expanded with three new options: Community PHP, Community IOP, and Psychological Assessment Program. These additions enhance the available options to support improved treatment opportunity documentation within the system.
  • Patient Address Records: The user interface for the Patient Address record has been updated to enhance its intuitiveness and improve its overall appearance within the site.
  • Patient Contact Records: The user interface for the Patient Address record has been updated to enhance its intuitiveness and improve its overall appearance within the site.
  • Patient Records: The Method of Payment field in the patient information section of the record has been renamed to Payment Method to ensure greater uniformity across the Kipu ecosystem of products.
  • Patient Insurance Records: The patient insurance record has been updated to promote greater uniformity across the Kipu ecosystem. The following changes have been made: “Tenant Payor” has been renamed to Insurance Payer, “Insurance Type” has been renamed to Insurance Priority, “Member ID” has been renamed to Subscriber ID, “Group Plan Name” has been renamed to Group Name, “Insurance Plan Period” has been renamed to Coverage Period, and “Insurance Category” has been renamed to Payer Type.

Was this article helpful?

0 out of 0 found this helpful