Description
We offer our clients free access to the Kipu Academy, where you can take courses at your own pace. Today, we offer courses on the Kipu EMR, MAT, CRM, and RCM and we are invested in continuously growing our catalog. To track your progress, you’ll be asked to create an account when you register for your first course, which only requires an email address and password!
Kipu CRM Courses
The following courses are available for the Kipu CRM. Click on the course name below to view the course and enroll.
| Course | Description | Audience | Duration |
|
Getting Started
|
Sign up for the CRM and attain the fundamental skills required to navigate the CRM as a new user confidently. | All Staff | 45 min |
| Alumni Management Best Practice Workflow | In this course, you will learn about the Kipu CRM best practices for streamlining the alumni management process, making it more efficient and accurate. | Super Users, Admission Workers, Alumni/Aftercare Workers, Alumni/Aftercare Workers Combined +, Limited Admissions Workers, Limited Admissions Workers, VOB Workers | 15 min |
| Admissions Management | This course is focused on the admission processes (patient records, treatment opportunities, pipeline management, and call queues). | Admissions, Alumni/Aftercare Super User, VOB Worker | 45 min |
| Business Development | This course is focused on Business Development (Referrals, BD pipeline management, and Campaign & Marketing events). | Alumni/Aftercare, Super User, Business Development, Marketing, Referral Source Management | 45 min |
| Business Development Best Practice Workflow | In this course, you will learn about the Kipu CRM best practices for streamlining the business development process, making it more efficient and accurate. | Super Users, Admission Workers, Alumni/Aftercare Workers, Alumni/Aftercare Workers Combined +, Limited Admissions Workers, Limited Admissions Workers, VOB Workers | 30 min |
| Marketing Best Practice Workflow | In this course, you will learn about the Kipu CRM best practices for the campaign and marketing event process, ensuring that the data collected can be easily tracked and analyzed to evaluate the effectiveness of marketing strategies. | Super Users, Admission Workers, Alumni/Aftercare Workers, Alumni/Aftercare Workers Combined +, Limited Admissions Workers, Limited Admissions Workers, VOB Workers | 30 min |
| Custom Email Templates | In this course, you will learn about our comprehensive Email Template Editor feature. This feature is designed to create impactful email campaigns and allow users to create custom template emails, for scenarios such as welcoming a patient to the facility or reaching out to alumni. | Anyone who is a Super User in the CRM, and anyone who manages the pre-admission process. | 30 min |
| VOB and Payor Management | Discover how to manage payors and complete verification of benefits. | Alumni/Aftercare Worker, Combined +, Super User, VOB Worker, Limited Admissions Worker, Admissions Worker, Combined (Admissions and B.D.), and Restricted Admissions Worker. | 45 min |
| User Management | Learn how to Create user profiles, complete CRM sign-up, deactivate users, and create teams for specific tasks. | Super Users, Managers | 30 min |
| Research and Discovery Best Practice Workflow | In this course, you will learn about the Kipu CRM best practices for streamlining the research and admission process, making it more efficient and accurate. This workflow is designed to help facilities give patients the help they need promptly and effectively. | Superusers, Admission Workers, Alumni/Aftercare Workers, Alumni/Aftercare Workers Combined +, Limited Admissions Workers, Limited Admissions Workers, VOB Workers | 30 min |
| Settings | Customize List Guide, Manage Opportunity Statuses, Visibility Controller, and Grid Customization. | Super Users | 30 min |
| Qualify Best Practice Workflow | In this course, you will learn about the Kipu CRM best practices for streamlining the qualifying process, making it more efficient and accurate. | Super Users, Admission Worker, Alumni/Aftercare Worker, Alumni/Aftercare Worker Combined +, Limited Admissions Worker, Limited Admissions Worker, VOB Worker | 50 min |
| Assessments | Learn how to build insurance and pre-admission assessments using the Template Designer in the CRM. Also, we will learn to build conditional logic, live forms, and billable assessments in this course. | Super User/RB Super User, Restricted Admissions Worker, Combined Admissions and Business Development/Combined +, and VOB Worker | 1 hr |
| Kipu CRM Best Practices Certification | Certification | All Staff | 1 hr |