The Kipu CRM, EMR, and RCM systems integrate seamlessly to prevent duplicate data entry, reduce manual errors, and improve admissions, billing, and payer management processes throughout your organization.
Configuration
Click each tab below to learn more about configuring each product in the Kipu suite for the integration!
- Click here for information on configuring the CRM when using the EMR integration.
- To ensure accurate and timely billing, service charges in both the EMR and RCM must be compatible. For more information on creating billable services in both systems, click here.
Workflows
Since prospect and patient records are shared across these systems, and payer management is handled solely in the RCM, workflows for eligibility, insurance, and billing become simpler and more efficient.
- To learn how to create a new prospect/pre-admit patient starting with the CRM, click here.
To learn how to create a new patient using only the EMR + RCM integration, click here. - To learn how to create insurance records starting with the CRM, click here.
To learn how to add and manage insurance information using the EMR + RCM integration, click here. - To learn how to create U/R plans for the EMR + RCM integration, click here.
- To learn how to create service charges in the EMR, click here.
For information on transmitting those charges to the Attendance Calendar in the RCM, click here. - Once charges have been transmitted to the Attendance Calendar in the RCM, they must be submitted to the Work Center for billing. For more information on the Attendance Calendar, click here.
- Once the service charges have been sent to the Work Center, they will be converted into claims and submitted to the payer. For more information on creating and submitting claims, click here.
- For information on the private-pay workflow for the Kipu Integration, click here.
Process Documents and Data Integration Tables
For a complete list of process documents and data integration tables, click here.
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