Streamline your prospect and patient admissions processes with the Kipu CRM, EMR, and Kipu RCM integrations. These integrated systems share a single-payor platform, allowing for simplified eligibility and insurance management. Additionally, because prospect and patient records are also shared across systems, redundant data entry is eliminated, improving overall efficiency. Let’s review the process end to end.
Integration Process Steps
Let's review the process at each of the key points defined in the flowchart above. These steps are intended to be high-level and will link out to additional articles for detailed step-by-step instructions.
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CRM: The prospect record is created in the CRM (click here for instructions).
- RCM: The Prospect is automatically created as patient with a Prospective Treatment Episode in the RCM.
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CRM: Add an insurance to the prospect record. Please follow these instructions if you need to add a new insurance to the CRM.
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CRM: Create a Treatment Opportunity.
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CRM: Push the Prospect’s Treatment Opportunity to the EMR when the patient is ready to be admitted.
- EMR: Accept the incoming patient record. This automatically creates a Pre-admission patient in the EMR.
- EMR: Fully admit the patient by adding an Admission Date and MR Number to the profile and completing all required fields. This includes at least one diagnosis code. Adding the MR Number will automatically send the patient to Avea.
- EMR: From the Patient Facesheet, click Send to Avea.
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RCM: Sending the completed patient record to the RCM will automatically update the Prospective Treatment Episode to an Admitted Treatment Episode.
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EMR: If needed, complete the insurance record by clicking Managing Insurance.
- RCM: Complete any missing information in the Payer and Policy Holder sections.
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EMR: Once the insurance record is complete in the RCM, click Eligibility to complete an electronic Eligibility check.
- RCM: Complete the Eligibility check. Check out the Eligibility article for complete information on coverage responses and errors.
- EMR: From the Facesheet, click Manage Review to add an U/R plan.
- RCM: Complete the U/R details. The patient must have a diagnosis code and insurance plan added to their facesheet to complete this step.
- EMR: Document billable services through Group Sessions or Evaluations.
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EMR: Review the billed items and transmit selected charges from the Billing Report.
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RCM: Review the Attendance Calendar and select submit the selected treatments for billing.
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RCM: Create and submit claims following the Claim Creation workflow in the Work Center.