Kipu EMR + Kipu RCM (Avea) Integration Workflow

Streamline your prospect and patient admissions processes with Kipu EMR, and Kipu RCM integration. Because payor management happens exclusively in the RCM, the eligibility and insurance processes are simplified and streamlined. 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. 

1. EMR: Create a patient record, completing all required fields. This includes at least one diagnosis code.
2. EMR: The patient will be automatically sent to the RCM when adding the MR Number. To manually send the patient to the RCM with any updated information, click Send to Avea from the External Apps section of the facesheet.
   
3. RCM: Sending the completed patient record to the RCM will automatically create a Patient record with an Admitted Treatment Episode.
4. EMR: Add an insurance record to the patient chart by clicking Managing Insurance.
5. RCM: Create the Insurance Set for the patient, adding primary, secondary, and tertiary payers, as needed. Click here for instructions.
6. EMR: Once the insurance record is complete in the RCM, click Eligibility to complete an electronic Eligibility check.
7. RCM: Complete the Eligibility check. Check out the Eligibility article for complete information on coverage responses and errors.
8. EMR: From the Facesheet, click Manage Review to add a U/R plan.
9. RCM: Complete the U/R details. The patient must have a diagnosis code and insurance plan added to their facesheet to complete this step.
   
   
10. EMR: Document billable services through Group Sessions or Evaluations. 
11. EMR: Review the billed items and transmit selected charges from the Billing Report.
12. RCM: Review the Attendance Calendar and select submit the selected treatments for billing.
13. RCM: Create and submit claims following the Claim Creation workflow in the Work Center.