Knowledge Base

• Kipu Academy: For Manager Users
• Kipu Academy: For Learner Users
• First Time User
• First Time Super Admin
• Technical Requirements
• Changing Your Password

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• Dashboard: Overview
• Dashboard: Orders
• Dashboard: Legacy Med Pass
• Dashboard: Actions
• Dashboard: Physician Review
• Dashboard: Case Load

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• Referring a Patient to Another Facility
• Customize Patient Header Information on Casefile/PDF Packages
• Patients Overview
• Patients Tags & Custom Filters
• Pre-Admission Patient Charts
• Archive Pre-Admission Charts

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• Occupancy Overview
• Bed Board Display
• Occupancy: Setup and User Roles

• Sign off on Group Sessions
• Export Legacy Calendar Data to Excel
• Schedules Tab: Overview
• Zoom Troubleshooting Tips
• Group Sessions: User Guide
• Group Sessions: Setup

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• Rounds Overview
• Shifts Overview
• Rounds: How to Set up Locations and Activities
• Rounds: User Permissions
• Rounds: Assign and Drop a Round
• Rounds: Manage Rounds

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• 2026 Labs Release Notes
• 2025 Labs Release Notes
• Prepare Chart For Labs
• Kipu Lab Setup
• Quest Diagnostics Interface
• Share Your Ideas for Lab Features

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• Reports Overview
• Reports: Billing Audit Tool
• Reports: Medication
• Rounds Reports
• Financial Reports: Zoom Telehealth Usage
• Operations Reports

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• Evaluations: Dynamic Matrix Field Type
• Evaluations: Add On Codes for Ancillary Evaluations
• ASAM Fourth Edition Evaluation Templates
• Evaluations: Service Specific Diagnosis Codes for Ancillary Evaluations
• Evaluations: Refinement Requested
• Templates: Chart✓

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• Comparison of Patient vs Facility Inventory
• Medications Overview
• Medications/Inventory: User Roles and Features
• Inventory Settings
• Manage Patient Inventory
• Manage Facility Inventory

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• Outcomes Measurement: Overview and Setup
• Outcomes: Available Assessments
• Outcomes: Manage Assessment Programs
• Outcomes: Enroll/Unenroll Patients in Programs
• Outcomes: Manage Patient Assessments
• Outcomes: Reviewing Results (Individual & Aggregated Reports)

• Settings: Med Log
• Settings: Integrations
• Settings: ePrescribe
• Integrations: ASAM Continuum
• Settings Overview
• Disable a Location

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• Manage Users Overview
• Users Management Disclaimer
• Create a User
• Users: Internal Roles
• Users: Roles for Integrations and Add-Ons
• Users: External Roles

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• Setting Up Portal Packages
• Sharing Forms with Patient Portal Packages
• Patient Portal Overview
• Enable Patient Portal
• Enroll Patients in the Patient Portal
• Managing Portal Accounts

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• MAT Overview

• Integrated Billing Basics
• Billing: Outpatient Billable Evaluations and Group Sessions LOC Workflow
• Templates: Billable Ancillary Evaluations and Group Sessions
• Billing Audit Tool Report: Send Billable Items (Integrated Billing)
• Billable Evaluations and Group Sessions
• Generating Billables Items for Lab Requisitions

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• Pre-Admission Best Practice Workflows Overview
• Admission Best Practice Workflows Overview
• Continued Care Best Practice Workflow Overview
• Discharge Best Practice Workflows Overview

• Kipu Payments: Sunbit Patient Financing
• Kipu Payments: Overview
• Kipu Payments: Stripe Integration Responsibilities
• Patient Payments: Enabling and Setting Up Patient Payments
• Kipu Payments: Editing Management and Ownership Information
• Kipu Payments: Taking a Patient Payment

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• Treatment Episodes Kickstart Service
• Preparing Your Team for Treatment Episodes
• Treatment Episodes: Overview
• Treatment Episodes: New Patient Creation
• Treatment Episodes: Patient Header
• Treatment Episodes: Episode of Care Summary

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