Kipu CRM consulting for behavioral health.

The Opportunity

Making Kipu CRM earn its keep

What we configure

• →Admissions pipeline stages and required fields, mirrored to your real workflow
• →CTM/CallRail integration: every call logged with its source on the Kipu record
• →VOB and follow-up task automation with SLA visibility
• →Admissions-to-chart handoff: clean conversion from CRM record to EMR admission
• →Reporting: funnel, source, and rep views alongside census data

Inside a Build

What a Kipu CRM build actually includes

Kipu CRM ships as a capable pipeline; it becomes an admissions engine through configuration. The build order we run for Kipu-standardized centers:

Pipeline in front of the chart

Stages mirrored to the real funnel, inquiry, contacted, insurance collected, VOB in progress, viable VOB, assessment, scheduled, admitted, with required fields per stage so records cannot advance half-empty, and loss reasons (unreachable, benefits not viable, chose elsewhere, not appropriate) that make the pipeline report honestly.

The call layer on the record

CallTrackingMetrics integration writes every call to the Kipu record with source, campaign, recording link, and disposition, built by an official CTM Partner, so attribution survives the phone system instead of dying at it.

VOB and follow-up automation

Completed intake auto-creates the verification task with an SLA timer; unreached inquiries enter a structured cadence instead of a rep’s memory. The automations are where Kipu CRM stops being a list and starts recovering admits.

The admissions-to-chart handoff

The one-vendor payoff: admitted records convert cleanly into the Kipu EMR chart, demographics, insurance, and assessment context carried over, no re-keying, no swivel-chair intake. We design the conversion mapping so clinical inherits what admissions captured.

When Kipu CRM, and when Dazos-plus-Kipu

Honest boundary: centers that prioritize one vendor and a native chart handoff configure Kipu CRM and are well served. Centers whose constraint is admissions conversion at marketing volume, scoring, deep cadences, revenue reporting, often pair Dazos for admissions with Kipu as the EMR. We build both patterns and will tell you plainly which fits; the Dazos vs Kipu comparison shows the tradeoffs.

Your CRM should produce admits.

We configure Dazos, Salesforce, Kipu, Zoho, and Opus around the admissions funnel, workflow, automation, and cost-per-admit reporting.