We bring Kipu data into your CRM and show it on dashboards. Admit and discharge dates, pre-assessments, insurance outcomes and program history sit next to the lead source, the rep and the referral source.
900+ integrations completed · Salesforce partner · We sign BAAs
How Kipu data reaches the dashboard
Admits, discharges, pre-assessments and insurance
Two-way sync with Salesforce or Zoho CRM, as built for each client
Each admit tied to its opportunity, rep and referral source
Admissions and outcomes next to marketing and BD
Kipu knows who admitted and discharged. The CRM knows where they came from. A Kipu dashboard is built on the CRM once the Kipu data is there, so admissions, marketing and BD see outcomes next to sources.
We sync Kipu with the CRM: admit and discharge dates, pre-assessments, insurance outcomes (approved, not approved or pending) and program history. Referral sources can sync both ways. With admit and discharge dates in the CRM, the opportunity stage follows them, so counts on the dashboard match Kipu.
In Salesforce, much of this can live inside Salesforce dashboards, and we build those. For Zoho CRM or another CRM, or for people without a Salesforce license, we build it with our sister company TrussCharts (trusscharts.com).
What's included
From Kipu, on the CRM record, so stages and counts match.
Pre-assessments from Kipu shown next to the opportunity.
Approved, not approved and pending, by source and by rep.
Past programs and re-admits with each patient's CRM record.
Kipu admits tied to marketing channels and referral sources in the CRM.
Admissions and BD reps credited for the admits they brought in.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Calls in queue right now, across the top. Missed calls, admits, and arrivals today. Leads to opportunities to admits, and calls by hour. (client dashboard, names replaced)
Opportunity-to-admit % by month. A three-month average line. Dips are easy to see. (client dashboard, names replaced)
Salesforce, Zoho CRM or another CRM whose API allows it
EMR data brought back into the CRM
Admissions today and opportunity to admit
Referral sources and BD activity next to admits
Our sister company, for custom hosted Kipu dashboards
Book a free call. We look at your Kipu and CRM data, and sketch the Kipu dashboard your admissions and BD teams would use.
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I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
How it works
We look at your Kipu account, your CRM and the reports your team builds by hand.
Priced by project, not by the hour. You approve before we start.
Admit and discharge dates, pre-assessments, insurance outcomes and program history mapped to the CRM.
The dashboard built and checked against Kipu, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Admit and discharge dates, pre-assessments, insurance outcomes (approved, not approved or pending) and program history, once that data is in the CRM.
Yes. We build two-way syncs between Kipu and Salesforce or Zoho CRM, set up for each client.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
