Kipu & Zoho CRM Integration
Get patient care through insightful analytics, workflow automation, and secure, compliant data management. Explore the power of an integrated solution designed to optimize your healthcare operations and patient outcomes.
Get our Kipu & Zoho CRM Integration.
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Your Kipu & Zoho CRM Integration out the box doesn't give you these custom benefits.
We can also add in other custom features you're looking for in your integration.
Talk to us today!
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"Send to Kipu" Button
Automate updating admit and discharge dates in both systems with an API integration between the two systems. Add a "Send to Kipu" button in Zoho to create Facesheets automatically in Kipu.
AMA Handling
Identify and handle patients leaving the facility Against Medical Advice (AMA). Ensure proper documentation and follow-up procedures from the team in Zoho.
Discharge Types & Program History
If they transferred between facilities, or left treatment against medical advice (AMA), or if they completed treatment. We will pull the full Program History and Discharge Types into Zoho.
Alumni Follow-Ups
You will eliminate manual efforts and reduce the risk of errors, promoting efficiency and accuracy in client management. Reporting in Zoho will auto-update to recognize discharges.
This really is the only Integration you'll ever need for Kipu and Zoho CRM.
To get the most accurate and up-to-date information on the benefits of integrating Kipu with Zoho CRM, we will provide detailed insights into the integration capabilities, features, and potential advantages specific to your organization's needs!
In summary:
Scalability
As healthcare organizations grow, the integration should be scalable to handle increased data volume and additional functionalities.
Patient Engagement
This could include appointment reminders, health education materials, or follow-up communications to enhance patient involvement in their care.
Compliance
A well-integrated system can help in enforcing compliance standards and ensuring the secure transfer of sensitive patient information.
How We Work?
*Kipu API Costs - $250 per month (7-10 day application process) - paid directly to Kipu.
Discovery Call -
(Same Day)
Discuss the details with all project stakeholders.
Do a detailed analysis of your systems
(1-3 Days)
Create a roadmap and timeline of milestones.
Develop the Integration
(3-7 days)
Our team of developers and an assigned project manager get started
Quality Assurance & Training
(2-7 Days)
(1) User Training
(2) Any Further Changes Required
(3) Any work Covered Under Warranty
Do You Have Questions? We Have the Answers for You
We used to have an FAQ section here. Then we realized everyone's questions were similar, but different. So just ask us in our chat, any FAQ, and we'll give you a real-time answer.
What Happens After the Discovery & Systems Review
Fixed Price Quote
You’ll receive a detailed fixed-price quote, broken down by task or project so you know exactly what to expect—no surprises, just clear expectations. We typically structure payments as follows:
50% upfront
50% upon project completion
Larger Projects: Payments at agreed-upon milestones throughout the project.
This approach ensures that your investment is aligned with progress, giving you confidence at every stage.
Ongoing Support
Once your project is complete, we offer flexible ongoing support with no minimum commitment. Our rate is $90.00 USD per hour, and we bill in 1/100th of an hour increments, allowing you to pay only for the exact time spent.
We use Clockify to track our time and generate detailed reports. Each entry is:
- Tagged by ticket in Jira
- Includes a clear description
- Categorized by project type
You’ll receive a transparent breakdown of hours in each invoice, so you can clearly see where time is being spent and how it's adding value to your business.
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