When a former patient comes back, admissions should not retype a chart or create a duplicate. We build a re-admit button in Salesforce that opens a new, numbered opportunity on the same account, carries over what is already known, keeps the EMR patient ID, and sends the new episode to your EMR.
900+ integrations completed · Salesforce partner · We sign BAAs
How a re-admit runs
Admissions clicks the re-admit button on the last opportunity
A new opportunity is created under the same account and named with the next number
Patient details and the EMR patient ID copied to the new episode
Missing or conflicting data flagged before anything is sent
The episode sent to Kipu or Sunwave on the existing patient
A re-admit is not a new lead. The patient has an account, a past opportunity and a chart in the EMR. Treating them as new splits the history and creates a second patient in the EMR.
Our re-admit button keeps every episode on the same account. Each opportunity is named with the patient name and the episode number, so anyone can see each admission and open each stay.
The button carries the EMR patient ID, such as the Kipu Master ID, so the new episode lands on the existing patient. Where a billing platform like HiLite is connected, the workflow looks up the existing HiLite record too.
Built with Lightning Web Components, Apex and flows, so it fits your fields, stages and permissions.
What's included
A button on the opportunity that starts the next episode, built as a Lightning Web Component or quick action.
Opportunities named "Patient Name - 1", "- 2", "- 3", on new opportunities and on every re-admit.
Every episode kept under the patient's account, so the full history sits on one record.
Contact details, insurance and the fields you choose copied to the new opportunity.
The Kipu Master ID or the Sunwave patient link carried over, so the EMR matches the existing patient.
Missing or conflicting values flagged on the record before the episode is sent anywhere.
Where HiLite is connected, the existing HiLite patient found and reused.
The new episode sent to Kipu or Sunwave from Salesforce, without a second patient.
The button set up to work for every admissions user who needs it.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We walk one re-admit through your Salesforce org and EMR and show you where the history gets split.
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How it works
We look at how re-admits happen today, in Salesforce and in your EMR.
Priced by project, not by the hour. You approve before we start.
The button, numbering, carry-over and EMR send tested with sample patients.
Deployed to production, admissions trained, and changes made as your process changes.
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.
It creates a new, numbered opportunity under the same account, copies over the details you already have, keeps the EMR patient ID, and flags missing data before the episode is sent.
No. The EMR patient ID, such as the Kipu Master ID, goes with the new episode so it lands on the existing patient.
Kipu and Sunwave, through our two-way integrations with Salesforce.
Yes. Re-admits and alumni tracking work together, so you can see which returns came through the alumni program.
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.
