Treatment center admissions moves fast: a call comes in, benefits get verified, clinical reviews the case and the patient is admitted into Kipu. We set up Zoho CRM so each of those steps happens on one record, and so you can see which calls, campaigns and referral partners turn into admits.
900+ integrations completed · We sign BAAs
Sound familiar?
Zoho can run admissions. Out of the box, it does not know how a treatment center works.
Calls, forms and chats reach Zoho without the campaign or landing page, or do not reach it at all.
The verification request goes out by email and the answer comes back by email. Nobody can see which patients are still pending.
Admissions re-types every patient into Kipu, and Zoho does not learn who admitted or discharged.
Reps text from their phones or from Zoho with no check on who opted in.
What we build
Click through each step to see what we build in Zoho CRM for a treatment center.
Step 1 · Inquiry
Inquiries come in by phone, web form, chat and text. If they do not land on the Zoho lead with their source, admissions starts every conversation from zero.
What we build
Who it helps
The call, the VOB status, the deal stage and the Send to Kipu button on one Zoho record.
Referral partners by admits, BD activity and scored partner accounts.
Leads to admits by source, and admits sent back to Google Ads and Bing Ads.
Who discharged, and which alumni came back.
Lead to deal, VOB and bed rates, and every deal outcome in one report.
Systems we connect
EMR: Send to Kipu from Zoho, admits, discharges, program history and referral sources back
Calls, texts, AI call summaries and transcripts on the Zoho lead
Texting from the Zoho record, checked against Approved to SMS
Campaign data in Zoho, and admits sent back as offline conversions
Campaign data in Zoho, and offline conversions sent back
Website and landing page forms on the Zoho lead
Forms on the Zoho lead
Website chat on the lead, with the source
Insurance verification run from Zoho
Call and text activity logged in Zoho
Alerts, approvals, next steps and VOB summaries posted to Teams from Zoho
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How it works
Tell us about your admissions process. We walk one call from first ring to admit in Zoho, give you honest advice, and there is no obligation.
Priced by project, not by the hour. You approve the scope and the quote before we start.
Built and tested before go-live, with a field mapping document you keep.
Training for your team, full documentation, ownership of the code, and support after go-live.
On a free call we follow one patient from first call to admit and show you every place a patient or a piece of data falls through.
Yes. We sign a BAA, limit each system to the access it needs and store credentials encrypted.
Kipu for the EMR, CallTrackingMetrics and RingCentral for calls, Twilio for texting, Zoho SalesIQ for chat, VerifyTX for insurance verification, Gravity Forms and Jotform for forms, and Google Ads and Bing Ads for offline conversions.
With an Approved to SMS field that is checked before a text goes out, and opt-in on your forms. We build the controls; your team decides the policy.
Yes. We can clean up the layouts and data, add the missing integrations and rebuild the reports in the Zoho CRM you have.
900+ integrations completed, including the Kipu, CallTrackingMetrics and Twilio work with Zoho CRM on this page.
