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Salesforce + KIPU Patient Create
Create Patients in KIPU from Salesforce Opportunities
A patient’s recovery journey begins in the Pre-Admission stage. Before they are even admitted there is a number of data which is usually collected in Salesforce before admitting them into KIPU. This includes patient demographics, insurance coverage, referrer information, patient contacts, as well as attachments like pre-assessments and verification of benefits documents. With Braided’s Salesforce to KIPU integration you can ensure that all of this data is sent effectively and in real-time using the triggers your organization can define.
When
Opportunity enters Stage
Triggers when an Opportunity reaches particular Stage.
Then
Create Patient in KIPU
Creates Pre-Admission with all available demographics, insurance, contact information, and attachments.
Many ways to start running your workflow
Why Braided?
With Braided’s Salesforce to KIPU integrations, you can…
- Remove dual data entry saving hours per patient.
- Keep data uniform across both Salesforce and KIPU
- Automatically track census also in Salesforce.
- Build reports ranging from entire census, census by location or program, and other reports.
