Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Admit and Discharge Dates
Brought back into the CRM, so the pipeline does not stop at "admitted" and you can see who is in treatment now.
Pre-Assessments and Insurance
Where each person stands before admission. Insurance shown as pending, approved, or not approved, by payer and by week.
Program History
Which programs a patient has been through, visible to the admissions and alumni teams who need the context.
Days in Treatment for Business Development
Tie days in treatment back to the referral source or the rep on a business development dashboard.
Referral Source Scorecard
Every referral partner: inquiries sent, admits produced, and days in treatment. Scorecards your business development team can act on.
Per-Facility + Per-Program Rollups
If you run detox, residential, PHP, and IOP across multiple campuses, every program director sees their own slice.
Kipu data for the people who are not in Kipu
Admissions
See insurance status and pre-assessments next to the calls and callbacks for each person in the pipeline.
Business development
Admits and days in treatment by referral source and by rep, without asking someone to pull a report.
Marketing
Once admit dates are in the CRM, ad spend by campaign can be matched to admissions, not just to calls.
Owners and clinical directors
The numbers that matter on one screen, without a Salesforce or Zoho seat.
From Kipu access to a live dashboard
1. Discovery call
We map your EMR, your CRM, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. EMR to CRM
We build the integration that brings the fields you authorize from Kipu or Sunwave back into your CRM.
4. Dashboard, launch, maintain
We put that data on a dashboard hosted on a dedicated subdomain of trusscharts.com, then monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.