How to Automate Kipu Health

Kipu Health automates the facility's own operation. The Bed Board shows live availability, Electronic Verification of Benefits checks eligibility at admission, Chart Check tracks form deadlines, and KIP drafts notes from sessions. Utilisation review, credential checks and denial appeals happen on payer and state sites Kipu cannot open.

An admission in behavioral health happens in hours, not weeks

Kipu Health is the platform behind a large number of addiction treatment and behavioral health facilities: residential and outpatient programmes, eating disorder centres, medication-assisted treatment providers.

The rhythm of the work is what shaped the software. Someone calls, or a family member calls for them, and the window in which that person will actually walk in is measured in hours. So Kipu holds admissions, the clinical record and the claim in one place: a CRM for the enquiry and the bed, an EMR for the chart, revenue cycle for the billing, and compliance tooling around all of it.

The record it holds is more sensitive than most of healthcare. In the United States, information identifying somebody as a patient in a substance use disorder programme carries its own federal confidentiality rules on top of HIPAA. Who may see it, and what may be disclosed to whom, is not a matter of internal policy.

Continued stay is argued on the payer's schedule

The clinical work happens in the building. A surprising amount of the administrative work happens on other people's websites, against other people's deadlines.

Utilisation review is the clearest case. A patient is authorised for a few days at a level of care, and to continue, somebody has to request more, with today's clinical justification, before the current authorisation runs out. Miss it and the days are delivered unfunded. That means a person opening payer portals every morning, working down a list by payer and level of care, noting what expires when.

Around it sits the rest. Eligibility checked before admission. Denied claims collected with appeal windows that close quietly. Clinician licences and certifications, each verified on a state board's own lookup. Referrals from a hospital discharge platform nobody opened over the weekend.

In most facilities all of that is held together by one person who has memorised which portal is slowest to load.

The kipuhealth.com homepage, the app these three jobs run in. Kipu Health
Authorisations that never quietly lapse Expiry dates by payer and level of care, checked daily so a continued-stay review is requested in time.
Credentials checked at the source Licences and certifications verified against the state board's own lookup, well before they run out.
Referrals that do not cool Discharge platforms and referring practices read every morning, because the window in this field is hours.

The bed board and the benefits check already run inside Kipu

Kipu automates a great deal of the facility's own day, and the built-in tooling is worth exhausting first.

On the admissions side the Bed Board shows real-time bed availability synced with the EMR, and Electronic Verification of Benefits gives an integrated eligibility check at the moment somebody is deciding whether to admit. Pre-Admission Chart Generation creates the chart from the CRM record rather than making anyone start again, and the Travel Board tracks how a patient is getting there.

On the clinical side, Chart Check sets deadlines for patient forms and tracks completion, so an incomplete chart is visible before it becomes an audit finding. KIP, the Kipu Intelligence Program, transcribes sessions, drafts progress notes and summarises charts. Kipu Helix is the platform tying these together.

All of it operates inside Kipu's own record. The eligibility check is integrated, which is genuinely useful, but the continued-stay review is not. Neither is the state licensing board, the clearinghouse holding the denial detail, or the discharge platform at the hospital that just rang about a bed.

The census can be checked against every payer each morning

Read the record and the payers' own sites together, on a schedule, and one person's spreadsheet stops being the thing the facility depends on.

Every authorisation expiring inside seven days, grouped by payer and level of care, so the continued-stay request is prepared while it still counts rather than after the days were delivered. Eligibility confirmed for everyone admitting in the next forty-eight hours, so nobody starts treatment on coverage that lapsed.

Denials pulled with their reason codes and appeal windows, ordered by which closes first. Clinician licences and certifications checked against the state board's own lookup each week, with anything close to expiry raised early, because a lapsed credential is a compliance problem and a billing problem at the same time.

Referrals read from the hospital discharge platform and the referring practice, so a warm referral does not sit in a queue over a weekend, which in this field is the difference between somebody coming in and somebody not.

The boundary in addiction treatment is stricter than almost anywhere else in healthcare. Read the portals, set them against the census and raise the mismatches: that part needs no one supervising it. Anything touching a chart or a claim, and anything at all that reaches a patient or an alumnus, is prepared for a qualified person and waits.

The record stays inside the building

Payer portals, licensing lookups and the clearinghouse each want a login and a look, and in addiction treatment there is a second condition on top: none of what comes back may leave the building.

WebRun is an AI agent that works a real Chrome browser, signed in as your own staff are, in your own private environment. Sessions are not shared between tools, and a workflow can be locked to an explicit list of domains, so it reaches the payer sites you named and nothing else. You can watch a run and stop it.

It reads and it prepares. Nothing is written into a patient's chart, no claim is filed, and no message goes to a patient or an alumnus without a qualified person approving it first.

The workflows below are already built, and each one names what it opens.

Questions people ask

Is this safe for confidential addiction treatment records?

It is built for exactly that constraint. Runs happen in your own private environment signed in as your own staff, sessions are not shared between tools, and a workflow is locked to the sites you named, so nothing is disclosed anywhere new.

Will it write into a patient chart?

No. It reads and prepares. Anything that changes a chart, files a claim or reaches a patient or an alumnus is left for a qualified person to review and send.

Does this need the Kipu API?

No. It works the screens your staff work, signed in as them, which is also how it reaches the payer portals, clearinghouse and state licensing sites that offer no API at all.

13 ready-made Kipu Health workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Kipu Health Automated Staff Credential Expiry Tracker
WebRun checks your staff credential records weekly, identifies certifications and licenses expiring in the next 60 days, logs a renewal tracker in Google Sheets, and alerts HR in Slack so no clinician works on a lapsed credential.
Kipu HealthGoogle SheetsGmail
Automated Alumni Review Request Drafts for Treatment Centers
WebRun checks Kipu Health weekly for patients who completed treatment 30 to 60 days ago, drafts a personalized review request for each alumni for staff review, and queues approved messages for dispatch via Mailchimp so your reputation grows without compromising patient privacy.
Kipu HealthMailchimpGoogle Sheets
Kipu Health Automated Lab Results Routing
When Kipu Health receives a new lab result for an active patient, WebRun identifies the ordering provider, posts an internal alert to Slack, and flags any critical value so no result sits unreviewed in a chart while a patient is in active treatment.
Kipu HealthSlackGoogle Sheets
Kipu Health Automated Referral Pipeline Tracking
WebRun monitors your referral pipeline in Kipu Health CRM, logs each new referral and its current stage in Google Sheets, and posts a daily status digest to Slack so your admissions team never loses a warm referral.
Kipu HealthGoogle SheetsTelegram
Kipu Health Automated Alumni Follow-Up Recall Reminders
WebRun checks Kipu Health weekly for alumni whose next recommended follow-up date is approaching, drafts a scheduling reminder for staff review, and queues approved reminders for dispatch via Gmail so no alumni misses a recommended care milestone.
Kipu HealthGoogle CalendarGmail
Kipu Health Automated Provider Utilization Digest
Every Monday, WebRun reads session data from Kipu Health, calculates each clinician's caseload, group facilitation hours, and note completion rate, and posts a utilization digest to Slack so clinical supervisors can spot capacity gaps and burnout risk early.
Kipu HealthGoogle SheetsSlack
Kipu Health Automated Prior Auth Expiry Tracker
WebRun checks Kipu Health daily for authorizations expiring in the next 7 days, builds a renewal worklist by payer and level of care, and posts it to Slack so your UR team can act before coverage lapses.
Kipu HealthGoogle SheetsSlack
Kipu Health Automated No-Show Recovery
When a patient misses an admission or clinical appointment in Kipu Health, WebRun flags the gap, drafts a re-engagement message for staff review, and logs the outreach attempt in Google Sheets.
Kipu HealthGoogle SheetsSlack
Kipu Health Automated Intake Paperwork Chaser
WebRun checks Kipu Health each morning for new patients with outstanding intake documents, drafts a completion reminder for admissions staff review, and logs the status in Google Sheets so nothing falls through the cracks.
Kipu HealthGoogle SheetsGmail
Kipu Health Automated Eligibility Verification Worklist
Every morning, WebRun checks Kipu Health for patients admitted or scheduled for admission in the next 48 hours, builds an eligibility verification worklist for your billing team, and posts a status digest to Slack so no patient starts treatment on unverified coverage.
Kipu HealthGoogle SheetsSlack
Kipu Health Automated Claim Denial Worklist
WebRun checks Kipu Health and QuickBooks daily for denied claims, categorizes each denial by reason code, and posts a prioritized appeal worklist to Slack so your billing team tackles the highest-value denials first.
Kipu HealthQuickBooksSlack
Kipu Health Automated Alumni Care Gap Outreach Drafts
WebRun checks Kipu Health weekly for alumni who have missed check-in milestones or stepped down without scheduling continuing care, drafts a re-engagement outreach for staff review, and posts the care gap list to Slack so your alumni team can act before someone slips through the cracks.
Kipu HealthSlackGmail
Kipu Health Automated Appointment Confirmation Drafts
WebRun checks Kipu Health each afternoon for tomorrow's appointments, drafts a confirmation message for each patient for staff review, and posts a send-ready queue to Google Sheets so your front desk can approve and dispatch in one pass.
Kipu HealthGoogle SheetsTwilio

Want one of these running on your own Kipu Health?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.