Intelligence gathering from public data sources
Enter an NPI number, facility name, or website to research the prospect and populate the discovery engine
Active license verification and facility details
TJC (The Joint Commission) accreditation status and survey history
Federal treatment facility registry and service details
National Provider Identifier and organizational data
Detect EMR, billing, CMS, and marketing technologies on their website
State-level regulatory changes, payer shifts, M&A activity, and urgency triggers for your next call
Identify key decision-makers, influencers, and blockers at the target facility from public data
Search recent news for the facility and key people -- lawsuits, expansions, funding, regulatory actions, leadership changes
Every answer shapes the next question.
What type of organization is this?
What conditions does this facility primarily treat?
How does this facility handle their billing today?
Size, payer mix, and trajectory.
How many patients does this facility serve at any given time?
How many physical sites does this organization operate?
What percentage of their patients have each insurance type?
Is this facility growing, stable, or shrinking?
Are they already using Kipu's electronic medical records system?
Triggers, blockers, and disqualification flags.
Check anything that's currently going on with this prospect
What specific event is driving them to look at billing solutions now?
Check any that apply. These may immediately disqualify.
These are deal-breakers -- if any of these are true, this prospect likely won't work out
These won't kill the deal, but they slow things down or add risk
Auto-populated from discovery data. Override as needed.
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