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.
Kipu and Sunwave: Admit and Discharge Dates
Written onto the Zoho record, so the pipeline does not stop at "admitted" and you can see who is in treatment now.
Kipu and Sunwave: Pre-Assessments, Insurance, Program History
Insurance shown as pending, approved, or not approved, next to the calls and the campaign that brought the person in.
ModMed: Appointment Status
So a lead does not go dark in Zoho once it is booked.
ModMed: Revenue
What a new patient was worth, on the same Zoho record as the campaign that brought them in.
Days in Treatment for Business Development
Tie days in treatment back to the referral source or the rep on a business development dashboard.
For People Without a Zoho Seat
Owners, clinical directors, and BD reps can see the numbers without a Zoho license.
EMRs we connect to Zoho CRM
These are the ones we have built. The approach is the same for any EMR that offers an API.
Kipu
Addiction treatment and mental health. Admit and discharge dates, pre-assessments, insurance, and program history.
Sunwave
Addiction treatment and mental health. The same patient-journey data, brought back into Zoho.
ModMed
Specialty practices. Appointment status and revenue.
Your EMR
If it has an API, we can integrate it. Tell us what you use on the discovery call.
What EMR data in Zoho CRM lets you report on
Which leads became patients?
And which campaigns and referral sources they came from.
What was each one worth?
Days in treatment or revenue, on the same record as the lead source.
Who is in treatment now?
Visible to admissions and business development without an EMR login.
From access to live EMR and Zoho CRM reporting
1. Discovery call
We map both systems, how records match between them, 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. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
You might also want
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.