Intro / Context
This FAQ provides internal guidance for team members handling KiPu EMR integrations with Dazos CRM. It covers common setup questions, troubleshooting scenarios, and escalation procedures.
Q: I’m getting an error that the key doesn’t work or credentials are invalid. What should I do?
A:
Wait 48 hours and test the connection again — in some cases, credential propagation can take time.
If the issue persists after 48 hours, reach out to the KiPu point of contact (POC) at [email protected].
If you don’t receive a response within 24 hours, escalate internally by contacting Nelson to review next steps.
Q: The test patient’s chart doesn’t appear in Dazos CRM after integration. What should I do?
A:
Send an email to [email protected] requesting assistance. Include:
Patient’s full name
The payload received in the CRM
Date and time when the patient was pushed to the EMR
Q: How can a client automatically create outbound referrals in Dazos from KiPu?
A:
Instruct the client to use the Discharge/Transition To field in KiPu EMR.
This field automatically triggers an outbound referral creation in Dazos CRM when populated.
Q: What does a red blinking dot on a patient in the EMR census mean?
A:
A red blinking dot indicates that no MR (Medical Record) number has been created yet for that patient on the census.
Q: How do treatment programs populate in KiPu?
A:
Always click the Test Connection button in the integration setup.
This auto-populates treatment programs from KiPu into Dazos.
Do not manually add or create new entities for treatment programs.
Q: How do I handle integrations for CMD clients using KiPu?
A:
If the client is CMD-based, do not contact the CMD team directly.
Instead, email [email protected] and request assistance for the integration.
Pro Tips / Extra Help
Always document each step in the ticket for visibility.
If the integration fails multiple times, review credentials and mappings before escalating.
Escalate only after confirming all prerequisites (key, connection test, and program mapping) are complete.