Overview:
This guide provides precise instructions for troubleshooting bedboard discrepancies. If you're experiencing any of the following issues, this process will help you address them:
Bedboards are empty: Patients are missing from the bedboard entirely.
Bedboards are showing the wrong patient accommodation: Patients are assigned to the incorrect bed.
Bedboards are not showing the patient names: Patient names are not visible, or the information is incorrect.
Before You Begin
⚠️ Warning: Before making any changes, confirm that your CRM is actively connected to your Kipu EMR. Performing these steps on an instance with a broken integration will not resolve the issue.
⚠️ Warning: We recommend taking a backup of your current bedboard and patient data before performing a manual import.
Steps
1. Access Your CRM Instance
Navigate to the specific CRM login page and enter your credentials.
2. Navigate to Settings
After logging in, locate and click on the "Settings" option in the main navigation panel on the left side of the CRM.
3. Access CRM Settings
In the Settings menu, click on "CRM Settings." This section gives you complete control over your CRM's management.
4. Access "Integration" dropdown menu
Locate the "Integration" dropdown menu and click to expand it.
5. Access "EMR Settings"
Under the "Integration" menu, click on "EMR Settings."
6. Locate "Bedboard Settings" then open the picklist values
In the EMR Settings menu, find the "Bedboard Settings" section and click the picklist to open the available options.
7. Select "EHR bedboard" Then press Submit
Select "EHR bedboard" from the picklist and click the "Submit" button to save your changes
8. Access "admissions"
Go to the main navigation menu and click on the "Admissions" module.
9. Access "Bedboards"
Within the Admissions menu, select "Bedboards."
10. Access "List View"
In the top right of the bedboard page, click to switch to the "List View."
11. Access the picklist values
Once in the List View, find the picklist menu in the top-right corner of the page.
12. Select "Beds from Kipu" Then press "Import"
From the picklist, select "Beds from Kipu" and click "Import" to begin the sync.
13. The beds are now automatically loaded
The beds will automatically be imported from Kipu. If needed, you can switch back to the graphic mode by pressing "Graph View."
14. The beds are now automatically loaded in graphic mode
The bedboard will now be loaded in the graphic mode, showing the synced data.
Verification / Expected Result
The bed counts, patient names, and bed assignments in your Dazos bedboard should now be an exact match to the data in your Kipu EMR.
Troubleshooting / Common Errors
"Import" Button is Missing: If you do not see the "Beds from Kipu" option, your instance may not be properly connected to the EMR.
Data Is Still Incorrect: If the bedboard data remains incorrect after a re-import, the discrepancy may exist within the Kipu EMR itself.