Before You Begin
You must have administrator access to CRM Settings
Your KIPU EMR integration must already be configured and active
Confirm you have access to the Global EMR Settings section
⚠️ Note: If you don't see Global EMR Settings, your account may not have administrator permissions or the KIPU integration may not be active yet.
Steps
Log in to the CRM and navigate to Settings.
Click on CRM Settings.
Navigate to the Integrations section.
Select Global EMR Settings.
Enable the setting that allows KIPU's 'Discharging To' field to create outbound referrals in Dazos.
Click Save to apply the configuration changes.
Verification / Expected Result
Once enabled, when staff use the 'Discharging To' field in KIPU EMR:
An outbound referral record is automatically created in Dazos
The referral information syncs from KIPU to the CRM
No manual data entry is required in Dazos for these referrals
✅ Best Practice: Always test the configuration with a sample discharge entry before rolling it out to staff.
Troubleshooting / Common Errors
Outbound referrals not appearing in Dazos:
Confirm the setting is enabled in Global EMR Settings
Verify that the 'Discharging To' field is being used correctly in KIPU
Check that the KIPU integration is active and functioning
Unable to find the setting:
Ensure you have administrator permissions
Contact support if the Global EMR Settings section is not visible